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Mcclarren Financial Advisors, Inc.
McClarren Financial Advisors, Inc. is a comprehensive, fee-only personal financial planning and investment advisory firm headquartered in State College, Pennsylvania. Founded in 2000, the firm provides guidance in taxes, investments, goal setting, record keeping, insurance, and estate planning. McClarren serves individuals, families, and small business clients, coaching them towards realistic financial goals through personalized, objective advice. The firm does not sell financial products and operates from offices in State College and Harrisburg, PA. The team consists of approximately 5-10 employees.
Investment Strategy
McClarren Financial Advisors, Inc. focuses on comprehensive, personalized financial planning and investment management for individuals and families. Their strategy is to offer fee-only, independent advice, emphasizing broad diversification, tax efficiency, and risk management tailored to each client’s goals and circumstances. They do not sell products or accept commissions and prioritize low-cost investment solutions, such as mutual funds and ETFs, as part of their client portfolios. Their holistic approach coordinates investments with tax planning, retirement planning, and estate considerations.
Latest 13F Filing Activity
Mcclarren Financial Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 75 equity positions with a total 13F market value of $164M. The fund increased holdings in Vanguard Index FDS, Apple Inc., Vanguard World FD among other positions. Mcclarren Financial Advisors, Inc. reduced exposure to Vanguard World FD, Procter and Gamble Co., Vanguard Index FDS among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 11.88% | $19.4M | 60,589 | $277.62 | $328.17 | +$2.0M |
V VB | VANGUARD INDEX FDS | 8.65% | $14.1M | 53,914 | $222.49 | $254.28 | +$639.6K |
V VOO | VANGUARD INDEX FDS | 7.98% | $13.0M | 33,905 | $544.86 | $612.38 | -$161.8K |
V VUSB | VANGUARD BD INDEX FDS | 7.29% | $11.9M | 175,913 | $49.80 | $50.00 | -$143.8K |
V VO | VANGUARD INDEX FDS | 6.04% | $9.9M | 32,155 | $259.81 | $293.74 | +$244.6K |
Industry Allocation
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