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

About Clarus Wealth Advisors

Investment Activity

Clarus Wealth Advisors has $234.55 million in total holdings as of March 31, 2026.
Clarus Wealth Advisors owns shares of 88 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 10.65% of the portfolio was purchased this quarter.
About 9.48% of the portfolio was sold this quarter.
This quarter, Clarus Wealth Advisors has purchased 86 new stocks and bought additional shares in 42 stocks.
Clarus Wealth Advisors sold shares of 25 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $21,160,600
Vanguard Mega Cap Growth ETF: $20,472,379
Technology Select Sector SPDR Fund: $10,614,647
SPDR Portfolio S&P 500 ETF: $9,107,319
iShares Core S&P Mid-Cap ETF: $9,091,206

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF: $3,992,226 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $2,616,135 Holding
464287291 - iShares Global Tech ETF: $2,208,534 Holding
172967424 - Citigroup: $1,687,258 Holding
00287Y109 - AbbVie: $1,585,829 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 43,512 shares (about $3.99M)
iShares Core MSCI Emerging Markets ETF: 37,198 shares (about $2.62M)
iShares Global Tech ETF: 21,440 shares (about $2.21M)
Citigroup: 14,405 shares (about $1.69M)
AbbVie: 7,684 shares (about $1.59M)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF: 10,159 shares (about $2.53M)
Quanta Services: 892 shares (about $495.57K)
Apple: 1,548 shares (about $392.42K)
SPDR S&P 500 ETF Trust: 436 shares (about $287.42K)
PALANTIR TECHNOLOGIES INC: 1,837 shares (about $275.68K)

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	$21,160,600	$287,424 ▼	-1.3%	32,099	9.0%	Finance
MGK Vanguard Mega Cap Growth ETF	$20,472,379	$237,555 ▲	1.2%	54,724	8.7%	ETF
XLK Technology Select Sector SPDR Fund	$10,614,647	$692,508 ▲	7.0%	77,237	4.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$9,107,319	$44,304 ▼	-0.5%	117,377	3.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$9,091,206	$221,347 ▼	-2.4%	132,622	3.9%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$8,370,731	$35,306 ▼	-0.4%	134,903	3.6%	ETF
VUG Vanguard Growth ETF	$7,581,925	$175,744 ▲	2.4%	17,041	3.2%	ETF
COWZ Pacer US Cash Cows 100 ETF	$6,973,477	$127,236 ▼	-1.8%	111,862	3.0%	ETF
AAPL Apple	$6,935,754	$392,418 ▼	-5.4%	27,360	3.0%	Computer and Technology
BND Vanguard Total Bond Market ETF	$5,834,941	$25,385 ▼	-0.4%	79,301	2.5%	ETF
IVE iShares S&P 500 Value ETF	$5,131,022	$76,978 ▼	-1.5%	24,196	2.2%	ETF
XLF Financial Select Sector SPDR Fund	$4,955,840	$1,031,621 ▲	26.3%	99,355	2.1%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,762,778	$137,351 ▼	-2.8%	83,881	2.0%	ETF
CALF Pacer US Small Cap Cash Cows ETF	$4,673,714	$147,576 ▼	-3.1%	102,832	2.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,992,226	$3,992,226 ▲	New Holding	43,512	1.7%	ETF
XLI Industrial Select Sector SPDR Fund	$3,639,131	$29,570 ▲	0.8%	22,152	1.6%	ETF
NVDA NVIDIA	$3,233,724	$103,653 ▼	-3.1%	18,157	1.4%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,159,130	$49,013 ▼	-1.5%	64,197	1.3%	ETF
VTI Vanguard Total Stock Market ETF	$2,998,187	$52,069 ▲	1.8%	9,213	1.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$2,720,273	$137,764 ▲	5.3%	24,327	1.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,697,933	$46,463 ▲	1.8%	24,736	1.2%	Finance
TLH iShares 10-20 Year Treasury Bond ETF	$2,681,196	$34,898 ▲	1.3%	26,660	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,616,135	$2,616,135 ▲	New Holding	37,198	1.1%	ETF
MSFT Microsoft	$2,563,272	$314,964 ▲	14.0%	6,885	1.1%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$2,529,187	$92,105 ▲	3.8%	42,041	1.1%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$2,503,954	$54,179 ▼	-2.1%	25,650	1.1%	ETF
XME SPDR S&P Metals & Mining ETF	$2,499,048	$30,854 ▲	1.3%	22,760	1.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$2,484,323	$24,971 ▼	-1.0%	25,071	1.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$2,443,193	$2,532,435 ▼	-50.9%	9,801	1.0%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$2,421,728	$58,775 ▲	2.5%	9,312	1.0%	ETF
GLD SPDR Gold Shares	$2,402,591	$31,090 ▼	-1.3%	5,564	1.0%	Finance
IXN iShares Global Tech ETF	$2,208,534	$2,208,534 ▲	New Holding	21,440	0.9%	ETF
PALANTIR TECHNOLOGIES INC	$2,190,722	$275,679 ▼	-11.2%	14,598	0.9%	CL A
XLB Materials Select Sector SPDR Fund	$2,159,750	$125,751 ▲	6.2%	43,126	0.9%	ETF
XLU Utilities Select Sector SPDR Fund	$2,121,665	$130,250 ▲	6.5%	45,854	0.9%	ETF
IYT iShares U.S. Transportation ETF	$2,052,995	$139,205 ▲	7.3%	27,210	0.9%	ETF
NET Cloudflare	$1,984,677	$95,816 ▲	5.1%	9,176	0.8%	Computer and Technology
GOOGL Alphabet	$1,943,947	$51,623 ▼	-2.6%	6,364	0.8%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$1,918,818	$148,182 ▲	8.4%	17,805	0.8%	Finance
TSLA Tesla	$1,897,562	$142,126 ▲	8.1%	5,474	0.8%	Auto/Tires/Trucks
AMZN Amazon.com	$1,887,803	$261,013 ▲	16.0%	8,831	0.8%	Retail/Wholesale
AMD Advanced Micro Devices	$1,861,074	$110,100 ▲	6.3%	8,401	0.8%	Computer and Technology
PWR Quanta Services	$1,814,492	$495,569 ▼	-21.5%	3,266	0.8%	Construction
COST Costco Wholesale	$1,756,906	$92,202 ▼	-5.0%	1,734	0.7%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$1,752,134	$65,665 ▲	3.9%	11,954	0.7%	ETF
TJX TJX Companies	$1,693,985	$24,425 ▲	1.5%	10,750	0.7%	Retail/Wholesale
META Meta Platforms	$1,692,372	$32,203 ▼	-1.9%	2,943	0.7%	Computer and Technology
C Citigroup	$1,687,258	$1,687,258 ▲	New Holding	14,405	0.7%	Financial Services
SMH VanEck Semiconductor ETF	$1,678,780	$173,557 ▼	-9.4%	4,198	0.7%	Manufacturing
NDAQ Nasdaq	$1,636,070	$117,245 ▲	7.7%	18,936	0.7%	Finance
HOOD Robinhood Markets	$1,589,483	$415,184 ▲	35.4%	22,821	0.7%	Finance
ABBV AbbVie	$1,585,829	$1,585,829 ▲	New Holding	7,684	0.7%	Medical
GD General Dynamics	$1,536,576	$1,536,576 ▲	New Holding	4,410	0.7%	Aerospace
NLR VanEck Uranium and Nuclear ETF	$1,527,090	$77,622 ▼	-4.8%	11,627	0.7%	ETF
CAT Caterpillar	$1,502,379	$44,188 ▲	3.0%	2,074	0.6%	Industrials
TXRH Texas Roadhouse	$1,484,083	$1,484,083 ▲	New Holding	9,279	0.6%	Retail/Wholesale
CARR Carrier Global	$1,483,907	$1,483,907 ▲	New Holding	26,766	0.6%	Construction
LMT Lockheed Martin	$1,362,141	$628 ▲	0.0%	2,170	0.6%	Aerospace
PROSHARES TR	$980,178	$148,628 ▲	17.9%	23,194	0.4%	NASDAQ 100 HIGH
TDIV First Trust NASDAQ Technology Dividend Index Fund	$971,097	$104,937 ▲	12.1%	10,235	0.4%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$806,352	$24,202 ▲	3.1%	11,428	0.3%	ETF
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$764,266	$31,121 ▲	4.2%	8,718	0.3%	ETF
MAR Marriott International	$686,680	$57,913 ▲	9.2%	2,075	0.3%	Consumer Discretionary
V Visa	$570,912	$570,912 ▲	New Holding	1,887	0.2%	Business Services
EMR Emerson Electric	$552,832	$78,226 ▲	16.5%	4,106	0.2%	Industrials
JPM JPMorgan Chase & Co.	$545,212	$105,592 ▲	24.0%	1,833	0.2%	Finance
NEE NextEra Energy	$522,108	$522,108 ▲	New Holding	5,574	0.2%	Utilities
CASY Casey's General Stores	$468,830	$8,160 ▼	-1.7%	632	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$462,826	$138,171 ▲	42.6%	1,504	0.2%	Medical
OKE ONEOK	$459,222	$459,222 ▲	New Holding	5,067	0.2%	Energy
AVGO Broadcom	$455,869	$84,494 ▲	22.8%	1,365	0.2%	Computer and Technology
CAH Cardinal Health	$446,179	$59,150 ▲	15.3%	2,097	0.2%	Medical
WALMART INC	$440,964	$51,323 ▲	13.2%	3,600	0.2%	COM
GS The Goldman Sachs Group	$439,852	$79,502 ▲	22.1%	509	0.2%	Finance
FXL First Trust Technology AlphaDEX Fund	$434,260	$23,514 ▲	5.7%	2,641	0.2%	ETF
HCA HCA Healthcare	$415,653	$38,187 ▲	10.1%	849	0.2%	Medical
ORCL Oracle	$407,891	$138,302 ▲	51.3%	2,849	0.2%	Computer and Technology
CVX Chevron	$303,318		0.0%	1,505	0.1%	Energy
GWW W.W. Grainger	$265,956		0.0%	240	0.1%	Industrials
VGT Vanguard Information Technology ETF	$258,968		0.0%	360	0.1%	ETF
XOM ExxonMobil	$251,610	$62,943 ▼	-20.0%	1,535	0.1%	Energy
GRC Gorman-Rupp	$243,907	$243,907 ▲	New Holding	3,823	0.1%	Industrials
CCJ Cameco	$235,121	$235,121 ▲	New Holding	2,133	0.1%	Basic Materials
NTR Nutrien	$232,101	$232,101 ▲	New Holding	3,019	0.1%	Basic Materials
PSI Invesco Semiconductors ETF	$223,943		0.0%	2,250	0.1%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$217,538		0.0%	8,284	0.1%	ETF
ADM Archer Daniels Midland	$200,649	$200,649 ▲	New Holding	2,781	0.1%	Consumer Staples
HUMA Humacyte	$24,258		0.0%	39,971	0.0%	Medical
ACWI iShares MSCI ACWI ETF	$0	$2,534,706 ▼	-100.0%	0	0.0%	Manufacturing
EFA iShares MSCI EAFE ETF	$0	$2,525,197 ▼	-100.0%	0	0.0%	Finance
EEM iShares MSCI Emerging Markets ETF	$0	$2,203,571 ▼	-100.0%	0	0.0%	Finance
ETF SER SOLUTIONS	$0	$1,692,693 ▼	-100.0%	0	0.0%	DEFIANCE QUANTUM
UBER Uber Technologies	$0	$1,645,680 ▼	-100.0%	0	0.0%	Computer and Technology
SOFI SoFi Technologies	$0	$1,608,832 ▼	-100.0%	0	0.0%	Finance
PANW Palo Alto Networks	$0	$1,604,285 ▼	-100.0%	0	0.0%	Computer and Technology
CEG Constellation Energy	$0	$1,517,895 ▼	-100.0%	0	0.0%	Energy
IBM International Business Machines	$0	$409,034 ▼	-100.0%	0	0.0%	Computer and Technology
SYF Synchrony Financial	$0	$350,177 ▼	-100.0%	0	0.0%	Finance
ALCC AltC Acquisition	$0	$261,172 ▼	-100.0%	0	0.0%	Energy
DFAC Dimensional U.S. Core Equity 2 ETF	$0	$202,762 ▼	-100.0%	0	0.0%	ETF

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 (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

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 (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