Clarus Wealth Advisors
Latest statistics and disclosures from Clarus Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MGK, XLK, SPLG, IJH, and represent 32.34% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QTUM, UBER, BND, IBM, MSFT, OKLO, SYF, CAH, COST, CVX.
- Started 8 new stock positions in IBM, UBER, SYF, OKLO, CAH, QTUM, NVTS, CVX.
- Reduced shares in these 10 stocks: , CARR, AJG, SOFI, HOOD, AAPL, GOOGL, , DOV, TMUS.
- Sold out of its positions in ARCC, CCJ, CARR, DOV, AJG, HES, RSP, FLOT, TMUS.
- Clarus Wealth Advisors was a net seller of stock by $-9.9M.
- Clarus Wealth Advisors has $226M in assets under management (AUM), dropping by 4.53%.
- Central Index Key (CIK): 0001730149
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Portfolio Holdings for Clarus Wealth Advisors
Clarus Wealth Advisors holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.8 | $22M | 33k | 669.22 |
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| Vanguard World Mega Grwth Ind (MGK) | 9.8 | $22M | 55k | 403.68 |
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| Select Sector Spdr Tr Technology (XLK) | 4.7 | $11M | 37k | 284.72 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 4.1 | $9.3M | 119k | 78.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $8.8M | +2% | 134k | 65.77 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 3.8 | $8.6M | 136k | 63.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $8.0M | -2% | 17k | 481.44 |
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| Apple (AAPL) | 3.5 | $7.8M | -5% | 30k | 258.02 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.9 | $6.6M | -3% | 114k | 57.82 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $5.6M | +8% | 76k | 74.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.3 | $5.1M | +3% | 25k | 207.84 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.2 | $4.9M | +2% | 19k | 254.27 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.1 | $4.8M | -2% | 86k | 55.70 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 2.1 | $4.7M | 106k | 44.22 |
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| Select Sector Spdr Tr Financial (XLF) | 1.8 | $4.0M | +4% | 75k | 53.72 |
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| NVIDIA Corporation (NVDA) | 1.6 | $3.6M | -3% | 19k | 187.62 |
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| Select Sector Spdr Tr Indl (XLI) | 1.5 | $3.3M | 21k | 154.41 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.4 | $3.1M | 65k | 46.84 |
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| Microsoft Corporation (MSFT) | 1.3 | $2.9M | +14% | 5.5k | 517.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $2.8M | -5% | 8.5k | 329.97 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $2.8M | -5% | 16k | 173.07 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $2.6M | +6% | 24k | 111.55 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.2 | $2.6M | +5% | 25k | 102.98 |
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| Select Sector Spdr Tr Communication (XLC) | 1.1 | $2.5M | 22k | 116.39 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $2.5M | 18k | 139.50 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $2.4M | +3% | 25k | 95.08 |
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| Tesla Motors (TSLA) | 1.1 | $2.4M | 5.5k | 429.83 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.1 | $2.4M | -19% | 16k | 148.67 |
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| Spdr Series Trust S&p Metals Mng (XME) | 1.0 | $2.3M | -5% | 24k | 97.56 |
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| Spdr Series Trust Aerospace Def (XAR) | 1.0 | $2.3M | -2% | 9.4k | 240.68 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $2.1M | 39k | 54.23 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.1M | 5.8k | 357.64 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $1.9M | +2% | 7.8k | 237.85 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.8 | $1.8M | 21k | 88.91 |
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| Quanta Services (PWR) | 0.8 | $1.8M | +3% | 4.3k | 421.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | -16% | 7.3k | 245.35 |
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| Meta Platforms Cl A (META) | 0.8 | $1.8M | +11% | 2.5k | 710.56 |
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| Ishares Tr Us Trsprtion (IYT) | 0.8 | $1.8M | 25k | 72.23 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $1.7M | 19k | 88.91 |
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| Cloudflare Cl A Com (NET) | 0.8 | $1.7M | 7.9k | 216.67 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.8 | $1.7M | 19k | 89.86 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $1.7M | +4% | 12k | 144.82 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.6M | 10k | 164.67 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $1.6M | 4.9k | 336.68 |
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| Amazon (AMZN) | 0.7 | $1.6M | -2% | 7.4k | 219.51 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.7 | $1.6M | -3% | 11k | 141.39 |
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| Constellation Energy (CEG) | 0.7 | $1.6M | +3% | 4.4k | 360.00 |
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| Palo Alto Networks (PANW) | 0.7 | $1.6M | +12% | 7.6k | 207.19 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.7 | $1.5M | NEW | 14k | 110.20 |
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| TJX Companies (TJX) | 0.7 | $1.5M | +2% | 11k | 141.33 |
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| Nasdaq Omx (NDAQ) | 0.7 | $1.5M | +15% | 17k | 87.61 |
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| Uber Technologies (UBER) | 0.6 | $1.5M | NEW | 15k | 96.60 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | +22% | 1.6k | 915.38 |
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| Sofi Technologies (SOFI) | 0.6 | $1.3M | -37% | 53k | 25.24 |
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| Caterpillar (CAT) | 0.5 | $1.2M | -5% | 2.3k | 497.82 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.2M | 2.3k | 504.50 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.3 | $750k | -6% | 7.5k | 99.61 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $634k | +2% | 9.3k | 68.58 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $585k | +8% | 6.8k | 85.68 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.3 | $566k | 3.3k | 169.90 |
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| Marriott Intl Cl A (MAR) | 0.2 | $472k | +4% | 1.8k | 267.57 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.2 | $444k | 10k | 44.20 |
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| International Business Machines (IBM) | 0.2 | $430k | NEW | 1.5k | 288.42 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $396k | -6% | 1.3k | 310.09 |
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| Casey's General Stores (CASY) | 0.1 | $315k | -3% | 555.00 | 567.48 |
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| Oklo Com Cl A (OKLO) | 0.1 | $311k | NEW | 2.4k | 127.36 |
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| Broadcom (AVGO) | 0.1 | $306k | -19% | 905.00 | 338.37 |
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| Hca Holdings (HCA) | 0.1 | $304k | +2% | 707.00 | 429.54 |
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| Wal-Mart Stores (WMT) | 0.1 | $289k | 2.8k | 102.07 |
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| Waste Management (WM) | 0.1 | $286k | +18% | 1.3k | 219.76 |
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| Targa Res Corp (TRGP) | 0.1 | $278k | +13% | 1.7k | 162.30 |
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| Stryker Corporation (SYK) | 0.1 | $275k | +8% | 743.00 | 370.50 |
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| Goldman Sachs (GS) | 0.1 | $275k | -19% | 348.00 | 789.98 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $272k | 360.00 | 756.16 |
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| Oracle Corporation (ORCL) | 0.1 | $271k | -35% | 947.00 | 286.14 |
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| Synchrony Financial (SYF) | 0.1 | $267k | NEW | 3.7k | 71.23 |
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| Kinder Morgan (KMI) | 0.1 | $265k | 9.3k | 28.46 |
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| Cardinal Health (CAH) | 0.1 | $264k | NEW | 1.7k | 154.46 |
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| Chevron Corporation (CVX) | 0.1 | $249k | NEW | 1.6k | 153.55 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $244k | 1.5k | 165.71 |
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| W.W. Grainger (GWW) | 0.1 | $230k | 240.00 | 956.59 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $222k | -43% | 8.3k | 26.74 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $217k | 1.9k | 113.29 |
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| Visa Com Cl A (V) | 0.1 | $202k | 576.00 | 349.84 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $113k | NEW | 15k | 7.82 |
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| Humacyte (HUMA) | 0.0 | $84k | 40k | 2.10 |
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Past Filings by Clarus Wealth Advisors
SEC 13F filings are viewable for Clarus Wealth Advisors going back to 2017
- Clarus Wealth Advisors 2025 Q3 filed Oct. 6, 2025
- Clarus Wealth Advisors 2025 Q2 filed July 9, 2025
- Clarus Wealth Advisors 2025 Q1 filed April 10, 2025
- Clarus Wealth Advisors 2024 Q4 filed Jan. 14, 2025
- Clarus Wealth Advisors 2024 Q3 filed Oct. 8, 2024
- Clarus Wealth Advisors 2024 Q2 filed July 11, 2024
- Clarus Wealth Advisors 2024 Q1 filed April 11, 2024
- Clarus Wealth Advisors 2023 Q4 filed Jan. 22, 2024
- Clarus Wealth Advisors 2023 Q2 filed July 10, 2023
- Clarus Wealth Advisors 2023 Q1 filed April 10, 2023
- Clarus Wealth Advisors 2022 Q4 filed Jan. 12, 2023
- Clarus Wealth Advisors 2022 Q3 filed Oct. 11, 2022
- Clarus Wealth Advisors 2022 Q2 filed July 13, 2022
- Clarus Wealth Advisors 2022 Q1 filed April 12, 2022
- Clarus Wealth Advisors 2021 Q4 filed Jan. 13, 2022
- Clarus Wealth Advisors 2021 Q3 filed Oct. 6, 2021