Claro Advisors Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 734,092
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 418 | 734,092 | 13F-HR | Claro Advisors Inc. |
| Q3 2025 | 11/12/2025 | 397 | 685,747 | 13F-HR | Claro Advisors LLC |
| Q2 2025 | 8/5/2025 | 372 | 605,720 | 13F-HR | Claro Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
364
(0.0% of total reported value)
· QoQ Δ:
-81
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 508.6 K | 69.3% | 28.45 K | 0 | 28.45 K |
| ETFs | 210.3 K | 28.7% | 17.95 K | 0 | 17.95 K |
| Other | 14.88 K | 2.0% | 2.034 K | 0 | 2.034 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
734,092
Holdings
418
QoQ value change ($000)
48,345
(7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.