Claris Financial LLC
All 13F Filings
- Location
- Glen Allen, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 182,781
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/18/2026 | 178 | 182,781 | 13F-HR | Claris Financial LLC |
| Q4 2025 | 2/19/2026 | 178 | 187,962 | 13F-HR | Claris Financial LLC |
| Q3 2025 | 4/7/2026 | 165 | 176,120 | 13F-HR | Claris Financial LLC |
| Q2 2025 | 8/26/2025 | 135 | 132,711 | 13F-HR | Claris Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.05 K | 41.1% | 0 | 3.677 K | -3.677 K |
| ETFs | 107.7 K | 58.9% | 0 | 1.495 K | -1.495 K |
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Fund Snapshot
Q1 2026
Latest filed
5/18/2026
Total value ($000)
182,781
Holdings
178
QoQ value change ($000)
-5,181
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.