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Claro Advisors Inc.

Updated 3 days ago

Managed by Claro Advisors Inc. • Latest filing Q3 2026

Portfolio value
$1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$685.7M
Q4 2025$734.1M
Q1 2026$830.1M
Q2 2026$952.8M
Q3 2026$1B

Top holdings

521 positions as of Q3 2026

View filing
V

VANGUARD INDEX FDS

Value
$61M
Shares
87.0K
% Port
5.94%
E

ISHARES TR

Value
$39.4M
Shares
314.7K
% Port
3.84%
E

ISHARES TR

Value
$34.3M
Shares
138.4K
% Port
3.34%
A

APPLE INC

Value
$33.4M
Shares
100.3K
% Port
3.25%
V

VANGUARD TAX-MANAGED FDS

Value
$29.7M
Shares
421.1K
% Port
2.90%
N

NVIDIA CORPORATION

Value
$29M
Shares
127.0K
% Port
2.82%
M

MICROSOFT CORP

Value
$27.1M
Shares
52.9K
% Port
2.64%
A

AMAZON COM INC

Value
$21.7M
Shares
87.3K
% Port
2.12%
E

ISHARES TR

Value
$21.1M
Shares
478.9K
% Port
2.06%
E

BLACKROCK ETF TRUST

Value
$18.9M
Shares
272.7K
% Port
1.84%
Q

INVESCO QQQ TR

Value
$18.3M
Shares
24.7K
% Port
1.78%
E

ISHARES TR

Value
$16.9M
Shares
22.0K
% Port
1.64%
S

STATE STR SPDR S&P 500 ETF T

Value
$16M
Shares
21.0K
% Port
1.56%
E

BLACKROCK ETF TRUST

Value
$13.9M
Shares
381.5K
% Port
1.35%
J

JPMORGAN CHASE & CO

Value
$13.6M
Shares
41.2K
% Port
1.33%
M

META PLATFORMS INC

Value
$13.3M
Shares
18.3K
% Port
1.29%
G

ALPHABET INC

Value
$12M
Shares
34.9K
% Port
1.17%
F

FIDELITY COVINGTON TRUST

Value
$11.6M
Shares
38.5K
% Port
1.13%
G

ALPHABET INC

Value
$10.6M
Shares
31.2K
% Port
1.04%
A

BROADCOM INC

Value
$10.5M
Shares
29.8K
% Port
1.02%

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