Clarus Wealth Advisors Top Holdings and 13F Report (2025)

About Clarus Wealth Advisors

Investment Activity

Clarus Wealth Advisors has $226.01 million in total holdings as of September 30, 2025.
Clarus Wealth Advisors owns shares of 86 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 3.63% of the portfolio was purchased this quarter.
About 7.99% of the portfolio was sold this quarter.
This quarter, Clarus Wealth Advisors has purchased 87 new stocks and bought additional shares in 39 stocks.
Clarus Wealth Advisors sold shares of 33 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $22,155,138
Vanguard Mega Cap Growth ETF: $22,126,505
Technology Select Sector SPDR Fund: $10,655,290
SPDR Portfolio S&P 500 ETF: $9,329,691
iShares Core S&P Mid-Cap ETF: $8,835,318

Largest New Holdings this Quarter

26922A420 - Defiance Quantum ETF: $1,518,666 Holding
90353T100 - Uber Technologies: $1,463,104 Holding
459200101 - International Business Machines: $430,316 Holding
02156V109 - AltC Acquisition: $311,013 Holding
87165B103 - Synchrony Financial: $266,614 Holding

Largest Purchases this Quarter

Defiance Quantum ETF: 13,781 shares (about $1.52M)
Uber Technologies: 15,146 shares (about $1.46M)
Vanguard Total Bond Market ETF: 6,090 shares (about $452.55K)
International Business Machines: 1,492 shares (about $430.32K)
Microsoft: 689 shares (about $356.46K)

Largest Sales this Quarter

SoFi Technologies: 31,147 shares (about $786.15K)
Robinhood Markets: 3,929 shares (about $584.12K)
Apple: 1,630 shares (about $420.57K)
Alphabet: 1,476 shares (about $362.14K)
Pacer US Cash Cows 100 ETF: 4,199 shares (about $242.79K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$22,155,138	$159,274 ▲	0.7%	33,106	9.8%	Finance
MGK Vanguard Mega Cap Growth ETF	$22,126,505	$71,451 ▼	-0.3%	54,812	9.8%	ETF
XLK Technology Select Sector SPDR Fund	$10,655,290	$33,881 ▼	-0.3%	37,424	4.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$9,329,691	$31,650 ▲	0.3%	118,502	4.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,835,318	$237,495 ▲	2.8%	134,337	3.9%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$8,565,377	$153,425 ▼	-1.8%	135,829	3.8%	ETF
VUG Vanguard Growth ETF	$8,028,977	$216,167 ▼	-2.6%	16,677	3.6%	ETF
AAPL Apple	$7,807,408	$420,572 ▼	-5.1%	30,259	3.5%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$6,573,093	$242,786 ▼	-3.6%	113,682	2.9%	ETF
BND Vanguard Total Bond Market ETF	$5,633,952	$452,547 ▲	8.7%	75,817	2.5%	ETF
IVE iShares S&P 500 Value ETF	$5,092,042	$166,271 ▲	3.4%	24,500	2.3%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$4,900,800	$123,067 ▲	2.6%	19,274	2.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,788,265	$127,275 ▼	-2.6%	85,965	2.1%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$4,687,762	$79,596 ▼	-1.7%	106,010	2.1%	ETF
XLF Financial Select Sector SPDR Fund	$4,033,365	$158,958 ▲	4.1%	75,081	1.8%	ETF
NVDA NVIDIA	$3,611,779	$130,580 ▼	-3.5%	19,251	1.6%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$3,287,852	$45,397 ▲	1.4%	21,293	1.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,064,282	$43,140 ▲	1.4%	65,420	1.4%	ETF
MSFT Microsoft	$2,851,711	$356,464 ▲	14.3%	5,512	1.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,808,045	$155,746 ▼	-5.3%	8,510	1.2%	ETF
PALANTIR TECHNOLOGIES INC	$2,788,677	$163,551 ▼	-5.5%	16,113	1.2%	CL A
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,626,615	$158,286 ▲	6.4%	23,547	1.2%	Finance
TLH iShares 10-20 Year Treasury Bond ETF	$2,616,825	$133,359 ▲	5.4%	25,411	1.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$2,540,124	$22,464 ▲	0.9%	21,824	1.1%	ETF
ACWI iShares MSCI ACWI ETF	$2,452,689	$28,040 ▲	1.2%	17,582	1.1%	Manufacturing
EFA iShares MSCI EAFE ETF	$2,414,819	$72,260 ▲	3.1%	25,398	1.1%	Finance
TSLA Tesla	$2,377,390	$33,097 ▲	1.4%	5,531	1.1%	Auto/Tires/Trucks
HOOD Robinhood Markets	$2,375,003	$584,124 ▼	-19.7%	15,975	1.1%	Finance
XME SPDR S&P Metals & Mining ETF	$2,331,294	$128,974 ▼	-5.2%	23,896	1.0%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$2,258,287	$48,858 ▼	-2.1%	9,383	1.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,093,529	$34,165 ▼	-1.6%	38,605	0.9%	Finance
GLD SPDR Gold Shares	$2,062,510	$36,122 ▼	-1.7%	5,767	0.9%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$1,865,477	$38,532 ▲	2.1%	7,843	0.8%	Finance
XLU Utilities Select Sector SPDR Fund	$1,846,572	$14,937 ▼	-0.8%	20,769	0.8%	ETF
PWR Quanta Services	$1,797,554	$55,173 ▲	3.2%	4,268	0.8%	Construction
GOOGL Alphabet	$1,793,754	$362,137 ▼	-16.8%	7,311	0.8%	Computer and Technology
META Meta Platforms	$1,792,743	$190,430 ▲	11.9%	2,523	0.8%	Computer and Technology
IYT iShares U.S. Transportation ETF	$1,778,736	$2,528 ▼	-0.1%	24,626	0.8%	ETF
XLE Energy Select Sector SPDR Fund	$1,724,587	$23,828 ▲	1.4%	19,397	0.8%	ETF
NET Cloudflare	$1,712,560	$30,984 ▲	1.8%	7,904	0.8%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$1,704,195	$5,032 ▲	0.3%	18,965	0.8%	ETF
XLV Health Care Select Sector SPDR Fund	$1,690,520	$74,439 ▲	4.6%	11,673	0.7%	ETF
AMD Advanced Micro Devices	$1,641,431	$23,877 ▼	-1.4%	9,968	0.7%	Computer and Technology
SMH VanEck Semiconductor ETF	$1,640,978	$18,854 ▲	1.2%	4,874	0.7%	Manufacturing
AMZN Amazon.com	$1,618,008	$45,878 ▼	-2.8%	7,371	0.7%	Retail/Wholesale
NLR VanEck Uranium and Nuclear ETF	$1,602,090	$64,615 ▼	-3.9%	11,331	0.7%	ETF
CEG Constellation Energy	$1,587,240	$51,120 ▲	3.3%	4,409	0.7%	Energy
PANW Palo Alto Networks	$1,580,445	$177,147 ▲	12.6%	7,628	0.7%	Computer and Technology
QTUM Defiance Quantum ETF	$1,518,666	$1,518,666 ▲	New Holding	13,781	0.7%	ETF
TJX TJX Companies	$1,507,143	$40,703 ▲	2.8%	10,664	0.7%	Retail/Wholesale
NDAQ Nasdaq	$1,488,932	$201,240 ▲	15.6%	16,995	0.7%	Finance
UBER Uber Technologies	$1,463,104	$1,463,104 ▲	New Holding	15,146	0.6%	Computer and Technology
COST Costco Wholesale	$1,427,077	$259,052 ▲	22.2%	1,559	0.6%	Retail/Wholesale
SOFI SoFi Technologies	$1,326,211	$786,151 ▼	-37.2%	52,544	0.6%	Finance
CAT Caterpillar	$1,162,405	$62,725 ▼	-5.1%	2,335	0.5%	Industrials
LMT Lockheed Martin	$1,154,806	$1,009 ▲	0.1%	2,289	0.5%	Aerospace
TDIV First Trust NASDAQ Technology Dividend Index Fund	$749,864	$48,012 ▼	-6.0%	7,528	0.3%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$634,426	$18,036 ▲	2.9%	9,251	0.3%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$585,032	$43,955 ▲	8.1%	6,828	0.3%	ETF
FXL First Trust Technology AlphaDEX Fund	$566,100		0.0%	3,332	0.3%	ETF
MAR Marriott International	$471,726	$20,870 ▲	4.6%	1,763	0.2%	Consumer Discretionary
PROSHARES TR	$443,541	$1,149 ▼	-0.3%	10,036	0.2%	NASDAQ 100 HIGH
IBM International Business Machines	$430,316	$430,316 ▲	New Holding	1,492	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$396,300	$27,288 ▼	-6.4%	1,278	0.2%	Finance
CASY Casey's General Stores	$314,951	$10,782 ▼	-3.3%	555	0.1%	Retail/Wholesale
ALCC AltC Acquisition	$311,013	$311,013 ▲	New Holding	2,442	0.1%	Energy
AVGO Broadcom	$306,225	$76,133 ▼	-19.9%	905	0.1%	Computer and Technology
HCA HCA Healthcare	$303,685	$6,014 ▲	2.0%	707	0.1%	Medical
WMT Walmart	$289,266	$3,470 ▲	1.2%	2,834	0.1%	Retail/Wholesale
WM Waste Management	$286,128	$44,172 ▲	18.3%	1,302	0.1%	Business Services
TRGP Targa Resources	$278,020	$32,947 ▲	13.4%	1,713	0.1%	Energy
SYK Stryker	$275,282	$21,119 ▲	8.3%	743	0.1%	Medical
GS The Goldman Sachs Group	$274,913	$65,568 ▼	-19.3%	348	0.1%	Finance
VGT Vanguard Information Technology ETF	$272,216	$1,512 ▼	-0.6%	360	0.1%	ETF
ORCL Oracle	$270,975	$146,504 ▼	-35.1%	947	0.1%	Computer and Technology
SYF Synchrony Financial	$266,614	$266,614 ▲	New Holding	3,743	0.1%	Finance
KMI Kinder Morgan	$264,678		0.0%	9,300	0.1%	Energy
CAH Cardinal Health	$263,509	$263,509 ▲	New Holding	1,706	0.1%	Medical
CVX Chevron	$248,751	$248,751 ▲	New Holding	1,620	0.1%	Energy
FPX First Trust US Equity Opportunities ETF	$244,257		0.0%	1,474	0.1%	ETF
GWW W.W. Grainger	$229,582		0.0%	240	0.1%	Industrials
PYLD PIMCO Multi Sector Bond Active ETF	$221,514	$167,526 ▼	-43.1%	8,284	0.1%	ETF
XOM Exxon Mobil	$216,834	$453 ▲	0.2%	1,914	0.1%	Energy
V Visa	$201,508		0.0%	576	0.1%	Business Services
NVTS Navitas Semiconductor	$113,312	$113,312 ▲	New Holding	14,490	0.1%	Computer and Technology
HUMA Humacyte	$83,939		0.0%	39,971	0.0%	Medical
FLOT iShares Floating Rate Bond ETF	$0	$9,353,474 ▼	-100.0%	0	0.0%	ETF
CARR Carrier Global	$0	$1,383,778 ▼	-100.0%	0	0.0%	Construction
AJG Arthur J. Gallagher & Co.	$0	$1,245,863 ▼	-100.0%	0	0.0%	Finance
ARCC Ares Capital	$0	$266,350 ▼	-100.0%	0	0.0%	Finance
DOV Dover	$0	$265,498 ▼	-100.0%	0	0.0%	Industrials
TMUS T-Mobile US	$0	$261,455 ▼	-100.0%	0	0.0%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$0	$260,034 ▼	-100.0%	0	0.0%	ETF
CCJ Cameco	$0	$246,323 ▼	-100.0%	0	0.0%	Basic Materials
HES Hess	$0	$233,007 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Clarus Wealth Advisors Top Holdings and 13F Report (2025)

About Clarus Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Clarus Wealth Advisors Top Holdings and 13F Report (2025)

About Clarus Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofClarus Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools