Claris Financial LLC - Portfolio overview

Claris Financial LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FVD - FIRST TRUST VALUE DIVIDEND INDEX ETF, 6.06%
2. VUG - VANGUARD GROWTH ETF, 4.85%
3. AAPL - APPLE INC, 4.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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