Clarus Wealth Advisors

CIK 0001730149 • 6 13F filings • Apr 10, 2025 – Jul 10, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $216.2M87 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.6%Prev: 0.8%	10,113 SH	Decreased+1,712 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.7%Prev: 0.8%	8,787 SH	Decreased+2,423 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 0.8%	7,580 SH	Decreased-1,251 SH
APPLE INC	COM	$6.7M	3.1%Prev: 3.0%	31,889 SH	Decreased+4,529 SH
ARES CAPITAL CORP	COM	$266K	0.1%	11,880 SH	New
BROADCOM INC	COM	$307K	0.1%Prev: 0.2%	1,130 SH	Decreased-235 SH
CAMECO CORP	COM	$246K	0.1%Prev: 0.1%	3,424 SH	Increased+1,291 SH
CARRIER GLOBAL CORPORATION	COM	$1.4M	0.6%Prev: 0.6%	18,475 SH	Decreased-8,291 SH
CASEYS GEN STORES INC	COM	$294K	0.1%Prev: 0.2%	574 SH	Decreased-58 SH
CATERPILLAR INC	COM	$970K	0.4%Prev: 0.6%	2,461 SH	Decreased+387 SH
CLOUDFLARE INC	CL A COM	$1.5M	0.7%Prev: 0.8%	7,761 SH	Decreased-1,415 SH
CONSTELLATION ENERGY CORP	COM	$1.3M	0.6%	4,267 SH	New
COSTCO WHSL CORP NEW	COM	$1.3M	0.6%	1,276 SH	New
DOVER CORP	COM	$265K	0.1%	1,409 SH	New
EXXON MOBIL CORP	COM	$218K	0.1%Prev: 0.1%	1,910 SH	Decreased+375 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$737K	0.3%Prev: 0.4%	8,010 SH	Decreased-2,225 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$532K	0.2%	3,332 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$211K	0.1%	1,474 SH	New
GALLAGHER ARTHUR J & CO	COM	$1.2M	0.6%	3,971 SH	New
GOLDMAN SACHS GROUP INC	COM	$301K	0.1%Prev: 0.2%	431 SH	Decreased-78 SH
GRAINGER W W INC	COM	$249K	0.1%	240 SH	New
HCA HEALTHCARE INC	COM	$262K	0.1%Prev: 0.2%	693 SH	Decreased-156 SH
HESS CORP	COM	$233K	0.1%	1,551 SH	New
HUMACYTE INC	COM	$103K	0.0%Prev: 0.0%	39,971 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$260K	0.1%	1,412 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.4M	1.1%Prev: 1.1%	24,116 SH	Decreased-2,544 SH
ISHARES TR	CORE DIV GRWTH	$582K	0.3%Prev: 0.3%	8,988 SH	Decreased-2,440 SH
ISHARES TR	CORE S&P MCP ETF	$8.3M	3.8%Prev: 3.9%	130,726 SH	Decreased-1,896 SH
ISHARES TR	FLTG RATE NT ETF	$9.4M	4.3%	183,834 SH	New
ISHARES TR	IBOXX INV CP ETF	$2.4M	1.1%Prev: 1.2%	22,128 SH	Decreased-2,608 SH
ISHARES TR	MSCI ACWI ETF	$2.2M	1.0%	17,381 SH	New
ISHARES TR	MSCI EAFE ETF	$2.2M	1.0%	24,638 SH	New
ISHARES TR	MSCI EMG MKT ETF	$1.9M	0.9%	39,235 SH	New
ISHARES TR	MSCI USA MMENTM	$4.4M	2.1%Prev: 1.0%	18,790 SH	Increased+8,989 SH
ISHARES TR	S&P 500 VAL ETF	$4.7M	2.2%Prev: 2.2%	23,700 SH	Decreased-496 SH
ISHARES TR	US TRSPRTION	$1.8M	0.8%Prev: 0.9%	24,661 SH	Decreased-2,549 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.4M	3.9%Prev: 3.6%	138,262 SH	Decreased+3,359 SH
JPMORGAN CHASE & CO.	COM	$386K	0.2%	1,366 SH	New
KINDER MORGAN INC DEL	COM	$262K	0.1%	9,300 SH	New
LOCKHEED MARTIN CORP	COM	$1.1M	0.5%Prev: 0.6%	2,287 SH	Decreased+117 SH
MARRIOTT INTL INC NEW	CL A	$472K	0.2%Prev: 0.3%	1,685 SH	Decreased-390 SH
META PLATFORMS INC	CL A	$1.6M	0.8%Prev: 0.7%	2,255 SH	Decreased-688 SH
MICROSOFT CORP	COM	$2.4M	1.1%Prev: 1.1%	4,823 SH	Decreased-2,062 SH
NASDAQ INC	COM	$1.3M	0.6%Prev: 0.7%	14,698 SH	Decreased-4,238 SH
NVIDIA CORPORATION	COM	$3.2M	1.5%Prev: 1.4%	19,947 SH	Decreased+1,790 SH
ORACLE CORP	COM	$342K	0.2%Prev: 0.2%	1,459 SH	Decreased-1,390 SH
PACER FDS TR	US CASH COWS 100	$6.7M	3.1%Prev: 3.0%	117,881 SH	Decreased+6,019 SH
PACER FDS TR	US SMALL CAP CAS	$4.5M	2.1%Prev: 2.0%	107,810 SH	Decreased+4,978 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.4M	1.1%Prev: 0.9%	17,058 SH	Increased+2,460 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.6%	6,773 SH	New
PIMCO ETF TR	MULTISECTOR BD	$383K	0.2%Prev: 0.1%	14,549 SH	Increased+6,265 SH
PROSHARES TR	NASDAQ 100 HIGH	$410K	0.2%Prev: 0.4%	10,062 SH	Decreased-13,132 SH
PROSHARES TR	S&P MDCP 400 DIV	$525K	0.2%Prev: 0.3%	6,315 SH	Decreased-2,403 SH
QUANTA SVCS INC	COM	$1.6M	0.7%Prev: 0.8%	4,137 SH	Decreased+871 SH
ROBINHOOD MKTS INC	COM CL A	$1.8M	0.8%Prev: 0.7%	19,904 SH	Increased-2,917 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.3M	1.1%	21,631 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.7M	0.8%	19,129 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$3.8M	1.7%	72,122 SH	New
SELECT SECTOR SPDR TR	INDL	$3.1M	1.4%	20,999 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.7M	0.8%	7,681 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.5M	0.7%	11,159 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.7M	0.8%	20,937 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.7M	0.8%	18,909 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$9.6M	4.4%	37,543 SH	New
SOFI TECHNOLOGIES INC	COM	$1.7M	0.8%	83,691 SH	New
SPDR GOLD TR	GOLD SHS	$1.8M	0.8%Prev: 1.0%	5,868 SH	Decreased+304 SH
SPDR S&P 500 ETF TR	TR UNIT	$20.4M	9.4%	32,868 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$2.0M	0.9%	9,586 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$8.6M	4.0%	118,100 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.8M	1.3%	64,499 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$4.7M	2.2%	88,250 SH	New
SPDR SERIES TRUST	S&P METALS MNG	$1.7M	0.8%	25,218 SH	New
STRYKER CORPORATION	COM	$267K	0.1%	686 SH	New
T-MOBILE US INC	COM	$261K	0.1%	1,108 SH	New
TARGA RES CORP	COM	$263K	0.1%	1,510 SH	New
TESLA INC	COM	$1.6M	0.8%Prev: 0.8%	5,454 SH	Decreased-20 SH
TJX COS INC NEW	COM	$1.3M	0.6%Prev: 0.7%	10,376 SH	Decreased-374 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.4M	0.6%Prev: 0.7%	4,818 SH	Decreased+620 SH
VANECK ETF TRUST	URANIUM AND NUCL	$1.3M	0.6%Prev: 0.7%	11,788 SH	Decreased+161 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.1M	2.3%Prev: 2.5%	69,727 SH	Decreased-9,574 SH
VANGUARD INDEX FDS	GROWTH ETF	$7.5M	3.5%Prev: 3.2%	17,126 SH	Decreased+85 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.7M	1.3%Prev: 1.3%	8,982 SH	Decreased-231 SH
VANGUARD WORLD FD	INF TECH ETF	$243K	0.1%Prev: 0.1%	362 SH	Decreased+2 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$20.1M	9.3%Prev: 8.7%	54,989 SH	Decreased+265 SH
VISA INC	COM CL A	$204K	0.1%Prev: 0.2%	576 SH	Decreased-1,311 SH
WALMART INC	COM	$272K	0.1%Prev: 0.2%	2,800 SH	Decreased-800 SH
WASTE MGMT INC DEL	COM	$248K	0.1%	1,101 SH	New

Sold (vs prior filing)

ABBVIE INC — $1.6M
ARCHER DANIELS MIDLAND CO — $201K
CARDINAL HEALTH INC — $446K
CHEVRON CORPORATION — $303K
CITIGROUP INC — $1.7M
COSTCO WHOLESALE CORPORATION — $1.8M
EMERSON ELEC CO — $553K
FIRST TR EXCHANGE-TRADED FD — $434K
GENERAL DYNAMICS CORP — $1.5M
GORMAN RUPP CO — $244K
INVESCO EXCHANGE TRADED FD T — $224K
ISHARES INC — $2.6M
ISHARES TR — $4.0M
ISHARES TR — $2.2M
JPMORGAN CHASE & CO — $545K
NEXTERA ENERGY INC — $522K
NUTRIEN LTD — $232K
ONEOK INC NEW — $459K
SELECT SECTOR SPDR TR — $2.7M
SELECT SECTOR SPDR TR — $1.9M
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001730149-26-000004	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001730149-26-000001	$241.3M	View
Oct 6, 2025	Q3 2025