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: $234.6M82 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.6M	0.7%	7,684 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.9M	0.8%	8,401 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.8%Prev: 0.5%	6,364 SH	Increased+537 SH
AMAZON COM INC	COM	$1.9M	0.8%Prev: 0.6%	8,831 SH	Increased+3,358 SH
APPLE INC	COM	$6.9M	3.0%Prev: 4.1%	27,360 SH	Decreased-11,560 SH
ARCHER DANIELS MIDLAND CO	COM	$201K	0.1%	2,781 SH	New
BROADCOM INC	COM	$456K	0.2%Prev: 0.3%	1,365 SH	Decreased-1,355 SH
CAMECO CORP	COM	$235K	0.1%	2,133 SH	New
CARDINAL HEALTH INC	COM	$446K	0.2%	2,097 SH	New
CARRIER GLOBAL CORPORATION	COM	$1.5M	0.6%Prev: 0.5%	26,766 SH	Increased+12,590 SH
CASEYS GEN STORES INC	COM	$469K	0.2%Prev: 0.2%	632 SH	Increased-9 SH
CATERPILLAR INC	COM	$1.5M	0.6%Prev: 0.4%	2,074 SH	Increased-487 SH
CHEVRON CORPORATION	COM	$303K	0.1%	1,505 SH	New
CITIGROUP INC	COM NEW	$1.7M	0.7%	14,405 SH	New
CLOUDFLARE INC	CL A COM	$2.0M	0.8%Prev: 0.4%	9,176 SH	Increased+1,745 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.7%	1,734 SH	New
EMERSON ELEC CO	COM	$553K	0.2%	4,106 SH	New
EXXON MOBIL CORP	COM	$252K	0.1%Prev: 0.1%	1,535 SH	Increased-370 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$971K	0.4%Prev: 0.3%	10,235 SH	Increased+1,224 SH
FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$434K	0.2%	2,641 SH	New
GENERAL DYNAMICS CORP	COM	$1.5M	0.7%	4,410 SH	New
GOLDMAN SACHS GROUP INC	COM	$440K	0.2%Prev: 0.1%	509 SH	Increased+29 SH
GORMAN RUPP CO	COM	$244K	0.1%	3,823 SH	New
HCA HEALTHCARE INC	COM	$416K	0.2%Prev: 0.1%	849 SH	Increased+91 SH
HUMACYTE INC	COM	$24K	0.0%Prev: 0.0%	39,971 SH	Decreased-1,179 SH
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$224K	0.1%	2,250 SH	New
ISHARES INC	CORE MSCI EMKT	$2.6M	1.1%	37,198 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.7M	1.1%Prev: 1.2%	26,660 SH	Increased+5,127 SH
ISHARES TR	CORE DIV GRWTH	$806K	0.3%Prev: 0.3%	11,428 SH	Increased+1,671 SH
ISHARES TR	CORE MSCI EAFE	$4.0M	1.7%	43,512 SH	New
ISHARES TR	CORE S&P MCP ETF	$9.1M	3.9%Prev: 3.7%	132,622 SH	Increased+7,399 SH
ISHARES TR	GLOBAL TECH ETF	$2.2M	0.9%	21,440 SH	New
ISHARES TR	IBOXX INV CP ETF	$2.7M	1.2%Prev: 1.2%	24,736 SH	Increased+3,186 SH
ISHARES TR	MSCI USA MMENTM	$2.4M	1.0%Prev: 1.0%	9,801 SH	Increased+61 SH
ISHARES TR	S&P 500 VAL ETF	$5.1M	2.2%Prev: 2.2%	24,196 SH	Increased+1,719 SH
ISHARES TR	US TRSPRTION	$2.1M	0.9%Prev: 0.7%	27,210 SH	Increased+5,078 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$8.4M	3.6%Prev: 4.0%	134,903 SH	Increased-1,773 SH
JPMORGAN CHASE & CO	COM	$545K	0.2%	1,833 SH	New
LOCKHEED MARTIN CORP	COM	$1.4M	0.6%Prev: 0.6%	2,170 SH	Increased-116 SH
MARRIOTT INTL INC NEW	CL A	$687K	0.3%Prev: 0.5%	2,075 SH	Decreased-2,122 SH
META PLATFORMS INC	CL A	$1.7M	0.7%Prev: 0.6%	2,943 SH	Increased+955 SH
MICROSOFT CORP	COM	$2.6M	1.1%Prev: 0.9%	6,885 SH	Increased+2,520 SH
NASDAQ INC	COM	$1.6M	0.7%Prev: 0.5%	18,936 SH	Increased+6,694 SH
NEXTERA ENERGY INC	COM	$522K	0.2%	5,574 SH	New
NUTRIEN LTD	COM	$232K	0.1%	3,019 SH	New
NVIDIA CORPORATION	COM	$3.2M	1.4%Prev: 1.4%	18,157 SH	Increased-5,383 SH
ONEOK INC NEW	COM	$459K	0.2%Prev: 0.1%	5,067 SH	Increased+2,258 SH
ORACLE CORP	COM	$408K	0.2%Prev: 0.1%	2,849 SH	Increased+946 SH
PACER FDS TR	US CASH COWS 100	$7.0M	3.0%Prev: 4.3%	111,862 SH	Decreased-46,594 SH
PACER FDS TR	US SMALL CAP CAS	$4.7M	2.0%Prev: 1.9%	102,832 SH	Increased-577 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.2M	0.9%Prev: 0.8%	14,598 SH	Increased-1,793 SH
PIMCO ETF TR	MULTISECTOR BD	$218K	0.1%Prev: 0.2%	8,284 SH	Decreased-6,108 SH
PROSHARES TR	NASDAQ 100 HIGH	$980K	0.4%	23,194 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$764K	0.3%Prev: 0.3%	8,718 SH	Increased+1,875 SH
QUANTA SVCS INC	COM	$1.8M	0.8%Prev: 0.6%	3,266 SH	Increased-824 SH
ROBINHOOD MKTS INC	COM CL A	$1.6M	0.7%Prev: 0.5%	22,821 SH	Increased+1,140 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$2.7M	1.2%	24,327 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.9M	0.8%	17,805 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.5M	1.1%	42,041 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$5.0M	2.1%	99,355 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.8M	0.7%	11,954 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$3.6M	1.6%	22,152 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$2.2M	0.9%	43,126 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$10.6M	4.5%	77,237 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.1M	0.9%	45,854 SH	New
SPDR GOLD TR	GOLD SHS	$2.4M	1.0%Prev: 1.0%	5,564 SH	Increased-845 SH
SPDR SERIES TRUST	STATE STREET SPD	$26.9M	11.5%	348,248 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.2M	9.0%	32,099 SH	New
TESLA INC	COM	$1.9M	0.8%Prev: 0.7%	5,474 SH	Increased+800 SH
TEXAS ROADHOUSE INC	COM	$1.5M	0.6%	9,279 SH	New
TJX COS INC NEW	COM	$1.7M	0.7%Prev: 0.5%	10,750 SH	Increased+2,972 SH
UNITEDHEALTH GROUP INC	COM	$463K	0.2%	1,504 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.7M	0.7%Prev: 0.5%	4,198 SH	Increased-1 SH
VANECK ETF TRUST	URANIUM AND NUCL	$1.5M	0.7%	11,627 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.8M	2.5%Prev: 7.0%	79,301 SH	Decreased-100,917 SH
VANGUARD INDEX FDS	GROWTH ETF	$7.6M	3.2%Prev: 3.4%	17,041 SH	Increased-356 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	1.3%Prev: 0.9%	9,213 SH	Increased+3,115 SH
VANGUARD WORLD FD	INF TECH ETF	$259K	0.1%Prev: 0.1%	360 SH	Increased-111 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$20.5M	8.7%Prev: 5.3%	54,724 SH	Increased+22,193 SH
VISA INC	COM CL A	$571K	0.2%	1,887 SH	New
WALMART INC	COM	$441K	0.2%Prev: 0.1%	3,600 SH	Increased+500 SH
WW GRAINGER INC	COM	$266K	0.1%	240 SH	New

Sold (vs prior filing)

ARES CAPITAL CORP — $264K
CONSTELLATION ENERGY CORP — $912K
COSTCO WHSL CORP NEW — $1.0M
DOMINION ENERGY INC — $257K
DOVER CORP — $254K
ELI LILLY & CO — $898K
FIRST TR EXCHANGE TRADED FD — $434K
GALLAGHER ARTHUR J & CO — $861K
GRAINGER W W INC — $221K
HESS CORP — $214K
INVESCO EXCHANGE TRADED FD T — $239K
ISHARES TR — $1.7M
ISHARES TR — $863K
ISHARES TR — $9.4M
ISHARES TR — $1.3M
ISHARES TR — $1.9M
ISHARES TR — $1.9M
ISHARES TR — $1.6M
ISHARES TR — $407K
JPMORGAN CHASE & CO. — $348K
… and 22 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