# EDGAR Filing Document

**Accession Number:** 0001961628
**File Stem:** 0001951757-26-000817
**Filing Date:** 2026-5
**Character Count:** 15153
**Document Hash:** dea26a19393a0c15f8ecc1a4d3399e30
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000817.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0001951757-26-000817

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Clarendon Private LLC
- **CENTRAL INDEX KEY:** 0001961628

**ORGANIZATION NAME:**
- **EIN:** 872744662
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24582
- **FILM NUMBER:** 26961209

**BUSINESS ADDRESS:**
- **STREET 1:** 131 CLARENDON STREET
- **STREET 2:** 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116
- **BUSINESS PHONE:** (617) 927 7999

**MAIL ADDRESS:**
- **STREET 1:** 131 CLARENDON STREET
- **STREET 2:** 4TH FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Clarendon Private LLC<br>**Address:** 131 CLARENDON STREET<br>4TH FLOOR<br>BOSTON, MA 02116

**Form 13F File Number:** 028-24582

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Marc White<br>**Title:** Chief Compliance Officer<br>**Phone:** (617) 927 7999

**Signature, Place, and Date of Signing:**

Marc White  Boston, MA  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 119

**Form 13F Information Table Value Total:** $130188643

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3500172 | 51831 | SH |  | SOLE |  | 0 | 0 | 51831 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 665251 | 5352 | SH |  | SOLE |  | 0 | 0 | 5352 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 470924 | 2230 | SH |  | SOLE |  | 0 | 0 | 2230 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2842963 | 4352 | SH |  | SOLE |  | 0 | 0 | 4352 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 615464 | 5441 | SH |  | SOLE |  | 0 | 0 | 5441 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 942170 | 1528 | SH |  | SOLE |  | 0 | 0 | 1528 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4598436 | 7071 | SH |  | SOLE |  | 0 | 0 | 7071 |
| AMAZON COM INC | COM | 023135106 |  | 4465934 | 21443 | SH |  | SOLE |  | 0 | 0 | 21443 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 618168 | 1290 | SH |  | SOLE |  | 0 | 0 | 1290 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 552075 | 2396 | SH |  | SOLE |  | 0 | 0 | 2396 |
| EQT CORP | COM | 26884L109 |  | 524966 | 8249 | SH |  | SOLE |  | 0 | 0 | 8249 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 318571 | 1566 | SH |  | SOLE |  | 0 | 0 | 1566 |
| QUALCOMM INC | COM | 747525103 |  | 465672 | 3616 | SH |  | SOLE |  | 0 | 0 | 3616 |
| DISNEY WALT CO | COM | 254687106 |  | 503743 | 5227 | SH |  | SOLE |  | 0 | 0 | 5227 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1539348 | 6297 | SH |  | SOLE |  | 0 | 0 | 6297 |
| LOWES COS INC | COM | 548661107 |  | 561804 | 2378 | SH |  | SOLE |  | 0 | 0 | 2378 |
| CHEVRON CORPORATION | COM | 166764100 |  | 376167 | 1818 | SH |  | SOLE |  | 0 | 0 | 1818 |
| MICROSOFT CORP | COM | 594918104 |  | 4724260 | 12762 | SH |  | SOLE |  | 0 | 0 | 12762 |
| CISCO SYS INC | COM | 17275R102 |  | 303626 | 3913 | SH |  | SOLE |  | 0 | 0 | 3913 |
| COCA COLA CO | COM | 191216100 |  | 247619 | 3256 | SH |  | SOLE |  | 0 | 0 | 3256 |
| PEPSICO INC | COM | 713448108 |  | 562225 | 3620 | SH |  | SOLE |  | 0 | 0 | 3620 |
| STRYKER CORPORATION | COM | 863667101 |  | 496330 | 1510 | SH |  | SOLE |  | 0 | 0 | 1510 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 210611 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 220086 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| DEERE  CO | COM | 244199105 |  | 222108 | 394 | SH |  | SOLE |  | 0 | 0 | 394 |
| BANK AMERICA CORP | COM | 060505104 |  | 1017971 | 20881 | SH |  | SOLE |  | 0 | 0 | 20881 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 208869 | 1028 | SH |  | SOLE |  | 0 | 0 | 1028 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2203528 | 12988 | SH |  | SOLE |  | 0 | 0 | 12988 |
| WALMART INC | COM | 931142103 |  | 688014 | 5536 | SH |  | SOLE |  | 0 | 0 | 5536 |
| TEXAS INSTRS INC | COM | 882508104 |  | 683373 | 3520 | SH |  | SOLE |  | 0 | 0 | 3520 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 783030 | 2317 | SH |  | SOLE |  | 0 | 0 | 2317 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 882466 | 886 | SH |  | SOLE |  | 0 | 0 | 886 |
| ELI LILLY  CO | COM | 532457108 |  | 1158835 | 1260 | SH |  | SOLE |  | 0 | 0 | 1260 |
| MERCK  CO INC | COM | 58933Y105 |  | 293628 | 2441 | SH |  | SOLE |  | 0 | 0 | 2441 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 396624 | 1174 | SH |  | SOLE |  | 0 | 0 | 1174 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1195092 | 7262 | SH |  | SOLE |  | 0 | 0 | 7262 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 358541 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 393549 | 2725 | SH |  | SOLE |  | 0 | 0 | 2725 |
| GE AEROSPACE | COM NEW | 369604301 |  | 238083 | 839 | SH |  | SOLE |  | 0 | 0 | 839 |
| HOME DEPOT INC | COM | 437076102 |  | 424826 | 1292 | SH |  | SOLE |  | 0 | 0 | 1292 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 690538 | 1657 | SH |  | SOLE |  | 0 | 0 | 1657 |
| MCDONALDS CORP | COM | 580135101 |  | 593996 | 1911 | SH |  | SOLE |  | 0 | 0 | 1911 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 467420 | 1589 | SH |  | SOLE |  | 0 | 0 | 1589 |
| TJX COS INC NEW | COM | 872540109 |  | 775300 | 4855 | SH |  | SOLE |  | 0 | 0 | 4855 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 673651 | 160 | SH |  | SOLE |  | 0 | 0 | 160 |
| WELLS FARGO  CO | COM | 949746101 |  | 876895 | 11015 | SH |  | SOLE |  | 0 | 0 | 11015 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 704118 | 6460 | SH |  | SOLE |  | 0 | 0 | 6460 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 740054 | 2735 | SH |  | SOLE |  | 0 | 0 | 2735 |
| RTX CORPORATION | COM | 75513E101 |  | 245562 | 1273 | SH |  | SOLE |  | 0 | 0 | 1273 |
| INTUIT | COM | 461202103 |  | 287965 | 666 | SH |  | SOLE |  | 0 | 0 | 666 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2061015 | 6424 | SH |  | SOLE |  | 0 | 0 | 6424 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 929777 | 10011 | SH |  | SOLE |  | 0 | 0 | 10011 |
| CSX CORP | COM | 126408103 |  | 529248 | 12893 | SH |  | SOLE |  | 0 | 0 | 12893 |
| APPLE INC | COM | 037833100 |  | 5939232 | 23402 | SH |  | SOLE |  | 0 | 0 | 23402 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 350616 | 1641 | SH |  | SOLE |  | 0 | 0 | 1641 |
| CATERPILLAR INC | COM | 149123101 |  | 359562 | 508 | SH |  | SOLE |  | 0 | 0 | 508 |
| ECOLAB INC | COM | 278865100 |  | 433613 | 1630 | SH |  | SOLE |  | 0 | 0 | 1630 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 625831 | 2069 | SH |  | SOLE |  | 0 | 0 | 2069 |
| S GLOBAL INC | COM | 78409V104 |  | 362815 | 853 | SH |  | SOLE |  | 0 | 0 | 853 |
| KLA CORP | COM NEW | 482480100 |  | 459392 | 312 | SH |  | SOLE |  | 0 | 0 | 312 |
| SOUTHERN CO | COM | 842587107 |  | 619658 | 6420 | SH |  | SOLE |  | 0 | 0 | 6420 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 411266 | 7609 | SH |  | SOLE |  | 0 | 0 | 7609 |
| NETFLIX INC. | COM | 64110L106 |  | 668531 | 6953 | SH |  | SOLE |  | 0 | 0 | 6953 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 301489 | 1085 | SH |  | SOLE |  | 0 | 0 | 1085 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 298816 | 4762 | SH |  | SOLE |  | 0 | 0 | 4762 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11453870 | 65676 | SH |  | SOLE |  | 0 | 0 | 65676 |
| EATON CORP PLC | SHS | G29183103 |  | 723924 | 2024 | SH |  | SOLE |  | 0 | 0 | 2024 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 217364 | 1004 | SH |  | SOLE |  | 0 | 0 | 1004 |
| AMPHENOL CORP | CL A | 032095101 |  | 439698 | 3480 | SH |  | SOLE |  | 0 | 0 | 3480 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2013173 | 7001 | SH |  | SOLE |  | 0 | 0 | 7001 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 283600 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 235566 | 511 | SH |  | SOLE |  | 0 | 0 | 511 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1947158 | 4458 | SH |  | SOLE |  | 0 | 0 | 4458 |
| QUANTA SVCS INC | COM | 74762E102 |  | 206981 | 377 | SH |  | SOLE |  | 0 | 0 | 377 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 246458 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 279617 | 1431 | SH |  | SOLE |  | 0 | 0 | 1431 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 297220 | 332 | SH |  | SOLE |  | 0 | 0 | 332 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 443799 | 336 | SH |  | SOLE |  | 0 | 0 | 336 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 491198 | 2479 | SH |  | SOLE |  | 0 | 0 | 2479 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 484110 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 896390 | 1794 | SH |  | SOLE |  | 0 | 0 | 1794 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 481012 | 817 | SH |  | SOLE |  | 0 | 0 | 817 |
| BEACON FINANCIAL CORP. | COM | 084680107 |  | 1527600 | 50920 | SH |  | SOLE |  | 0 | 0 | 50920 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 705517 | 9394 | SH |  | SOLE |  | 0 | 0 | 9394 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 496681 | 9450 | SH |  | SOLE |  | 0 | 0 | 9450 |
| ISHARES TR | MBS ETF | 464288588 |  | 826313 | 8703 | SH |  | SOLE |  | 0 | 0 | 8703 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 205379 | 1387 | SH |  | SOLE |  | 0 | 0 | 1387 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 890168 | 13892 | SH |  | SOLE |  | 0 | 0 | 13892 |
| VISA INC | COM CL A | 92826C839 |  | 813478 | 2691 | SH |  | SOLE |  | 0 | 0 | 2691 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A672 |  | 667829 | 23302 | SH |  | SOLE |  | 0 | 0 | 23302 |
| ISHARES TR | MSCI ACWI EX US | 464288240 |  | 6827494 | 99715 | SH |  | SOLE |  | 0 | 0 | 99715 |
| BROADCOM INC | COM | 11135F101 |  | 3261771 | 10538 | SH |  | SOLE |  | 0 | 0 | 10538 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 250803 | 1533 | SH |  | SOLE |  | 0 | 0 | 1533 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 897711 | 15335 | SH |  | SOLE |  | 0 | 0 | 15335 |
| TESLA INC | COM | 88160R101 |  | 703723 | 1893 | SH |  | SOLE |  | 0 | 0 | 1893 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 212596 | 1938 | SH |  | SOLE |  | 0 | 0 | 1938 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 284386 | 3034 | SH |  | SOLE |  | 0 | 0 | 3034 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 293934 | 492 | SH |  | SOLE |  | 0 | 0 | 492 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 305577 | 9960 | SH |  | SOLE |  | 0 | 0 | 9960 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 1113340 | 48596 | SH |  | SOLE |  | 0 | 0 | 48596 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3473110 | 6070 | SH |  | SOLE |  | 0 | 0 | 6070 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 326412 | 2036 | SH |  | SOLE |  | 0 | 0 | 2036 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1324274 | 18986 | SH |  | SOLE |  | 0 | 0 | 18986 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1185039 | 13090 | SH |  | SOLE |  | 0 | 0 | 13090 |
| ABBVIE INC | COM | 00287Y109 |  | 1144650 | 5263 | SH |  | SOLE |  | 0 | 0 | 5263 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 3198953 | 16678 | SH |  | SOLE |  | 0 | 0 | 16678 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 524538 | 1725 | SH |  | SOLE |  | 0 | 0 | 1725 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3055980 | 10653 | SH |  | SOLE |  | 0 | 0 | 10653 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 |  | 1379052 | 40873 | SH |  | SOLE |  | 0 | 0 | 40873 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 734000 | 15727 | SH |  | SOLE |  | 0 | 0 | 15727 |
| VANECK ETF TRUST | REAL ASSETS ETF | 92189F130 |  | 782039 | 19210 | SH |  | SOLE |  | 0 | 0 | 19210 |
| LINDE PLC | SHS | G54950103 |  | 840710 | 1696 | SH |  | SOLE |  | 0 | 0 | 1696 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 543293 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 350926 | 2399 | SH |  | SOLE |  | 0 | 0 | 2399 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1123946 | 4730 | SH |  | SOLE |  | 0 | 0 | 4730 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 241568 | 4351 | SH |  | SOLE |  | 0 | 0 | 4351 |
| GMO ETF TRUST | GMO US QUALITY E | 90139K100 |  | 2177970 | 60198 | SH |  | SOLE |  | 0 | 0 | 60198 |
| PROFESIONALLY MANAGED PORTFO | CONGRESS SMID GR | 74316P645 |  | 4268386 | 138990 | SH |  | SOLE |  | 0 | 0 | 138990 |
| GE VERNOVA INC | COM | 36828A101 |  | 206877 | 237 | SH |  | SOLE |  | 0 | 0 | 237 |

---