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Claro Advisors Inc. 13F holdings

Filed 2026-07-30 · Claro Advisors Inc. · 533 positions · $952.8M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS87.0K$59.8M6.3%
IWFISHARES TR304.5K$37.8M4.0%
IWDISHARES TR138.0K$33.5M3.5%
VEAVANGUARD TAX-MANAGED FDS415.6K$29.6M3.1%
AAPLAPPLE INC97.9K$28.3M3.0%
NVDANVIDIA CORPORATION119.1K$23.8M2.5%
AMZNAMAZON COM INC87.0K$20.7M2.2%
MSFTMICROSOFT CORP53.2K$19.8M2.1%
QQQINVESCO QQQ TR25.7K$18.9M2.0%
IUSBISHARES TR392.1K$18.1M1.9%
DYNFBLACKROCK ETF TRUST260.5K$17.7M1.9%
SPYSTATE STR SPDR S&P 500 ETF T21.1K$15.7M1.7%
IVVISHARES TR20.7K$15.5M1.6%
COROBLACKROCK ETF TRUST368.2K$13.5M1.4%
JPMJPMORGAN CHASE & CO40.4K$13.2M1.4%
FTECFIDELITY COVINGTON TRUST42.1K$12.0M1.3%
GOOGLALPHABET INC33.3K$11.9M1.2%
AVGOBROADCOM INC29.5K$11.1M1.2%
GOOGALPHABET INC30.0K$10.6M1.1%
VWOVANGUARD INTL EQUITY INDEX F168.4K$10.0M1.1%
METAMETA PLATFORMS INC17.5K$9.8M1.0%
VTIVANGUARD INDEX FDS25.6K$9.5M1.0%
ACWIISHARES INC105.7K$8.8M0.9%
KLACKLA CORP26.1K$7.9M0.8%
SCHGSCHWAB STRATEGIC TR226.0K$7.6M0.8%
SMHVANECK ETF TRUST11.4K$7.5M0.8%
RDVYFIRST TR EXCHANGE TRADED FD84.3K$6.8M0.7%
MTUMISHARES TR19.9K$6.8M0.7%
THROBLACKROCK ETF TRUST157.0K$6.8M0.7%
TSLATESLA INC15.0K$6.3M0.7%
ABBVABBVIE INC23.3K$5.9M0.6%
JNJJOHNSON & JOHNSON22.7K$5.8M0.6%
VBVANGUARD INDEX FDS18.4K$5.6M0.6%
CSCOCISCO SYS INC46.5K$5.5M0.6%
JEPIJ P MORGAN EXCHANGE TRADED F93.3K$5.3M0.6%
BLCRBLACKROCK ETF TRUST100.1K$5.0M0.5%
SHLDGLOBAL X FDS84.1K$5.0M0.5%
ITOTISHARES TR30.4K$5.0M0.5%
OEFISHARES TR13.2K$4.8M0.5%
WMTWALMART INC42.1K$4.8M0.5%
LLYELI LILLY & CO3.9K$4.7M0.5%
IEFAISHARES TR47.9K$4.6M0.5%
IJHISHARES TR59.9K$4.6M0.5%
FVFIRST TR EXCHANGE TRADED FD60.5K$4.6M0.5%
GLDMWORLD GOLD TR56.7K$4.5M0.5%
QUALISHARES TR19.7K$4.3M0.5%
HDHOME DEPOT INC11.9K$4.2M0.4%
TLHISHARES TR41.0K$4.1M0.4%
SCHRSCHWAB STRATEGIC TR161.3K$4.0M0.4%
HUBSHUBSPOT INC21.0K$3.8M0.4%
GBTCGRAYSCALE BITCOIN TRUST ETF82.8K$3.8M0.4%
PGPROCTER & GAMBLE CO25.2K$3.7M0.4%
IALTBLACKROCK ETF TRUST124.4K$3.5M0.4%
SGOVISHARES TR34.6K$3.5M0.4%
SPTMSPDR SERIES TRUST37.7K$3.4M0.4%
VMBSVANGUARD SCOTTSDALE FDS71.1K$3.3M0.3%
BNDXVANGUARD CHARLOTTE FDS67.7K$3.3M0.3%
PANWPALO ALTO NETWORKS INC9.4K$3.2M0.3%
PFGPRINCIPAL FINANCIAL GROUP IN29.4K$3.2M0.3%
MCDMCDONALDS CORP11.1K$3.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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