Claris Financial LLC - Q42025 Holdings

Claris Financial LLC holds 178 stocks with a total portfolio value of $ 187.96M as of Q42025. In Q42025, Claris Financial LLC added 28 new positions, increased stakes in 77 stocks, reduced 59 holdings, and fully exited 15 positions. The largest holding is First Trust Value Dividend Index Etf (FVD), representing 6.10% of the total portfolio.