Mc Clarren Financial Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $141 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.5M, Vanguard Small Cap ETF with a value of $13.5M, Vanguard Index Fds S&P 500 ETF with a value of $13.2M, Vanguard Mid Cap ETF with a value of $9.62M, and Vanguard Mega Cap Growth ETF with a value of $7.82M.

Examining the 13F form we can see an decrease of $10.7M in the current position value, from $151M to 141M.

Mc Clarren Financial Advisors, Inc. is based out at State College, PA

Below you can find more details about Mc Clarren Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $127 Million
Technology: $6.68 Million
Consumer Defensive: $2.14 Million
Financial Services: $1.26 Million
Communication Services: $1.2 Million
Healthcare: $891,000
Consumer Cyclical: $700,000
Industrials: $442,000
Other: $220,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $141 Million
  • Prior Value $151 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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