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: $241.3M80 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$1.7M	0.7%Prev: 0.7%	7,904 SH	Increased-2,064 SH
ALPHABET INC	CAP STK CL A	$2.2M	0.9%Prev: 0.8%	6,533 SH	Increased-778 SH
AMAZON COM INC	COM	$1.8M	0.8%Prev: 0.7%	7,610 SH	Increased+239 SH
APPLE INC	COM	$7.5M	3.1%Prev: 3.5%	28,908 SH	Decreased-1,351 SH
BROADCOM INC	COM	$394K	0.2%Prev: 0.1%	1,112 SH	Increased+207 SH
CARDINAL HEALTH INC	COM	$379K	0.2%Prev: 0.1%	1,819 SH	Increased+113 SH
CASEYS GEN STORES INC	COM	$389K	0.2%Prev: 0.1%	643 SH	Increased+88 SH
CATERPILLAR INC	COM	$1.3M	0.5%Prev: 0.5%	2,013 SH	Increased-322 SH
CHEVRON CORP NEW	COM	$247K	0.1%Prev: 0.1%	1,505 SH	Decreased-115 SH
CLOUDFLARE INC	CL A COM	$1.6M	0.7%Prev: 0.8%	8,733 SH	Decreased+829 SH
CONSTELLATION ENERGY CORP	COM	$1.5M	0.6%Prev: 0.7%	4,551 SH	Decreased+142 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.7%Prev: 0.6%	1,825 SH	Increased+266 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$203K	0.1%	4,988 SH	New
EMERSON ELEC CO	COM	$516K	0.2%	3,525 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$1.7M	0.7%Prev: 0.7%	14,428 SH	Increased+647 SH
EXXON MOBIL CORP	COM	$243K	0.1%Prev: 0.1%	1,919 SH	Increased+5 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$907K	0.4%Prev: 0.3%	9,129 SH	Increased+1,601 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$438K	0.2%Prev: 0.3%	2,498 SH	Decreased-834 SH
GOLDMAN SACHS GROUP INC	COM	$391K	0.2%Prev: 0.1%	417 SH	Increased+69 SH
HCA HEALTHCARE INC	COM	$370K	0.2%Prev: 0.1%	771 SH	Increased+64 SH
HUMACYTE INC	COM	$44K	0.0%Prev: 0.0%	39,971 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$409K	0.2%Prev: 0.2%	1,349 SH	Decreased-143 SH
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$202K	0.1%	2,250 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.7M	1.1%Prev: 1.2%	26,313 SH	Increased+902 SH
ISHARES TR	CORE DIV GRWTH	$786K	0.3%Prev: 0.3%	11,085 SH	Increased+1,834 SH
ISHARES TR	CORE S&P MCP ETF	$9.4M	3.9%Prev: 3.9%	135,851 SH	Increased+1,514 SH
ISHARES TR	IBOXX INV CP ETF	$2.7M	1.1%Prev: 1.2%	24,310 SH	Increased+763 SH
ISHARES TR	MSCI ACWI ETF	$2.5M	1.1%Prev: 1.1%	17,494 SH	Increased-88 SH
ISHARES TR	MSCI EAFE ETF	$2.5M	1.0%Prev: 1.1%	25,548 SH	Increased+150 SH
ISHARES TR	MSCI EMG MKT ETF	$2.2M	0.9%Prev: 0.9%	38,316 SH	Increased-289 SH
ISHARES TR	MSCI USA MMENTM	$5.2M	2.1%Prev: 2.2%	19,960 SH	Increased+686 SH
ISHARES TR	S&P 500 VAL ETF	$5.3M	2.2%Prev: 2.3%	24,559 SH	Increased+59 SH
ISHARES TR	US TRSPRTION	$2.0M	0.8%Prev: 0.8%	25,365 SH	Increased+739 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.7M	3.6%Prev: 3.8%	135,472 SH	Increased-357 SH
JPMORGAN CHASE & CO.	COM	$460K	0.2%Prev: 0.2%	1,478 SH	Increased+200 SH
LOCKHEED MARTIN CORP	COM	$1.2M	0.5%Prev: 0.5%	2,169 SH	Increased-120 SH
MARRIOTT INTL INC NEW	CL A	$614K	0.3%Prev: 0.2%	1,900 SH	Increased+137 SH
META PLATFORMS INC	CL A	$1.9M	0.8%Prev: 0.8%	2,999 SH	Increased+476 SH
MICROSOFT CORP	COM	$2.8M	1.2%Prev: 1.3%	6,039 SH	Decreased+527 SH
NASDAQ INC	COM	$1.7M	0.7%Prev: 0.7%	17,579 SH	Increased+584 SH
NAVITAS SEMICONDUCTOR CORP	COM	$118K	0.0%Prev: 0.1%	12,432 SH	Increased-2,058 SH
NVIDIA CORPORATION	COM	$3.5M	1.4%Prev: 1.6%	18,739 SH	Decreased-512 SH
OKLO INC	COM CL A	$261K	0.1%Prev: 0.1%	2,690 SH	Decreased+248 SH
ORACLE CORP	COM	$381K	0.2%Prev: 0.1%	1,883 SH	Increased+936 SH
PACER FDS TR	US CASH COWS 100	$7.0M	2.9%Prev: 2.9%	113,903 SH	Increased+221 SH
PACER FDS TR	US SMALL CAP CAS	$4.8M	2.0%Prev: 2.1%	106,079 SH	Increased+69 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.9M	1.2%Prev: 1.2%	16,435 SH	Increased+322 SH
PALO ALTO NETWORKS INC	COM	$1.6M	0.7%Prev: 0.7%	8,406 SH	Increased+778 SH
PIMCO ETF TR	MULTISECTOR BD	$222K	0.1%Prev: 0.1%	8,284 SH	Increased
PROSHARES TR	NASDAQ 100 HIGH	$891K	0.4%Prev: 0.2%	19,677 SH	Increased+9,641 SH
PROSHARES TR	S&P MDCP 400 DIV	$729K	0.3%Prev: 0.3%	8,363 SH	Increased+1,535 SH
QUANTA SVCS INC	COM	$1.8M	0.8%Prev: 0.8%	4,158 SH	Increased-110 SH
ROBINHOOD MKTS INC	COM CL A	$2.0M	0.8%Prev: 1.1%	16,860 SH	Decreased+885 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$2.7M	1.1%	23,095 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$2.0M	0.8%	16,430 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	0.8%	40,510 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.3M	1.8%	78,673 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.8M	0.7%	11,506 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3.6M	1.5%	21,972 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.0M	0.8%	40,615 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$10.6M	4.4%	72,198 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.8M	0.8%	43,039 SH	New
SOFI TECHNOLOGIES INC	COM	$1.6M	0.7%Prev: 0.6%	59,279 SH	Increased+6,735 SH
SPDR GOLD TR	GOLD SHS	$2.4M	1.0%Prev: 0.9%	5,636 SH	Increased-131 SH
SPDR S&P 500 ETF TR	TR UNIT	$22.6M	9.4%Prev: 9.8%	32,535 SH	Increased-571 SH
SPDR SERIES TRUST	STATE STREET SPD	$28.2M	11.7%	352,534 SH	New
SYNCHRONY FINANCIAL	COM	$350K	0.1%Prev: 0.1%	4,486 SH	Increased+743 SH
TESLA INC	COM	$2.3M	0.9%Prev: 1.1%	5,064 SH	Decreased-467 SH
TJX COS INC NEW	COM	$1.7M	0.7%Prev: 0.7%	10,595 SH	Increased-69 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.7%Prev: 0.6%	19,268 SH	Increased+4,122 SH
UNITEDHEALTH GROUP INC	COM	$352K	0.1%	1,055 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.8M	0.8%Prev: 0.7%	4,632 SH	Increased-242 SH
VANECK ETF TRUST	URANIUM AND NUCL	$1.7M	0.7%Prev: 0.7%	12,218 SH	Increased+887 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.9M	2.5%Prev: 2.5%	79,646 SH	Increased+3,829 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.2M	3.4%Prev: 3.6%	16,646 SH	Increased-31 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	1.3%Prev: 1.2%	9,053 SH	Increased+543 SH
VANGUARD WORLD FD	INF TECH ETF	$275K	0.1%Prev: 0.1%	360 SH	Increased
VANGUARD WORLD FD	MEGA GRWTH IND	$22.4M	9.3%Prev: 9.8%	54,089 SH	Increased-723 SH
WALMART INC	COM	$383K	0.2%Prev: 0.1%	3,181 SH	Increased+347 SH
WW GRAINGER INC	COM	$250K	0.1%	240 SH	New

Sold (vs prior filing)

FIRST TR EXCHANGE-TRADED FD — $244K
GRAINGER W W INC — $230K
KINDER MORGAN INC DEL — $265K
SELECT SECTOR SPDR TR — $2.5M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $4.0M
SELECT SECTOR SPDR TR — $3.3M
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $1.8M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $10.7M
SPDR SERIES TRUST — $2.3M
SPDR SERIES TRUST — $9.3M
SPDR SERIES TRUST — $3.1M
SPDR SERIES TRUST — $4.8M
SPDR SERIES TRUST — $2.3M
STRYKER CORPORATION — $275K
TARGA RES CORP — $278K
VISA INC — $202K
… and 1 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