Claro Advisors
$953M 13F equity value
572 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Claro Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 87,030 | $60M | 6.3% |
| IWF | ISHARES TR | 304,531 | $38M | 4.0% |
| IWD | ISHARES TR | 138,046 | $33M | 3.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 415,569 | $30M | 3.1% |
| AAPL | APPLE INC | 97,879 | $28M | 3.0% |
| NVDA | NVIDIA CORPORATION | 119,059 | $24M | 2.5% |
| AMZN | AMAZON COM INC | 87,023 | $21M | 2.2% |
| MSFT | MICROSOFT CORP | 53,155 | $20M | 2.1% |
| QQQ | INVESCO QQQ TR | 25,691 | $19M | 2.0% |
| IUSB | ISHARES TR | 392,139 | $18M | 1.9% |
Track Claro Advisors's 13F portfolio: $953M in reported holdings, 572 positions. Top holdings and quarterly changes on SentiSense.
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