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 30.03% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEFA, IEMG, IXN, C, ABBV, GD, TXRH, CARR, XLF, XLK.
- Started 15 new stock positions in GRC, V, TXRH, IEMG, CCJ, ADM, NEE, OKE, NTR, GD. ABBV, CARR, C, IXN, IEFA.
- Reduced shares in these 10 stocks: ACWI, MTUM, EFA, EEM, QTUM, UBER, SOFI, PANW, CEG, PWR.
- Sold out of its positions in OKLO, CEG, DFAC, QTUM, IBM, EEM, EFA, ACWI, NVTS, PANW. SOFI, SYF, UBER.
- Clarus Wealth Advisors was a net buyer of stock by $2.7M.
- Clarus Wealth Advisors has $235M in assets under management (AUM), dropping by -2.78%.
- Central Index Key (CIK): 0001730149
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Portfolio Holdings for Clarus Wealth Advisors
Clarus Wealth Advisors holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 9.0 | $21M | 32k | 659.23 |
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| Vanguard World Mega Grwth Ind (MGK) | 8.7 | $21M | 55k | 374.10 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 4.5 | $11M | +6% | 77k | 137.43 |
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| Spdr Series Trust State Street Spd (SPYM) | 3.9 | $9.1M | 117k | 77.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $9.1M | -2% | 133k | 68.55 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 3.6 | $8.4M | 135k | 62.05 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.2 | $7.6M | +2% | 17k | 444.92 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 3.0 | $7.0M | 112k | 62.34 |
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| Apple (AAPL) | 3.0 | $6.9M | -5% | 27k | 253.50 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $5.8M | 79k | 73.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $5.1M | 24k | 212.06 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.1 | $5.0M | +26% | 99k | 49.88 |
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| Spdr Series Trust State Street Spd (SPYV) | 2.0 | $4.8M | -2% | 84k | 56.78 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 2.0 | $4.7M | -3% | 103k | 45.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $4.0M | NEW | 44k | 91.75 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.6 | $3.6M | 22k | 164.28 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.2M | -3% | 18k | 178.10 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.3 | $3.2M | 64k | 49.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $3.0M | 9.2k | 325.43 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.2 | $2.7M | +5% | 24k | 111.82 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $2.7M | 25k | 109.07 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.1 | $2.7M | 27k | 100.57 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $2.6M | NEW | 37k | 70.33 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.6M | +14% | 6.9k | 372.30 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.1 | $2.5M | +3% | 42k | 60.16 |
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| Spdr Series Trust State Street Spd (MDYG) | 1.1 | $2.5M | -2% | 26k | 97.62 |
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| Spdr Series Trust State Street Spd (XME) | 1.1 | $2.5M | 23k | 109.80 |
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| Spdr Series Trust State Street Spd (SLYG) | 1.1 | $2.5M | 25k | 99.09 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $2.4M | -50% | 9.8k | 249.28 |
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| Spdr Series Trust State Street Spd (XAR) | 1.0 | $2.4M | +2% | 9.3k | 260.07 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.4M | 5.6k | 431.81 |
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| Ishares Tr Global Tech Etf (IXN) | 0.9 | $2.2M | NEW | 21k | 103.01 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $2.2M | -11% | 15k | 150.07 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.9 | $2.2M | +6% | 43k | 50.08 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.9 | $2.1M | +6% | 46k | 46.27 |
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| Ishares Tr Us Trsprtion (IYT) | 0.9 | $2.1M | +7% | 27k | 75.45 |
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| Cloudflare Cl A Com (NET) | 0.8 | $2.0M | +5% | 9.2k | 216.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.9M | -2% | 6.4k | 305.46 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.8 | $1.9M | +8% | 18k | 107.77 |
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| Tesla Motors (TSLA) | 0.8 | $1.9M | +8% | 5.5k | 346.65 |
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| Amazon (AMZN) | 0.8 | $1.9M | +16% | 8.8k | 213.77 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.9M | +6% | 8.4k | 221.53 |
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| Quanta Services (PWR) | 0.8 | $1.8M | -21% | 3.3k | 555.57 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.8M | -4% | 1.7k | 1013.21 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.7 | $1.8M | +3% | 12k | 146.57 |
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| TJX Companies (TJX) | 0.7 | $1.7M | 11k | 157.58 |
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| Meta Platforms Cl A (META) | 0.7 | $1.7M | 2.9k | 575.05 |
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| Citigroup Com New (C) | 0.7 | $1.7M | NEW | 14k | 117.13 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $1.7M | -9% | 4.2k | 399.90 |
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| Nasdaq Omx (NDAQ) | 0.7 | $1.6M | +7% | 19k | 86.40 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.7 | $1.6M | +35% | 23k | 69.65 |
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| Abbvie (ABBV) | 0.7 | $1.6M | NEW | 7.7k | 206.38 |
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| General Dynamics Corporation (GD) | 0.7 | $1.5M | NEW | 4.4k | 348.43 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.7 | $1.5M | -4% | 12k | 131.34 |
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| Caterpillar (CAT) | 0.6 | $1.5M | +3% | 2.1k | 724.39 |
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| Texas Roadhouse (TXRH) | 0.6 | $1.5M | NEW | 9.3k | 159.94 |
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| Carrier Global Corporation (CARR) | 0.6 | $1.5M | NEW | 27k | 55.44 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.4M | 2.2k | 627.71 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.4 | $980k | +17% | 23k | 42.26 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.4 | $971k | +12% | 10k | 94.88 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $806k | +3% | 11k | 70.56 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $764k | +4% | 8.7k | 87.67 |
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| Marriott Intl Cl A (MAR) | 0.3 | $687k | +9% | 2.1k | 330.93 |
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| Visa Com Cl A (V) | 0.2 | $571k | NEW | 1.9k | 302.55 |
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| Emerson Electric (EMR) | 0.2 | $553k | +16% | 4.1k | 134.64 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $545k | +24% | 1.8k | 297.44 |
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| Nextera Energy (NEE) | 0.2 | $522k | NEW | 5.6k | 93.67 |
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| Casey's General Stores (CASY) | 0.2 | $469k | 632.00 | 741.82 |
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| UnitedHealth (UNH) | 0.2 | $463k | +42% | 1.5k | 307.73 |
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| Oneok (OKE) | 0.2 | $459k | NEW | 5.1k | 90.63 |
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| Broadcom (AVGO) | 0.2 | $456k | +22% | 1.4k | 333.97 |
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| Cardinal Health (CAH) | 0.2 | $446k | +15% | 2.1k | 212.77 |
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| Wal-Mart Stores (WMT) | 0.2 | $441k | +13% | 3.6k | 122.49 |
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| Goldman Sachs (GS) | 0.2 | $440k | +22% | 509.00 | 864.15 |
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| First Tr Exchange-traded Tech Alphadex (FXL) | 0.2 | $434k | +5% | 2.6k | 164.43 |
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| Hca Holdings (HCA) | 0.2 | $416k | +10% | 849.00 | 489.58 |
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| Oracle Corporation (ORCL) | 0.2 | $408k | +51% | 2.8k | 143.17 |
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| Chevron Corporation (CVX) | 0.1 | $303k | 1.5k | 201.54 |
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| W.W. Grainger (GWW) | 0.1 | $266k | 240.00 | 1108.15 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $259k | 360.00 | 719.36 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $252k | -20% | 1.5k | 163.92 |
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| Gorman-Rupp Company (GRC) | 0.1 | $244k | NEW | 3.8k | 63.80 |
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| Cameco Corporation (CCJ) | 0.1 | $235k | NEW | 2.1k | 110.23 |
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| Nutrien (NTR) | 0.1 | $232k | NEW | 3.0k | 76.88 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $224k | 2.3k | 99.53 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $218k | 8.3k | 26.26 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $201k | NEW | 2.8k | 72.15 |
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| Humacyte (HUMA) | 0.0 | $24k | 40k | 0.61 |
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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 2026 Q1 filed April 8, 2026
- 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