Claris Advisors, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Million distributed in 73 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 $64.5M, Dimensional ETF Tr with a value of $20.9M, Dimensional ETF Tr Us Marketwi with a value of $17.6M, Dimensional ETF Tr with a value of $17.4M, and Dimensional ETF Tr U S Equity with a value of $16.6M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $261M to 280M.

Below you can find more details about Claris Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $240 Million
Technology: $6.76 Million
Financial Services: $4 Million
Industrials: $3.45 Million
Communication Services: $2.52 Million
Healthcare: $2.46 Million
Consumer Cyclical: $2.45 Million
Consumer Defensive: $1.87 Million
Other: $1.25 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $280 Million
  • Prior Value $261 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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