Universe · entity
Claro Advisors Inc.
Institutional manager (13F) · CIK 1764386
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $514M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $45M | 75,632 |
| 2 | VANGUARD TAX-MANAGED FDS | $27M | 427,636 |
| 3 | ISHARES TR | $27M | 127,488 |
| 4 | ISHARES TR | $26M | 60,568 |
| 5 | APPLE INC | $25M | 97,621 |
| 6 | NVIDIA CORPORATION | $21M | 118,854 |
| 7 | MICROSOFT CORP | $20M | 52,848 |
| 8 | AMAZON COM INC | $18M | 87,685 |
| 9 | ISHARES TR | $16M | 341,084 |
| 10 | BLACKROCK ETF TRUST | $15M | 472,905 |
| 11 | INVESCO QQQ TR | $15M | 26,121 |
| 12 | STATE STR SPDR S&P 500 ETF T | $14M | 21,427 |
| 13 | BLACKROCK ETF TRUST | $14M | 238,054 |
| 14 | ISHARES TR | $14M | 20,844 |
| 15 | JPMORGAN CHASE & CO | $12M | 40,463 |
| 16 | META PLATFORMS INC | $10M | 16,751 |
| 17 | ALPHABET INC | $10M | 33,119 |
| 18 | VANGUARD INTL EQUITY INDEX F | $9M | 171,362 |
| 19 | BROADCOM INC | $9M | 28,996 |
| 20 | ISHARES TR | $9M | 45,601 |
| 21 | ALPHABET INC | $8M | 29,482 |
| 22 | VANGUARD INDEX FDS | $8M | 26,088 |
| 23 | FIDELITY COVINGTON TRUST | $8M | 37,560 |
| 24 | ISHARES INC | $8M | 108,153 |
| 25 | EXXON MOBIL CORP | $7M | 43,334 |
| 26 | BLACKROCK ETF TRUST | $7M | 190,798 |
| 27 | SCHWAB STRATEGIC TR | $6M | 221,094 |
| 28 | HUBSPOT INC | $6M | 24,928 |
| 29 | ISHARES TR | $6M | 25,147 |
| 30 | JOHNSON & JOHNSON | $6M | 22,592 |
| 31 | FIRST TR EXCHANGE TRADED FD | $5M | 79,618 |
| 32 | TESLA INC | $5M | 14,524 |
| 33 | WALMART INC | $5M | 42,597 |
| 34 | WORLD GOLD TR | $5M | 56,736 |
| 35 | ABBVIE INC | $5M | 23,390 |
| 36 | VANGUARD INDEX FDS | $5M | 18,800 |
| 37 | J P MORGAN EXCHANGE TRADED F | $5M | 85,461 |
| 38 | GLOBAL X FDS | $5M | 66,783 |
| 39 | ISHARES TR | $5M | 51,197 |
| 40 | GRAYSCALE BITCOIN TRUST ETF | $4M | 82,845 |
| 41 | ISHARES TR | $4M | 30,595 |
| 42 | ISHARES TR | $4M | 13,391 |
| 43 | HOME DEPOT INC | $4M | 12,278 |
| 44 | PROCTER & GAMBLE CO | $4M | 27,284 |
| 45 | ISHARES TR | $4M | 57,302 |
| 46 | KLA CORP | $4M | 2,602 |
| 47 | ISHARES TR | $4M | 37,784 |
| 48 | CISCO SYS INC | $4M | 47,777 |
| 49 | FIRST TR EXCHANGE TRADED FD | $4M | 60,862 |
| 50 | ISHARES TR | $4M | 36,491 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.