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Manager record

Claris Financial LLC

Glen Allen, VA · CIK 2060278 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$182.78MReported 13F valueQ1 2026 · as filed
178Holdings listed
-2.8%vs prior quartervalue change includes market moves
4Quarters on record
May 18Latest filed
Reported 13F value by quarter, Q2 2025 to Q1 2026Q2 2025: $132.7M$132.7MQ2 2025135 holdingsQ3 2025: $176.1M$176.1MQ3 2025170 holdingsQ4 2025: $188.0M$188.0MQ4 2025178 holdingsQ1 2026: $182.8M$182.8MQ1 2026178 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
May 18 2026 13F-HR · period Q1 2026

$182.78M · 178 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q3 2025

$176.12M · 170 holdings listed · View original SEC filing ↗
Feb 19 2026 13F-HR · period Q4 2025

$187.96M · 178 holdings listed · View original SEC filing ↗
Aug 26 2025 13F-HR · period Q2 2025

$132.71M · 135 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q1 2026 · latest filing May 18, 2026 · Change methodology