Claro Advisors Inc.: 13F holdings
CIK 17643862026Q2
| Positions | 533 |
|---|---|
| Reported value | $952.8m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 87,030 | $59.8m | 6.3% |
| IWF ISHARES TR | 304,531 | $37.8m | 4.0% |
| IWD ISHARES TR | 138,046 | $33.5m | 3.5% |
| VEA VANGUARD TAX-MANAGED FDS | 415,569 | $29.6m | 3.1% |
| AAPL APPLE INC | 97,879 | $28.3m | 3.0% |
| NVDA NVIDIA CORPORATION | 119,059 | $23.8m | 2.5% |
| AMZN AMAZON COM INC | 87,023 | $20.7m | 2.2% |
| MSFT MICROSOFT CORP | 53,155 | $19.8m | 2.1% |
| QQQ INVESCO QQQ TR | 25,691 | $18.9m | 2.0% |
| IUSB ISHARES TR | 392,139 | $18.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764386")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.