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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 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LMBS FRST TRT LOW DTN OPNTS ETF IV 12,636.0 $2.9M 1.63% -28K -68.9% $227.40 -78.1%
2 SLVO UBS AG ETRACS SIL CVR CAL ETN Financial Services 14,007.0 $1.3M 0.73% -6K -28.3% $92.28 -4.0%
3 TLTW ISHARES 20 PLUS YEAR TREASURY BOND B ETF 53,844.0 $1.3M 0.71% -11K -16.4% $23.38 -6.9%
4 TBIL US TREASURY 3 MONTH BILLETF 17,522.0 $876K 0.50% -28K -61.1% $50.00 -0.1%
5 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 22,681.0 $835K 0.47% -5K -18.9% $36.81 +17.6%
6 AMLP ALPS ALERIAN MLP ETF 15,151.0 $711K 0.40% -4K -18.8% $46.93 +15.2%
7 PWB INVESCO LARGE CAP GROWTHETF 5,412.0 $679K 0.39% -208.0 -3.7% $125.42 +22.2%
8 LLY ELI LILLY AND CO Healthcare 865.0 $660K 0.38% -36.0 -4.0% $762.89 +32.0%
9 VTI VANGUARD TOTAL STOCK MARKET ETF 1,874.0 $615K 0.35% -40.0 -2.1% $328.15 +10.5%
10 MRK MERCK & CO. INC. Healthcare 6,567.0 $551K 0.31% -93.0 -1.4% $83.93 +35.1%
11 TPL TEXAS PACIFIC LAND C Energy 585.0 $547K 0.31% -4.0 -0.7% $934.25 -58.4%
12 NEE NEXTERA ENERGY INC Utilities 7,165.0 $541K 0.31% -2K -24.8% $75.49 +26.7%
13 BOND PIMCO ACTIVE BOND ETF 5,530.0 $516K 0.29% -99.0 -1.8% $93.35 -2.4%
14 PLTR PALANTIR TECHNOLOGIES INCLASS A Technology 2,689.0 $491K 0.28% -17.0 -0.6% $182.42 -26.7%
15 GOOG ALPHABET INC CLASS C Communication Services 1,604.0 $391K 0.22% -100.0 -5.9% $243.62 +63.0%
16 PAVE GLOBAL X US INFRA DVLPMNT ETF 7,330.0 $349K 0.20% -178.0 -2.4% $47.63 +16.3%
17 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,266.0 $340K 0.19% -309.0 -4.7% $54.18 +7.9%
18 UPS UNITED PARCEL SVC INC CLASS B Industrials 4,062.0 $339K 0.19% -61.0 -1.5% $83.53 +17.8%
19 RSPG INVSC S P 500 EQUAL WGHTENRGY ETF 4,016.0 $320K 0.18% -7K -63.2% $79.61 +35.0%
20 BLV VANGUARD LONG TERM BOND ETF 4,184.0 $296K 0.17% -144.0 -3.3% $70.85 -5.1%
Page 1 of 2  ·  23 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%