Claro Advisors Inc. holds a diversified book of 533 stocks worth $952.8M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1764386/holdings"
Use Arkolith to show Claro Advisors Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +20.5%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Claro Advisors Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
42% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Claro Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $24.2B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $18.8B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $8.2B |
| IFP Advisors, Inc | 80 / 80 | $1.6B |
| LANARK FINANCIAL, INC. | 80 / 80 | $417.0M |
| MORGAN STANLEY | 79 / 80 | $648.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $566.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $133.3B |
Ranked by how many of Claro Advisors Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $59.8M | 87.0K | 6.3% | ▲+15% Added · +11K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $37.8M | 304.5K | 4.0% | ▲+403% Added · +244K sh | |
| 3 | Ishares TR RUS 1000 VAL ETF | $33.5M | 138.0K | 3.5% | ▲+8.3% Added · +11K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $29.6M | 415.6K | 3.1% | ▼−2.8% Reduced · −12K sh | |
| 5 | Apple Inc COM | $28.3M | 97.9K | 3.0% | ▲+0.3% Added · +258 sh | |
| 6 | Nvidia Corporation COM | $23.8M | 119.1K | 2.5% | ▲+0.2% Added · +205 sh | |
| 7 | Amazon Com Inc COM | $20.7M | 87.0K | 2.2% | ▼−0.8% Reduced · −662 sh | |
| 8 | Microsoft Corp COM | $19.8M | 53.2K | 2.1% | ▲+0.6% Added · +307 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $18.9M | 25.7K | 2.0% | ▼−1.6% Reduced · −430 sh | |
| 10 | Ishares TR CORE UNIVRSL USD | $18.1M | 392.1K | 1.9% | ▲+15% Added · +51K sh | |
| 11 | BlackRock ETF Trust ISHARES US EQUIT | $17.7M | 260.5K | 1.9% | ▲+9.4% Added · +22K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $15.7M | 21.1K | 1.7% | ▼−1.7% Reduced · −365 sh | |
| 13 | Ishares TR CORE S&P500 ETF | $15.5M | 20.7K | 1.6% | ▼−0.6% Reduced · −129 sh | |
| 14 | BlackRock ETF Trust ISHA IN CTRY ETF | $13.5M | 368.2K | 1.4% | ▼−22% Reduced · −105K sh | |
| 15 | JPMorgan Chase & Co COM | $13.2M | 40.4K | 1.4% | ▼−0.2% Reduced · −72 sh | |
| 16 | Fidelity Covington Trust MSCI INFO TECH I | $12.0M | 42.1K | 1.3% | ▲+12% Added · +5K sh | |
| 17 | Alphabet Inc CAP STK CL A | $11.9M | 33.3K | 1.2% | ▲+0.6% Added · +186 sh | |
| 18 | Broadcom Inc COM | $11.1M | 29.5K | 1.2% | ▲+1.7% Added · +497 sh | |
| 19 | Alphabet Inc CAP STK CL C | $10.6M | 30.0K | 1.1% | ▲+1.8% Added · +538 sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.0M | 168.4K | 1.1% | ▼−1.8% Reduced · −3K sh | |
| 21 | Meta Platforms Inc CL A | $9.8M | 17.5K | 1.0% | ▲+4.3% Added · +718 sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $9.5M | 25.6K | 1.0% | ▼−1.9% Reduced · −509 sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $8.8M | 105.7K | 0.9% | ▼−2.2% Reduced · −2K sh | |
| 24 | Kla Corp COM NEW | $7.9M | 26.1K | 0.8% | ▲10× Added · +23K sh | |
| 25 | Schwab Strategic TR US LCAP GR ETF | $7.6M | 226.0K | 0.8% | ▲+2.2% Added · +5K sh | |
| 26 | Vaneck ETF Trust SEMICONDUCTR ETF | $7.5M | 11.4K | 0.8% | ▲+24% Added · +2K sh | |
| 27 | First TR Exchange Traded FD RISNG DIVD ACHIV | $6.8M | 84.3K | 0.7% | ▲+5.9% Added · +5K sh | |
| 28 | Ishares TR MSCI USA MMENTM | $6.8M | 19.9K | 0.7% | ▼−21% Reduced · −5K sh | |
| 29 | BlackRock ETF Trust ISHA US THEM ETF | $6.8M | 157.0K | 0.7% | ▼−18% Reduced · −34K sh | |
| 30 | Tesla Inc COM | $6.3M | 15.0K | 0.7% | ▲+3.4% Added · +491 sh | |
| 31 | Abbvie Inc COM | $5.9M | 23.3K | 0.6% | ▼−0.5% Reduced · −108 sh | |
| 32 | Johnson & Johnson COM | $5.8M | 22.7K | 0.6% | ▲+0.3% Added · +69 sh | |
| 33 | Vanguard Index FDS SMALL CP ETF | $5.6M | 18.4K | 0.6% | ▼−2.2% Reduced · −417 sh | |
| 34 | Cisco Sys Inc COM | $5.5M | 46.5K | 0.6% | ▼−2.7% Reduced · −1K sh | |
| 35 | J P Morgan Exchange Traded F EQUITY PREMIUM | $5.3M | 93.3K | 0.6% | ▲+9.2% Added · +8K sh | |
| 36 | BlackRock ETF Trust ISHA LA CORE ETF | $5.0M | 100.1K | 0.5% | ▲New New position | |
| 37 | Global X FDS DEFENSE TECH ETF | $5.0M | 84.1K | 0.5% | ▲+26% Added · +17K sh | |
| 38 | Ishares TR CORE S&P TTL STK | $5.0M | 30.4K | 0.5% | ▼−0.5% Reduced · −168 sh | |
| 39 | Ishares TR S&P 100 ETF | $4.8M | 13.2K | 0.5% | ▼−1.3% Reduced · −174 sh | |
| 40 | Walmart Inc COM | $4.8M | 42.1K | 0.5% | ▼−1.1% Reduced · −463 sh | |
| 41 | Eli Lilly & Co COM | $4.7M | 3.9K | 0.5% | ▲+3.4% Added · +128 sh | |
| 42 | Ishares TR CORE MSCI EAFE | $4.6M | 47.9K | 0.5% | ▼−6.5% Reduced · −3K sh | |
| 43 | Ishares TR CORE S&P MCP ETF | $4.6M | 59.9K | 0.5% | ▲+4.6% Added · +3K sh | |
| 44 | First TR Exchange Traded FD DORSEY WRT 5 ETF | $4.6M | 60.5K | 0.5% | ▼−0.7% Reduced · −398 sh | |
| 45 | World Gold TR SPDR GLD MINIS | $4.5M | 56.7K | 0.5% | ▲~0% Added · +3 sh | |
| 46 | Ishares TR MSCI USA QLT FCT | $4.3M | 19.7K | 0.5% | ▼−57% Reduced · −26K sh | |
| 47 | Home Depot Inc COM | $4.2M | 11.9K | 0.4% | ▼−2.7% Reduced · −337 sh | |
| 48 | Ishares TR 10-20 YR TRS ETF | $4.1M | 41.0K | 0.4% | ▲+8.5% Added · +3K sh | |
| 49 | Schwab Strategic TR INT-TRM U.S TRES | $4.0M | 161.3K | 0.4% | ▲+26% Added · +33K sh | |
| 50 | Hubspot Inc COM | $3.8M | 21.0K | 0.4% | ▼−16% Reduced · −4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 533 | $952.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 506 | $830.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 418 | $734.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 397 | $685.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 372 | $605.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 510 | $747.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 487 | $740.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 512 | $774.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.