What does Claris Financial LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Claris Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIRST TRUST VALUE DIVIDEND INDEX ETF

$12M251K6.4%

VANGUARD GROWTH ETF

$9M22K5.2%

APPLE INC

$9M34K4.7%

ISHARES MSCI USA MOMNTUMFCT ETF

$8M35K4.6%

NVIDIA CORP

$6M35K3.4%

VANGUARD VALUE ETF

$6M29K3.1%

FIRST TRUST CAPITAL STRENGTH ETF

$5M58K3.0%

MICROSOFT CORP

$5M13K2.7%

FT RISING DIVIDEND ACHIEVERS ETF

$4M60K2.3%

FRST TRT LOW DTN OPNTS ETF IV

$4M75K2.0%

Filing history loading…