Claris Financial LLC - Q12026 Holdings

Claris Financial LLC holds 177 stocks with a total portfolio value of $ 182.78M as of Q12026. In Q12026, Claris Financial LLC added 19 new positions, increased stakes in 82 stocks, reduced 58 holdings, and fully exited 20 positions. The largest holding is First Trust Value Dividend Index Etf (FVD), representing 6.45% of the total portfolio.