Institutional Manager · CIK 0001730149
Clarus Wealth Advisors
PEORIA, AZ · File #028-18261
Latest AUM
$241.3M
Positions
86
Top-10 Concentration
51.4%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202586 pos · $241.3M
- 13F HOLDINGS REPORTQ/E Sep 202586 pos · $226.0M
- 13F HOLDINGS REPORTQ/E Jun 202587 pos · $216.2M
- 13F HOLDINGS REPORTQ/E Mar 202588 pos · $187.0M
- 13F HOLDINGS REPORTQ/E Dec 2024119 pos · $210.7M
- 13F HOLDINGS REPORTQ/E Sep 2024134 pos · $196.3M
- 13F HOLDINGS REPORTQ/E Jun 2024130 pos · $188.2M
- 13F HOLDINGS REPORTQ/E Mar 2024130 pos · $176.6M
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $164.6M
- 13F HOLDINGS REPORTQ/E Jun 2023125 pos · $158.9M
- 13F HOLDINGS REPORTQ/E Mar 2023115 pos · $152.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 32,535 | $22.6M | 10.36% |
| 2 | VANGUARD WORLD FD | 921910816 | 54,089 | $22.4M | 10.28% |
| 3 | SELECT SECTOR SPDR TR | 81369Y803 | 72,198 | $10.6M | 4.85% |
| 4 | SPDR SERIES TRUST | 78464A854 | 117,948 | $9.6M | 4.42% |
| 5 | ISHARES TR | 464287507 | 135,851 | $9.4M | 4.32% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 135,472 | $8.7M | 4.00% |
| 7 | VANGUARD INDEX FDS | 922908736 | 16,646 | $8.2M | 3.75% |
| 8 | APPLE INC | AAPL | 28,908 | $7.5M | 3.46% |
| 9 | PACER FDS TR | 69374H881 | 113,903 | $7.0M | 3.23% |
| 10 | VANGUARD BD INDEX FDS | 921937835 | 79,646 | $5.9M | 2.72% |
| 11 | ISHARES TR | 464287408 | 24,559 | $5.3M | 2.44% |
| 12 | ISHARES TR | 46432F396 | 19,960 | $5.2M | 2.37% |
| 13 | SPDR SERIES TRUST | 78464A508 | 86,300 | $5.0M | 2.30% |
| 14 | PACER FDS TR | 69374H857 | 106,079 | $4.8M | 2.22% |
| 15 | SELECT SECTOR SPDR TR | 81369Y605 | 78,673 | $4.3M | 1.96% |
| 16 | SELECT SECTOR SPDR TR | 81369Y704 | 21,972 | $3.6M | 1.65% |
| 17 | NVIDIA CORPORATION | NVDA | 18,739 | $3.5M | 1.60% |
| 18 | SPDR SERIES TRUST | 78468R853 | 65,193 | $3.2M | 1.47% |
| 19 | VANGUARD INDEX FDS | 922908769 | 9,053 | $3.1M | 1.42% |
| 20 | PALANTIR TECHNOLOGIES INC | PLTR | 16,435 | $2.9M | 1.35% |