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Portfolio (Quarterly) Guide ↗

McClarren Financial Advisors, Inc.

· CIK 0001842974
13F Portfolio $193M AUM 85 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 27 Added 21 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BLD TOPBUILD COR Industrials 989 $347K 0.21% SOLD
2 VUG VANGUARD INDEX FDS 508 $222K 0.13% SOLD
3 XOM EXXON MOBIL CORP Energy 1,256 $213K 0.13% SOLD
Sector Allocation
Technology 42.9%
Financial Services 19.4%
Consumer Defensive 11.1%
Healthcare 9.5%
Communication Services 6.7%
Consumer Cyclical 6.1%
Industrials 4.2%