Claro Advisors LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-3.9ptsvs SPY
Invested
$830.1M
Holdings
506
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (97.0k shares)
5.4%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (295.1k shares)
3.3%
03
$IWD
ISHARES TR
Q1 2026: New position (24.1k shares)
3.3%
04
$IWF
ISHARES TR
Q1 2026: New position (9.1k shares)
3.1%
05
$AAPL
APPLE INC
Q1 2026: New position (1.5k shares)
3.0%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (2.7k shares)
2.5%
07
$MSFT
MICROSOFT CORP
Q1 2026: New position (728 shares)
2.4%
08
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.2%
09
$IUSB
ISHARES TR
Held since at least Q1 2024
1.9%
10
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.