§ 13F · FUND PROFILE
Claro Advisors LLC.
AUM · $685M (13F)Positions · 396Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 87K | $60M | 6.3% | +15% |
| 2 | IWF | ISHARES TR | 305K | $38M | 4.0% | +403% |
| 3 | IWD | ISHARES TR | 138K | $33M | 3.5% | +8% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 416K | $30M | 3.1% | −3% |
| 5 | AAPL | APPLE INC | 98K | $28M | 3.0% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 119K | $24M | 2.5% | ±0% |
| 7 | AMZN | AMAZON COM INC | 87K | $21M | 2.2% | −1% |
| 8 | MSFT | MICROSOFT CORP | 53K | $20M | 2.1% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 26K | $19M | 2.0% | −2% |
| 10 | IUSB | ISHARES TR | 392K | $18M | 1.9% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARO SIGNAL
AC read
Claro Advisors LLC is a Other fund managing $685 million in assets. The fund runs a broad portfolio of 396 positions.
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