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Portfolio (Quarterly) Guide ↗

Claris Financial LLC

· CIK 0002060278
13F Portfolio $133M AUM Filed Aug 26, 2025 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 135 New
Page 1 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 175,653.0 $7.9M 5.92% NEW $44.70 +4.3%
2 MTUM ISHARES MSCI USA MOMNTUMFCT ETF 29,552.0 $7.1M 5.35% NEW $240.32 +24.1%
3 VUG VANGUARD GROWTH ETF 14,103.0 $6.2M 4.66% NEW $438.40 -80.1%
4 NVDA NVIDIA CORP Technology 33,614.0 $5.3M 4.00% NEW $157.99 +49.2%
5 MSFT MICROSOFT CORP Technology 10,129.0 $5.0M 3.80% NEW $497.39 -17.7%
6 AAPL APPLE INC Technology 22,990.0 $4.7M 3.55% NEW $205.17 +46.3%
7 FTCS FIRST TRUST CAPITAL STRENGTH ETF 39,980.0 $3.6M 2.74% NEW $90.89 +1.8%
8 VTV VANGUARD VALUE ETF 18,854.0 $3.3M 2.51% NEW $176.74 +16.9%
9 TBLL INVESCO SHORT TERM TREASURY ETF 30,553.0 $3.2M 2.43% NEW $105.54 +0.2%
10 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 49,607.0 $3.0M 2.24% NEW $59.87 +0.0%
11 RDVY FT RISING DIVIDEND ACHIEVERS ETF 40,211.0 $2.5M 1.90% NEW $62.74 +17.4%
12 SPY SPDR S&P 500 ETF Financial Services 3,671.0 $2.3M 1.71% NEW $617.85 +19.6%
13 TBIL US TREASURY 3 MONTH BILLETF 45,070.0 $2.3M 1.70% NEW $49.99 -0.1%
14 IBM IBM CORP Technology 7,221.0 $2.1M 1.60% NEW $294.77 -25.9%
15 JPM JPMORGAN CHASE & CO Financial Services 7,269.0 $2.1M 1.59% NEW $289.90 +3.5%
16 LMBS FRST TRT LOW DTN OPNTS ETF IV 40,681.0 $2.0M 1.51% NEW $49.26 +1.0%
17 AMZN AMAZON.COM INC Consumer Cyclical 8,878.0 $1.9M 1.47% NEW $219.39 +20.4%
18 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 28,532.0 $1.6M 1.23% NEW $57.01 +21.2%
19 SLVO UBS AG ETRACS SIL CVR CAL ETN Financial Services 19,530.0 $1.6M 1.18% NEW $80.08 +10.7%
20 TLTW ISHARES 20 PLUS YEAR TREASURY BOND B ETF 64,377.0 $1.5M 1.12% NEW $23.18 -6.1%
Page 1 of 7  ·  135 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 32.7%
Financial Services 19.4%
Industrials 8.4%
Consumer Cyclical 8.3%
Consumer Defensive 8.1%
Healthcare 7.7%
Utilities 5.8%
Energy 4.4%
Communication Services 4.3%
Real Estate 0.5%