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Latest Clarus Wealth Advisors Stock Portfolio

$274Million | No. of Holdings #86

Clarus Wealth Advisors Performance

2026 Q3+3.72%
YTD-9.05%
2025+25.11%

About Clarus Wealth Advisors and 13F Hedge Fund Stock Holdings

Clarus Wealth Advisors is a hedge fund based in Peoria, AZ. On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarus Wealth Advisors reported an equity portfolio of $274.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Clarus Wealth Advisors are SPY, XLB, EDV. The fund has invested 9.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 4.9% of portfolio in SELECT SECTOR SPDR TR. <br><br> The fund managers got completely rid off ISHARES TR (IJR), ISHARES TR (AAXJ) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), NVIDIA CORPORATION (NVDA) and PACER FDS TR (AFTY). Clarus Wealth Advisors opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (IJR) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), SPDR SERIES TRUST (BIL) and VERTIV HOLDINGS CO (VRT).
Clarus Wealth Advisors Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$274Million
  as of Oct 13, 2026

Clarus Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Clarus Wealth Advisors made a return of 3.72% in the last quarter. In trailing 12 months, it's portfolio return was -2.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t3,631,250
ishares tr2,428,870
micron technology inc2,376,740
hilton worldwide hldgs inc2,133,620
space exploration techn corp1,993,300
ge vernova inc1,852,120
netflix inc.1,841,030
oneok inc new514,743
New stocks bought by Clarus Wealth Advisors

Additions

Ticker% Inc.
ishares tr677
spdr series trust88.58
spdr series trust82.75
vertiv holdings co39.41
oracle corp26.73
vaneck etf trust23.51
tesla inc20.65
qualcomm inc20.44
Additions to existing portfolio by Clarus Wealth Advisors

Reductions

Ticker% Reduced
j p morgan exchange traded f-45.3
nvidia corporation-34.76
pacer fds tr-32.3
servicenow inc-19.75
cloudflare inc-15.23
palantir technologies inc-14.79
microsoft corp-12.07
spdr series trust-9.96
Clarus Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-2,322,700
ishares tr-2,923,860
carrier global corporation-1,851,640
ishares tr-2,932,850
ast spacemobile inc-1,663,590
vaneck etf trust-1,657,910
tjx cos inc new-1,746,540
oneok inc new-562,366
Clarus Wealth Advisors got rid off the above stocks

Sector Distribution

Clarus Wealth Advisors has about 76.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others76.7
Technology10.6
Consumer Cyclical2.8
Industrials2.7
Communication Services2.4
Financial Services1.4
Healthcare1.3
Consumer Defensive1.1

Market Cap. Distribution

Clarus Wealth Advisors has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED76.7
MEGA-CAP16.8
LARGE-CAP6.5

Stocks belong to which Index?

About 19% of the stocks held by Clarus Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.4
S&P 50019
Top 5 Winners (%)%
PLTR
palantir technologies inc
53.8 %
MSFT
microsoft corp
37.2 %
NET
cloudflare inc
29.6 %
NOW
servicenow inc
27.7 %
CVX
chevron corporation
20.5 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
1.2 M
XLB
select sector spdr tr
1.2 M
MSFT
microsoft corp
1.2 M
SPY
state str spdr s&p 500 etf t
1.1 M
EDV
vanguard world fd
1.0 M
Top 5 Losers (%)%
HUMA
humacyte inc
-42.9 %
VRT
vertiv holdings co
-21.0 %
BIL
spdr series trust
-16.4 %
CAT
caterpillar inc
-15.4 %
GS
goldman sachs group inc
-12.4 %
Top 5 Losers ($)$
VRT
vertiv holdings co
-0.5 M
BIL
spdr series trust
-0.5 M
CAT
caterpillar inc
-0.3 M
XLB
select sector spdr tr
-0.3 M
BIL
spdr series trust
-0.2 M

Clarus Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clarus Wealth Advisors

Clarus Wealth Advisors has 86 stocks in it's portfolio. About 41.6% of the portfolio is in top 10 stocks. VRT proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Clarus Wealth Advisors last quarter.

$274.71MTotal Value
97.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Clarus Wealth Advisors, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clarus Wealth Advisors's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Clarus Wealth Advisors's holding in Ishares Tr over time
0.37%13,058
$1.01M
0.37%
increased 0.38 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clarus Wealth Advisors's holding in Vaneck Etf Trust over time
0.82%3,730
$2.25M
0.82%
increased 23.51 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clarus Wealth Advisors's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Clarus Wealth Advisors's holding in Pacer Fds Tr over time
1.82%91,588
$5.01M
1.82%
decreased 7.64 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Clarus Wealth Advisors's holding in Pacer Fds Tr over time
1.81%72,529
$4.97M
1.81%
decreased 32.3 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Clarus Wealth Advisors's holding in First Tr Exchange Traded Fd over time
0.44%10,439
$1.19M
0.44%
increased 0.54 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Clarus Wealth Advisors's holding in Proshares Tr over time
0.33%10,343
$902.6K
0.33%
increased 1.44 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Clarus Wealth Advisors's holding in Proshares Tr over time
0.44%24,647
$1.22M
0.44%
increased 0.83 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Clarus Wealth Advisors's holding in Invesco Exch Traded Fd Tr Ii over time
4.77%42,338
$13.10M
4.77%
increased 10.82 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Clarus Wealth Advisors's holding in J P Morgan Exchange Traded F over time
1.96%71,016
$5.39M
1.96%
decreased 45.3 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clarus Wealth Advisors's holding in Spdr Series Trust over time
3.96%118,589
$10.87M
3.96%
increased 1.65 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clarus Wealth Advisors's holding in Spdr Series Trust over time
1.81%46,446
$4.96M
1.81%
increased 88.58 percentadded