McClarren Financial Advisors, Inc.

All 13F Filings

Location
State College, PA
Most recent 13F
Q2 2026
Holdings value ($000)
193,474
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
Q2 2026 7/17/2026 85 193,474 13F-HR McClarren Financial Advisors, Inc.
Q1 2026 4/16/2026 79 168,879 13F-HR McClarren Financial Advisors, Inc.
Q4 2025 1/13/2026 77 167,576 13F-HR McClarren Financial Advisors, Inc.
Q3 2025 10/15/2025 75 163,530 13F-HR McClarren Financial Advisors, Inc.
Q2 2025 8/7/2025 73 153,683 13F-HR McClarren Financial Advisors, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 16.13 K 8.3% 1.481 K 0 1.481 K
ETFs 176.7 K 91.3% 23.12 K 0 23.12 K
Debt 630 0.3% 0 6 -6
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/17/2026
Total value ($000)
193,474
Holdings
85
QoQ value change ($000)
24,595 (14.6%)
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.