Claro Advisors LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$685M
Signature - Title
Jennifer Street - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Claro Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Claro Advisors LLC reported 396 stock holdings with total value $685M as of Q3 2025. Top holdings included VOO, IWF, AAPL, MSFT, and IWD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 396 $685M +$61.9M -$28.8M +$33.1M VOO, IWF, AAPL, MSFT, IWD 13F-HR 11/12/2025, 12:58 PM
Q2 2025 372 $606M +$33.5M -$242M -$208M VOO, MSFT, IWF, AAPL, IWD 13F-HR 8/5/2025, 04:23 PM
Q1 2025 510 $747M +$77.1M -$27.9M +$49.2M KVYO, VOO, AAPL, SPY, IWF 13F-HR 5/12/2025, 10:24 AM
Q4 2024 485 $739M +$48M -$88.8M -$40.8M KVYO, AAPL, VOO, IWF, MSFT 13F-HR 1/13/2025, 01:09 PM
Q3 2024 510 $772M +$112M -$18.1M +$93.7M KVYO, AAPL, VOO, SPY, MSFT Restatement 11/7/2024, 08:47 AM
Q2 2024 426 $639M +$100M -$35.4M +$64.6M KVYO, AAPL, VOO, SPY, MSFT 13F-HR 7/31/2024, 03:55 PM
Q1 2024 418 $575M +$116M -$34.3M +$81.4M SPY, KVYO, MSFT, AAPL, VOO 13F-HR 4/18/2024, 11:37 AM
Q4 2023 387 $462M +$47.5M -$27.8M +$19.7M SPY, AAPL, MSFT, VOO, SCHG 13F-HR 1/22/2024, 08:43 AM
Q3 2023 368 $400M +$34.7M -$10.3M +$24.3M SPY, AAPL, MSFT, VOO, SCHG 13F-HR 10/10/2023, 10:33 AM
Q2 2023 374 $403M +$54.5M -$8.31M +$46.2M SPY, AAPL, MSFT, VOO, SCHG 13F-HR 8/8/2023, 04:35 PM
Q1 2023 353 $341M +$37.4M -$11.2M +$26.3M SPY, AAPL, MSFT, VOO, QQQ 13F-HR 4/17/2023, 09:04 AM
Q4 2022 324 $306M +$74.1M -$8.39M +$65.7M SPY, AAPL, MSFT, VOO, QQQ Restatement 3/10/2023, 04:34 PM
Q3 2022 250 $233M +$246K +$246K SPY, AAPL, MSFT, AMZN, VOO Restatement 11/18/2022, 11:27 AM
Q2 2022 278 $250M +$57.7M -$8.11M +$49.6M SPY, AAPL, MSFT, AMZN, VOO 13F-HR 8/11/2022, 05:35 PM
Q1 2022 221 $239M +$973K +$973K AAPL, SPY, MSFT, AMZN, FVD 13F-HR 5/16/2022, 04:00 PM
Q4 2021 282 $277M +$31.4M -$5.94M +$25.5M AAPL, SPY, MSFT, AMZN, FVD 13F-HR 2/14/2022, 11:38 AM
Q3 2021 255 $238M +$25.3M -$7.36M +$17.9M AAPL, SPY, MSFT, AMZN, FVD 13F-HR 11/15/2021, 03:15 PM
Q2 2021 237 $222M +$17.7M -$6.43M +$11.3M AAPL, SPY, AMZN, MSFT, FVD 13F-HR 8/13/2021, 02:31 PM
Q1 2021 215 $197M +$16.6M -$12.6M +$3.99M AAPL, SPY, AMZN, MSFT, LMBS 13F-HR 5/17/2021, 09:48 AM
Q4 2020 210 $187M +$18.4M -$4.6M +$13.8M AAPL, SPY, AMZN, MSFT, LMBS 13F-HR 2/12/2021, 01:15 PM
Q3 2020 194 $157M +$18.4M -$5.24M +$13.2M AAPL, SPY, AMZN, LMBS, MSFT 13F-HR 11/16/2020, 07:32 AM
Q2 2020 186 $145M +$24.3M -$3.12M +$21.2M AAPL, SPY, AMZN, MSFT, LMBS 13F-HR 8/14/2020, 11:58 AM
Q1 2020 156 $107M +$13.9M -$5.48M +$8.39M AAPL, SPY, MSFT, AMZN, FVD 13F-HR 5/15/2020, 07:38 AM
Q4 2019 171 $130M +$13.2M -$2.17M +$11.1M SPY, AAPL, MSFT, AMZN, FV 13F-HR 2/14/2020, 08:29 AM
Q3 2019 164 $113M +$7.31M -$1.87M +$5.44M SPY, AAPL, FV, MSFT, FTSM 13F-HR 10/29/2019, 07:57 AM
Q2 2019 158 $108M +$11.1M -$3.58M +$7.49M SPY, AAPL, FV, MSFT, FTSM 13F-HR 7/24/2019, 11:15 AM
Q1 2019 150 $100M FTSM, AAPL, FV, SPY, MSFT 13F-HR 5/9/2019, 07:51 PM
Q4 2018 575 $74.3M SPY, FTSM, MSFT, PFE, JPM 13F-HR 2/14/2019, 10:44 AM