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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 2 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD HIGH DIVIDEND YIELD ETF 10,109.0 $1.4M 0.81% $140.96 +10.5%
22 SPMO INVSC S P 500 MOMENTUM ETF 11,579.0 $1.4M 0.80% +2K +22.7% $121.06 +18.5%
23 BERKSHIRE HATHAWAY CLASS B 2,701.0 $1.4M 0.77% +471.0 +21.1% $502.74
24 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 28,582.0 $1.4M 0.77% $47.28 +46.1%
25 FTEC FIDELITY MSCI INFOR TECHINDX ETF 6,032.0 $1.3M 0.76% $222.17 +21.8%
26 KO THE COCA-COLA CO Consumer Defensive 20,135.0 $1.3M 0.76% +5K +30.3% $66.32 +21.3%
27 JNJ JOHNSON & JOHNSON Healthcare 7,183.0 $1.3M 0.76% +910.0 +14.5% $185.41 +24.5%
28 CLOZ ELDRIDGE BBB B CLO ETF 49,177.0 $1.3M 0.75% +15K +42.7% $26.82 -1.5%
29 SLVO UBS AG ETRACS SIL CVR CAL ETN Financial Services 14,007.0 $1.3M 0.73% -6K -28.3% $92.28 -4.0%
30 RFDI FT RIVERFRONT DYNAMIC DEV INTER ETF 16,787.0 $1.3M 0.73% NEW $76.71 +11.1%
31 TLTW ISHARES 20 PLUS YEAR TREASURY BOND B ETF 53,844.0 $1.3M 0.71% -11K -16.4% $23.38 -6.9%
32 GLDI UBS AG ETRACS GLD CVR CAL ETN IV Financial Services 7,465.0 $1.3M 0.71% +3K +85.2% $168.63 -2.0%
33 SPYG SPDR S&P 500 GROWTH ETF 12,013.0 $1.3M 0.71% +118.0 +1.0% $104.51 +13.3%
34 VB VANGUARD SMALL CAP ETF 4,934.0 $1.3M 0.71% +991.0 +25.1% $254.26 +10.8%
35 XOM EXXON MOBIL CORP Energy 10,745.0 $1.2M 0.69% +3K +43.7% $112.75 +35.5%
36 FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF 27,171.0 $1.2M 0.69% +358.0 +1.3% $44.42 -2.7%
37 VIG VANGUARD DIVIDEND APPRECIATION ETF 5,539.0 $1.2M 0.68% $215.80 +6.3%
38 QUAL ISHARES MSCI USA QLTY FACT ETF 5,934.0 $1.2M 0.66% +2K +68.9% $194.50 +8.2%
39 QDVO AMPLIFY CWP GROWTH AND INCM ETF 39,325.0 $1.1M 0.65% NEW $29.04 +5.5%
40 HD HOME DEPOT INC Consumer Cyclical 2,782.0 $1.1M 0.64% +402.0 +16.9% $405.24 -24.9%
Page 2 of 9  ·  165 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%