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Portfolio (Quarterly) Guide ↗

Claris Financial LLC

· CIK 0002060278
13F Portfolio $176M AUM 170 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 41 New 83 Added 23 Reduced 11 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 244,382.0 $11.3M 6.42% +69K +39.1% $46.24 +0.8%
2 VUG VANGUARD GROWTH ETF 21,396.0 $10.3M 5.83% +7K +51.7% $479.61 -81.8%
3 MTUM ISHARES MSCI USA MOMNTUMFCT ETF 36,103.0 $9.3M 5.26% +7K +22.2% $256.45 +16.3%
4 AAPL APPLE INC Technology 35,114.0 $8.9M 5.08% +12K +52.7% $254.63 +17.9%
5 NVDA NVIDIA CORP Technology 42,699.0 $8.0M 4.52% +9K +27.0% $186.58 +26.3%
6 MSFT MICROSOFT CORP Technology 14,121.0 $7.3M 4.15% +4K +39.4% $517.94 -20.9%
7 FTCS FIRST TRUST CAPITAL STRENGTH ETF 58,630.0 $5.5M 3.12% +19K +46.6% $93.64 -1.2%
8 VTV VANGUARD VALUE ETF 25,929.0 $4.8M 2.75% +7K +37.5% $186.49 +10.8%
9 RDVY FT RISING DIVIDEND ACHIEVERS ETF 53,178.0 $3.6M 2.03% +13K +32.2% $67.26 +9.5%
10 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 56,375.0 $3.4M 1.92% +7K +13.6% $59.91 -0.1%
11 JPM JPMORGAN CHASE & CO Financial Services 8,971.0 $2.8M 1.61% +2K +23.4% $315.42 -4.9%
12 SPY SPDR S&P 500 ETF Financial Services 4,172.0 $2.8M 1.58% +501.0 +13.7% $666.26 +10.9%
13 EES WISDOMTREE US SMALLCAP ETF 48,804.0 $2.7M 1.55% +32K +198.6% $55.87 +10.9%
14 AMZN AMAZON.COM INC Consumer Cyclical 10,924.0 $2.4M 1.36% +2K +23.1% $219.57 +20.3%
15 V VISA INC CLASS A Financial Services 6,339.0 $2.2M 1.23% +3K +89.0% $341.40 -5.5%
16 IBM IBM CORP Technology 7,278.0 $2.1M 1.17% +57.0 +0.8% $282.18 -22.6%
17 TSLA TESLA INC Consumer Cyclical 3,520.0 $1.6M 0.89% +232.0 +7.1% $444.72 -0.3%
18 GOOGL ALPHABET INC CLASS CLASS A Communication Services 6,359.0 $1.5M 0.88% +120.0 +1.9% $243.10 +65.0%
19 SPMO INVSC S P 500 MOMENTUM ETF 11,579.0 $1.4M 0.80% +2K +22.7% $121.06 +18.5%
20 BERKSHIRE HATHAWAY CLASS B 2,701.0 $1.4M 0.77% +471.0 +21.1% $502.74
Page 1 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 19.5%
Consumer Cyclical 8.8%
Industrials 7.1%
Consumer Defensive 7.0%
Healthcare 6.9%
Communication Services 4.8%
Utilities 4.8%
Energy 4.4%
Real Estate 0.4%