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: $259.5M86 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.3M	0.9%	9,101 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.9M	0.7%Prev: 0.6%	3,755 SH	Increased-6,358 SH
ALPHABET INC	CAP STK CL A	$2.3M	0.9%Prev: 0.7%	6,332 SH	Increased-2,455 SH
AMAZON COM INC	COM	$2.1M	0.8%Prev: 0.8%	8,552 SH	Increased+972 SH
APPLE INC	COM	$5.5M	2.1%Prev: 3.1%	17,468 SH	Decreased-14,421 SH
AST SPACEMOBILE INC	COM CL A	$1.7M	0.6%	22,196 SH	New
BROADCOM INC	COM	$553K	0.2%Prev: 0.1%	1,422 SH	Increased+292 SH
CARDINAL HEALTH INC	COM	$559K	0.2%	2,359 SH	New
CARRIER GLOBAL CORPORATION	COM	$1.9M	0.7%Prev: 0.6%	27,744 SH	Increased+9,269 SH
CASEYS GEN STORES INC	COM	$534K	0.2%Prev: 0.1%	633 SH	Increased+59 SH
CATERPILLAR INC	COM	$1.9M	0.7%Prev: 0.4%	1,974 SH	Increased-487 SH
CHEVRON CORPORATION	COM	$265K	0.1%	1,505 SH	New
CITIGROUP INC	COM NEW	$1.9M	0.7%	13,858 SH	New
CLOUDFLARE INC	CL A COM	$2.5M	1.0%Prev: 0.7%	9,067 SH	Increased+1,306 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.7%	1,931 SH	New
EMERSON ELEC CO	COM	$485K	0.2%	3,551 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.2M	0.5%Prev: 0.3%	10,383 SH	Increased+2,373 SH
FIRST TR EXCHANGE-TRADED FD	TECH ALPHADEX	$513K	0.2%	2,512 SH	New
GOLDMAN SACHS GROUP INC	COM	$489K	0.2%Prev: 0.1%	475 SH	Increased+44 SH
HUMACYTE INC	COM	$29K	0.0%Prev: 0.0%	39,971 SH	Decreased
INTEL CORP	COM	$221K	0.1%	2,002 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.2M	4.3%	38,204 SH	New
INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$340K	0.1%	2,250 SH	New
ISHARES INC	CORE MSCI EMKT	$2.9M	1.1%	36,303 SH	New
ISHARES TR	10-20 YR TRS ETF	$2.9M	1.1%Prev: 1.1%	29,717 SH	Increased+5,601 SH
ISHARES TR	CORE DIV GRWTH	$999K	0.4%Prev: 0.3%	13,009 SH	Increased+4,021 SH
ISHARES TR	CORE MSCI EAFE	$4.3M	1.7%	44,870 SH	New
ISHARES TR	CORE S&P MCP ETF	$9.7M	3.8%Prev: 3.8%	130,237 SH	Increased-489 SH
ISHARES TR	FLTG RATE NT ETF	$201K	0.1%Prev: 4.3%	3,950 SH	Decreased-179,884 SH
ISHARES TR	GLOBAL TECH ETF	$2.4M	0.9%	17,571 SH	New
ISHARES TR	IBOXX INV CP ETF	$2.9M	1.1%Prev: 1.1%	27,239 SH	Increased+5,111 SH
ISHARES TR	MSCI USA MMENTM	$2.7M	1.0%Prev: 2.1%	8,523 SH	Decreased-10,267 SH
ISHARES TR	S&P 500 VAL ETF	$5.6M	2.2%Prev: 2.2%	24,583 SH	Increased+883 SH
ISHARES TR	US TRSPRTION	$2.6M	1.0%Prev: 0.8%	30,095 SH	Increased+5,434 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$471K	0.2%	7,923 SH	New
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$9.3M	3.6%Prev: 3.9%	129,822 SH	Increased-8,440 SH
JPMORGAN CHASE & CO	COM	$565K	0.2%	1,709 SH	New
LOCKHEED MARTIN CORP	COM	$508K	0.2%Prev: 0.5%	962 SH	Decreased-1,325 SH
MARRIOTT INTL INC NEW	CL A	$502K	0.2%Prev: 0.2%	1,353 SH	Increased-332 SH
META PLATFORMS INC	CL A	$2.0M	0.8%Prev: 0.8%	3,235 SH	Increased+980 SH
MICROSOFT CORP	COM	$3.1M	1.2%Prev: 1.1%	8,087 SH	Increased+3,264 SH
NEXTERA ENERGY INC	COM	$608K	0.2%	6,956 SH	New
NUTRIEN LTD	COM	$201K	0.1%	3,018 SH	New
NVIDIA CORPORATION	COM	$3.7M	1.4%Prev: 1.5%	18,029 SH	Increased-1,918 SH
ONEOK INC NEW	COM	$562K	0.2%	6,169 SH	New
ORACLE CORP	COM	$413K	0.2%Prev: 0.2%	2,940 SH	Increased+1,481 SH
PACER FDS TR	US CASH COWS 100	$6.8M	2.6%Prev: 3.1%	107,133 SH	Increased-10,748 SH
PACER FDS TR	US SM CAP CA ETF	$5.1M	2.0%	99,159 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.3M	0.9%Prev: 1.1%	17,078 SH	Decreased+20 SH
PROSHARES TR	NASDAQ 100 HIGH	$1.2M	0.5%Prev: 0.2%	24,443 SH	Increased+14,381 SH
PROSHARES TR	S&P MDCP 400 DIV	$925K	0.4%Prev: 0.2%	10,196 SH	Increased+3,881 SH
QUALCOMM INC	COM	$492K	0.2%	2,637 SH	New
QUANTA SVCS INC	COM	$2.0M	0.8%Prev: 0.7%	3,065 SH	Increased-1,072 SH
ROBINHOOD MKTS INC	COM CL A	$2.4M	0.9%Prev: 0.8%	20,975 SH	Increased+1,071 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$2.2M	0.8%	13,315 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$2.3M	0.9%	19,980 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$2.5M	1.0%	45,485 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$6.0M	2.3%	108,823 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$4.4M	1.7%	24,203 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$2.4M	0.9%	47,919 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$3.2M	1.2%	29,191 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$12.4M	4.8%	68,461 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$2.3M	0.9%	51,206 SH	New
SERVICENOW INC	COM	$2.0M	0.8%	18,912 SH	New
SPDR GOLD TR	GOLD SHS	$2.4M	0.9%Prev: 0.8%	6,490 SH	Increased+622 SH
SPDR SERIES TRUST	ST STR P500ETF	$10.2M	3.9%	116,667 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$4.9M	1.9%	80,042 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$2.8M	1.1%	10,057 SH	New
SPDR SERIES TRUST	ST STR SP METAL	$2.5M	0.9%	24,131 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$2.7M	1.0%	24,629 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$3.4M	1.3%	61,551 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$2.8M	1.1%	23,981 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$23.5M	9.1%	31,542 SH	New
TESLA INC	COM	$2.4M	0.9%Prev: 0.8%	6,009 SH	Increased+555 SH
TJX COS INC NEW	COM	$1.7M	0.7%Prev: 0.6%	11,431 SH	Increased+1,055 SH
UNITEDHEALTH GROUP INC	COM	$558K	0.2%	1,310 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.8M	0.7%Prev: 0.6%	3,020 SH	Increased-1,798 SH
VANECK ETF TRUST	URANI NUCLE ETF	$1.7M	0.6%	14,924 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.5M	2.5%Prev: 2.3%	88,757 SH	Increased+19,030 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.8M	3.4%Prev: 3.5%	101,757 SH	Increased+84,631 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	1.4%Prev: 1.3%	9,747 SH	Increased+765 SH
VANGUARD WORLD FD	INF TECH ETF	$333K	0.1%Prev: 0.1%	2,884 SH	Increased+2,522 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$11.9M	4.6%Prev: 9.3%	135,598 SH	Decreased+80,609 SH
VERTIV HOLDINGS CO	COM CL A	$1.8M	0.7%	5,788 SH	New
VISA INC	COM CL A	$731K	0.3%Prev: 0.1%	2,103 SH	Increased+1,527 SH
WALMART INC	COM	$504K	0.2%Prev: 0.1%	4,460 SH	Increased+1,660 SH

Sold (vs prior filing)

ARES CAPITAL CORP — $266K
CAMECO CORP — $246K
CONSTELLATION ENERGY CORP — $1.3M
COSTCO WHSL CORP NEW — $1.3M
DOVER CORP — $265K
EXXON MOBIL CORP — $218K
FIRST TR EXCHANGE TRADED FD — $532K
FIRST TR EXCHANGE-TRADED FD — $211K
GALLAGHER ARTHUR J & CO — $1.2M
GRAINGER W W INC — $249K
HCA HEALTHCARE INC — $262K
HESS CORP — $233K
INVESCO EXCHANGE TRADED FD T — $260K
ISHARES TR — $2.2M
ISHARES TR — $2.2M
ISHARES TR — $1.9M
JPMORGAN CHASE & CO. — $386K
KINDER MORGAN INC DEL — $262K
NASDAQ INC — $1.3M
PACER FDS TR — $4.5M
… 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