Claro Advisors LLC
RIA/Wealth
Claro Advisors LLC is a RIA/Wealth based in Boston, MA led by Ryan Scott Belanger, reporting $1.3B in AUM as of Q3 2025 with 52% ETF concentration.
Managing PartnerRyan Scott Belanger
- Portfolio Value
- $678.5M
- Positions
- 386
- Top Holding
- VOO at 5.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Claro Advisors LLC's portfolio (30.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $35.9M | 5.29% | +$2.6M Bought | — 58.7K shares | |
ETF ETF | $25.4M | 3.74% | +$2.7M Bought | — 54.2K shares | |
Consumer Electronics Technology | $22.9M | 3.38% | -$2.3M Sold | 0.00% 90.0K shares | |
Software - Infrastructure Technology | $21.1M | 3.12% | -$508.6K Sold | 0.00% 40.8K shares | |
ETF ETF | $20.7M | 3.05% | +$3.6M Bought | — 101.7K shares | |
Semiconductors Technology | $19.1M | 2.81% | +$111.9K Bought | 0.00% 102.2K shares | |
ETF ETF | $15.5M | 2.28% | +$5.2M Bought | — 261.6K shares | |
ETF ETF | $15.1M | 2.22% | -$420.4K Sold | — 22.7K shares | |
ETF ETF | $14.9M | 2.19% | +$230.5K Bought | — 24.7K shares | |
Specialty Retail Consumer Cyclical | $13.7M | 2.01% | -$171.0K Sold | 0.00% 62.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Claro Advisors LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Claro Advisors LLC
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