Claro Advisors Inc.
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 830,119
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 506 | 830,119 | 13F-HR | Claro Advisors Inc. |
| Q4 2025 | 2/17/2026 | 418 | 734,092 | 13F-HR | Claro Advisors Inc. |
| Q3 2025 | 11/12/2025 | 397 | 685,747 | 13F-HR | Claro Advisors LLC |
| Q2 2025 | 8/5/2025 | 372 | 605,720 | 13F-HR | Claro Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 385.2 K | 46.4% | 0 | 123.4 K | -123.4 K |
| ETFs | 444.6 K | 53.6% | 234.3 K | 0 | 234.3 K |
| Other | 290 | 0.0% | 0 | 14.59 K | -14.59 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
830,119
Holdings
506
QoQ value change ($000)
96,027
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.