Claro Advisors Inc.

CIK 0001764386 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Claro Advisors Inc. reported 533 positions worth $952.8M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VOO (6.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$952.8M
2026 Q2
Positions
533
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
2026 Q2
10 / 533 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$59.8M6.27%87,030
2IWFISHARES TRSH$37.8M3.97%304,531
3IWDISHARES TRSH$33.5M3.51%138,046
4VEAVANGUARD TAX-MANAGED FDSSH$29.6M3.11%415,569
5AAPLAPPLE INCSH$28.3M2.97%97,879
6NVDANVIDIA CORPORATIONSH$23.8M2.50%119,059
7AMZNAMAZON COM INCSH$20.7M2.18%87,023
8MSFTMICROSOFT CORPSH$19.8M2.08%53,155
9QQQINVESCO QQQ TRSH$18.9M1.99%25,691
10IUSBISHARES TRSH$18.1M1.90%392,139

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Claro Advisors Inc. hold as of Q2 2026?

Claro Advisors Inc. reported 533 positions worth $952.8M in its Q2 2026 13F filing. Largest positions: VOO (6.3%), IWF (4.0%), IWD (3.5%), VEA (3.1%) and AAPL (3.0%).

What did Claro Advisors Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Claro Advisors Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.