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 27.78% of Clarus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP, IBB, MU, MDYG, SLYG, HLT, SPCX, GEV, NFLX, FLOT.
- Started 11 new stock positions in RSP, OKE, GEV, TGT, TLN, SPCX, HLT, MU, IBB, GNRC. NFLX.
- Reduced shares in these 10 stocks: JQUA, LQD, TLH, COWZ, , CARR, TJX, ASTS, NLR, NVDA.
- Sold out of its positions in ASTS, CARR, CASY, INTC, LQD, TLH, NTR, Oneok, XLU, TJX. NLR.
- Clarus Wealth Advisors was a net buyer of stock by $4.3M.
- Clarus Wealth Advisors has $275M in assets under management (AUM), dropping by 5.86%.
- 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 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) | 9.3 | $26M | +4% | 33k | 778.58 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.9 | $13M | 67k | 198.78 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 4.9 | $13M | +4% | 141k | 94.42 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.8 | $13M | +10% | 42k | 309.39 |
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| Spdr Series Trust St Str P500etf (SPYM) | 4.0 | $11M | 119k | 91.64 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.6 | $9.9M | +3% | 135k | 73.43 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 3.5 | $9.5M | 104k | 91.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $6.5M | +4% | 93k | 70.22 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 2.2 | $6.1M | +2% | 112k | 54.73 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.1 | $5.9M | +2% | 25k | 233.02 |
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| Apple (AAPL) | 2.1 | $5.7M | -2% | 17k | 336.63 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 2.0 | $5.4M | -45% | 71k | 75.89 |
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| Pacer Fds Tr Us Sm Cap Ca Etf (CALF) | 1.8 | $5.0M | -7% | 92k | 54.66 |
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| Spdr Series Trust St Str P500val (SPYV) | 1.8 | $5.0M | 80k | 62.40 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.8 | $5.0M | -32% | 73k | 68.52 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 1.8 | $5.0M | +88% | 46k | 106.89 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 1.7 | $4.8M | +82% | 44k | 108.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $4.5M | +3% | 47k | 96.52 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.5 | $4.2M | +3% | 25k | 169.25 |
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| Microsoft Corporation (MSFT) | 1.4 | $3.8M | -12% | 7.1k | 535.04 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 1.4 | $3.8M | 9.9k | 381.93 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $3.6M | NEW | 17k | 213.04 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.3 | $3.5M | +7% | 31k | 110.38 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.2 | $3.4M | +2% | 63k | 53.45 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $3.1M | +4% | 38k | 81.40 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 1.1 | $3.1M | +12% | 9.6k | 319.99 |
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| Palantir Technologies Cl A (PLTR) | 1.1 | $3.0M | -14% | 15k | 209.05 |
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| Tesla Motors (TSLA) | 1.0 | $2.8M | +20% | 7.3k | 382.68 |
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| Cloudflare Cl A Com (NET) | 1.0 | $2.8M | -15% | 7.7k | 360.92 |
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| Ishares Tr Global Tech Etf (IXN) | 1.0 | $2.7M | +3% | 18k | 149.84 |
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| NVIDIA Corporation (NVDA) | 1.0 | $2.7M | -34% | 12k | 229.28 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.0 | $2.7M | -9% | 41k | 65.08 |
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| Advanced Micro Devices (AMD) | 1.0 | $2.7M | +16% | 4.4k | 608.13 |
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| Quanta Services (PWR) | 0.9 | $2.6M | +19% | 3.6k | 705.86 |
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| Abbvie (ABBV) | 0.9 | $2.5M | 9.1k | 276.48 |
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| Meta Platforms Cl A (META) | 0.9 | $2.5M | +6% | 3.4k | 718.68 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.9 | $2.5M | +9% | 22k | 112.85 |
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| Ishares Tr Ishares Biotech (IBB) | 0.9 | $2.4M | NEW | 12k | 206.48 |
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| Ishares Tr Us Trsprtion (IYT) | 0.9 | $2.4M | 30k | 80.15 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $2.4M | +5% | 22k | 109.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | +7% | 6.8k | 351.65 |
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| Micron Technology (MU) | 0.9 | $2.4M | NEW | 2.3k | 1028.89 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.9 | $2.4M | +4% | 14k | 170.81 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.9 | $2.4M | 48k | 49.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $2.4M | -5% | 6.1k | 384.56 |
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| Amazon (AMZN) | 0.9 | $2.3M | +4% | 8.9k | 262.44 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.8 | $2.3M | -9% | 22k | 106.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $2.3M | +23% | 3.7k | 603.29 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 0.8 | $2.2M | -2% | 9.8k | 228.37 |
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| Servicenow (NOW) | 0.8 | $2.1M | -19% | 15k | 140.86 |
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| Hilton Worldwide Holdings (HLT) | 0.8 | $2.1M | NEW | 6.5k | 326.54 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | +12% | 2.2k | 947.04 |
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| Citigroup Com New (C) | 0.7 | $2.0M | +11% | 16k | 129.64 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.7 | $2.0M | NEW | 12k | 162.57 |
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| Vertiv Holdings Com Cl A (VRT) | 0.7 | $2.0M | +39% | 8.1k | 242.77 |
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| Ge Vernova (GEV) | 0.7 | $1.9M | NEW | 1.8k | 1004.95 |
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| Netflix (NFLX) | 0.7 | $1.8M | NEW | 26k | 70.30 |
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| Caterpillar (CAT) | 0.6 | $1.6M | +2% | 2.0k | 800.44 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $1.6M | +677% | 31k | 50.96 |
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| Proshares Tr Nasdaq 100 High (IQQQ) | 0.4 | $1.2M | 25k | 49.33 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.4 | $1.2M | 10k | 114.45 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.0M | 13k | 77.29 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $903k | 10k | 87.26 |
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| Visa Com Cl A (V) | 0.3 | $760k | -6% | 2.0k | 385.52 |
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| Marriott Intl Cl A (MAR) | 0.2 | $575k | +16% | 1.6k | 365.99 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $567k | +17% | 9.3k | 61.09 |
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| Emerson Electric (EMR) | 0.2 | $566k | 3.5k | 161.81 |
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| Wal-Mart Stores (WMT) | 0.2 | $558k | +12% | 5.0k | 111.34 |
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| Qualcomm (QCOM) | 0.2 | $557k | +20% | 3.2k | 175.49 |
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| Nextera Energy (NEE) | 0.2 | $551k | +2% | 7.1k | 77.38 |
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| First Tr Exchange-traded Tech Alphadex (FXL) | 0.2 | $545k | -5% | 2.4k | 230.07 |
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| Cardinal Health (CAH) | 0.2 | $540k | -3% | 2.3k | 237.62 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $538k | -5% | 1.6k | 332.99 |
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| Oracle Corporation (ORCL) | 0.2 | $527k | +26% | 3.7k | 141.38 |
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| Broadcom (AVGO) | 0.2 | $522k | 1.4k | 361.43 |
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| Oneok (OKE) | 0.2 | $515k | NEW | 5.7k | 89.80 |
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| UnitedHealth (UNH) | 0.2 | $512k | +2% | 1.3k | 379.24 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $490k | 962.00 | 509.59 |
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| Goldman Sachs (GS) | 0.2 | $474k | +11% | 529.00 | 895.86 |
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| Target Corporation (TGT) | 0.1 | $403k | NEW | 2.6k | 153.62 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $369k | 2.9k | 128.00 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.1 | $336k | 2.3k | 149.32 |
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| Chevron Corporation (CVX) | 0.1 | $319k | 1.5k | 211.98 |
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| Generac Holdings (GNRC) | 0.1 | $218k | NEW | 967.00 | 225.00 |
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| Talen Energy Corp (TLN) | 0.1 | $211k | NEW | 556.00 | 378.74 |
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| Humacyte (HUMA) | 0.0 | $19k | +16% | 47k | 0.41 |
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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 Q3 filed Oct. 13, 2026
- 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