Claro Advisors Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 952,811
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 533 | 952,811 | 13F-HR | Claro Advisors Inc. |
| Q1 2026 | 4/21/2026 | 506 | 830,119 | 13F-HR | Claro Advisors Inc. |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 417.1 K | 43.8% | 31.85 K | 0 | 31.85 K |
| ETFs | 535.5 K | 56.2% | 90.92 K | 0 | 90.92 K |
| Other | 209 | 0.0% | 0 | 81 | -81 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
952,811
Holdings
533
QoQ value change ($000)
122,692
(14.8%)
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.