Clarus Wealth Advisors
Latest statistics and disclosures from Clarus Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, XLK, MGK, QQQM, SPYM, and represent 26.67% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQM (+$11M), VUG (+$7.3M), MGK (+$7.1M), NOW, VRT, ASTS, BND, XLC, XLF, QCOM.
- Started 8 new stock positions in QCOM, QQQM, ASTS, VRT, INTC, FLOT, JEPQ, NOW.
- Reduced shares in these 10 stocks: AAPL, AMD, NDAQ, XLK, GD, TXRH, SMH, LMT, IXN, .
- Sold out of its positions in ADM, CCJ, XOM, GD, GRC, GWW, HCA, NDAQ, PYLD, TXRH.
- Clarus Wealth Advisors was a net buyer of stock by $22M.
- Clarus Wealth Advisors has $260M in assets under management (AUM), dropping by 10.64%.
- 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 June 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) | 9.1 | $24M | 32k | 745.39 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.8 | $12M | -11% | 69k | 181.40 |
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| Vanguard World Mega Grwth Ind (MGK) | 4.6 | $12M | +147% | 136k | 87.47 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.3 | $11M | NEW | 38k | 292.87 |
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| Spdr Series Trust St Str P500etf (SPYM) | 3.9 | $10M | 117k | 87.72 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.8 | $9.7M | 130k | 74.73 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 3.6 | $9.3M | -3% | 130k | 71.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $8.8M | +497% | 102k | 85.99 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.6 | $6.8M | -4% | 107k | 63.62 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.5 | $6.5M | +11% | 89k | 72.70 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 2.3 | $6.0M | +9% | 109k | 54.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.2 | $5.6M | 25k | 228.90 |
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| Apple (AAPL) | 2.1 | $5.5M | -36% | 18k | 313.38 |
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| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 2.0 | $5.1M | -3% | 99k | 51.25 |
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| Spdr Series Trust St Str P500val (SPYV) | 1.9 | $4.9M | -4% | 80k | 61.29 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.7 | $4.4M | +9% | 24k | 180.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $4.3M | +3% | 45k | 96.31 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.7M | 18k | 204.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $3.6M | +5% | 9.7k | 368.25 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.3 | $3.4M | -4% | 62k | 55.87 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.2 | $3.2M | +19% | 29k | 109.46 |
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| Microsoft Corporation (MSFT) | 1.2 | $3.1M | +17% | 8.1k | 383.35 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.1 | $2.9M | +10% | 27k | 107.67 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.1 | $2.9M | +11% | 30k | 98.39 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $2.9M | -2% | 36k | 80.30 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 1.1 | $2.8M | -4% | 24k | 115.30 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 1.1 | $2.8M | +8% | 10k | 273.84 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.0 | $2.7M | -13% | 8.5k | 314.85 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 1.0 | $2.7M | -3% | 25k | 107.60 |
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| Ishares Tr Us Trsprtion (IYT) | 1.0 | $2.6M | +10% | 30k | 86.59 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.0 | $2.5M | +8% | 46k | 55.60 |
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| Cloudflare Cl A Com (NET) | 1.0 | $2.5M | 9.1k | 273.40 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.9 | $2.5M | +6% | 24k | 101.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.4M | +16% | 6.5k | 374.45 |
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| Ishares Tr Global Tech Etf (IXN) | 0.9 | $2.4M | -18% | 18k | 137.59 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.9 | $2.4M | +11% | 48k | 50.16 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $2.4M | -8% | 21k | 113.53 |
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| Tesla Motors (TSLA) | 0.9 | $2.4M | +9% | 6.0k | 394.06 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.9 | $2.3M | +11% | 51k | 45.36 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.9 | $2.3M | +12% | 20k | 115.30 |
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| Abbvie (ABBV) | 0.9 | $2.3M | +18% | 9.1k | 252.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.3M | 6.3k | 361.92 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $2.3M | +16% | 17k | 132.22 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.8 | $2.2M | +11% | 13k | 162.30 |
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| Amazon (AMZN) | 0.8 | $2.1M | -3% | 8.6k | 243.62 |
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| Quanta Services (PWR) | 0.8 | $2.0M | -6% | 3.1k | 666.33 |
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| Servicenow (NOW) | 0.8 | $2.0M | NEW | 19k | 107.78 |
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| Meta Platforms Cl A (META) | 0.8 | $2.0M | +9% | 3.2k | 603.12 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.9M | -55% | 3.8k | 517.41 |
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| Citigroup Com New (C) | 0.7 | $1.9M | -3% | 14k | 137.39 |
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| Caterpillar (CAT) | 0.7 | $1.9M | -4% | 2.0k | 948.01 |
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| Carrier Global Corporation (CARR) | 0.7 | $1.9M | +3% | 28k | 66.74 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.8M | +11% | 1.9k | 953.13 |
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| Vertiv Holdings Com Cl A (VRT) | 0.7 | $1.8M | NEW | 5.8k | 317.81 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.7 | $1.8M | -28% | 3.0k | 593.00 |
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| TJX Companies (TJX) | 0.7 | $1.7M | +6% | 11k | 152.79 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.6 | $1.7M | NEW | 22k | 74.95 |
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| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.6 | $1.7M | +28% | 15k | 111.09 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.5 | $1.2M | +5% | 24k | 48.67 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.5 | $1.2M | 10k | 112.96 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1000k | +13% | 13k | 76.83 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $925k | +16% | 10k | 90.68 |
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| Visa Com Cl A (V) | 0.3 | $731k | +11% | 2.1k | 347.53 |
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| Nextera Energy (NEE) | 0.2 | $608k | +24% | 7.0k | 87.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $565k | -6% | 1.7k | 330.67 |
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| Oneok (OKE) | 0.2 | $562k | +21% | 6.2k | 91.16 |
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| Cardinal Health (CAH) | 0.2 | $559k | +12% | 2.4k | 237.15 |
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| UnitedHealth (UNH) | 0.2 | $558k | -12% | 1.3k | 425.60 |
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| Broadcom (AVGO) | 0.2 | $553k | +4% | 1.4k | 388.69 |
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| Casey's General Stores (CASY) | 0.2 | $534k | 633.00 | 843.10 |
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| First Tr Exchange-traded Tech Alphadex (FXL) | 0.2 | $513k | -4% | 2.5k | 204.32 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $508k | -55% | 962.00 | 527.96 |
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| Wal-Mart Stores (WMT) | 0.2 | $504k | +23% | 4.5k | 113.10 |
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| Marriott Intl Cl A (MAR) | 0.2 | $502k | -34% | 1.4k | 371.16 |
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| Qualcomm (QCOM) | 0.2 | $492k | NEW | 2.6k | 186.56 |
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| Goldman Sachs (GS) | 0.2 | $489k | -6% | 475.00 | 1029.64 |
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| Emerson Electric (EMR) | 0.2 | $485k | -13% | 3.6k | 136.48 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $471k | NEW | 7.9k | 59.45 |
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| Oracle Corporation (ORCL) | 0.2 | $413k | +3% | 2.9k | 140.49 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $341k | 2.3k | 151.33 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $333k | +701% | 2.9k | 115.49 |
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| Chevron Corporation (CVX) | 0.1 | $265k | 1.5k | 175.97 |
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| Intel Corporation (INTC) | 0.1 | $221k | NEW | 2.0k | 110.24 |
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| Nutrien (NTR) | 0.1 | $202k | 3.0k | 66.76 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $201k | NEW | 4.0k | 50.95 |
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| Humacyte (HUMA) | 0.0 | $29k | 40k | 0.73 |
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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 Q2 filed July 10, 2026
- 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