Clarus Wealth Advisors — 13F Holdings & Portfolio
CIK 1730149 · latest 13F-HR filed 2026-04-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$234.6M
Long-equity book
Holdings
88
Distinct positions
Period
2026-03-31
Filed 2026-04-08
Q/Q Activity
+15 / −13 / ↑24 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$689.4K +16.2%
- SELECT SECTOR SPDR TR$625.2K +32.8%
- CLOUDFLARE INC$336.7K +20.4%
- SELECT SECTOR SPDR TR$277.4K +15.0%
- CATERPILLAR INC$221.1K +17.3%
Top Trims
- ISHARES TR-$2.7M -52.7%
- VANGUARD WORLD FD-$1.9M -8.6%
- STATE STR SPDR S&P 500 ETF T-$1.4M -6.3%
- PALANTIR TECHNOLOGIES INC-$750.5K -25.5%
- APPLE INC-$610.8K -8.1%
New Positions
- ISHARES TR$4.0M
- ISHARES INC$2.6M
- ISHARES TR$2.2M
- CITIGROUP INC$1.7M
- ABBVIE INC$1.6M
Exited Positions
- ISHARES TR$2.5M
- ISHARES TR$2.5M
- ISHARES TR$2.2M
- ETF SER SOLUTIONS$1.7M
- UBER TECHNOLOGIES INC$1.6M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $21.2M | 9.02% | 32,099 | SH |
| 2 | VANGUARD WORLD FD | MGK | 921910816 | $20.5M | 8.73% | 54,724 | SH |
| 3 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $10.6M | 4.53% | 77,237 | SH |
| 4 | SPDR SERIES TRUST | SPYM | 78464A854 | $9.1M | 3.88% | 117,377 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $9.1M | 3.88% | 132,622 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $8.4M | 3.57% | 134,903 | SH |
| 7 | VANGUARD INDEX FDS | VUG | 922908736 | $7.6M | 3.23% | 17,041 | SH |
| 8 | PACER FDS TR | COWZ | 69374H881 | $7.0M | 2.97% | 111,862 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $6.9M | 2.96% | 27,360 | SH |
| 10 | VANGUARD BD INDEX FDS | BND | 921937835 | $5.8M | 2.49% | 79,301 | SH |
| 11 | ISHARES TR | IVE | 464287408 | $5.1M | 2.19% | 24,196 | SH |
| 12 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $5.0M | 2.11% | 99,355 | SH |
| 13 | SPDR SERIES TRUST | SPYV | 78464A508 | $4.8M | 2.03% | 83,881 | SH |
| 14 | PACER FDS TR | CALF | 69374H857 | $4.7M | 1.99% | 102,832 | SH |
| 15 | ISHARES TR | IEFA | 46432F842 | $4.0M | 1.70% | 43,512 | SH |
| 16 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $3.6M | 1.55% | 22,152 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.2M | 1.38% | 18,157 | SH |
| 18 | SPDR SERIES TRUST | SPSM | 78468R853 | $3.2M | 1.35% | 64,197 | SH |
| 19 | VANGUARD INDEX FDS | VTI | 922908769 | $3.0M | 1.28% | 9,213 | SH |
| 20 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $2.7M | 1.16% | 24,327 | SH |
| 21 | ISHARES TR | LQD | 464287242 | $2.7M | 1.15% | 24,736 | SH |
| 22 | ISHARES TR | TLH | 464288653 | $2.7M | 1.14% | 26,660 | SH |
| 23 | ISHARES INC | IEMG | 46434G103 | $2.6M | 1.12% | 37,198 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $2.6M | 1.09% | 6,885 | SH |
| 25 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $2.5M | 1.08% | 42,041 | SH |
| 26 | SPDR SERIES TRUST | MDYG | 78464A821 | $2.5M | 1.07% | 25,650 | SH |
| 27 | SPDR SERIES TRUST | XME | 78464A755 | $2.5M | 1.07% | 22,760 | SH |
| 28 | SPDR SERIES TRUST | SLYG | 78464A201 | $2.5M | 1.06% | 25,071 | SH |
| 29 | ISHARES TR | MTUM | 46432F396 | $2.4M | 1.04% | 9,801 | SH |
| 30 | SPDR SERIES TRUST | XAR | 78464A631 | $2.4M | 1.03% | 9,312 | SH |
| 31 | SPDR GOLD TR | GLD | 78463V107 | $2.4M | 1.02% | 5,564 | SH |
| 32 | ISHARES TR | IXN | 464287291 | $2.2M | 0.94% | 21,440 | SH |
| 33 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $2.2M | 0.93% | 14,598 | SH |
| 34 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $2.2M | 0.92% | 43,126 | SH |
| 35 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $2.1M | 0.90% | 45,854 | SH |
| 36 | ISHARES TR | IYT | 464287192 | $2.1M | 0.88% | 27,210 | SH |
| 37 | CLOUDFLARE INC | NET | 18915M107 | $2.0M | 0.85% | 9,176 | SH |
| 38 | ALPHABET INC | GOOGL | 02079K305 | $1.9M | 0.83% | 6,364 | SH |
| 39 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.9M | 0.82% | 17,805 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $1.9M | 0.81% | 5,474 | SH |
| 41 | AMAZON COM INC | AMZN | 023135106 | $1.9M | 0.80% | 8,831 | SH |
| 42 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.9M | 0.79% | 8,401 | SH |
| 43 | QUANTA SVCS INC | PWR | 74762E102 | $1.8M | 0.77% | 3,266 | SH |
| 44 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 0.75% | 1,734 | SH |
| 45 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $1.8M | 0.75% | 11,954 | SH |
| 46 | TJX COS INC NEW | TJX | 872540109 | $1.7M | 0.72% | 10,750 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $1.7M | 0.72% | 2,943 | SH |
| 48 | CITIGROUP INC | C | 172967424 | $1.7M | 0.72% | 14,405 | SH |
| 49 | VANECK ETF TRUST | SMH | 92189F676 | $1.7M | 0.72% | 4,198 | SH |
| 50 | NASDAQ INC | NDAQ | 631103108 | $1.6M | 0.70% | 18,936 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-08 | $234.6M | 88 | 0001730149-26-000002 |
| 2025-12-31 | 2026-01-14 | $241.3M | 86 | 0001730149-26-000001 |