Top 50 Clarus Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.02% | 32.1K | $21.2M | -1.34%(-436) | $440.25(+64.40%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 8.73% | 54.7K | $20.5M | +1.17%(+635) | $56.70(+50.22%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 4.53% | 77.2K | $10.6M | +6.98%(+5.04K) | $71.27(+132.40%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.88% | 117.4K | $9.1M | -0.48%(-571) | $45.64(+86.64%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.88% | 132.6K | $9.1M | -2.38%(-3.23K) | $52.51(+39.53%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.57% | 134.9K | $8.4M | -0.42%(-569) | $54.39(+23.35%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.23% | 17.0K | $7.6M | +2.37%(+395) | $44.24(+90.57%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 2.97% | 111.9K | $7.0M | -1.79%(-2.04K) | $48.09(+32.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.96% | 27.4K | $6.9M | -5.35%(-1.55K) | $53.49(+431.24%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.49% | 79.3K | $5.8M | -0.43%(-345) | $72.67(+0.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.75% | +39.54% |
| Top 20 Holdings Unweighted | +11.25% | +37.69% |
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