1y return+15.6%S&P 500 +20.9%
3y return+53.8%S&P 500 +68.5%
5y return+45.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $236 against $299 in the S&P 500.2
Claro Advisors Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $59.8M | 6.3% | +15.1% |
| IWFIshares Tr | $37.8M | 4.0% | +25.7% |
| IWDIshares Tr | $33.5M | 3.5% | +8.3% |
| VEAVanguard Tax-managed Fds | $29.6M | 3.1% | −2.8% |
| AAPLApple Inc | $28.3M | 3.0% | |
| NVDANvidia Corporation | $23.8M | 2.5% | |
| AMZNAmazon Com Inc | $20.7M | 2.2% | |
| MSFTMicrosoft Corp | $19.8M | 2.1% | |
| QQQInvesco Qqq Tr | $18.9M | 2.0% | −1.6% |
| IUSBIshares Tr | $18.1M | 1.9% | +15.0% |
| DYNFBlackrock Etf Trust | $17.7M | 1.9% | +9.4% |
| SPYState Str Spdr S&p 500 Etf T | $15.7M | 1.7% | −1.7% |
| IVVIshares Tr | $15.5M | 1.6% | |
| COROBlackrock Etf Trust | $13.5M | 1.4% | −22.1% |
| JPMJpmorgan Chase & Co | $13.2M | 1.4% | |
| FTECFidelity Covington Trust | $12.0M | 1.3% | +12.1% |
| GOOGLAlphabet Inc | $11.9M | 1.2% | |
| AVGOBroadcom Inc | $11.1M | 1.2% | +1.7% |
| GOOGAlphabet Inc | $10.6M | 1.1% | +1.8% |
| VWOVanguard Intl Equity Index F | $10.0M | 1.1% | −1.8% |
| METAMeta Platforms Inc | $9.8M | 1.0% | +4.3% |
| VTIVanguard Index Fds | $9.5M | 1.0% | −2.0% |
| IEMGIshares Inc | $8.8M | 0.9% | −2.2% |
| KLACKla Corp | $7.9M | 0.8% | +902.0% |
| SCHGSchwab Strategic Tr | $7.6M | 0.8% | +2.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $23.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $11.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $10.6M |
| SMHVaneck Etf Trust | December 31, 2023 | +275.1% | $7.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $13.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $28.3M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $4.8M |
| RDVYFirst Tr Exchange Traded Fd | June 30, 2020 | +162.8% | $6.8M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $37.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.2M
- FDNFirst Tr Exchange-traded Fd was $435K
- SDGIshares Tr was $412K
- FXUFirst Tr Exchange-traded Fd was $401K
- FSKFs Kkr Cap Corp was $374K
- MISLFirst Tr Exchange-traded Fd was $350K
- ULTAUlta Beauty Inc was $323K
- BUGGlobal X Fds was $318K
- FXOFirst Tr Exchange-traded Fd was $315K
- Csg Sys Intl IncCUSIP 126349109 was $296K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +7.7% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | +2.8% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +6.4% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Claro Advisors Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764386&type=13F-HR&dateb=&owner=include&count=40CIK 1764386
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764386/000195175726001082/Filed July 30, 2026 · accession 0001951757-26-001082