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Portfolio (Quarterly) Guide ↗

Claris Financial LLC

· CIK 0002060278
13F Portfolio $183M AUM 178 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 36 New 71 Added 49 Reduced 24 Exited
Page 1 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 250,591.0 $11.8M 6.45% +6K +2.5% $47.03 +0.5%
2 VUG VANGUARD GROWTH ETF 21,588.0 $9.4M 5.16% +192.0 +0.9% $436.79 -80.2%
3 AAPL APPLE INC Technology 33,714.0 $8.6M 4.68% -1K -4.0% $253.79 +18.5%
4 MTUM ISHARES MSCI USA MOMNTUMFCT ETF 35,039.0 $8.4M 4.60% -1K -3.0% $239.99 +23.4%
5 NVDA NVIDIA CORP Technology 35,326.0 $6.2M 3.37% -7K -17.3% $174.40 +27.5%
6 VTV VANGUARD VALUE ETF 28,587.0 $5.6M 3.07% +3K +10.2% $196.20 +5.5%
7 FTCS FIRST TRUST CAPITAL STRENGTH ETF 58,425.0 $5.4M 2.96% $92.76 +0.9%
8 MSFT MICROSOFT CORP Technology 13,104.0 $4.9M 2.65% -1K -7.2% $370.18 +11.7%
9 RDVY FT RISING DIVIDEND ACHIEVERS ETF 60,246.0 $4.1M 2.25% +7K +13.3% $68.28 +7.5%
10 LMBS FRST TRT LOW DTN OPNTS ETF IV 74,544.0 $3.7M 2.03% +62K +489.9% $49.81 -0.4%
11 FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV 56,887.0 $3.4M 1.86% +512.0 +0.9% $59.78 +0.1%
12 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 5,151.0 $3.4M 1.83% +979.0 +23.5% $650.38 +13.1%
13 JPM JPMORGAN CHASE & CO Financial Services 9,121.0 $2.7M 1.47% +150.0 +1.7% $294.17 -0.1%
14 AMZN AMAZON.COM INC Consumer Cyclical 11,411.0 $2.4M 1.30% +487.0 +4.5% $208.27 +25.1%
15 VOO VANGUARD S&P 500 ETF 3,569.0 $2.1M 1.17% +968.0 +37.2% $597.49 +13.2%
16 XOM EXXON MOBIL CORP Energy 11,186.0 $1.9M 1.04% +441.0 +4.1% $169.66 -3.8%
17 JNJ JOHNSON & JOHNSON Healthcare 7,544.0 $1.8M 1.01% +361.0 +5.0% $244.44 -5.2%
18 ABBV ABBVIE INC Healthcare 8,421.0 $1.8M 1.00% +805.0 +10.6% $217.49 -1.9%
19 VYM VANGUARD HIGH DIVIDEND YIELD ETF 11,826.0 $1.8M 0.96% +2K +17.0% $148.10 +5.1%
20 DUSB DIMENSNL ULTRASHRT FIXEDINCM ETF 33,692.0 $1.7M 0.94% +26K +313.3% $50.71 +0.0%
Page 1 of 9  ·  177 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 30.2%
Financial Services 17.8%
Healthcare 10.1%
Consumer Defensive 8.8%
Consumer Cyclical 8.5%
Industrials 7.6%
Energy 6.3%
Utilities 5.4%
Communication Services 4.2%
Basic Materials 0.8%