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Jennifer Street

Claro Advisors Inc.

Assets Managed
$830.119M
Holdings
506
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
13.09%(2Q avg: 10.07%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Claro Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Claro Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 830.119M in assets, with a quarterly growth rate of 13.09% and a 2-quarter average growth rate of 10.07%. The portfolio is managed by Jennifer Street, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 20.5%
5.45%
$45.194M
75,632 shares@ $597.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3198.14%
3.31%
$27.403M
427,636 shares@ $64.08 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1.93%
3.29%
$27.24M
127,488 shares@ $213.68 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.35%
3.12%
$25.826M
60,568 shares@ $426.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.94%
2.99%
$24.775M
97,621 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 14.51%
2.5%
$20.728M
118,854 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 25.74%
2.36%
$19.563M
52,848 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 35.43%
2.2%
$18.262M
87,685 shares@ $208.27 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 11.54%
1.9%
$15.755M
341,084 shares@ $46.2 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
1.84%
$15.205M
472,905 shares@ $32.16 avg price

1-10 of 506