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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 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD S&P 500 ETF 2,592.0 $1.5M 1.11% NEW $568.00 +19.5%
22 VYM VANGUARD HIGH DIVIDEND YIELD ETF 10,099.0 $1.3M 1.01% NEW $133.31 +16.7%
23 V VISA INC CLASS A Financial Services 3,354.0 $1.2M 0.90% NEW $355.01 -8.3%
24 FTEC FIDELITY MSCI INFOR TECHINDX ETF 6,032.0 $1.2M 0.90% NEW $197.22 +37.0%
25 FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF 26,813.0 $1.2M 0.89% NEW $43.89 -1.4%
26 SPYG SPDR S&P 500 GROWTH ETF 11,895.0 $1.1M 0.85% NEW $95.32 +24.1%
27 VIG VANGUARD DIVIDEND APPRECIATION ETF 5,523.0 $1.1M 0.85% NEW $204.66 +11.9%
28 GOOGL ALPHABET INC CLASS A Communication Services 6,239.0 $1.1M 0.83% NEW $176.23 +125.8%
29 KO THE COCA-COLA CO Consumer Defensive 15,456.0 $1.1M 0.82% NEW $70.75 +13.7%
30 BERKSHIRE HATHAWAY CLASS B 2,230.0 $1.1M 0.82% NEW $485.77
31 SPMO INVSC S P 500 MOMENTUM ETF 9,439.0 $1.1M 0.80% NEW $112.47 +27.9%
32 TSLA TESLA INC Consumer Cyclical 3,288.0 $1.0M 0.79% NEW $317.66 +31.9%
33 ABBV ABBVIE INC Healthcare 5,476.0 $1.0M 0.77% NEW $185.62 +12.7%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 1,016.0 $1.0M 0.76% NEW $990.16 +6.3%
35 DVY ISHARES SELECT DIVIDEND ETF 7,467.0 $992K 0.75% NEW $132.81 +14.1%
36 VFH VANGUARD FINANCIALS ETF 7,698.0 $980K 0.74% NEW $127.31 -1.4%
37 PG PROCTER & GAMBLE CO Consumer Defensive 6,076.0 $968K 0.73% NEW $159.32 -10.4%
38 JNJ JOHNSON & JOHNSON Healthcare 6,273.0 $958K 0.72% NEW $152.76 +47.9%
39 VB VANGUARD SMALL CAP ETF 3,943.0 $934K 0.70% NEW $236.96 +19.0%
40 CLOZ ELDRIDGE BBB B CLO ETF 34,463.0 $922K 0.69% NEW $26.74 -1.2%
Page 2 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%