CLARIS ADVISORS, LLC / MO / - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, CLARIS ADVISORS, LLC / MO / held in its portfolio 68 assets valued at $328,113,930 (i.e. $328.11M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($65.22M), EA SERIES TRUST ($28.46M), and DIMENSIONAL ETF TRUST ($21.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CLARIS ADVISORS, LLC / MO / - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1647505 | 65224733 | US CORE EQUITY 2 |
| EA SERIES TRUST | 1221532 | 28461689 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 290798 | 21568478 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 434205 | 20320788 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 399783 | 18625911 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 368497 | 18388021 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 153860 | 15690726 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 440166 | 14406620 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 322203 | 12253378 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 294465 | 11222069 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 277923 | 8800428 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 251805 | 8201291 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 213408 | 8109491 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 106207 | 7399445 | US SMALL CAP ETF |
| ISHARES TR | 49251 | 7323045 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 66318 | 6231850 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 93709 | 5579445 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 154547 | 5112397 | EMERGING MKTS CO |
| VANGUARD SCOTTSDALE FDS | 83874 | 5026557 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 86065 | 4126837 | SHORT DURATION F |
| ISHARES TR | 41085 | 3388678 | CORE MSCI INTL |
| MICROSOFT CORP | 6685 | 3233184 | COM |
| DIMENSIONAL ETF TRUST | 97888 | 2586210 | GLOBAL REAL EST |
| AMAZON COM INC | 7666 | 1769524 | COM |
| ISHARES TR | 12798 | 1749871 | MSCI USA VALUE |
| APPLE INC | 6337 | 1722792 | COM |
| CATERPILLAR INC | 2798 | 1602726 | COM |
| META PLATFORMS INC | 1985 | 1310153 | CL A |
| VANGUARD INDEX FDS | 3402 | 1140378 | TOTAL STK MKT |
| VANGUARD MALVERN FDS | 21797 | 1078104 | STRM INFPROIDX |
| ALPHABET INC | 3439 | 1076407 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 16580 | 973909 | AVANTIS US SMALL |
| DIMENSIONAL ETF TRUST | 18431 | 887845 | NATL MUN BD ETF |
| HOME DEPOT INC | 2090 | 719035 | COM |
| BOEING CO | 3174 | 689139 | COM |
| NVIDIA CORPORATION | 3625 | 676226 | COM |
| ISHARES TR | 7854 | 560847 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 16824 | 553341 | US SMALL CAP VAL |
| UNITEDHEALTH GROUP INC | 1663 | 548973 | COM |
| CISCO SYS INC | 6898 | 531353 | COM |
| WALMART INC | 4707 | 524406 | COM |
| ELI LILLY & CO | 455 | 488980 | COM |
| EXXON MOBIL CORP | 4052 | 487594 | COM |
| PACCAR INC | 4430 | 485129 | COM |
| JOHNSON & JOHNSON | 2338 | 483849 | COM |
| PFIZER INC | 18874 | 469963 | COM |
| COMMERCE BANCSHARES INC | 7525 | 393858 | COM |
| VANGUARD SCOTTSDALE FDS | 4631 | 369230 | SHRT TRM CORP BD |
| AMERICAN CENTY ETF TR | 3293 | 368130 | US EQT ETF |
| JPMORGAN CHASE & CO. | 1118 | 360300 | COM |
| ENTERPRISE PRODS PARTNERS L | 11000 | 352660 | COM |
| CHEVRON CORP NEW | 2206 | 336217 | COM |
| DIMENSIONAL ETF TRUST | 9548 | 329010 | INTL CORE EQUITY |
| PEPSICO INC | 2199 | 315601 | COM |
| SCHWAB STRATEGIC TR | 11852 | 310867 | US BRD MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 588 | 295559 | CL B NEW |
| EMERSON ELEC CO | 2216 | 294107 | COM |
| VANGUARD INDEX FDS | 1315 | 278504 | SM CP VAL ETF |
| DISNEY WALT CO | 2374 | 270110 | COM |
| AMERICAN EXPRESS CO | 701 | 259342 | COM |
| GENERAL DYNAMICS CORP | 733 | 246772 | COM |
| THE CIGNA GROUP | 844 | 232295 | COM |
| ISHARES TR | 2890 | 224036 | EAFE SML CP ETF |
| SPDR S&P 500 ETF TR | 328 | 223670 | TR UNIT |
| AMERICAN CENTY ETF TR | 2865 | 220645 | AVANTIS EMGMKT |
| PALANTIR TECHNOLOGIES INC | 1212 | 215434 | CL A |
| MICRON TECHNOLOGY INC | 716 | 204354 | COM |
| COCA COLA CO | 2881 | 201414 | COM |
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