13F Filings History of Claris Financial LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$187,962,250
Signature - Title
Candy Palugi - Compliance Consultant
Location
Glen Allen, VA
Summary
This page shows a list of all the recent 13F filings made by Claris Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Claris Financial LLC reported 178 stock holdings with total value $187,962,250 as of Q4 2025. Top holdings included FVD, VUG, AAPL, MTUM, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 178 $187,962,250 +$59,921,060 -$13,639,040 +$46,282,020 FVD, VUG, AAPL, MTUM, NVDA 13F-HR 19 Feb 2026, 15:48
Q2 2025 134 $132,710,749 +$18,064,740 -$43,855,053 -$25,790,313 FVD, MTUM, VUG, NVDA, MSFT 13F-HR 26 Aug 2025, 10:37
Q1 2025 153 $150,790,434 $0 $0 $0 FVD, AAPL, VUG, MTUM, NVDA 13F-HR 17 Jun 2025, 19:41
Q4 2024 153 $152,154,202 $0 $0 $0 FVD, AAPL, VUG, MTUM, NVDA 13F-HR 16 Jun 2025, 19:11