StockDriftsStockDriftsTop 50 Clarus Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.06% | 31.5K | $23.5M | -1.74%(-557) | $440.25(+76.12%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.79% | 68.5K | $12.4M | -11.36%(-8.78K) | $67.31(+183.36%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 4.57% | 135.6K | $11.9M | -50.44%(-138.02K) | $56.64(+59.77%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.31% | 38.2K | $11.2M | new | $266.42(+13.14%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.94% | 116.7K | $10.2M | -0.60%(-710) | $45.64(+99.93%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.75% | 130.2K | $9.7M | -1.80%(-2.38K) | $52.51(+49.59%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.58% | 129.8K | $9.3M | -3.77%(-5.08K) | $54.39(+37.83%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.37% | 101.8K | $8.8M | -0.48%(-489) | $44.24(+101.58%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.63% | 107.1K | $6.8M | -4.23%(-4.73K) | $48.09(+45.40%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.49% | 88.8K | $6.5M | +11.92%(+9.46K) | $72.75(-0.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.56% | +8.51% | +50.43% |
| Top 20 Holdings Unweighted | +13.48% | +46.14% | +7.83% | +45.77% |
Clarus Wealth Advisors reports $259.51M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.1%), XLK (4.8%) and MGK (4.6%). The top 20 holdings account for 60.41% of reported assets. Its disclosed equity book has returned +49.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarus Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730149). View Clarus Wealth Advisors’s 13F filings on SEC