Clarus Wealth Advisors Top Holdings and 13F Report (2026)

About Clarus Wealth Advisors

Investment Activity

Clarus Wealth Advisors has $259.51 million in total holdings as of June 30, 2026.
Clarus Wealth Advisors owns shares of 86 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 15.81% of the portfolio was purchased this quarter.
About 7.41% 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 33 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $23,511,098
Technology Select Sector SPDR Fund: $12,418,780
Vanguard Mega Cap Growth ETF: $11,860,719
Invesco NASDAQ 100 ETF: $11,188,805
SPDR Portfolio S&P 500 ETF: $10,234,020

Largest New Holdings this Quarter

46138G649 - Invesco NASDAQ 100 ETF: $11,188,805 Holding
81762P102 - ServiceNow: $2,038,335 Holding
92537N108 - Vertiv: $1,839,484 Holding
00217D100 - AST SpaceMobile: $1,663,590 Holding
747525103 - Qualcomm: $491,959 Holding

Largest Purchases this Quarter

Invesco NASDAQ 100 ETF: 38,204 shares (about $11.19M)
Vanguard Growth ETF: 84,716 shares (about $7.28M)
Vanguard Mega Cap Growth ETF: 80,874 shares (about $7.07M)
ServiceNow: 18,912 shares (about $2.04M)
Vertiv: 5,788 shares (about $1.84M)

Largest Sales this Quarter

Apple: 9,892 shares (about $3.10M)
Advanced Micro Devices: 4,646 shares (about $2.40M)
Technology Select Sector SPDR Fund: 8,776 shares (about $1.59M)
VanEck Semiconductor ETF: 1,178 shares (about $698.55K)
Lockheed Martin: 1,208 shares (about $637.78K)

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	$23,511,098	$415,182 â–¼	-1.7%	31,542	9.1%	Finance
XLK Technology Select Sector SPDR Fund	$12,418,780	$1,591,961 â–¼	-11.4%	68,461	4.8%	ETF
MGK Vanguard Mega Cap Growth ETF	$11,860,719	$7,074,026 â–²	147.8%	135,598	4.6%	ETF
QQQM Invesco NASDAQ 100 ETF	$11,188,805	$11,188,805 â–²	New Holding	38,204	4.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$10,234,020	$62,281 â–¼	-0.6%	116,667	3.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,732,628	$178,231 â–¼	-1.8%	130,237	3.8%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$9,295,255	$363,800 â–¼	-3.8%	129,822	3.6%	ETF
VUG Vanguard Growth ETF	$8,750,043	$7,284,694 â–²	497.1%	101,757	3.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$6,815,801	$300,859 â–¼	-4.2%	107,133	2.6%	ETF
BND Vanguard Total Bond Market ETF	$6,452,649	$687,453 â–²	11.9%	88,757	2.5%	ETF
XLF Financial Select Sector SPDR Fund	$5,982,014	$520,457 â–²	9.5%	108,823	2.3%	ETF
IVE iShares S&P 500 Value ETF	$5,627,096	$88,585 â–²	1.6%	24,583	2.2%	ETF
AAPL Apple	$5,474,202	$3,100,000 â–¼	-36.2%	17,468	2.1%	Computer and Technology
CALF Pacer US Small Cap Cash Cows ETF	$5,081,899	$188,241 â–¼	-3.6%	99,159	2.0%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,905,790	$235,293 â–¼	-4.6%	80,042	1.9%	ETF
XLI Industrial Select Sector SPDR Fund	$4,366,705	$370,041 â–²	9.3%	24,203	1.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,321,430	$130,789 â–²	3.1%	44,870	1.7%	ETF
NVDA NVIDIA	$3,680,036	$26,127 â–¼	-0.7%	18,029	1.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,589,333	$196,646 â–²	5.8%	9,747	1.4%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,438,865	$147,832 â–¼	-4.1%	61,551	1.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$3,195,274	$532,418 â–²	20.0%	29,191	1.2%	ETF
MSFT Microsoft	$3,100,128	$460,783 â–²	17.5%	8,087	1.2%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,932,853	$269,501 â–²	10.1%	27,239	1.1%	Finance
TLH iShares 10-20 Year Treasury Bond ETF	$2,923,856	$300,778 â–²	11.5%	29,717	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,915,131	$71,869 â–¼	-2.4%	36,303	1.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$2,765,053	$125,679 â–¼	-4.3%	23,981	1.1%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$2,753,982	$204,009 â–²	8.0%	10,057	1.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$2,683,467	$402,378 â–¼	-13.0%	8,523	1.0%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$2,650,081	$109,860 â–¼	-4.0%	24,629	1.0%	ETF
IYT iShares U.S. Transportation ETF	$2,605,926	$249,812 â–²	10.6%	30,095	1.0%	ETF
XLE Energy Select Sector SPDR Fund	$2,528,966	$191,486 â–²	8.2%	45,485	1.0%	ETF
NET Cloudflare	$2,478,918	$29,801 â–¼	-1.2%	9,067	1.0%	Computer and Technology
XME SPDR S&P Metals & Mining ETF	$2,459,914	$139,760 â–²	6.0%	24,131	0.9%	ETF
GLD SPDR Gold Shares	$2,430,181	$346,741 â–²	16.6%	6,490	0.9%	Finance
IXN iShares Global Tech ETF	$2,417,594	$532,336 â–¼	-18.0%	17,571	0.9%	ETF
XLB Materials Select Sector SPDR Fund	$2,403,617	$240,417 â–²	11.1%	47,919	0.9%	ETF
HOOD Robinhood Markets	$2,381,292	$209,576 â–¼	-8.1%	20,975	0.9%	Finance
TSLA Tesla	$2,367,907	$210,822 â–²	9.8%	6,009	0.9%	Auto/Tires/Trucks
XLU Utilities Select Sector SPDR Fund	$2,322,704	$242,767 â–²	11.7%	51,206	0.9%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,303,665	$250,774 â–²	12.2%	19,980	0.9%	Finance
ABBV AbbVie	$2,300,288	$358,148 â–²	18.4%	9,101	0.9%	Medical
GOOGL Alphabet	$2,291,677	$11,581 â–¼	-0.5%	6,332	0.9%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$2,258,053	$327,906 â–²	17.0%	17,078	0.9%	CL A
XLV Health Care Select Sector SPDR Fund	$2,161,065	$220,894 â–²	11.4%	13,315	0.8%	ETF
AMZN Amazon.com	$2,083,438	$67,970 â–¼	-3.2%	8,552	0.8%	Retail/Wholesale
PWR Quanta Services	$2,042,301	$133,932 â–¼	-6.2%	3,065	0.8%	Construction
NOW ServiceNow	$2,038,335	$2,038,335 â–²	New Holding	18,912	0.8%	Computer and Technology
META Meta Platforms	$1,951,093	$176,111 â–²	9.9%	3,235	0.8%	Computer and Technology
AMD Advanced Micro Devices	$1,942,856	$2,403,864 â–¼	-55.3%	3,755	0.7%	Computer and Technology
C Citigroup	$1,903,951	$75,152 â–¼	-3.8%	13,858	0.7%	Financial Services
CAT Caterpillar	$1,871,367	$94,801 â–¼	-4.8%	1,974	0.7%	Industrials
CARR Carrier Global	$1,851,635	$65,272 â–²	3.7%	27,744	0.7%	Construction
COST Costco Wholesale	$1,840,494	$187,767 â–²	11.4%	1,931	0.7%	Retail/Wholesale
VRT Vertiv	$1,839,484	$1,839,484 â–²	New Holding	5,788	0.7%	Computer and Technology
SMH VanEck Semiconductor ETF	$1,790,860	$698,554 â–¼	-28.1%	3,020	0.7%	Manufacturing
TJX TJX Companies	$1,746,542	$104,050 â–²	6.3%	11,431	0.7%	Retail/Wholesale
ASTS AST SpaceMobile	$1,663,590	$1,663,590 â–²	New Holding	22,196	0.6%	Computer and Technology
NLR VanEck Uranium and Nuclear ETF	$1,657,907	$366,264 â–²	28.4%	14,924	0.6%	ETF
PROSHARES TR	$1,189,641	$60,789 â–²	5.4%	24,443	0.5%	NASDAQ 100 HIGH
TDIV First Trust NASDAQ Technology Dividend Index Fund	$1,172,864	$16,718 â–²	1.4%	10,383	0.5%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$999,473	$121,467 â–²	13.8%	13,009	0.4%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$924,531	$134,019 â–²	17.0%	10,196	0.4%	ETF
V Visa	$730,856	$75,067 â–²	11.4%	2,103	0.3%	Business Services
NEE NextEra Energy	$608,191	$120,834 â–²	24.8%	6,956	0.2%	Utilities
JPM JPMorgan Chase & Co.	$565,117	$41,003 â–¼	-6.8%	1,709	0.2%	Finance
OKE ONEOK	$562,366	$100,458 â–²	21.7%	6,169	0.2%	Energy
CAH Cardinal Health	$559,437	$62,133 â–²	12.5%	2,359	0.2%	Medical
UNH UnitedHealth Group	$557,536	$82,566 â–¼	-12.9%	1,310	0.2%	Medical
AVGO Broadcom	$552,717	$22,155 â–²	4.2%	1,422	0.2%	Computer and Technology
CASY Casey's General Stores	$533,682	$843 â–²	0.2%	633	0.2%	Retail/Wholesale
FXL First Trust Technology AlphaDEX Fund	$513,252	$26,357 â–¼	-4.9%	2,512	0.2%	ETF
LMT Lockheed Martin	$507,898	$637,776 â–¼	-55.7%	962	0.2%	Aerospace
WALMART INC	$504,426	$97,266 â–²	23.9%	4,460	0.2%	COM
MAR Marriott International	$502,179	$267,977 â–¼	-34.8%	1,353	0.2%	Consumer Discretionary
QCOM Qualcomm	$491,959	$491,959 â–²	New Holding	2,637	0.2%	Computer and Technology
GS The Goldman Sachs Group	$489,079	$35,008 â–¼	-6.7%	475	0.2%	Finance
EMR Emerson Electric	$484,640	$75,746 â–¼	-13.5%	3,551	0.2%	Industrials
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$471,022	$471,022 â–²	New Holding	7,923	0.2%	ETF
ORCL Oracle	$413,041	$12,785 â–²	3.2%	2,940	0.2%	Computer and Technology
PSI Invesco Semiconductors ETF	$340,493		0.0%	2,250	0.1%	ETF
VGT Vanguard Information Technology ETF	$333,072	$291,496 â–²	701.1%	2,884	0.1%	ETF
CVX Chevron	$264,835		0.0%	1,505	0.1%	Energy
INTC Intel	$220,700	$220,700 â–²	New Holding	2,002	0.1%	Computer and Technology
NTR Nutrien	$201,482	$67 â–¼	0.0%	3,018	0.1%	Basic Materials
FLOT iShares Floating Rate Bond ETF	$201,253	$201,253 â–²	New Holding	3,950	0.1%	ETF
HUMA Humacyte	$29,307		0.0%	39,971	0.0%	Medical
NDAQ Nasdaq	$0	$1,636,070 â–¼	-100.0%	0	0.0%	Finance
GD General Dynamics	$0	$1,536,576 â–¼	-100.0%	0	0.0%	Aerospace
TXRH Texas Roadhouse	$0	$1,484,083 â–¼	-100.0%	0	0.0%	Retail/Wholesale
HCA HCA Healthcare	$0	$415,653 â–¼	-100.0%	0	0.0%	Medical
GWW W.W. Grainger	$0	$265,956 â–¼	-100.0%	0	0.0%	Industrials
XOM ExxonMobil	$0	$251,610 â–¼	-100.0%	0	0.0%	Energy
GRC Gorman-Rupp	$0	$243,907 â–¼	-100.0%	0	0.0%	Industrials
CCJ Cameco	$0	$235,121 â–¼	-100.0%	0	0.0%	Basic Materials
PYLD PIMCO Multi Sector Bond Active ETF	$0	$217,538 â–¼	-100.0%	0	0.0%	ETF
ADM Archer Daniels Midland	$0	$200,649 â–¼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Clarus Wealth Advisors Top Holdings and 13F Report (2026)

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

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Advanced Stock Screeners and Research Tools

About MarketBeat

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Clarus Wealth Advisors Top Holdings and 13F Report (2026)

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