Claro Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
506
Total value ($000)
$830,119
Net value change ($000)
+96,027 (13.1%)
New positions
121
Sold out positions
32
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 26,593 3283.1%
CORO 15,205 NEW
VWO 9,262 NEW
HUBS 6,085 NEW
VOO 5,829 14.8%
GLDM 5,259 NEW
VTI 3,394 68.2%
AMZN 3,317 22.2%
SCHR 2,857 858.0%
XOM 2,327 46.3%
Top Reduces (Value $000, Stocks/ETFs)
MGC -9,566 -83.8%
DYNF -4,296 -23.7%
IEMG -3,652 -32.6%
IWF -2,743 -9.6%
BITB -1,876 -57.9%
GBTC -1,794 -29.1%
EFV -1,740 -56.2%
IAU -1,474 -42.1%
RKLB -1,401 -100.0%
SPY -1,218 -8.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type