Claro Advisors Inc.
CIK 1764386
13F filing for Q2 2026・No. 2,660
- Holdings
- US$952.81M
- Quarter change
- +US$122.69M
- Entries
- 533
- Net bought (estimate)
- +US$22.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 67
- Sold out 40
- Cut 220
- Added 233
- Corporate actions 2
- Unchanged 13
Largest holdings
533 stocks worth US$952.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 87,030 | US$59.77M | 6.27% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 5:1 | 304,531 | US$37.81M | 3.97% |
| ISHARES TRRUS 1000 VAL ETF | Added | 138,046 | US$33.47M | 3.51% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 415,569 | US$29.61M | 3.11% |
| AAPLAppleCOM | Added | 97,879 | US$28.32M | 2.97% |
| NVDANvidiaCOM | Added | 119,059 | US$23.82M | 2.50% |
| AMZNAmazonCOM | Cut | 87,023 | US$20.74M | 2.18% |
| MSFTMicrosoftCOM | Added | 53,155 | US$19.83M | 2.08% |
| QQQInvesco QQQUNIT SER 1 | Cut | 25,691 | US$18.92M | 1.99% |
| ISHARES TRCORE UNIVRSL USD | Added | 392,139 | US$18.1M | 1.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.