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, SPYM, IJH, and represent 30.92% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$5.1M), MDYG, SLYG, XLY, XLB, XLE, XLU, EMR, IQQQ, UNH.
- Started 6 new stock positions in EMR, DFAC, MDYG, PSI, SLYG, UNH.
- Reduced shares in these 10 stocks: AMD, SPY, AAPL, MGK, , , SYK, , GOOGL, FPX.
- Sold out of its positions in FPX, KMI, SYK, TRGP, V, WM.
- Clarus Wealth Advisors was a net buyer of stock by $16M.
- Clarus Wealth Advisors has $241M in assets under management (AUM), dropping by 6.75%.
- 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 December 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) | 9.4 | $23M | 33k | 693.78 |
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| Vanguard World Mega Grwth Ind (MGK) | 9.3 | $22M | 54k | 414.13 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 4.4 | $11M | +92% | 72k | 146.48 |
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| Spdr Series Trust State Street Spd (SPYM) | 4.0 | $9.6M | 118k | 81.62 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $9.4M | 136k | 69.36 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 3.6 | $8.7M | 136k | 64.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $8.2M | 17k | 491.23 |
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| Apple (AAPL) | 3.1 | $7.5M | -4% | 29k | 261.05 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.9 | $7.0M | 114k | 61.87 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $5.9M | +5% | 80k | 74.28 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $5.3M | 25k | 216.77 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.1 | $5.2M | +3% | 20k | 258.91 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.1 | $5.0M | 86k | 58.04 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 2.0 | $4.8M | 106k | 45.64 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 1.8 | $4.3M | +4% | 79k | 54.23 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.5 | $3.6M | +3% | 22k | 164.01 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.5M | -2% | 19k | 185.81 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.3 | $3.2M | 65k | 49.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $3.1M | +6% | 9.1k | 342.34 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $2.9M | 16k | 178.96 |
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| Microsoft Corporation (MSFT) | 1.2 | $2.8M | +9% | 6.0k | 470.68 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.1 | $2.7M | +5% | 23k | 116.89 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $2.7M | +3% | 24k | 110.75 |
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| Spdr Series Trust State Street Spd (XME) | 1.1 | $2.7M | -5% | 23k | 119.76 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.1 | $2.7M | +3% | 26k | 102.24 |
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| Spdr Series Trust State Street Spd (MDYG) | 1.1 | $2.6M | NEW | 26k | 97.67 |
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| Spdr Series Trust State Street Spd (XAR) | 1.1 | $2.6M | -3% | 9.1k | 281.43 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $2.5M | 18k | 144.89 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $2.5M | 26k | 98.84 |
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| Spdr Series Trust State Street Spd (SLYG) | 1.0 | $2.5M | NEW | 25k | 99.06 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.4M | -2% | 5.6k | 421.63 |
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| Tesla Motors (TSLA) | 0.9 | $2.3M | -8% | 5.1k | 447.20 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $2.2M | 38k | 57.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.2M | -10% | 6.5k | 335.97 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.8 | $2.0M | +109% | 16k | 124.21 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $2.0M | +5% | 17k | 120.24 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.8 | $2.0M | +114% | 41k | 48.73 |
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| Ishares Tr Us Trsprtion (IYT) | 0.8 | $2.0M | +3% | 25k | 77.47 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.8 | $1.9M | +108% | 41k | 47.00 |
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| Meta Platforms Cl A (META) | 0.8 | $1.9M | +18% | 3.0k | 631.09 |
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| Quanta Services (PWR) | 0.8 | $1.8M | -2% | 4.2k | 444.20 |
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| Amazon (AMZN) | 0.8 | $1.8M | +3% | 7.6k | 242.60 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.8 | $1.8M | +107% | 43k | 42.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $1.8M | -4% | 4.6k | 391.53 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $1.8M | 12k | 156.74 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.7M | -20% | 7.9k | 220.97 |
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| Nasdaq Omx (NDAQ) | 0.7 | $1.7M | +3% | 18k | 98.89 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.7 | $1.7M | +7% | 12k | 140.84 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.7M | +17% | 1.8k | 941.93 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.7 | $1.7M | +4% | 14k | 117.32 |
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| TJX Companies (TJX) | 0.7 | $1.7M | 11k | 158.14 |
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| Cloudflare Cl A Com (NET) | 0.7 | $1.6M | +10% | 8.7k | 188.71 |
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| Uber Technologies (UBER) | 0.7 | $1.6M | +27% | 19k | 85.41 |
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| Sofi Technologies (SOFI) | 0.7 | $1.6M | +12% | 59k | 27.14 |
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| Palo Alto Networks (PANW) | 0.7 | $1.6M | +10% | 8.4k | 190.85 |
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| Constellation Energy (CEG) | 0.6 | $1.5M | +3% | 4.6k | 333.53 |
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| Caterpillar (CAT) | 0.5 | $1.3M | -13% | 2.0k | 636.48 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.2M | -5% | 2.2k | 558.38 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.4 | $907k | +21% | 9.1k | 99.39 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.4 | $891k | +96% | 20k | 45.28 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $786k | +19% | 11k | 70.94 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $729k | +22% | 8.4k | 87.13 |
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| Marriott Intl Cl A (MAR) | 0.3 | $614k | +7% | 1.9k | 322.96 |
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| Emerson Electric (EMR) | 0.2 | $516k | NEW | 3.5k | 146.35 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $460k | +15% | 1.5k | 310.96 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $438k | -25% | 2.5k | 175.15 |
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| International Business Machines (IBM) | 0.2 | $409k | -9% | 1.3k | 303.21 |
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| Broadcom (AVGO) | 0.2 | $394k | +22% | 1.1k | 354.61 |
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| Goldman Sachs (GS) | 0.2 | $391k | +19% | 417.00 | 938.15 |
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| Casey's General Stores (CASY) | 0.2 | $389k | +15% | 643.00 | 604.63 |
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| Wal-Mart Stores (WMT) | 0.2 | $383k | +12% | 3.2k | 120.36 |
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| Oracle Corporation (ORCL) | 0.2 | $381k | +98% | 1.9k | 202.29 |
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| Cardinal Health (CAH) | 0.2 | $379k | +6% | 1.8k | 208.26 |
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| Hca Holdings (HCA) | 0.2 | $370k | +9% | 771.00 | 479.32 |
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| UnitedHealth (UNH) | 0.1 | $352k | NEW | 1.1k | 333.93 |
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| Synchrony Financial (SYF) | 0.1 | $350k | +19% | 4.5k | 78.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $275k | 360.00 | 765.13 |
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| Oklo Com Cl A (OKLO) | 0.1 | $261k | +10% | 2.7k | 97.09 |
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| W.W. Grainger (GWW) | 0.1 | $250k | 240.00 | 1041.90 |
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| Chevron Corporation (CVX) | 0.1 | $247k | -7% | 1.5k | 163.87 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $243k | 1.9k | 126.56 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $222k | 8.3k | 26.80 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $203k | NEW | 5.0k | 40.65 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $202k | NEW | 2.3k | 89.66 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $118k | -14% | 12k | 9.46 |
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| Humacyte (HUMA) | 0.0 | $44k | 40k | 1.11 |
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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 Q4 filed Jan. 14, 2026
- 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