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Home > Institutional Investor > Claris Financial Llc > Profile

Instuitional Investor - Claris Financial Llc

Fund Profile
Filing Period:
Fund Name: Claris Financial Llc
Portfolio Value $187,962,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Trust Value Dividend Index Etf
 248,815 $11,465,387 6.1%
2.
Vanguard Growth Etf
 21,408 $10,443,921 5.56%
3.
Apple Inc.
 AAPL 34,578 $9,400,425 5%
4.
Ishares Trust
 VLUE 35,371 $8,853,821 4.71%
5.
Nvidia Corp
 NVDA 38,901 $7,255,069 3.86%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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