Institutions / Claris Financial LLC
Claris Financial LLC
CIK 2060278 · Institution · as of Dec 31, 2025
Portfolio value
$187.96M
Positions
178
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 178 →
| Company | Value | % of portfolio |
|---|---|---|
| First Trust Value Dividend Index ETF | $11.47M | 6.1% |
| Vanguard Growth ETF | $10.44M | 5.6% |
| Apple Inc. | $9.40M | 5.0% |
| iShares MSCI UAE ETF | $8.85M | 4.7% |
| NVIDIA Corp | $7.26M | 3.9% |
| Microsoft Corp | $6.81M | 3.6% |
| Vanguard Value ETF | $5.55M | 3.0% |
| First Trust Capital Strength ETF | $5.38M | 2.9% |
| Ft Rising Dividend Achievers ETF | $4.03M | 2.1% |
| Frst Trt Low Dtn Opnts ETF IV | $3.47M | 1.8% |
| First Trst Enhncd Shrt Mrty ETF IV | $3.09M | 1.6% |
| JPMorgan Chase & Co | $2.90M | 1.5% |
| SPDR S&P 500 ETF | $2.84M | 1.5% |
| Amazon.com Inc | $2.58M | 1.4% |
| Alphabet Inc. | $2.48M | 1.3% |
| Vanguard S&P 500 ETF | $2.24M | 1.2% |
| International Business Machines Corp | $2.01M | 1.1% |
| AbbVie Inc. | $1.79M | 1.0% |
| Dimensnl Ultrashrt Fixedincm ETF | $1.70M | 0.9% |
| Vanguard Total Stock Market ETF | $1.68M | 0.9% |
| Tesla Inc | $1.67M | 0.9% |
| Vanguard Ftse Developed Markets ETF | $1.67M | 0.9% |
| Johnson & Johnson | $1.57M | 0.8% |
| Vanguard High Dividend Yield ETF | $1.56M | 0.8% |
| Coca Cola Co | $1.49M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.