Q2 2026 13F · SEC CIK 1764386

Claro Advisors Inc.

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $952.8M
Reported positions: 533
Top holdings a year, 3 yrs: +20.6%
Assets under management: $1.4B

Claro Advisors Inc. is a wealth manager that reported 533 positions worth $952.8M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Vanguard S&p 500 ETF (VOO, 6.3%), Ishares Russell 1000 Growth ETF (IWF, 4.0%), Ishares Russell 1000 Value ETF (IWD, 3.5%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Claro Advisors Inc. holdings largest 50 of 533 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Claro Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	6.3%	5.4%	87,030	+15.1%	$59.8M
IWFIshares Russell 1000 Growth ETF	4.0%	3.1%	304,531	+402.8%	$37.8M
IWDIshares Russell 1000 Value ETF	3.5%	3.3%	138,046	+8.3%	$33.5M
VEAVanguard Tax-Managed Fds	3.1%	3.3%	415,569	-2.8%	$29.6M
AAPLApple Inc	3.0%	3.0%	97,879	+0.3%	$28.3M
NVDANvidia Corporation Com	2.5%	2.5%	119,059	+0.2%	$23.8M
AMZNAmazon Com Inc Com	2.2%	2.2%	87,023	-0.8%	$20.7M
MSFTMicrosoft Corp	2.1%	2.4%	53,155	+0.6%	$19.8M
QQQInvesco Qqq Tr	2.0%	1.8%	25,691	-1.6%	$18.9M
IUSBIshares Core Universal Usd Bond ETF	1.9%	1.9%	392,139	+15.0%	$18.1M
DYNFIshares U.s. Equity Factor Rotation Acti	1.9%	1.7%	260,533	+9.4%	$17.7M
SPYSpdr S&p 500 ETF Tr	1.7%	1.7%	21,062	-1.7%	$15.7M
IVVIshares Core S&p 500 ETF	1.6%	1.6%	20,715	-0.6%	$15.5M
COROBlackrock ETF Trust	1.4%	1.8%	368,231	-22.1%	$13.5M
JPMJpmorgan Chase & Co	1.4%	1.4%	40,391	-0.2%	$13.2M
FTECFidelity Covington Trust	1.3%	0.9%	42,104	+12.1%	$12.0M
GOOGLAlphabet Inc	1.2%	1.1%	33,305	+0.6%	$11.9M
AVGOBroadcom Inc	1.2%	1.1%	29,493	+1.7%	$11.1M
GOOGAlphabet Inc	1.1%	1.0%	30,020	+1.8%	$10.6M
VWOVanguard Intl Equity Index F	1.1%	1.1%	168,361	-1.8%	$10.0M
METAMeta Platforms Inc Class A	1.0%	1.2%	17,469	+4.3%	$9.8M
VTIVanguard Index Fds	1.0%	1.0%	25,579	-2.0%	$9.5M
IEMGIshares	0.9%	0.9%	105,745	-2.2%	$8.8M
KLACKla Corp	0.8%	0.5%	26,073	+902.0%	$7.9M
SCHGSchwab U.s. Large-Cap Growth ETF	0.8%	0.8%	226,006	+2.2%	$7.6M
SMHVaneck Semiconductor ETF	0.8%	—	11,376	—	$7.5M
RDVYFirst Trust Rising Dividend Achievers Et	0.7%	0.7%	84,343	+5.9%	$6.8M
MTUMIshares Msci USA Momentum Factor ETF	0.7%	0.7%	19,867	-21.0%	$6.8M
BTHMBlackrock ETF Trust	0.7%	0.8%	156,963	-17.7%	$6.8M
TSLATesla Inc Com	0.7%	0.7%	15,015	+3.4%	$6.3M
ABBVAbbvie Inc	0.6%	0.6%	23,282	-0.5%	$5.9M
JNJJohnson & Johnson	0.6%	0.7%	22,661	+0.3%	$5.8M
VBVanguard Indx Fd	0.6%	0.6%	18,383	-2.2%	$5.6M
CSCOCisco Sys Inc	0.6%	0.4%	46,472	-2.7%	$5.5M
JEPIJpmorgan Equity Premium Income ETF	0.6%	0.6%	93,290	+9.2%	$5.3M
BLCRBlackrock ETF Trust	0.5%	—	100,121	—	$5.0M
SHLDGlobal X Fds	0.5%	0.6%	84,077	+25.9%	$5.0M
ITOTIshares Total US Stock Market ETF	0.5%	0.5%	30,427	-0.5%	$5.0M
OEFIshares S&p 100 ETF	0.5%	0.5%	13,217	-1.3%	$4.8M
WMTWalmart Inc	0.5%	0.6%	42,134	-1.1%	$4.8M
LLYLilly Eli & Co	0.5%	—	3,896	—	$4.7M
IEFAIshares Core Msci Eafe ETF	0.5%	0.6%	47,863	-6.5%	$4.6M
IJHIshares Tr	0.5%	0.5%	59,933	+4.6%	$4.6M
FVFirst Tr Exchange Traded Fd	0.5%	0.4%	60,464	-0.7%	$4.6M
GLDMWorld Gold Tr	0.5%	0.6%	56,739	+0.0%	$4.5M
QUALIshares Msci USA Quality Factor ETF	0.5%	1.1%	19,686	-56.8%	$4.3M
HDHome Depot Inc Com	0.4%	0.5%	11,941	-2.7%	$4.2M
TLHIshares Tr	0.4%	0.5%	40,995	+8.5%	$4.1M
SCHRSchwab Inter Tsy	0.4%	—	161,338	—	$4.0M
HUBSHubspot Inc	0.4%	0.7%	20,974	-15.9%	$3.8M

What Claro Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.3% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$952.8M	533
Q1 2026	$830.1M	506
Q4 2025	$733.7M	417
Q3 2025	$685.3M	396
Q2 2025	$605.7M	372
Q1 2025	$747.3M	510
Q4 2024	$738.9M	485
Q3 2024	$772.4M	510
Q2 2024	$639.2M	426
Q1 2024	$574.6M	418
Q4 2023	$460.9M	386
Q3 2023	$399.9M	367

Questions about Claro Advisors Inc.'s portfolio

What stocks does Claro Advisors Inc. own?

Claro Advisors Inc.'s latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 533 positions worth $952.8M. The largest are Vanguard S&p 500 ETF (VOO) at 6.3%, Ishares Russell 1000 Growth ETF (IWF) at 4.0%, Ishares Russell 1000 Value ETF (IWD) at 3.5%, Vanguard Tax-Managed Fds (VEA) at 3.1% and Apple Inc (AAPL) at 3.0%.

What did Claro Advisors Inc. buy last quarter?

In Q2 2026, Claro Advisors Inc. added Kla Corp (KLAC) (+902.0% shares), Ishares Russell 1000 Growth ETF (IWF) (+402.8% shares) and Global X Fds (SHLD) (+25.9% shares), compared with its Q1 2026 filing.

What did Claro Advisors Inc. sell last quarter?

In Q2 2026, Claro Advisors Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Grayscale Bitcoin Trust ETF (GBTC), cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), Ishares Msci USA Quality Factor ETF (QUAL) (-56.8% shares), Blackrock ETF Trust (CORO) (-22.1% shares) and Ishares Msci USA Momentum Factor ETF (MTUM) (-21.0% shares), compared with its Q1 2026 filing.

How has Claro Advisors Inc.'s portfolio performed?

A portfolio copying Claro Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.3% against +20.1%. Over 5 years: +11.6% a year against +11.6%.

When is Claro Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Claro Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Claro Advisors Inc. manage?

Claro Advisors Inc. reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $952.8M.