StockDriftsStockDriftsTop 50 Claris Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.69% | 1.70M | $75.4M | +2.94%(+48.54K) | $29.17(+57.82%) | 2026-06-30 | |
| BSVO | EA SERIES TRUST | 9.25% | 1.21M | $35.4M | -0.77%(-9.46K) | $18.47(+62.74%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.43% | 300.6K | $24.6M | -2.54%(-7.82K) | $56.11(+51.28%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.68% | 421.0K | $21.8M | -2.76%(-11.94K) | $37.19(+44.43%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.52% | 384.6K | $21.2M | -2.41%(-9.48K) | $32.77(+75.59%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.03% | 356.9K | $19.3M | -0.39%(-1.38K) | $33.15(+75.24%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.83% | 148.2K | $18.5M | -0.63%(-941) | $89.93(+42.50%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.07% | 423.5K | $15.6M | -0.93%(-3.97K) | $25.05(+52.25%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.74% | 342.9K | $14.3M | +4.12%(+13.57K) | $30.56(+39.28%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.33% | 309.6K | $12.8M | +4.54%(+13.44K) | $32.21(+34.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.47% | +62.09% | — | — | +48.57% |
| Top 20 Holdings Unweighted | +17.68% | +62.97% | — | — | +44.67% |
Claris Advisors LLC reports $382.99M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (19.7%), BSVO (9.3%) and DFUS (6.4%). The top 20 holdings account for 88.85% of reported assets. Its disclosed equity book has returned +62.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Claris Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905092). View Claris Advisors LLC’s 13F filings on SEC