Clarus Wealth Advisors

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

Import this data to Google Sheets with:

=jivedata("clarus-wealth-advisors-0001730149-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $226.0M86 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.7%Prev: 0.7%	9,968 SH	Decreased+6,213 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.8%Prev: 0.9%	7,311 SH	Decreased+979 SH
AMAZON COM INC	COM	$1.6M	0.7%Prev: 0.8%	7,371 SH	Decreased-1,181 SH
APPLE INC	COM	$7.8M	3.5%Prev: 2.1%	30,259 SH	Increased+12,791 SH
BROADCOM INC	COM	$306K	0.1%Prev: 0.2%	905 SH	Decreased-517 SH
CARDINAL HEALTH INC	COM	$264K	0.1%Prev: 0.2%	1,706 SH	Decreased-653 SH
CASEYS GEN STORES INC	COM	$315K	0.1%Prev: 0.2%	555 SH	Decreased-78 SH
CATERPILLAR INC	COM	$1.2M	0.5%Prev: 0.7%	2,335 SH	Decreased+361 SH
CHEVRON CORP NEW	COM	$249K	0.1%	1,620 SH	New
CLOUDFLARE INC	CL A COM	$1.7M	0.8%Prev: 1.0%	7,904 SH	Decreased-1,163 SH
CONSTELLATION ENERGY CORP	COM	$1.6M	0.7%	4,409 SH	New
COSTCO WHSL CORP NEW	COM	$1.4M	0.6%	1,559 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$1.5M	0.7%	13,781 SH	New
EXXON MOBIL CORP	COM	$217K	0.1%	1,914 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$750K	0.3%Prev: 0.5%	7,528 SH	Decreased-2,855 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$566K	0.3%	3,332 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$244K	0.1%	1,474 SH	New
GOLDMAN SACHS GROUP INC	COM	$275K	0.1%Prev: 0.2%	348 SH	Decreased-127 SH
GRAINGER W W INC	COM	$230K	0.1%	240 SH	New
HCA HEALTHCARE INC	COM	$304K	0.1%	707 SH	New
HUMACYTE INC	COM	$84K	0.0%Prev: 0.0%	39,971 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$430K	0.2%	1,492 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.6M	1.2%Prev: 1.1%	25,411 SH	Decreased-4,306 SH
ISHARES TR	CORE DIV GRWTH	$634K	0.3%Prev: 0.4%	9,251 SH	Decreased-3,758 SH
ISHARES TR	CORE S&P MCP ETF	$8.8M	3.9%Prev: 3.8%	134,337 SH	Decreased+4,100 SH
ISHARES TR	IBOXX INV CP ETF	$2.6M	1.2%Prev: 1.1%	23,547 SH	Decreased-3,692 SH
ISHARES TR	MSCI ACWI ETF	$2.5M	1.1%	17,582 SH	New
ISHARES TR	MSCI EAFE ETF	$2.4M	1.1%	25,398 SH	New
ISHARES TR	MSCI EMG MKT ETF	$2.1M	0.9%	38,605 SH	New
ISHARES TR	MSCI USA MMENTM	$4.9M	2.2%Prev: 1.0%	19,274 SH	Increased+10,751 SH
ISHARES TR	S&P 500 VAL ETF	$5.1M	2.3%Prev: 2.2%	24,500 SH	Decreased-83 SH
ISHARES TR	US TRSPRTION	$1.8M	0.8%Prev: 1.0%	24,626 SH	Decreased-5,469 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.6M	3.8%Prev: 3.6%	135,829 SH	Decreased+6,007 SH
JPMORGAN CHASE & CO.	COM	$396K	0.2%	1,278 SH	New
KINDER MORGAN INC DEL	COM	$265K	0.1%	9,300 SH	New
LOCKHEED MARTIN CORP	COM	$1.2M	0.5%Prev: 0.2%	2,289 SH	Increased+1,327 SH
MARRIOTT INTL INC NEW	CL A	$472K	0.2%Prev: 0.2%	1,763 SH	Decreased+410 SH
META PLATFORMS INC	CL A	$1.8M	0.8%Prev: 0.8%	2,523 SH	Decreased-712 SH
MICROSOFT CORP	COM	$2.9M	1.3%Prev: 1.2%	5,512 SH	Decreased-2,575 SH
NASDAQ INC	COM	$1.5M	0.7%	16,995 SH	New
NAVITAS SEMICONDUCTOR CORP	COM	$113K	0.1%	14,490 SH	New
NVIDIA CORPORATION	COM	$3.6M	1.6%Prev: 1.4%	19,251 SH	Decreased+1,222 SH
OKLO INC	COM CL A	$311K	0.1%	2,442 SH	New
ORACLE CORP	COM	$271K	0.1%Prev: 0.2%	947 SH	Decreased-1,993 SH
PACER FDS TR	US CASH COWS 100	$6.6M	2.9%Prev: 2.6%	113,682 SH	Decreased+6,549 SH
PACER FDS TR	US SMALL CAP CAS	$4.7M	2.1%	106,010 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.8M	1.2%Prev: 0.9%	16,113 SH	Increased-965 SH
PALO ALTO NETWORKS INC	COM	$1.6M	0.7%	7,628 SH	New
PIMCO ETF TR	MULTISECTOR BD	$222K	0.1%	8,284 SH	New
PROSHARES TR	NASDAQ 100 HIGH	$444K	0.2%Prev: 0.5%	10,036 SH	Decreased-14,407 SH
PROSHARES TR	S&P MDCP 400 DIV	$585K	0.3%Prev: 0.4%	6,828 SH	Decreased-3,368 SH
QUANTA SVCS INC	COM	$1.8M	0.8%Prev: 0.8%	4,268 SH	Decreased+1,203 SH
ROBINHOOD MKTS INC	COM CL A	$2.4M	1.1%Prev: 0.9%	15,975 SH	Decreased-5,000 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.5M	1.1%	21,824 SH	New
SELECT SECTOR SPDR TR	ENERGY	$1.7M	0.8%	19,397 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$4.0M	1.8%	75,081 SH	New
SELECT SECTOR SPDR TR	INDL	$3.3M	1.5%	21,293 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$1.9M	0.8%	7,843 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.7M	0.7%	11,673 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.8M	0.8%	20,769 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$1.7M	0.8%	18,965 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$10.7M	4.7%	37,424 SH	New
SOFI TECHNOLOGIES INC	COM	$1.3M	0.6%	52,544 SH	New
SPDR GOLD TR	GOLD SHS	$2.1M	0.9%Prev: 0.9%	5,767 SH	Decreased-723 SH
SPDR S&P 500 ETF TR	TR UNIT	$22.2M	9.8%	33,106 SH	New
SPDR SERIES TRUST	AEROSPACE DEF	$2.3M	1.0%	9,383 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$9.3M	4.1%	118,502 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$3.1M	1.4%	65,420 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$4.8M	2.1%	85,965 SH	New
SPDR SERIES TRUST	S&P METALS MNG	$2.3M	1.0%	23,896 SH	New
STRYKER CORPORATION	COM	$275K	0.1%	743 SH	New
SYNCHRONY FINANCIAL	COM	$267K	0.1%	3,743 SH	New
TARGA RES CORP	COM	$278K	0.1%	1,713 SH	New
TESLA INC	COM	$2.4M	1.1%Prev: 0.9%	5,531 SH	Increased-478 SH
TJX COS INC NEW	COM	$1.5M	0.7%Prev: 0.7%	10,664 SH	Decreased-767 SH
UBER TECHNOLOGIES INC	COM	$1.5M	0.6%	15,146 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.6M	0.7%Prev: 0.7%	4,874 SH	Decreased+1,854 SH
VANECK ETF TRUST	URANIUM AND NUCL	$1.6M	0.7%	11,331 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.6M	2.5%Prev: 2.5%	75,817 SH	Decreased-12,940 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.0M	3.6%Prev: 3.4%	16,677 SH	Decreased-85,080 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	1.2%Prev: 1.4%	8,510 SH	Decreased-1,237 SH
VANGUARD WORLD FD	INF TECH ETF	$272K	0.1%Prev: 0.1%	360 SH	Decreased-2,524 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$22.1M	9.8%Prev: 4.6%	54,812 SH	Increased-80,786 SH
VISA INC	COM CL A	$202K	0.1%Prev: 0.3%	576 SH	Decreased-1,527 SH
WALMART INC	COM	$289K	0.1%Prev: 0.2%	2,834 SH	Decreased-1,626 SH
WASTE MGMT INC DEL	COM	$286K	0.1%	1,302 SH	New

Sold (vs prior filing)

ABBVIE INC — $2.3M
AST SPACEMOBILE INC — $1.7M
CARRIER GLOBAL CORPORATION — $1.9M
CHEVRON CORPORATION — $265K
CITIGROUP INC — $1.9M
COSTCO WHOLESALE CORPORATION — $1.8M
EMERSON ELEC CO — $485K
FIRST TR EXCHANGE-TRADED FD — $513K
INTEL CORP — $221K
INVESCO EXCH TRADED FD TR II — $11.2M
INVESCO EXCHANGE TRADED FD T — $340K
ISHARES INC — $2.9M
ISHARES TR — $4.3M
ISHARES TR — $201K
ISHARES TR — $2.4M
J P MORGAN EXCHANGE TRADED F — $471K
JPMORGAN CHASE & CO — $565K
NEXTERA ENERGY INC — $608K
NUTRIEN LTD — $201K
ONEOK INC NEW — $562K
… and 23 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