Claro Advisors Inc. - Portfolio Stock Holdings
Claro Advisors Inc. disclosed 593 stock positions in a recent SEC 13F filing. $1,027,742,330 of stock holdings were filed, with the largest holdings including VOO, IWF, and IWD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,407,659,698 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
593Est. Stock Holding Value:
$1,027,742,330Top Stock Holdings By Sector
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Portfolio Stock Holdings - Claro Advisors Inc.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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