Clarus Wealth Advisors Top Holdings and 13F Report (2025) About Clarus Wealth AdvisorsInvestment ActivityClarus Wealth Advisors has $216.22 million in total holdings as of June 30, 2025.Clarus Wealth Advisors owns shares of 87 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 12.42% of the portfolio was purchased this quarter.About 10.88% of the portfolio was sold this quarter.This quarter, Clarus Wealth Advisors has purchased 88 new stocks and bought additional shares in 42 stocks.Clarus Wealth Advisors sold shares of 31 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,389,624Vanguard Mega Cap Growth ETF $20,135,841Technology Select Sector SPDR Fund $9,621,831iShares Floating Rate Bond ETF $9,353,474SPDR Portfolio S&P 500 ETF $8,617,749 Largest New Holdings this Quarter 78464A755 - SPDR S&P Metals & Mining ETF $1,730,459 Holding81369Y886 - Utilities Select Sector SPDR Fund $1,698,828 Holding007903107 - Advanced Micro Devices $1,393,774 Holding92189F601 - VanEck Uranium and Nuclear ETF $1,252,475 Holding74347G234 - PROSHARES TR $410,127 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 22,458 shares (about $8.22M)iShares MSCI USA Momentum Factor ETF 9,050 shares (about $2.14M)SPDR S&P Metals & Mining ETF 25,218 shares (about $1.73M)Utilities Select Sector SPDR Fund 20,937 shares (about $1.70M)Advanced Micro Devices 10,113 shares (about $1.39M) Largest Sales this Quarter Vanguard Total Bond Market ETF 110,491 shares (about $8.04M)Pacer US Cash Cows 100 ETF 40,575 shares (about $2.30M)Apple 7,031 shares (about $1.48M)Marriott International 2,512 shares (about $703.26K)NVIDIA 3,593 shares (about $574.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarus Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$20,389,624$401,366 ▲2.0%32,8689.4%FinanceMGKVanguard Mega Cap Growth ETF$20,135,841$8,223,658 ▲69.0%54,9899.3%ETFXLKTechnology Select Sector SPDR Fund$9,621,831$90,726 ▲1.0%37,5434.4%ETFFLOTiShares Floating Rate Bond ETF$9,353,474$107,459 ▼-1.1%183,8344.3%ETFSPLGSPDR Portfolio S&P 500 ETF$8,617,749$122,152 ▲1.4%118,1004.0%ETFJQUAJPMorgan U.S. Quality Factor ETF$8,356,555$95,858 ▲1.2%138,2623.9%ETFIJHiShares Core S&P Mid-Cap ETF$8,289,363$348,946 ▲4.4%130,7263.8%ETFVUGVanguard Growth ETF$7,506,577$118,783 ▼-1.6%17,1263.5%ETFAAPLApple$6,696,966$1,476,571 ▼-18.1%31,8893.1%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$6,680,316$2,299,385 ▼-25.6%117,8813.1%ETFBNDVanguard Total Bond Market ETF$5,076,092$8,043,692 ▼-61.3%69,7272.3%ETFIVEiShares S&P 500 Value ETF$4,676,183$241,307 ▲5.4%23,7002.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,666,674$92,170 ▲2.0%88,2502.2%ETFCALFPacer US Small Cap Cash Cows ETF$4,456,865$181,937 ▲4.3%107,8102.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$4,442,520$2,139,692 ▲92.9%18,7902.1%ETFXLFFinancial Select Sector SPDR Fund$3,765,503$1,020,500 ▲37.2%72,1221.7%ETFNVDANVIDIA$3,191,440$574,866 ▼-15.3%19,9471.5%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$3,125,911$243,535 ▼-7.2%20,9991.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,817,956$181,969 ▲6.9%64,4991.3%ETFVTIVanguard Total Stock Market ETF$2,744,720$881,293 ▲47.3%8,9821.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,397,372$256,776 ▲12.0%24,1161.1%ETFMSFTMicrosoft$2,395,273$227,459 ▲10.5%4,8231.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,392,026$62,482 ▲2.7%22,1281.1%FinancePALANTIR TECHNOLOGIES INC$2,383,173$93,187 ▲4.1%17,0581.1%CL AXLCCommunication Services Select Sector SPDR Fund$2,309,785$532,518 ▼-18.7%21,6311.1%ETFACWIiShares MSCI ACWI ETF$2,240,063$40,984 ▲1.9%17,3811.0%ManufacturingEFAiShares MSCI EAFE ETF$2,197,688$25,154 ▲1.2%24,6381.0%FinanceXARSPDR S&P Aerospace & Defense ETF$1,995,625$76,194 ▼-3.7%9,5860.9%ETFEEMiShares MSCI Emerging Markets ETF$1,897,779$26,942 ▲1.4%39,2350.9%FinanceHOODRobinhood Markets$1,816,638$162,187 ▼-8.2%19,9040.8%FinanceGLDSPDR Gold Shares$1,784,811$164,551 ▼-8.4%5,8680.8%FinanceIYTiShares U.S. Transportation ETF$1,752,164$179,685 ▲11.4%24,6610.8%ETFXMESPDR S&P Metals & Mining ETF$1,730,459$1,730,459 ▲New Holding25,2180.8%ETFXLBMaterials Select Sector SPDR Fund$1,725,068$187,569 ▲12.2%18,9090.8%ETFXLUUtilities Select Sector SPDR Fund$1,698,828$1,698,828 ▲New Holding20,9370.8%ETFXLEEnergy Select Sector SPDR Fund$1,693,108$291,463 ▲20.8%19,1290.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,671,792$282,513 ▼-14.5%7,6810.8%FinanceSOFISoFi Technologies$1,669,635$254,482 ▲18.0%83,6910.8%FinanceAMZNAmazon.com$1,662,749$462,192 ▲38.5%7,5800.8%Retail/WholesaleMETAMeta Platforms$1,625,111$192,419 ▲13.4%2,2550.8%Computer and TechnologyTSLATesla$1,624,256$232,292 ▲16.7%5,4540.8%Auto/Tires/TrucksPWRQuanta Services$1,561,966$17,745 ▲1.1%4,1370.7%ConstructionGOOGLAlphabet$1,532,101$516,105 ▲50.8%8,7870.7%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,506,164$96,641 ▲6.9%11,1590.7%ETFNETCloudflare$1,496,398$63,627 ▲4.4%7,7610.7%Computer and TechnologyAMDAdvanced Micro Devices$1,393,774$1,393,774 ▲New Holding10,1130.6%Computer and TechnologyCARRCarrier Global$1,383,778$321,995 ▲30.3%18,4750.6%ConstructionPANWPalo Alto Networks$1,381,624$248,868 ▲22.0%6,7730.6%Computer and TechnologySMHVanEck Semiconductor ETF$1,365,807$175,474 ▲14.7%4,8180.6%ManufacturingCEGConstellation Energy$1,334,888$10,949 ▲0.8%4,2670.6%EnergyNDAQNasdaq$1,302,096$217,577 ▲20.1%14,6980.6%FinanceTJXTJX Companies$1,299,698$325,426 ▲33.4%10,3760.6%Retail/WholesaleCOSTCostco Wholesale$1,257,932$215,899 ▲20.7%1,2760.6%Retail/WholesaleNLRVanEck Uranium and Nuclear ETF$1,252,475$1,252,475 ▲New Holding11,7880.6%ETFAJGArthur J. Gallagher & Co.$1,245,863$411,941 ▲49.4%3,9710.6%FinanceLMTLockheed Martin$1,059,068$463 ▲0.0%2,2870.5%AerospaceCATCaterpillar$970,288$39,427 ▼-3.9%2,4610.4%IndustrialsTDIVFirst Trust NASDAQ Technology Dividend Index Fund$736,520$92,042 ▼-11.1%8,0100.3%ManufacturingDGROiShares Core Dividend Growth ETF$581,696$49,769 ▼-7.9%8,9880.3%ETFFXLFirst Trust Technology AlphaDEX Fund$532,3890.0%3,3320.2%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$525,432$43,932 ▼-7.7%6,3150.2%ETFMARMarriott International$471,733$703,260 ▼-59.9%1,6850.2%Consumer DiscretionaryPROSHARES TR$410,127$410,127 ▲New Holding10,0620.2%NASDAQ 100 HIGHJPMJPMorgan Chase & Co.$386,352$33,657 ▼-8.0%1,3660.2%FinancePYLDPIMCO Multi Sector Bond Active ETF$382,784$4,131 ▲1.1%14,5490.2%ETFORCLOracle$342,136$104,118 ▼-23.3%1,4590.2%Computer and TechnologyAVGOBroadcom$307,134$432,162 ▼-58.5%1,1300.1%Computer and TechnologyGSThe Goldman Sachs Group$300,528$34,167 ▼-10.2%4310.1%FinanceCASYCasey's General Stores$294,060$34,324 ▼-10.5%5740.1%Retail/WholesaleWMTWalmart$271,852$29,127 ▼-9.7%2,8000.1%Retail/WholesaleSYKStryker$267,197$26,097 ▼-8.9%6860.1%MedicalARCCAres Capital$266,350$17,645 ▼-6.2%11,8800.1%FinanceDOVDover$265,498$22,800 ▼-7.9%1,4090.1%IndustrialsTRGPTarga Resources$263,344$263,344 ▲New Holding1,5100.1%EnergyHCAHCA Healthcare$261,677$24,544 ▼-8.6%6930.1%MedicalKMIKinder Morgan$261,6090.0%9,3000.1%EnergyTMUST-Mobile US$261,455$261,455 ▲New Holding1,1080.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$260,034$6,446 ▼-2.4%1,4120.1%ETFGWWW.W. Grainger$248,7890.0%2400.1%IndustrialsWMWaste Management$247,582$18,664 ▼-7.0%1,1010.1%Business ServicesCCJCameco$246,323$246,323 ▲New Holding3,4240.1%Basic MaterialsVGTVanguard Information Technology ETF$243,057$73,186 ▼-23.1%3620.1%ETFHESHess$233,0070.0%1,5510.1%EnergyXOMExxon Mobil$218,065$571 ▲0.3%1,9100.1%EnergyFPXFirst Trust US Equity Opportunities ETF$211,106$211,106 ▲New Holding1,4740.1%ETFVVisa$204,221$204,221 ▲New Holding5760.1%Business ServicesHUMAHumacyte$102,725$3,030 ▼-2.9%39,9710.0%MedicalHDViShares Core High Dividend ETF$0$1,723,336 ▼-100.0%00.0%ETFXHBSPDR S&P Homebuilders ETF$0$1,347,904 ▼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$1,284,882 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$898,422 ▼-100.0%00.0%MedicalIGViShares Expanded Tech-Software Sector ETF$0$862,594 ▼-100.0%00.0%ETFDVYiShares Select Dividend ETF$0$406,959 ▼-100.0%00.0%ETFTSCOTractor Supply$0$341,857 ▼-100.0%00.0%Retail/WholesaleDDominion Energy$0$257,436 ▼-100.0%00.0%UtilitiesMWAMueller Water Products$0$251,209 ▼-100.0%00.0%IndustrialsOKEONEOK$0$237,357 ▼-100.0%00.0%EnergyPLUGPlug Power$0$45,016 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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