Portfolio (Quarterly) Guide ↗

McClarren Financial Advisors, Inc.

· CIK 0001842974

13F Portfolio $169M AUM 79 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 51 Added 20 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	662	$298K	0.18%	SOLD
2	ORCL	ORACLE CORP	Technology	1,496	$257K	0.15%	SOLD
3	CEG	CONSTELLATION ENERGY CORP	Utilities	353	$242K	0.14%	SOLD

Sector Allocation

Technology 39.8%

Financial Services 17.6%

Consumer Defensive 13.2%

Healthcare 9.5%

Communication Services 9.2%

Consumer Cyclical 6.0%

Industrials 3.5%

Energy 1.3%