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 | 9.33% | 32.9K | $25.6M | +4.37%(+1.38K) | $453.42(+69.04%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.86% | 67.2K | $13.4M | -1.85%(-1.26K) | $67.31(+176.27%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 4.86% | 141.4K | $13.4M | +4.30%(+5.83K) | $58.03(+56.78%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.77% | 42.3K | $13.1M | +10.82%(+4.13K) | $270.07(+9.52%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 3.96% | 118.6K | $10.9M | +1.65%(+1.92K) | $46.34(+94.70%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.6% | 134.7K | $9.9M | +3.42%(+4.46K) | $53.24(+35.95%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.47% | 103.7K | $9.5M | +1.88%(+1.92K) | $45.05(+97.15%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.38% | 93.0K | $6.5M | +4.76%(+4.23K) | $72.70(-2.89%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.23% | 111.7K | $6.1M | +2.64%(+2.87K) | $43.62(+26.24%) | 2026-09-30 | |
| IVE | ISHARES TR | 2.13% | 25.1K | $5.9M | +2.25%(+553) | $148.25(+58.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.39% | +45.79% | +7.61% | +44.27% |
| Top 20 Holdings Unweighted | +12.67% | +43.02% | +7.03% | +40.48% |
Clarus Wealth Advisors reports $274.71M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.3%), XLK (4.9%) and MGK (4.9%). The top 20 holdings account for 59.16% of reported assets. Its disclosed equity book has returned +45.79% on a three-year cumulative basis. Figures reflect the Q3 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