account_balance
Investment manager · 13F filer · SEC CIK 2060278
Claris Financial LLC
Reported value$183Mas of Mar 31, 2026
Positions177 36 new, 24 sold out
Top 10 weight37.2%FVD alone is 6%
FiledMay 1848 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
New or addedTrimmedHeld
FVDFirst Trust Value Dividend Index ETF
6.4%Added +3%
VUGVanguard Growth ETF
5.2%
AAPLApple Inc.
4.7%Trimmed −4%
MTUMiShares MSCI USA Momntumfct ETF
4.6%Trimmed −3%
NVDANVIDIA Corp
3.4%Trimmed −17%
VTVVanguard Value ETF
3.1%Added +10%
FTCSFirst Trust Capital Strength ETF
3.0%
MSFTMicrosoft Corp
2.7%Trimmed −7%
RDVYFt Rising Dividend Achievers ETF
2.3%Added +13%
LMBSFRST TRT Low DTN Opnts ETF IV
2.0%+490%
FTSMFirst TRST Enhncd SHRT Mrty ETF IV
1.9%
SPYSPDR S&P 500 ETF Trust
1.8%+23%
FVDFirst Trust Value Dividend Index ETF
6.4%Added +3%
VUGVanguard Growth ETF
5.2%
AAPLApple Inc.
4.7%
MTUMiShares MSCI USA Momntumfct ETF
4.6%
NVDANVIDIA Corp
3.4%−17%
VTVVanguard Value ETF
3.1%
FTCSFirst Trust Capital Strength ETF
3.0%
MSFTMicrosoft Corp
2.7%
RDVY2.3%
LMBS
FTSM
SPY1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FVD First Trust Value Dividend Index ETF 6.4% Added +3%
VUG Vanguard Growth ETF 5.2% Held
AAPL Apple Inc. 4.7% Trimmed −4%MTUM iShares MSCI USA Momntumfct ETF 4.6% Trimmed −3%
NVDA NVIDIA Corp 3.4% Trimmed −17%VTV Vanguard Value ETF 3.1% Added +10%
FTCS First Trust Capital Strength ETF 3.0% Held
MSFT Microsoft Corp 2.7% Trimmed −7%RDVY Ft Rising Dividend Achievers ETF 2.3% Added +13%
LMBS FRST TRT Low DTN Opnts ETF IV 2.0% Added +490%
FTSM First TRST Enhncd SHRT Mrty ETF IV 1.9% Held
SPY SPDR S&P 500 ETF Trust 1.8% Added +23%What changed
Biggest moves since Sep 30, 2025
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