Claris Financial LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Glen Allen, VA
CIK
0002060278
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
153
152,154
FVD, AAPL, VUG, MTUM
13F-HR
6/17/2025
000121390025055338
Q4 2024
153
152,154
FVD, AAPL, VUG, MTUM
13F-HR
6/16/2025
000121390025054892