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Claris Financial LLC

Q2 2025 · 13F-HR

Claris Financial LLCholdings as filed

Filed 2025-08-26 · accession 0001213900-25-080559

$132.7M
Reported value
135
Positions
2025-06-30
Period end
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The Brief · Claris Financial LLC · Q2 2025

AI · grounded in 13F

Claris Financial LLC established a new position in First Trust Value Dividend Index ETF FVD worth $7.85M. The fund also initiated stakes in iShares MSCI USA Momentum Factor ETF MTUM for $7.1M and Vanguard Growth ETF VUG for $6.18M. Additional new positions include NVIDIA Corp NVDA, Microsoft Corp MSFT, and Apple Inc AAPL.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33734H106FVDFIRST TRUST VALUE DIVIDEND INDEX ETF$7.9M5.92%175,653CommonNONE
46432F396MTUMISHARES MSCI USA MOMNTUMFCT ETF$7.1M5.35%29,552CommonNONE
922908736VUGVANGUARD GROWTH ETF$6.2M4.66%14,103CommonNONE
67066G104NVDANVIDIA CORP$5.3M4.00%33,614CommonNONE
594918104MSFTMICROSOFT CORP$5.0M3.80%10,129CommonNONE
037833100AAPLAPPLE INC$4.7M3.55%22,990CommonNONE
33733E104FTCSFIRST TRUST CAPITAL STRENGTH ETF$3.6M2.74%39,980CommonNONE
922908744VTVVANGUARD VALUE ETF$3.3M2.51%18,854CommonNONE
46138G888TBLLINVESCO SHORT TERM TREASURY ETF$3.2M2.43%30,553CommonNONE
33739Q408FTSMFIRST TRST ENHNCD SHRT MRTY ETF IV$3.0M2.24%49,607CommonNONE
33738R506RDVYFT RISING DIVIDEND ACHIEVERS ETF$2.5M1.90%40,211CommonNONE
78462F103SPYSPDR S&P 500 ETF$2.3M1.71%3,671CommonNONE
74933W452TBILUS TREASURY 3 MONTH BILLETF$2.3M1.70%45,070CommonNONE
459200101IBMIBM CORP$2.1M1.60%7,221CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.1M1.59%7,269CommonNONE
33739Q200LMBSFRST TRT LOW DTN OPNTS ETF IV$2.0M1.51%40,681CommonNONE
023135106AMZNAMAZON.COM INC$1.9M1.47%8,878CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$1.6M1.23%28,532CommonNONE
22542D225SLVOUBS AG ETRACS SIL CVR CAL ETN$1.6M1.18%19,530CommonNONE
46436E338TLTWISHARES 20 PLUS YEAR TREASURY BOND B ETF$1.5M1.12%64,377CommonNONE
922908363VOOVANGUARD S&P 500 ETF$1.5M1.11%2,592CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$1.3M1.01%10,099CommonNONE
92826C839VVISA INC CLASS A$1.2M0.90%3,354CommonNONE
316092808FTECFIDELITY MSCI INFOR TECHINDX ETF$1.2M0.90%6,032CommonNONE
33740F805FIXDFIRST TRUST SMITH OPPRTNISTIC FI ETF$1.2M0.89%26,813CommonNONE
78464A409SPYGSPDR S&P 500 GROWTH ETF$1.1M0.85%11,895CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$1.1M0.85%5,523CommonNONE
02079K305GOOGLALPHABET INC CLASS A$1.1M0.83%6,239CommonNONE
191216100KOTHE COCA-COLA CO$1.1M0.82%15,456CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$1.1M0.82%2,230CommonNONE
46138E339SPMOINVSC S P 500 MOMENTUM ETF$1.1M0.80%9,439CommonNONE
88160R101TSLATESLA INC$1.0M0.79%3,288CommonNONE
00287Y109ABBVABBVIE INC$1.0M0.77%5,476CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.76%1,016CommonNONE
464287168DVYISHARES SELECT DIVIDEND ETF$991,7090.75%7,467CommonNONE
92204A405VFHVANGUARD FINANCIALS ETF$979,9940.74%7,698CommonNONE
742718109PGPROCTER & GAMBLE CO$968,0380.73%6,076CommonNONE
478160104JNJJOHNSON & JOHNSON$958,2590.72%6,273CommonNONE
922908751VBVANGUARD SMALL CAP ETF$934,3210.70%3,943CommonNONE
81752T528CLOZELDRIDGE BBB B CLO ETF$921,5410.69%34,463CommonNONE
00162Q452AMLPALERIAN MLP ETF$911,8250.69%18,662CommonNONE
00326A104SGOLABRDN PHYSICAL GOLD SHARES ETF$881,7640.66%27,957CommonNONE
46654Q203JEPQJ P MORGAN NASDAQ EQT PRM INC ETF$876,8190.66%16,118CommonNONE
437076102HDHOME DEPOT INC$872,7210.66%2,380CommonNONE
97717W562EESWISDOMTREE US SMALLCAP ETF$832,7970.63%16,342CommonNONE
46137V365RSPGINVSC S P 500 EQUAL WGHTENRGY ETF$812,9490.61%10,915CommonNONE
82889N863SVOLSIMPLIFY VOLATILITY PREMIUM ETF$808,4800.61%43,963CommonNONE
30231G102XOMEXXON MOBIL CORP$805,8660.61%7,476CommonNONE
77926X205XDTEROUNDHILL S&P 500 0DTE COVRD ETF$754,3610.57%17,067CommonNONE
172573107CRCLCIRCLE INTERNET GROUP IN CLASS A$749,4530.56%4,134CommonNONE
33741X102SDVYFIRST TRUST SMID CAP RISING DIVI ETF$739,7110.56%20,967CommonNONE
25746U109DDOMINION ENERGY INC$722,7500.54%12,788CommonNONE
74348A467NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF$719,1900.54%7,142CommonNONE
532457108LLYELI LILLY AND CO$702,1740.53%901CommonNONE
65339F101NEENEXTERA ENERGY INC$661,8090.50%9,533CommonNONE
166764100CVXCHEVRON CORP NEW$661,4550.50%4,619CommonNONE
46137V746PWBINVESCO LARGE CAP GROWTHETF$660,0350.50%5,620CommonNONE
17275R102CSCOCISCO SYS INC$653,5110.49%9,419CommonNONE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$642,4170.48%3,514CommonNONE
22542D233GLDIUBS AG ETRACS GLD CVR CAL ETN IV$642,3000.48%4,031CommonNONE
149123101CATCATERPILLAR INC$641,9420.48%1,654CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$636,8390.48%5,397CommonNONE
88636J642YMAGYIELDMAX MAGFT 7 FND OPTINCM ETF$636,6720.48%41,749CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$628,1820.47%1,156CommonNONE
88262P102TPLTEXAS PACIFIC LAND C$622,5960.47%589CommonNONE
053015103ADPAUTOMATIC DATA PROCESSIN$603,6230.45%1,957CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$581,7990.44%1,914CommonNONE
922908629VOVANGUARD MID CAP ETF$540,5320.41%1,932CommonNONE
92206C409VCSHVANGUARD SHORT TERM COR BD ETF$533,1000.40%6,706CommonNONE
58933Y105MRKMERCK & CO. INC.$527,2130.40%6,660CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$522,3960.39%708CommonNONE
72201R775BONDPIMCO ACTIVE BOND ETF$518,9210.39%5,629CommonNONE
316092600FHLCFIDELITY MSCI HEALTH CARE INDX ETF$486,5960.37%7,609CommonNONE
75513E101RTXRTX CORP$486,4920.37%3,332CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$457,1920.34%2,516CommonNONE
718172109PMPHILIP MORRIS INTL INC$452,1440.34%2,483CommonNONE
931142103WMTWALMART INC$443,7260.33%4,538CommonNONE
713448108PEPPEPSICO INC$430,3630.32%3,259CommonNONE
539830109LMTLOCKHEED MARTIN CORP$425,0770.32%918CommonNONE
911312106UPSUNITED PARCEL SVC INC CLASS B$416,2200.31%4,123CommonNONE
316092865FUTYFIDELITY MSCI UTILITIES INDX ETF$415,1720.31%7,893CommonNONE
92847W103VITLVITAL FARMS INC$407,0790.31%10,568CommonNONE
921937827BSVVANGUARD SHORT-TERM BONDETF$399,2620.30%5,073CommonNONE
842587107SOSOUTHERN CO$396,2620.30%4,315CommonNONE
580135101MCDMCDONALDS CORP$381,0620.29%1,304CommonNONE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$380,4590.29%5,234CommonNONE
209115104EDCONSOLIDATED EDISON INC$376,4060.28%3,751CommonNONE
233331107DTEDTE ENERGY CO$372,8220.28%2,815CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$368,8820.28%2,706CommonNONE
23331A109DHID R HORTON INC$368,1930.28%2,856CommonNONE
00162Q783RIGSRIVERFRONT STRATEGIC INCOME ETF$364,1760.27%15,659CommonNONE
14040H105COFCAPITAL ONE FINL CORP$363,4660.27%1,708CommonNONE
001055102AFLAFLAC INC$360,1170.27%3,415CommonNONE
92343V104VZVERIZON COMMUNICATIONS I$356,4720.27%8,238CommonNONE
46137V837PDPINVESCO DORSEY WRIGHT MNTM ETF IV$339,4790.26%3,126CommonNONE
369550108GDGENERAL DYNAMICS CORP$333,7090.25%1,144CommonNONE
37954Y673PAVEGLOBAL X U.S. INFRASTRUCTURE DEVELOP$327,1770.25%7,508CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$325,1890.25%6,575CommonNONE
57636Q104MAMASTERCARD INC CLASS A$312,2380.24%556CommonNONE
244199105DEDEERE & CO$308,7440.23%607CommonNONE
025816109AXPAMERICAN EXPRESS CO$308,6940.23%968CommonNONE
863667101SYKSTRYKER CORP$302,9480.23%766CommonNONE
02079K107GOOGALPHABET INC CLASS C$302,2460.23%1,704CommonNONE
921937793BLVVANGUARD LONG-TERM BOND ETF$300,9570.23%4,328CommonNONE
G1151C101ACNACCENTURE PLC IRELAND FCLASS A$298,3300.22%998CommonNONE
94106L109WMWASTE MGMT INC DEL$296,7450.22%1,297CommonNONE
92936U109WPCW P CAREY INC REIT$295,4490.22%4,736CommonNONE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ET$294,0000.22%5,938CommonNONE
G54950103LINLINDE PLC F$290,4220.22%619CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$288,1820.22%685CommonNONE
452308109ITWILLINOIS TOOL WKS INC$281,7360.21%1,139CommonNONE
726503105PAAPLAINS ALL AMERICAN P LP$280,4980.21%15,311CommonNONE
345370860FFORD MTR CO DEL$268,7650.20%24,771CommonNONE
617446448MSMORGAN STANLEY$268,2110.20%1,904CommonNONE
260003108DOVDOVER CORP$259,4540.20%1,416CommonNONE
68389X105ORCLORACLE CORP$257,9880.19%1,180CommonNONE
747525103QCOMQUALCOMM INC$256,0580.19%1,608CommonNONE
33740U752BUFQFT VEST LADDERD NASDAQ BUFFER ETF$246,8420.19%7,435CommonNONE
64110L106NFLXNETFLIX INC$241,0430.18%180CommonNONE
311900104FASTFASTENAL CO$235,8560.18%5,616CommonNONE
46090E103QQQINVESCO QQQ TRUST$235,5250.18%427CommonNONE
682680103OKEONEOK INC NEW$235,1940.18%2,881CommonNONE
172908105CTASCINTAS CORP$234,9050.18%1,054CommonNONE
291011104EMREMERSON ELEC CO$234,5270.18%1,759CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$234,4820.18%2,260CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$233,9550.18%2,141CommonNONE
92204A702VGTVANGUARD INFORMATION TECHNOLOGY ETF$229,7730.17%346CommonNONE
002824100ABTABBOTT LABS$226,1710.17%1,663CommonNONE
031162100AMGNAMGEN INC$212,2020.16%760CommonNONE
438516106HONHONEYWELL INTL INC$208,9340.16%897CommonNONE
464287721IYWISHARES US TECHNOLOGY ETF$206,2130.16%1,190CommonNONE
381430453GHYBGOLDMAN SACHS ACCESS HGHYLD BND ETF$204,3700.15%4,505CommonNONE
060505104BACBANK OF AMERICA CORP$202,7260.15%4,284CommonNONE
81369Y209XLVSELECT SECTOR HEALTH CARE SPDR ETF$201,4020.15%1,494CommonNONE
31846W102FIRST AMERN SCIENTIF XXXREGISTRATION REVOKED BY THE SEC EFF: 07/10/16$060,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.