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Clarus Wealth Advisors

Portfolio Manager
Clarus Wealth Advisors
Performance
-4.68% (2026 Q1)
AUM (13F)
$234.55M
# of Holdings
88
Performance Rank
Allocation (Top 20)
62%

Clarus Wealth Advisors Holdings Map

Top 50 Clarus Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
9.02%32.1K$21.2M
-1.34%(-436)
2025-Q1: 32.2K shares2025-Q2: 32.9K shares2025-Q3: 33.1K shares2025-Q4: 32.5K shares2026-Q1: 32.1K shares
$440.25(+64.40%)
2026-03-31
MGK
VANGUARD WORLD FD
8.73%54.7K$20.5M
+1.17%(+635)
2025-Q1: 32.5K shares2025-Q2: 55.0K shares2025-Q3: 54.8K shares2025-Q4: 54.1K shares2026-Q1: 54.7K shares
$56.70(+50.22%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
4.53%77.2K$10.6M
+6.98%(+5.04K)
2025-Q1: 37.2K shares2025-Q2: 37.5K shares2025-Q3: 37.4K shares2025-Q4: 72.2K shares2026-Q1: 77.2K shares
$71.27(+132.40%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.88%117.4K$9.1M
-0.48%(-571)
2025-Q1: 116.4K shares2025-Q2: 118.1K shares2025-Q3: 118.5K shares2025-Q4: 117.9K shares2026-Q1: 117.4K shares
$45.64(+86.64%)
2026-03-31
IJH
ISHARES TR
3.88%132.6K$9.1M
-2.38%(-3.23K)
2025-Q1: 125.2K shares2025-Q2: 130.7K shares2025-Q3: 134.3K shares2025-Q4: 135.9K shares2026-Q1: 132.6K shares
$52.51(+39.53%)
2026-03-31
JQUA
J P MORGAN EXCHANGE TRADED F
3.57%134.9K$8.4M
-0.42%(-569)
2025-Q1: 136.7K shares2025-Q2: 138.3K shares2025-Q3: 135.8K shares2025-Q4: 135.5K shares2026-Q1: 134.9K shares
$54.39(+23.35%)
2026-03-31
VUG
VANGUARD INDEX FDS
3.23%17.0K$7.6M
+2.37%(+395)
2025-Q1: 17.4K shares2025-Q2: 17.1K shares2025-Q3: 16.7K shares2025-Q4: 16.6K shares2026-Q1: 17.0K shares
$44.24(+90.57%)
2026-03-31
COWZ
PACER FDS TR
2.97%111.9K$7.0M
-1.79%(-2.04K)
2025-Q1: 158.5K shares2025-Q2: 117.9K shares2025-Q3: 113.7K shares2025-Q4: 113.9K shares2026-Q1: 111.9K shares
$48.09(+32.38%)
2026-03-31
AAPL
APPLE INC
2.96%27.4K$6.9M
-5.35%(-1.55K)
2025-Q1: 38.9K shares2025-Q2: 31.9K shares2025-Q3: 30.3K shares2025-Q4: 28.9K shares2026-Q1: 27.4K shares
$53.49(+431.24%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.49%79.3K$5.8M
-0.43%(-345)
2025-Q1: 180.2K shares2025-Q2: 69.7K shares2025-Q3: 75.8K shares2025-Q4: 79.6K shares2026-Q1: 79.3K shares
$72.67(+0.79%)
2026-03-31

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