McClarren Financial Advisors, Inc.
All 13F Filings
- Location
- State College, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 168,879
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.64 K | 8.7% | 0 | 65.59 K | -65.59 K |
| ETFs | 153.6 K | 91.0% | 70.11 K | 0 | 70.11 K |
| Debt | 636 | 0.4% | 636 | 0 | 636 |
| Other | 0 | 0.0% | 0 | 3.849 K | -3.849 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
168,879
Holdings
79
QoQ value change ($000)
1,303
(0.8%)
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.