InvestInfoAI
Claris Financial LLC

Q1 2026 · 13F-HR

Claris Financial LLCholdings as filed

Filed 2026-05-18 · accession 0001213900-26-058149

$182.8M
Reported value
177
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Claris Financial LLC · Q1 2026

AI · grounded in 13F

Claris Financial LLC established a new position in GOOGL valued at $1.69M. The fund closed out positions in TLTW and XV, reducing exposure by $1.09M and $898,199 respectively. Other notable activity includes increasing shares of MO by 257% and BINC by 80.56%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33734H106FVDFIRST TRUST VALUE DIVIDEND INDEX ETF$11.8M6.45%250,591CommonNONE
922908736VUGVANGUARD GROWTH ETF$9.4M5.16%21,588CommonNONE
037833100AAPLAPPLE INC$8.6M4.68%33,714CommonNONE
46432F396MTUMISHARES MSCI USA MOMNTUMFCT ETF$8.4M4.60%35,039CommonNONE
67066G104NVDANVIDIA CORP$6.2M3.37%35,326CommonNONE
922908744VTVVANGUARD VALUE ETF$5.6M3.07%28,587CommonNONE
33733E104FTCSFIRST TRUST CAPITAL STRENGTH ETF$5.4M2.97%58,425CommonNONE
594918104MSFTMICROSOFT CORP$4.9M2.65%13,104CommonNONE
33738R506RDVYFT RISING DIVIDEND ACHIEVERS ETF$4.1M2.25%60,246CommonNONE
33739Q200LMBSFRST TRT LOW DTN OPNTS ETF IV$3.7M2.03%74,544CommonNONE
33739Q408FTSMFIRST TRST ENHNCD SHRT MRTY ETF IV$3.4M1.86%56,887CommonNONE
78462F103SPYSTATE STREET SPDR S&P 500 ETF TRUST$3.4M1.83%5,151CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.7M1.47%9,121CommonNONE
023135106AMZNAMAZON.COM INC$2.4M1.30%11,411CommonNONE
922908363VOOVANGUARD S&P 500 ETF$2.1M1.17%3,569CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M1.04%11,186CommonNONE
478160104JNJJOHNSON & JOHNSON$1.8M1.01%7,544CommonNONE
00287Y109ABBVABBVIE INC$1.8M1.00%8,421CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD ETF$1.8M0.96%11,826CommonNONE
25434V591DUSBDIMENSNL ULTRASHRT FIXEDINCM ETF$1.7M0.93%33,692CommonNONE
02079K305GOOGLALPHABET INC CLASS CLASS A$1.7M0.93%5,890CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$1.7M0.91%26,014CommonNONE
459200101IBMIBM CORP$1.6M0.89%6,691CommonNONE
191216100KOTHE COCA-COLA CO$1.6M0.88%21,184CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$1.6M0.88%5,019CommonNONE
316092808FTECFIDELITY MSCI INFOR TECHINDX ETF$1.5M0.81%10,143CommonNONE
149123101CATCATERPILLAR INC$1.4M0.78%2,000CommonNONE
97717W562EESWISDOMTREE US SMALLCAP ETF$1.4M0.77%24,219CommonNONE
33739P608RFDIFT RIVERFRONT DYNAMIC DEV INTER ETF$1.4M0.76%16,924CommonNONE
922908751VBVANGUARD SMALL-CAP INDEXFUND ETF SHARES$1.4M0.75%5,233CommonNONE
88160R101TSLATESLA INC$1.4M0.75%3,675CommonNONE
22542D233GLDIUBS AG ETRACS GLD CVR CAL ETN IV$1.3M0.73%8,079CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY CLASS B$1.3M0.69%2,647CommonNONE
33740F755BUFRFT VEST LADDERED BUFFER ETF$1.3M0.69%37,456CommonNONE
22542D225SLVOUBS AG ETRACS SIL CVR CAL ETN$1.3M0.69%14,095CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.68%4,009CommonNONE
33740U752BUFQFT VEST LADDERD NASDAQ BUFFER ETF$1.2M0.67%34,829CommonNONE
464287168DVYISHARES SELECT DIVIDEND ETF$1.2M0.66%7,997CommonNONE
33741X102SDVYFIRST TRUST SMID CAP RISING DIVI ETF$1.2M0.66%30,546CommonNONE
921908844VIGVANGUARD DIVIDEND APPRECIATION ETF$1.2M0.63%5,372CommonNONE
46138E339SPMOINVSC S P 500 MOMENTUM ETF$1.1M0.62%10,184CommonNONE
92826C839VVISA INC CLASS A$1.1M0.62%3,748CommonNONE
78464A409SPYGST STRT SPDR PRTL S&P 500 GRW ETF IV$1.1M0.62%11,491CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.1M0.61%1,114CommonNONE
33740F805FIXDFIRST TRUST SMITH OPPRTNISTIC FI ETF$1.1M0.60%25,368CommonNONE
931142103WMTWALMART INC$1.1M0.60%8,896CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.60%5,273CommonNONE
74348A467NOBLPROSHARES S&P 500 DIV ARISTOCRAT ETF$1.1M0.59%10,176CommonNONE
092528603BINCISHARES FLEXIBLE INCME ACTIVE ETF$1.1M0.58%20,557CommonNONE
922908629VOVANGUARD MID CAP ETF$990,2320.54%3,448CommonNONE
742718109PGPROCTER & GAMBLE CO$980,3140.54%6,787CommonNONE
25746U109DDOMINION ENERGY INC$973,1830.53%15,742CommonNONE
92204A405VFHVANGUARD FINANCIALS ETF$948,3870.52%7,850CommonNONE
437076102HDHOME DEPOT INC$917,3870.50%2,789CommonNONE
02209S103MOALTRIA GROUP INC$916,1930.50%13,884CommonNONE
46432F339QUALISHARES MSCI USA QLTY FACT ETF$880,4770.48%4,590CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$865,8740.47%6,613CommonNONE
46137V746PWBINVESCO LARGE CAP GROWTHETF$859,6000.47%6,826CommonNONE
532457108LLYELI LILLY AND CO$843,3340.46%917CommonNONE
75513E101RTXRTX CORP$821,1910.45%4,257CommonNONE
82889N863SVOLSIMPLIFY VOLATILITY PREMIUM ETF$807,2830.44%52,626CommonNONE
88262P102TPLTEXAS PACIFIC LAND C$775,1770.42%1,633CommonNONE
17275R102CSCOCISCO SYS INC$770,8340.42%9,935CommonNONE
74933W452TBILF/M US TREASURY 3 MONTH BILL FUND - ETF CLASS SHARES$758,5420.41%15,213CommonNONE
58933Y105MRKMERCK & CO. INC.$753,4960.41%6,264CommonNONE
23331A109DHID R HORTON INC$749,5480.41%5,462CommonNONE
00162Q452AMLPALERIAN MLP ETF$722,8000.40%13,731CommonNONE
580135101MCDMCDONALDS CORP$703,9990.39%2,265CommonNONE
92206C409VCSHVANGUARD SHORT TERM COR BD ETF$697,3610.38%8,797CommonNONE
032108524QDVOAMPLIFY CWP GROWTH AND INCM ETF$673,1520.37%25,259CommonNONE
25434V708DFACDIMENSIONAL U S CORE EQUITY 2 ETF$669,5580.37%17,230CommonNONE
808524581SGVTSCHWAB GOVT MONEY MKT ETF$666,6660.36%6,619CommonNONE
65339F101NEENEXTERA ENERGY INC$632,1240.35%6,806CommonNONE
37954Y673PAVEGLOBAL X US INFRA DVLPMNT ETF$620,5190.34%12,213CommonNONE
46090E103QQQINVSC QQQ TRUST SRS 1 ETF$616,4590.34%1,068CommonNONE
718172109PMPHILIP MORRIS INTL INC$605,3110.33%3,661CommonNONE
81752T528CLOZELDRIDGE BBB B CLO ETF$601,2870.33%23,442CommonNONE
539830109LMTLOCKHEED MARTIN CORP$584,7520.32%968CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$581,5860.32%4,679CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$579,9250.32%1,258CommonNONE
336917109FDLFIRST TRUST MORNINGSTAR DIV LDRS ETF$569,2660.31%11,206CommonNONE
46137V357RSPINVSC S P 500 EQUAL WEIGHT ETF$540,0040.30%2,814CommonNONE
316092600FHLCFIDELITY MSCI HEALTH CARE INDX ETF$535,3690.29%7,609CommonNONE
02079K107GOOGALPHABET INC CLASS C$512,8710.28%1,788CommonNONE
713448108PEPPEPSICO INC$499,2520.27%3,215CommonNONE
72201R775BONDPIMCO ACTIVE BOND ETF$495,3020.27%5,367CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INCLASS A$491,2080.27%3,358CommonNONE
53656F383SPRXSPEAR ALPHA ETF$476,7180.26%13,392CommonNONE
316092865FUTYFIDELITY MSCI UTILITIES INDX ETF$466,2400.26%7,893CommonNONE
00162Q783RIGSRIVERFRONT STRATEGIC INCOME ETF$456,6720.25%19,979CommonNONE
842587107SOSOUTHERN CO$448,2630.25%4,644CommonNONE
464287507IJHISHARES CORE S&P MID CAPETF$442,9710.24%6,560CommonNONE
209115104EDCONSOLIDATED EDISON INC$435,2810.24%3,846CommonNONE
31428X106FDXFEDEX CORP$433,8270.24%1,218CommonNONE
886364637RISRFOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATEHEDGE ETF$426,3090.23%11,770CommonNONE
053015103ADPAUTOMATIC DATA PROCESSIN$426,1740.23%2,098CommonNONE
375558103GILDGILEAD SCIENCES INC$421,9600.23%3,028CommonNONE
233331107DTEDTE ENERGY CO$421,7040.23%2,884CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A$419,9150.23%734CommonNONE
45784P101PODDINSULET CORP$419,6800.23%2,000CommonNONE
25434V104DFAUDIMENSIONAL US CORE EQUITY MARKT ETF$417,4500.23%9,252CommonNONE
617446448MSMORGAN STANLEY$415,1040.23%2,522CommonNONE
452308109ITWILLINOIS TOOL WKS INC$412,6230.23%1,585CommonNONE
001055102AFLAFLAC INC$410,9620.22%3,746CommonNONE
548661107LOWLOWES COS INC$405,7650.22%1,717CommonNONE
369550108GDGENERAL DYNAMICS CORP$396,5940.22%1,156CommonNONE
92343V104VZVERIZON COMMUNICATIONS I$395,0300.22%7,869CommonNONE
G54950103LINLINDE PLC F$391,6500.21%790CommonNONE
57636Q104MAMASTERCARD INC CLASS A$378,2600.21%757CommonNONE
969457100WMBWILLIAMS COS INC$370,3770.20%5,089CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$356,5180.20%2,720CommonNONE
025816109AXPAMERICAN EXPRESS CO$354,7130.19%1,173CommonNONE
726503105PAAPLAINS ALL AMERICAN P LP$348,1470.19%15,591CommonNONE
25434V625DCORDIMENSIONAL US CORE EQUITY 1 ETF$345,5520.19%4,794CommonNONE
032108409DIVOAMPLIFY CWP ENHANCED DIVINM ETF$344,7170.19%7,686CommonNONE
46137V431SPGPINVESCO S AND P 500 GARPETF$342,7700.19%3,185CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$339,9400.19%22,074CommonNONE
25434V500DFASDIMENSIONAL U.S. SMALL CAP ETF$337,9450.18%4,751CommonNONE
863667101SYKSTRYKER CORP$334,5170.18%1,018CommonNONE
291011104EMREMERSON ELEC CO$327,8120.18%2,502CommonNONE
92936U109WPCW P CAREY INC REIT$326,8730.18%4,810CommonNONE
00206R102TAT&T INC$324,6930.18%11,200CommonNONE
14040H105COFCAPITAL ONE FINL CORP$322,8750.18%1,770CommonNONE
25434V401DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$320,6330.18%4,522CommonNONE
921937827BSVVANGUARD SHORT-TERM BONDETF$314,0030.17%4,005CommonNONE
25434V864DFSDDIMENSIONAL SHRT DRT FXDINCM ETF$308,4430.17%6,442CommonNONE
345370860FFORD MTR CO DEL$306,7830.17%26,584CommonNONE
682680103OKEONEOK INC NEW$303,4680.17%3,357CommonNONE
036752103ELVELEVANCE HEALTH INC$299,5610.16%1,023CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$297,5910.16%686CommonNONE
78463V107GLDSPDR GOLD SHARES ETF$287,0030.16%667CommonNONE
29364G103ETRENTERGY CORP NEW$286,1810.16%2,547CommonNONE
46138J643BSCSINVESCO BULLETSHARS 2028CORP BD ETF$281,7040.15%13,793CommonNONE
911312106UPSUNITED PARCEL SVC INC CLASS B$280,7170.15%2,853CommonNONE
46137V837PDPINVESCO DORSEY WRIGHT MOMENTUM ETF$277,5910.15%2,299CommonNONE
56585A102MPCMARATHON PETE CORP$273,4320.15%1,120CommonNONE
25434V799DFICDIMENSIONAL INTERN CORE EQUITY 2 ETF$270,7030.15%7,619CommonNONE
74316P579AKREAKRE FOCUS ETF$269,2710.15%5,095CommonNONE
031162100AMGNAMGEN INC$268,4360.15%763CommonNONE
92189F601NLRVANECK URANIUM AND NUCLEAR ETF$266,2470.15%1,999CommonNONE
921937793BLVVANGUARD LONG-TERM BOND INDEX FUND ETF SHARES$266,1370.15%3,869CommonNONE
311900104FASTFASTENAL CO$263,2330.14%5,673CommonNONE
78464A854SPYMSTATE STREET SPDR PORTFLS&P 500 ETF$261,5530.14%3,417CommonNONE
922908538VOTVANGUARD MID CAP GROWTH ETF$259,9560.14%1,010CommonNONE
33737A108GRIDFIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN$253,2220.14%1,548CommonNONE
33738R662FICSFIRST TRUST INTL DELP CAPTL SGTH ETF$249,5560.14%6,393CommonNONE
002824100ABTABBOTT LABS$244,7360.13%2,384CommonNONE
88579Y101MMM3M CO$241,8490.13%1,665CommonNONE
66987V109NVSNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS$233,0970.13%1,526CommonNONE
244199105DEDEERE & CO$232,7000.13%413CommonNONE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BND ETF$228,2610.12%4,750CommonNONE
G51502105JCIJOHNSON CONTROLS INT F$226,6180.12%1,731CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$223,7950.12%525CommonNONE
33740F888UCONFIRST TRUST SMITH UNCON BOND ETF$222,5440.12%8,984CommonNONE
316773100FITBFIFTH THIRD BANCORP$222,3580.12%4,786CommonNONE
922908512VOEVANGUARD MID-CAP VALUE INDEX FUND ETF SHARES$221,8000.12%1,204CommonNONE
464287465EFAISHARES MSCI EAFE ETF$219,9960.12%2,265CommonNONE
278865100ECLECOLAB INC$217,6040.12%818CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANG$216,5750.12%1,377CommonNONE
36828A101GEVGE VERNOVA INC$215,6610.12%247CommonNONE
46138J577BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF$214,8750.12%11,515CommonNONE
416515104HIGHARTFORD INS GROUP INC$214,0690.12%1,583CommonNONE
04911A107AUBATLANTIC UN BANKSHARES C$213,1050.12%5,963CommonNONE
09290D101BLKBLACKROCK INC NEW$212,5100.12%221CommonNONE
032095101APHAMPHENOL CORP NEW CLASS CLASS A$212,0150.12%1,678CommonNONE
060505104BACBANK OF AMERICA CORP$211,6530.12%4,342CommonNONE
609207105MDLZMONDELEZ INTL INC CLASS A$211,5260.12%3,670CommonNONE
33739Q705KNGFT VST S P 500 DIV ARISTTRGT ETF$205,3130.11%4,215CommonNONE
921932844IVOVVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARES$203,9000.11%2,000CommonNONE
03073E105CORCENCORA INC CLASS SERIES A$202,9340.11%646CommonNONE
808524797SCHDSCHWAB U.S. DIVIDEND EQUITY ETF$202,6640.11%6,606CommonNONE
381430453GHYBGOLDMAN SACHS ACCESS HGHYLD BND ETF$201,5280.11%4,521CommonNONE
81369Y209XLVSTATE STRT HLTH CRE SLT SEC SPDR ETF$189,9050.10%1,295CommonNONE
25434V203DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$120,4640.07%3,092CommonNONE
78467Y107MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST$114,6160.06%186CommonNONE
46138J395BSJTINVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF$65,3290.04%3,106CommonNONE
929740108WABWABTEC$60,9780.03%244CommonNONE

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.