Institutional Manager · CIK 0001764386
Claro Advisors LLC
BOSTON, MA · File #028-19280
Latest AUM
$734.1M
Positions
418
Top-10 Concentration
47.7%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025418 pos · $734.1M
- 13F HOLDINGS REPORTQ/E Sep 2025397 pos · $685.7M
- 13F HOLDINGS REPORTQ/E Jun 2025372 pos · $605.7M
- 13F HOLDINGS REPORTQ/E Mar 2025510 pos · $747.3M
- 13F HOLDINGS REPORTQ/E Dec 2024487 pos · $740.2M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 2024512 pos · $774.0M
- 13F HOLDINGS REPORTQ/E Sep 2024512 pos · $774.0M
- 13F HOLDINGS REPORTQ/E Jun 2024427 pos · $640.6M
- 13F HOLDINGS REPORTQ/E Mar 2024419 pos · $575.9M
- 13F HOLDINGS REPORTQ/E Dec 2023369 pos · $400.0M
- 13F HOLDINGS REPORTQ/E Sep 2023374 pos · $402.5M
- 13F HOLDINGS REPORTQ/E Jun 2023353 pos · $340.6M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023325 pos · $305.7M
- 13F HOLDINGS REPORTQ/E Mar 2023326 pos · $306.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 62,769 | $39.4M | 8.43% |
| 2 | ISHARES TR | 464287614 | 60,362 | $28.6M | 6.12% |
| 3 | ISHARES TR | 464287598 | 130,002 | $27.3M | 5.86% |
| 4 | APPLE INC | AAPL | 88,801 | $24.1M | 5.17% |
| 5 | MICROSOFT CORP | MSFT | 42,032 | $20.3M | 4.35% |
| 6 | NVIDIA CORPORATION | NVDA | 103,795 | $19.4M | 4.15% |
| 7 | BLACKROCK ETF TRUST | BLK | 298,406 | $18.1M | 3.89% |
| 8 | INVESCO QQQ TR | IVZ | 25,232 | $15.5M | 3.32% |
| 9 | SPDR S&P 500 ETF TR | SPY | 22,221 | $15.2M | 3.25% |
| 10 | AMAZON COM INC | AMZN | 64,747 | $14.9M | 3.20% |
| 11 | ISHARES TR | 46434V613 | 305,803 | $14.2M | 3.05% |
| 12 | ISHARES TR | 464287200 | 19,174 | $13.1M | 2.81% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 38,609 | $12.4M | 2.66% |
| 14 | VANGUARD WORLD FD | 921910873 | 45,428 | $11.4M | 2.44% |
| 15 | ISHARES INC | 46434G103 | 166,559 | $11.2M | 2.40% |
| 16 | META PLATFORMS INC | META | 15,273 | $10.1M | 2.16% |
| 17 | ISHARES TR | 46432F339 | 48,587 | $9.7M | 2.07% |
| 18 | ALPHABET INC | GOOG | 28,718 | $9.0M | 1.93% |
| 19 | BROADCOM INC | AVGO | 25,318 | $8.8M | 1.88% |
| 20 | FIDELITY COVINGTON TRUST | 316092808 | 36,641 | $8.2M | 1.76% |