Claris Advisors, LLC Portfolio Holdings
Claris Advisors, LLC
- $290 Million
- Q4 2025
Claris Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $290 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $63.6M, Dimensional ETF Tr U S Equity with a value of $21.2M, Dimensional ETF Tr with a value of $20M, Dimensional ETF Tr Us Marketwi with a value of $18M, and Dimensional ETF Tr with a value of $17.7M.
Examining the 13F form we can see an increase of $9.52M in the current position value, from $280M to 290M.
Below you can find more details about Claris Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $254 Million
Technology: $6.68 Million
Industrials: $3.11 Million
Consumer Cyclical: $2.55 Million
Communication Services: $2.41 Million
Healthcare: $2.17 Million
Financial Services: $1.28 Million
Energy: $1.17 Million
Other: $1.01 Million