Claro Advisors LLC Top Holdings and 13F Report (2026) About Claro Advisors LLCInvestment ActivityClaro Advisors LLC has $830.12 million in total holdings as of March 31, 2026.Claro Advisors LLC owns shares of 506 different stocks, but just 130 companies or ETFs make up 80% of its holdings.Approximately 19.90% of the portfolio was purchased this quarter.About 5.02% of the portfolio was sold this quarter.This quarter, Claro Advisors LLC has purchased 418 new stocks and bought additional shares in 244 stocks.Claro Advisors LLC sold shares of 123 stocks and completely divested from 33 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $45,193,930Vanguard FTSE Developed Markets ETF $27,402,914iShares Russell 1000 Value ETF $27,240,429iShares Russell 1000 Growth ETF $25,826,341Apple $24,775,348 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $15,205,315 Holding922042858 - Vanguard FTSE Emerging Markets ETF $9,262,138 Holding443573100 - HubSpot $6,084,926 Holding98149E303 - SPDR Gold MiniShares Trust $5,258,860 Holding46138E537 - Invesco National AMT-Free Municipal Bond ETF $1,419,332 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 414,670 shares (about $26.57M)BLACKROCK ETF TRUST 472,905 shares (about $15.21M)Vanguard FTSE Emerging Markets ETF 171,362 shares (about $9.26M)Vanguard S&P 500 ETF 12,863 shares (about $7.69M)HubSpot 24,928 shares (about $6.08M) Largest Sales this Quarter Vanguard Mega Cap ETF 37,627 shares (about $8.89M)iShares Core MSCI Emerging Markets ETF 58,406 shares (about $4.07M)iShares U.S. Equity Factor Rotation Active ETF 60,352 shares (about $3.51M)iShares MSCI EAFE Value ETF 25,124 shares (about $1.87M)iShares Gold Trust 20,139 shares (about $1.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClaro Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$45,193,930$7,686,290 ▲20.5%75,6325.4%ETFVEAVanguard FTSE Developed Markets ETF$27,402,914$26,572,053 ▲3,198.1%427,6363.3%ETFIWDiShares Russell 1000 Value ETF$27,240,429$537,168 ▼-1.9%127,4883.3%ETFIWFiShares Russell 1000 Growth ETF$25,826,341$87,839 ▲0.3%60,5683.1%ETFAAPLApple$24,775,348$2,238,438 ▲9.9%97,6213.0%Computer and TechnologyNVDANVIDIA$20,728,180$2,626,295 ▲14.5%118,8542.5%Computer and TechnologyMSFTMicrosoft$19,562,786$4,003,767 ▲25.7%52,8482.4%Computer and TechnologyAMZNAmazon.com$18,262,058$4,777,272 ▲35.4%87,6852.2%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$15,754,678$1,629,630 ▲11.5%341,0841.9%ManufacturingBLACKROCK ETF TRUST$15,205,315$15,205,315 ▲New Holding472,9051.8%ISHARES INTL CTRQQQInvesco QQQ$15,076,344$513,107 ▲3.5%26,1211.8%FinanceSPYSPDR S&P 500 ETF Trust$13,934,982$516,375 ▼-3.6%21,4271.7%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$13,849,996$3,511,283 ▼-20.2%238,0541.7%ETFIVViShares Core S&P 500 ETF$13,615,195$1,090,836 ▲8.7%20,8441.6%ETFJPMJPMorgan Chase & Co.$11,902,554$545,371 ▲4.8%40,4631.4%FinanceMETAMeta Platforms$9,583,809$845,613 ▲9.7%16,7511.2%Computer and TechnologyGOOGLAlphabet$9,523,647$1,265,545 ▲15.3%33,1191.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$9,262,138$9,262,138 ▲New Holding171,3621.1%ETFAVGOBroadcom$8,974,636$1,138,388 ▲14.5%28,9961.1%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$8,746,682$572,742 ▼-6.1%45,6011.1%ETFGOOGAlphabet$8,457,124$957,529 ▲12.8%29,4821.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,369,158$3,609,055 ▲75.8%26,0881.0%ETFFTECFidelity MSCI Information Technology Index ETF$7,814,409$191,199 ▲2.5%37,5600.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,543,644$4,073,804 ▼-35.1%108,1530.9%ETFXOMExxonMobil$7,352,124$267,048 ▲3.8%43,3340.9%EnergyBTHMBlackRock Future U.S. Themes ETF$6,910,712$197,689 ▲2.9%190,7980.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$6,440,462$5,506 ▲0.1%221,0940.8%ETFHUBSHubSpot$6,084,926$6,084,926 ▲New Holding24,9280.7%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$6,034,920$248,625 ▲4.3%25,1470.7%ETFJNJJohnson & Johnson$5,522,321$237,837 ▲4.5%22,5920.7%MedicalRDVYFirst Trust Rising Dividend Achievers ETF$5,436,338$29,838 ▲0.6%79,6180.7%ManufacturingTSLATesla$5,399,268$833,459 ▲18.3%14,5240.7%Auto/Tires/TrucksWALMART INC$5,293,958$709,515 ▲15.5%42,5970.6%COMGLDMSPDR Gold MiniShares Trust$5,258,860$5,258,860 ▲New Holding56,7360.6%FinanceABBVAbbVie$5,087,156$404,754 ▲8.6%23,3900.6%MedicalVBVanguard Small-Cap ETF$4,924,070$141,174 ▲3.0%18,8000.6%ETFJEPIJPMorgan Equity Premium Income ETF$4,843,907$163,691 ▲3.5%85,4610.6%ETFGLOBAL X FDS$4,730,885$1,380,877 ▲41.2%66,7830.6%DEFENSE TECH ETFIEFAiShares Core MSCI EAFE ETF$4,634,824$2,137,395 ▲85.6%51,1970.6%ETFGRAYSCALE BITCOIN TRUST ETF$4,370,916$387,523 ▼-8.1%82,8450.5%SHS REP COM UTITOTiShares Core S&P Total U.S. Stock Market ETF$4,357,685$355,651 ▲8.9%30,5950.5%ETFOEFiShares S&P 100 ETF$4,259,276$1,036,590 ▲32.2%13,3910.5%ETFHDHome Depot$4,038,263$201,946 ▲5.3%12,2780.5%Retail/WholesalePGProcter & Gamble$3,940,871$49,687 ▼-1.2%27,2840.5%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$3,869,620$179,631 ▲4.9%57,3020.5%ETFKLACKLA$3,831,767$14,726 ▲0.4%2,6020.5%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$3,805,563$518,098 ▲15.8%37,7840.5%ETFCSCOCisco Systems$3,707,003$223,458 ▲6.4%47,7770.4%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$3,678,340$16,137 ▼-0.4%60,8620.4%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$3,673,207$727,374 ▲24.7%36,4910.4%ETFMCDMcDonald's$3,549,631$80,186 ▲2.3%11,4210.4%Retail/WholesaleSMHVanEck Semiconductor ETF$3,503,788$74,377 ▲2.2%9,1390.4%ManufacturingLLYEli Lilly and Company$3,465,419$582,168 ▲20.2%3,7680.4%MedicalHONHoneywell International$3,197,005$48,371 ▲1.5%14,1440.4%Multi-Sector ConglomeratesSCHRSchwab Intermediate-Term U.S. Treasury ETF$3,189,502$2,858,323 ▲863.1%128,0410.4%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$3,140,898$1,189,933 ▼-27.5%63,0960.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$3,118,154$308,135 ▲11.0%66,4140.4%ETFBNDXVanguard Total International Bond ETF$2,973,211$781,299 ▲35.6%61,8770.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,962,020$184,845 ▲6.7%37,4650.4%ETFNFLXNetflix$2,879,117$227,106 ▲8.6%29,9440.3%Consumer DiscretionaryTDToronto Dominion Bank$2,717,966$17,729 ▼-0.6%29,1280.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$2,649,103$51,087 ▲2.0%53,0990.3%ETFPRINCIPAL FINANCIAL GROUP IN$2,625,317$194,364 ▲8.0%29,1350.3%COMBINCiShares Flexible Income Active ETF$2,568,518$176,874 ▲7.4%49,4610.3%ETFIWMiShares Russell 2000 ETF$2,441,722$149,291 ▲6.5%9,8460.3%FinanceCOSTCostco Wholesale$2,432,557$335,834 ▲16.0%2,4410.3%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,426,293$62,179 ▼-2.5%46,1620.3%ManufacturingTJXTJX Companies$2,324,246$308,377 ▲15.3%14,5540.3%Retail/WholesaleBACBank of America$2,279,484$182,372 ▲8.7%46,7590.3%FinanceMUBiShares National Muni Bond ETF$2,200,417$275,039 ▲14.3%20,7290.3%ETFETNEaton$2,152,510$10,373 ▼-0.5%6,0180.3%IndustrialsBRK.BBerkshire Hathaway$2,094,482$394,363 ▲23.2%4,3710.3%FinanceTRVTravelers Companies$2,082,236$324,338 ▲18.5%7,1390.3%FinanceMCKMcKesson$2,080,710$349,670 ▲20.2%2,4040.3%MedicalVVisa$2,058,076$319,789 ▲18.4%6,8090.2%Business ServicesPEPPepsiCo$2,043,819$402,987 ▼-16.5%13,1610.2%Consumer StaplesIAUiShares Gold Trust$2,030,237$1,775,455 ▼-46.7%23,0290.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,950,639$7,047 ▼-0.4%15,2250.2%ETFFVDFirst Trust Value Line Dividend Index Fund$1,866,769$570,335 ▼-23.4%39,6930.2%ETFCALFPacer US Small Cap Cash Cows ETF$1,858,817$31,768 ▼-1.7%41,4270.2%ETFMGCVanguard Mega Cap ETF$1,843,778$8,893,198 ▼-82.8%7,8010.2%ETFACNAccenture$1,816,080$89,822 ▼-4.7%9,1590.2%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$1,808,224$229,546 ▲14.5%33,1480.2%ETFXLIIndustrial Select Sector SPDR Fund$1,801,776$1,114,769 ▲162.3%11,1410.2%ETFCALAMOS ETF TR$1,799,740$35,447 ▲2.0%71,5890.2%AUTOCALLABLE INCGLDSPDR Gold Shares$1,736,747$346,833 ▲25.0%4,0360.2%FinanceIRMIron Mountain$1,709,712$22,879 ▲1.4%16,7390.2%Business ServicesAEPAmerican Electric Power$1,690,804$16,647 ▲1.0%12,8990.2%UtilitiesCBChubb$1,663,867$12,059 ▲0.7%5,1050.2%FinanceRTXRTX$1,655,201$90,466 ▲5.8%8,5810.2%AerospaceBLACKROCK INC$1,643,013$16,353 ▲1.0%1,7080.2%COMLMTLockheed Martin$1,642,911$202,493 ▲14.1%2,7180.2%AerospaceORCLOracle$1,611,891$68,848 ▼-4.1%10,9570.2%Computer and TechnologyBUFDFT Vest Laddered Deep Buffer ETF$1,591,740$68,432 ▲4.5%56,8480.2%ETFPANWPalo Alto Networks$1,585,245$45,691 ▼-2.8%9,8880.2%Computer and TechnologyDUKDuke Energy$1,577,244$31,817 ▲2.1%12,0460.2%UtilitiesBLACKROCK ETF TRUST$1,534,821$25,088 ▲1.7%63,1350.2%DYNAMIC EQTY ACTINNOVATOR ETFS TRUST$1,523,348$9,413 ▼-0.6%46,9300.2%U S EQ 10 BUFFERBMYBristol Myers Squibb$1,521,856$468,469 ▲44.5%25,0920.2%MedicalDISWalt Disney$1,519,258$77,972 ▲5.4%15,7630.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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