DOSSIER · 13F-HR · Q4 2025

Clarius Group, LLC

Clarius's holding co. based in Greenwich, CT — $1.8B in tracked AUM across 384 positions as of Q4 2025.

C

Clarius·Greenwich, CT·Holding Co.

CIK 0001664214 · last filed Dec 31, 2025

Total AUM

$1.8B

▲ 16.9%

vs prior

Holdings

384

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

Top sector

Tech

16% weight

concentration

AI Analysis · Q4 2025 · Q4 2025

Comprehensive Analysis of Clarius Group, LLC SEC 13F Filing

Portfolio Overview

Clarius Group, LLC has reported a substantial expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 195.4%, growing from approximately $592.9 million to $1.75 billion. This near-tripling of assets under management (AUM) suggests a significant inflow of capital, a strategic reallocation of liquidity, or a marked increase in asset values. T...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

PACCAR INC

$266M2.4M15.2%

02

MICROSOFT CORP

$153M316K8.7%

03

VANGUARD INDEX FDS

$139M222K8.0%

04

ISHARES TR

$123M1.5M7.0%

05

DIMENSIONAL ETF TRUST

$86M2.7M4.9%

06

AMAZON COM INC

$66M285K3.8%

07

VANGUARD INDEX FDS

$62M186K3.6%

08

SCHWAB STRATEGIC TR

$60M1.9M3.4%

09

DIMENSIONAL ETF TRUST

$50M1.3M2.9%

10

VANGUARD TAX-MANAGED FDS

$40M633K2.3%

Filing history

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