Claris Financial LLC
Annual return '25
+14.2%
SPY '25
+17.7%
Alpha
-3.5ptsvs SPY
Invested
$182.8M
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
Q1 2026: New position (250.6k shares)
6.5%
02
$VUG
VANGUARD GROWTH ETF
Q1 2026: New position (21.6k shares)
5.2%
03
$AAPL
APPLE INC
Q1 2026: Sold 88.5% (292.5k → 33.7k shares)
4.7%
04
$MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
Q1 2026: New position (35.0k shares)
4.6%
05
$NVDA
NVIDIA CORP
Q1 2026: Increased +11.8% (31.6k → 35.3k shares)
3.4%
06
$VTV
VANGUARD VALUE ETF
Q1 2026: New position (28.6k shares)
3.1%
07
$FTCS
FIRST TRUST CAPITAL STRENGTH ETF
Q1 2026: New position (58.4k shares)
3.0%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 82.2% (73.8k → 13.1k shares)
2.7%
09
$RDVY
FT RISING DIVIDEND ACHIEVERS ETF
Q1 2026: New position (60.2k shares)
2.3%
10
$LMBS
FRST TRT LOW DTN OPNTS ETF IV
Q1 2026: New position (74.5k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:00 UTC.