SEC Form 13F

Claris Financial LLC 13F Holdings

Report period2026-03-31
Publicly available2026-05-19
Reported value$182,781,431
Positions178

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TRUST VALUE DIVIDEND INDEX ETFFVDUIT EXCHANGE TRADED$11,785,288250,591
VANGUARD GROWTH ETFVUGUIT EXCHANGE TRADED$9,429,36621,588
APPLE INCAAPLCOMMON STOCK$8,556,16433,714
ISHARES MSCI USA MOMNTUMFCT ETFMTUMUIT EXCHANGE TRADED$8,408,95835,039
NVIDIA CORPNVDACOMMON STOCK$6,160,88535,326
VANGUARD VALUE ETFVTVUIT EXCHANGE TRADED$5,608,84328,587
FIRST TRUST CAPITAL STRENGTH ETFFTCSUIT EXCHANGE TRADED$5,419,47258,425
MICROSOFT CORPMSFTCOMMON STOCK$4,850,85813,104
FT RISING DIVIDEND ACHIEVERS ETFRDVYUIT EXCHANGE TRADED$4,113,60160,246
FRST TRT LOW DTN OPNTS ETF IVLMBSUIT EXCHANGE TRADED$3,713,01674,544

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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