Claro Advisors LLC 13F Holdings · Q2 2026
Claro Advisors LLC reported 533 securities worth $952.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (6.27%), IWF (3.97%), IWD (3.51%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $59.8M | 6.27% | 87,030 | Added |
| 2 | IWF | ISHARES TR | $37.8M | 3.97% | 304,531 | Added |
| 3 | IWD | ISHARES TR | $33.5M | 3.51% | 138,046 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $29.6M | 3.11% | 415,569 | Trimmed |
| 5 | AAPL | APPLE INC | $28.3M | 2.97% | 97,879 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $23.8M | 2.50% | 119,059 | Added |
| 7 | AMZN | AMAZON COM INC | $20.7M | 2.18% | 87,023 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $19.8M | 2.08% | 53,155 | Added |
| 9 | QQQ | INVESCO QQQ TR | $18.9M | 1.99% | 25,691 | Trimmed |
| 10 | IUSB | ISHARES TR | $18.1M | 1.90% | 392,139 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $17.7M | 1.86% | 260,533 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $15.7M | 1.65% | 21,062 | Trimmed |
| 13 | IVV | ISHARES TR | $15.5M | 1.63% | 20,715 | Trimmed |
| 14 | CORO | BLACKROCK ETF TRUST | $13.5M | 1.41% | 368,231 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $13.2M | 1.39% | 40,391 | Trimmed |
| 16 | FTEC | FIDELITY COVINGTON TRUST | $12.0M | 1.26% | 42,104 | Added |
| 17 | GOOGL | ALPHABET INC | $11.9M | 1.25% | 33,305 | Added |
| 18 | AVGO | BROADCOM INC | $11.1M | 1.17% | 29,493 | Added |
| 19 | GOOG | ALPHABET INC | $10.6M | 1.11% | 30,020 | Added |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $10.0M | 1.05% | 168,361 | Trimmed |
| 21 | META | META PLATFORMS INC | $9.8M | 1.03% | 17,469 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $9.5M | 0.99% | 25,579 | Trimmed |
| 23 | IEMG | ISHARES INC | $8.8M | 0.92% | 105,745 | Trimmed |
| 24 | KLAC | KLA CORP | $7.9M | 0.83% | 26,073 | Added |
| 25 | SCHG | SCHWAB STRATEGIC TR | $7.6M | 0.80% | 226,006 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR