Claris Financial LLC: summary

Claris Financial LLC reported 177 positions with a reported value of $182.78M in its 13F for Q1 2026. Compared with Q4 2025: 19 new positions, 20 exited.

Top positions

• FIRST TR VALUE LINE DIVID IN
• VANGUARD MORNINGSTAR GROWTH ETF
• APPLE INC COM
• ISHARES TR
• NVIDIA CORPORATION
• VANGUARD MORNINGSTAR VALUE ETF
• FIRST TRUST CAPITAL STRENGTH ETF
• MICROSOFT CORP COM
• FIRST TR EXCHANGE TRADED FD
• FIRST TR EXCHANGE-TRADED FD