Claro Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1764386
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$952.8M
Holdings
533
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Claro Advisors LLC disclosed 533 positions worth $952.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 63 new positions and exited 39. The portfolio is most concentrated in Other (56.8% of disclosed assets). All figures are sourced directly from Claro Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1764386.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS - S&P 5
6.3% weight
Held 10 quarters
ISHARES TR - RUS 1000 GRW
4.0% weight
Held 10 quarters
ISHARES TR - RUS 1000 VAL
3.5% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
3.1% weight
Held 10 quarters
$AAPL3.0% weight
Held 10 quarters
FIDELITY COVINGTON TRUST -
6 quarters accumulating
ISHARES TR - NATIONAL MUN
6 quarters accumulating
$CRWD6 quarters accumulating
$AEP6 quarters accumulating
SELECT SECTOR SPDR TR - ST
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$59.8M87,030 shISHARES TR - RUS 1000 GRW ETF
—Quality
$37.8M304,531 shISHARES TR - RUS 1000 VAL ETF
—Quality
$33.5M138,046 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$29.6M415,569 sh- 76.4
Quality
$28.3M97,879 sh - 85.9
Quality
$23.8M119,059 sh - 68.7
Quality
$20.7M87,023 sh - 79.8
Quality
$19.8M53,155 sh - —
Quality
$18.9M25,691 sh ISHARES TR - CORE UNIVRSL USD
—Quality
$18.1M392,139 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $59.8M | 87,030 |
| ISHARES TR - RUS 1000 GRW ETF | — | $37.8M | 304,531 |
| ISHARES TR - RUS 1000 VAL ETF | — | $33.5M | 138,046 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $29.6M | 415,569 |
| Apple Inc.$AAPL | 76.4 | $28.3M | 97,879 |
 NVIDIA CORP$NVDA | 85.9 | $23.8M | 119,059 |
 AMAZON COM INC$AMZN | 68.7 | $20.7M | 87,023 |
 MICROSOFT CORP$MSFT | 79.8 | $19.8M | 53,155 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $18.9M | 25,691 |
| ISHARES TR - CORE UNIVRSL USD | — | $18.1M | 392,139 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Claro Advisors LLC's 533 positions.
Showing top 10 of 533 holdings.
Sector Allocation
Other
$541.3M
Technology
$174.6M
Financials
$77.9M
Consumer Discretionary
$46.2M
Healthcare
$31.9M
Industrials
$31.7M
Consumer Staples
$14.5M
Energy
$9.9M
Top Holdings — Claro Advisors LLC (Q2 2026)
Top 150 of 533 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $59.8M | 6.3% | +15% | — |
| 2 | — | ISHARES TR - RUS 1000 GRW ETF | $37.8M | 4.0% | +403% | — |
| 3 | — | ISHARES TR - RUS 1000 VAL ETF | $33.5M | 3.5% | +8% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $29.6M | 3.1% | -3% | — |
| 5 | $AAPL | Apple Inc. | $28.3M | 3.0% | +0% | 76.4 |
| 6 | $NVDA | NVIDIA CORP | $23.8M | 2.5% | +0% | 85.9 |
| 7 | $AMZN | AMAZON COM INC | $20.7M | 2.2% | -1% | 68.7 |
| 8 | $MSFT | MICROSOFT CORP | $19.8M | 2.1% | +1% | 79.8 |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $18.9M | 2.0% | -2% | — |
| 10 | — | ISHARES TR - CORE UNIVRSL USD | $18.1M | 1.9% | +15% | — |
| 11 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $17.7M | 1.9% | +9% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $15.7M | 1.6% | -2% | — |
| 13 | — | ISHARES TR - CORE S&P500 ETF | $15.5M | 1.6% | -1% | — |
| 14 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $13.5M | 1.4% | -22% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $13.2M | 1.4% | -0% | 70.7 |
| 16 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $12.0M | 1.3% | +12% | — |
| 17 |  $GOOG | Alphabet Inc. | $11.9M | 1.3% | +1% | 78.2 |
| 18 |  $AVGO | Broadcom Inc. | $11.1M | 1.2% | +2% | 84.5 |
| 19 |  $GOOGL | Alphabet Inc. | $10.6M | 1.1% | +2% | 78.2 |
| 20 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $10.0M | 1.1% | -2% | — |
| 21 |  $META | Meta Platforms, Inc. | $9.8M | 1.0% | +4% | 79.6 |
| 22 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $9.5M | 1.0% | -2% | — |
| 23 | — | ISHARES INC - CORE MSCI EMKT | $8.8M | 0.9% | -2% | — |
| 24 |  $KLAC | KLA CORP | $7.9M | 0.8% | +902% | 78.6 |
| 25 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $7.6M | 0.8% | +2% | — |
| 26 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $7.5M | 0.8% | +24% | — |
| 27 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $6.8M | 0.7% | +6% | — |
| 28 | — | ISHARES TR - MSCI USA MMENTM | $6.8M | 0.7% | -21% | — |
| 29 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $6.8M | 0.7% | -18% | — |
| 30 |  $TSLA | Tesla, Inc. | $6.3M | 0.7% | +3% | 53.9 |
| 31 |  $ABBV | AbbVie Inc. | $5.9M | 0.6% | -0% | 72.6 |
| 32 |  $JNJ | JOHNSON & JOHNSON | $5.8M | 0.6% | +0% | 69 |
| 33 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.6M | 0.6% | -2% | — |
| 34 |  $CSCO | CISCO SYSTEMS, INC. | $5.5M | 0.6% | -3% | 70.3 |
| 35 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.3M | 0.6% | +9% | — |
| 36 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $5.0M | 0.5% | NEW | — |
| 37 | — | GLOBAL X FDS - DEFENSE TECH ETF | $5.0M | 0.5% | +26% | — |
| 38 | — | ISHARES TR - CORE S&P TTL STK | $5.0M | 0.5% | -1% | — |
| 39 | — | ISHARES TR - S&P 100 ETF | $4.8M | 0.5% | -1% | — |
| 40 |  $WMT | Walmart Inc. | $4.8M | 0.5% | -1% | 60.2 |
| 41 |  $LLY | ELI LILLY & Co | $4.7M | 0.5% | +3% | 87.5 |
| 42 | — | ISHARES TR - CORE MSCI EAFE | $4.6M | 0.5% | -7% | — |
| 43 | — | ISHARES TR - CORE S&P MCP ETF | $4.6M | 0.5% | +5% | — |
| 44 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $4.6M | 0.5% | -1% | — |
| 45 |  $GLDM | World Gold Trust | $4.5M | 0.5% | +0% | — |
| 46 | — | ISHARES TR - MSCI USA QLT FCT | $4.3M | 0.5% | -57% | — |
| 47 |  $HD | HOME DEPOT, INC. | $4.2M | 0.4% | -3% | 60.3 |
| 48 | — | ISHARES TR - 10-20 YR TRS ETF | $4.1M | 0.4% | +8% | — |
| 49 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $4.0M | 0.4% | +26% | — |
| 50 |  $HUBS | HUBSPOT INC | $3.8M | 0.4% | -16% | 70.4 |
| 51 |  $GBTC | Grayscale Bitcoin Trust ETF | $3.8M | 0.4% | -0% | — |
| 52 |  $PG | PROCTER & GAMBLE Co | $3.7M | 0.4% | -7% | 64.6 |
| 53 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $3.5M | 0.4% | NEW | — |
| 54 | — | ISHARES TR - 0-3 MTH TREASURY | $3.5M | 0.4% | -5% | — |
| 55 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $3.4M | 0.4% | +1% | — |
| 56 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $3.3M | 0.3% | +7% | — |
| 57 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.3M | 0.3% | +9% | — |
| 58 |  $PANW | Palo Alto Networks Inc | $3.2M | 0.3% | -5% | 65.5 |
| 59 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $3.2M | 0.3% | +1% | 57.5 |
| 60 |  $MCD | MCDONALDS CORP | $3.0M | 0.3% | -3% | 69 |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $2.8M | 0.3% | -4% | — |
| 62 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.8M | 0.3% | +3% | — |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.8M | 0.3% | +3% | 67.6 |
| 64 | — | ISHARES TR - ISHS 1-5YR INVS | $2.7M | 0.3% | +13% | — |
| 65 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $2.6M | 0.3% | -17% | — |
| 66 |  $ETN | Eaton Corp plc | $2.6M | 0.3% | +2% | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.3% | +12% | 73.8 |
| 68 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.3% | +2% | 72.3 |
| 69 |  $TRV | TRAVELERS COMPANIES, INC. | $2.4M | 0.3% | +1% | 75.9 |
| 70 | — | ISHARES TR - NATIONAL MUN ETF | $2.3M | 0.2% | +4% | — |
| 71 |  $V | VISA INC. | $2.3M | 0.2% | -2% | 82.9 |
| 72 | — | ISHARES TR - RUS MD CP GR ETF | $2.3M | 0.2% | +2% | — |
| 73 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.2% | -0% | 66.2 |
| 74 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.2% | +25% | 79.8 |
| 75 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 0.2% | +1% | 68.7 |
| 76 | $CRWD | CrowdStrike Holdings, Inc. | $2.2M | 0.2% | +7% | 67.7 |
| 77 |  $NFLX | NETFLIX INC | $2.1M | 0.2% | -0% | 78.8 |
| 78 |  $IRM | IRON MOUNTAIN INC | $2.1M | 0.2% | +0% | 62.9 |
| 79 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.1M | 0.2% | +2% | — |
| 80 |  $IVZ | Invesco Ltd. | $2.1M | 0.2% | +2% | — |
| 81 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $2.0M | 0.2% | -22% | — |
| 82 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $2.0M | 0.2% | +3% | — |
| 83 |  $IAU | ISHARES GOLD TRUST | $2.0M | 0.2% | +14% | — |
| 84 | — | PACER FDS TR - US SM CAP CA ETF | $2.0M | 0.2% | -6% | — |
| 85 |  $GLW | CORNING INC /NY | $1.9M | 0.2% | +1% | 73.7 |
| 86 |  $MCK | MCKESSON CORP | $1.8M | 0.2% | -1% | 63.4 |
| 87 | — | ISHARES TR - CORE DIV GRWTH | $1.8M | 0.2% | +25% | — |
| 88 | $IVZ | Invesco Ltd. | $1.8M | 0.2% | +23% | — |
| 89 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.8M | 0.2% | +7% | — |
| 90 | $AEP | AMERICAN ELECTRIC POWER CO INC | $1.8M | 0.2% | +1% | 66.8 |
| 91 |  $PEP | PEPSICO INC | $1.8M | 0.2% | -1% | 63.4 |
| 92 |  $CB | Chubb Ltd | $1.7M | 0.2% | +0% | — |
| 93 | — | PGIM ROCK ETF TR - LADDE S&P 20 ETF | $1.7M | 0.2% | +34% | — |
| 94 |  $ORCL | ORACLE CORP | $1.7M | 0.2% | +7% | 66.2 |
| 95 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.7M | 0.2% | -10% | — |
| 96 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $1.7M | 0.2% | -20% | — |
| 97 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.7M | 0.2% | +500% | — |
| 98 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.2% | +13% | 86.2 |
| 99 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $1.7M | 0.2% | -5% | — |
| 100 |  $KO | COCA COLA CO | $1.6M | 0.2% | +5% | 69.5 |
| 101 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.6M | 0.2% | +4% | — |
| 102 |  $BLK | BlackRock, Inc. | $1.6M | 0.2% | -1% | 70 |
| 103 |  $RTX | RTX Corp | $1.6M | 0.2% | -1% | 73.2 |
| 104 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $1.6M | 0.2% | -5% | — |
| 105 | — | GRANITESHARES ETF TR - 2X LONG NVDA ETF | $1.6M | 0.2% | +181% | — |
| 106 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $1.6M | 0.2% | +7% | — |
| 107 |  $UNH | UNITEDHEALTH GROUP INC | $1.6M | 0.2% | -6% | 62.7 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.2% | +10% | 70 |
| 109 | — | ISHARES TR - MSCI USA MIN ETF | $1.6M | 0.2% | +4% | — |
| 110 |  $MTZ | MASTEC INC | $1.6M | 0.2% | -6% | 58.8 |
| 111 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.2% | -51% | 65 |
| 112 |  $DUK | Duke Energy CORP | $1.5M | 0.2% | +1% | 56.4 |
| 113 |  $HONA | Honeywell Aerospace Inc. | $1.5M | 0.2% | NEW | — |
| 114 |  $MRK | Merck & Co., Inc. | $1.5M | 0.2% | +1% | 59.9 |
| 115 |  $VRT | Vertiv Holdings Co | $1.5M | 0.2% | -4% | 81 |
| 116 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.5M | 0.2% | +72% | — |
| 117 |  $YUM | YUM BRANDS INC | $1.5M | 0.2% | +0% | 73.7 |
| 118 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.2% | -2% | 73.8 |
| 119 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.5M | 0.2% | +1% | — |
| 120 |  $EMR | EMERSON ELECTRIC CO | $1.5M | 0.1% | -0% | 65.3 |
| 121 | — | ISHARES TR - RUS TP200 VL ETF | $1.4M | 0.1% | +10% | — |
| 122 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $1.4M | 0.1% | +4% | — |
| 123 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.1% | -3% | 70.4 |
| 124 | — | ISHARES TR - EAFE GRWTH ETF | $1.4M | 0.1% | -11% | — |
| 125 |  $THG | HANOVER INSURANCE GROUP, INC. | $1.3M | 0.1% | +1% | 66.6 |
| 126 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $1.3M | 0.1% | NEW | — |
| 127 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.1% | -6% | 65.6 |
| 128 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $1.3M | 0.1% | -19% | — |
| 129 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | +18% | 62.8 |
| 130 | — | ISHARES TR - EAFE VALUE ETF | $1.3M | 0.1% | -9% | — |
| 131 |  $MET | METLIFE INC | $1.3M | 0.1% | +1% | 56.2 |
| 132 | — | ISHARES TR - 0-5YR HI YL CP | $1.3M | 0.1% | +25% | — |
| 133 |  $GEV | GE Vernova Inc. | $1.3M | 0.1% | +7% | 81.1 |
| 134 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.1% | +7% | 65.8 |
| 135 | — | ISHARES TR - SP SMCP600VL ETF | $1.2M | 0.1% | +1% | — |
| 136 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.1% | +6% | 79.4 |
| 137 |  $DIS | Walt Disney Co | $1.2M | 0.1% | -19% | 60.1 |
| 138 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.2M | 0.1% | +2% | 61.4 |
| 139 |  $AMGN | AMGEN INC | $1.2M | 0.1% | -5% | 79.2 |
| 140 |  $ACN | Accenture plc | $1.2M | 0.1% | +6% | — |
| 141 | — | ISHARES TR - CORE HIGH DV ETF | $1.2M | 0.1% | +394% | — |
| 142 | — | CALAMOS ETF TR - AUTOC GROWT ETF | $1.2M | 0.1% | NEW | — |
| 143 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.2M | 0.1% | +3% | — |
| 144 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $1.1M | 0.1% | +15% | — |
| 145 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.1% | -23% | — |
| 146 |  $BITW | Bitwise 10 Crypto Index ETF | $1.1M | 0.1% | -4% | — |
| 147 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.1% | +0% | 84.6 |
| 148 |  $ET | Energy Transfer LP | $1.1M | 0.1% | +0% | 64.4 |
| 149 |  $STT | STATE STREET CORP | $1.1M | 0.1% | +8% | 71.5 |
| 150 |  $PFE | PFIZER INC | $1.1M | 0.1% | +0% | 62 |
New Positions (63)
BLACKROCK ETF TRUST - ISHA LA CORE ETF$5.0M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.5M
$HONA Honeywell Aerospace Inc.$1.5M ISHARES U S ETF TR - SHOR DURA BD ETF$1.3M
CALAMOS ETF TR - AUTOC GROWT ETF$1.2M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.1M ISHARES TR - S&P SML 600 GWT$951,408
NEOS ETF TRUST - ENHANCED INCOME$621,899
FIRST TR EXCHANGE-TRADED FD - SHS$582,397
ISHARES TR - 7-10 YR TRSY BD$571,360
FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$517,893
$STX Seagate Technology Holdings plc$492,471 SPDR SERIES TRUST - ST STR NUVEE ETF$489,831
$ARM ARM HOLDINGS PLC /UK$457,041
$BFLX Cann American Corp.$448,138Exited Positions (39)
FIRST TR EXCHANGE-TRADED FD
ISHARES TR
FIRST TR EXCHANGE-TRADED FD
$FSK FS KKR Capital Corp FIRST TR EXCHANGE-TRADED FD
$ULTA Ulta Beauty, Inc. GLOBAL X FDS
FIRST TR EXCHANGE-TRADED FD
$CSGS CSG SYSTEMS INTERNATIONAL INC
$DHR DANAHER CORP /DE/
$HOLX HOLOGIC INC SCHWAB STRATEGIC TR
$ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
$BST BlackRock Science & Technology Trust SELECT SECTOR SPDR TR
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