13F
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Claro Advisors LLC

13F equity value
$830M
Positions
506
Top 10 concentration
28.9%
Quarters / total new picks
27 / 460
13F equity value over time
$0M$415M$830M201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +3.0% per quarter — versus +3.0% per quarter from simply owning every 13F stock. It beat that baseline in only 63.0% of quarters (excess t = 0.66, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.7%
t-stat
0.66
Quarterly win rate
63%
Annualized excess
-0.5%
$1 → follow vs universe
$1.89 vs $1.96
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220630: universe 1.20720220930: universe 1.29620221231: universe 1.20420230331: universe 1.26920230630: universe 1.22320230930: universe 1.38820231231: universe 1.45020240331: universe 1.48320240630: universe 1.61820240930: universe 1.60420241231: universe 1.49720250331: universe 1.63220250630: universe 1.68320250930: universe 1.89320251231: universe 1.958 20190331: follow 1.05720190630: follow 1.12220190930: follow 1.13520191231: follow 0.87020200331: follow 0.83820200630: follow 0.90120200930: follow 1.21420201231: follow 1.28520210331: follow 1.39620210630: follow 1.35820210930: follow 1.24520211231: follow 0.93420220630: follow 0.89020220930: follow 1.01520221231: follow 0.98620230331: follow 1.01920230630: follow 1.03220230930: follow 1.16820231231: follow 1.23720240331: follow 1.28320240630: follow 1.41920240930: follow 1.41220241231: follow 1.37620250331: follow 1.43720250630: follow 1.51520250930: follow 1.70920251231: follow 1.893 0.77 1.44 2.11 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 506 · 2026 Q1

Ticker Value Weight QoQ
VOO $45M
5.4%
ADD
VEA $27M
3.3%
ADD
IWD $27M
3.3%
HOLD
IWF $26M
3.1%
HOLD
AAPL $25M
3.0%
ADD
NVDA $21M
2.5%
ADD
MSFT $20M
2.4%
ADD
AMZN $18M
2.2%
ADD
IUSB $16M
1.9%
ADD
CORO $15M
1.8%
NEW
QQQ $15M
1.8%
ADD
SPY $14M
1.7%
TRIM
DYNF $14M
1.7%
TRIM
IVV $14M
1.6%
ADD
JPM $12M
1.4%
ADD
META $10M
1.1%
ADD
GOOGL $10M
1.1%
ADD
VWO $9M
1.1%
NEW
AVGO $9M
1.1%
ADD
QUAL $9M
1.1%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ACWIADMADTAFLAIZALLAMPAUTLBCOBMNRBWABYDCAHCALMCASYCCKCFCHRWCINFCNACNXCOKECSGSCTACVSADBMFDELLDGDHIDLTR

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.