Claro Advisors Inc. ETF holdings
Boston, MA
Reported $565.6M in 233 ETFs in its Form 13F for June 30, 2026.
ETF value
$565.6M
ETFs held
233
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
59.4%
of $952.8M
Top 10 of 233 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $59.8M | 87,030 | +11,398 shares |
| IWF | iShares Russell 1000 Growth ETF | $37.8M | 304,531 | +243,963 shares |
| IWD | iShares Russell 1000 Value ETF | $33.5M | 138,046 | +10,558 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $29.6M | 415,569 | −12,067 shares |
| QQQ | Invesco QQQ Trust | $18.9M | 25,691 | −430 shares |
| IUSB | iShares Core Universal USD Bond ETF | $18.1M | 392,139 | +51,055 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $17.7M | 260,533 | +22,479 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $15.7M | 21,062 | −365 shares |
| IVV | iShares Core S&P 500 ETF | $15.5M | 20,715 | −129 shares |
| CORO | iShares International Country Rotation Active ETF | $13.5M | 368,231 | −104,674 shares |
223 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001764386. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Claro Advisors Inc. own?
Claro Advisors Inc. reported 233 ETF positions worth $565.6M in its Form 13F for June 30, 2026. The largest was VOO, at $59.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.