McClarren Financial Advisors, Inc.
RIA/Wealth
McClarren Financial Advisors, Inc. is a RIA/Wealth based in State College, PA led by Brandon Keith Redmond, reporting $417.4M in AUM as of Q3 2025 with 87% ETF concentration and 61% concentrated in top 10 holdings.
PresidentBrandon Keith Redmond
- Portfolio Value
- $163.2M
- Positions
- 75
- Top Holding
- VTI at 11.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in McClarren Financial Advisors, Inc.'s portfolio (61.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $19.4M | 11.90% | +$1.0M Bought | — 60.6K shares | |
ETF ETF | $14.1M | 8.67% | -$811.5K Sold | — 53.9K shares | |
ETF ETF | $13.0M | 7.99% | +$4.1M Bought | — 33.9K shares | |
ETF ETF | $11.9M | 7.31% | -$4.5M Sold | — 175.9K shares | |
ETF ETF | $9.9M | 6.05% | -$687.5K Sold | — 32.2K shares | |
ETF ETF | $8.6M | 5.25% | +$2.3M Bought | — 29.1K shares | |
Unknown Unknown | $6.9M | 4.25% | -$2.5M Sold | — 24.0K shares | |
ETF ETF | $6.7M | 4.09% | -$977.5K Sold | — 77.2K shares | |
Consumer Electronics Technology | $5.3M | 3.24% | -$816.2K Sold | 0.00% 18.2K shares | |
ETF ETF | $4.3M | 2.61% | -$2.4M Sold | — 21.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in McClarren Financial Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+171.96% | |
+141.56% | |
+122.63% | |
+106.68% | |
+45.85% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-95.73% | |
-73.36% | |
-71.1% | |
-70.81% |
Analytics
Portfolio insights and performance metrics for McClarren Financial Advisors, Inc.
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