Clarus Wealth Advisors

CIK 0001730149 · PEORIA, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

Clarus Wealth Advisors reported 86 positions worth $259.5M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: SPY (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.5M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.5%
Est. Net Flow (Q)
2026 Q2
10 / 86 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$23.5M9.06%31,542
2XLKSELECT SECTOR SPDR TRSH$12.4M4.79%68,461
3MGKVANGUARD WORLD FDSH$11.9M4.57%135,598
4QQQMINVESCO EXCH TRADED FD TR IISH$11.2M4.31%38,204
5SPYMSPDR SERIES TRUSTSH$10.2M3.94%116,667
6IJHISHARES TRSH$9.7M3.75%130,237
7JQUAJ P MORGAN EXCHANGE TRADED FSH$9.3M3.58%129,822
8VUGVANGUARD INDEX FDSSH$8.8M3.37%101,757
9COWZPACER FDS TRSH$6.8M2.63%107,133
10BNDVANGUARD BD INDEX FDSSH$6.5M2.49%88,757

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Clarus Wealth Advisors hold as of Q2 2026?

Clarus Wealth Advisors reported 86 positions worth $259.5M in its Q2 2026 13F filing. Largest positions: SPY (9.1%), XLK (4.8%), MGK (4.6%), QQQM (4.3%) and SPYM (3.9%).

What did Clarus Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Clarus Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.