Latest Clarus Wealth Advisors Stock Portfolio

Clarus Wealth Advisors Performance:

2025 Q4: -2.11%YTD: 14.16%2024: 5.73%

Performance for 2025 Q4 is -2.11%, and YTD is 14.16%, and 2024 is 5.73%.

About Clarus Wealth Advisors and 13F Hedge Fund Stock Holdings

Clarus Wealth Advisors is a hedge fund based in PEORIA, AZ. On 08-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $200.3 Millions. In it's latest 13F Holdings report, Clarus Wealth Advisors reported an equity portfolio of $241.3 Millions as of 31 Dec, 2025.

The top stock holdings of Clarus Wealth Advisors are SPY, EDV, XLB. The fund has invested 9.4% of it's portfolio in SPDR S&P 500 ETF TR and 9.3% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off WASTE MGMT INC DEL (WM), TARGA RES CORP (TRGP) and STRYKER CORPORATION (SYK) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE TRADED FD (CARZ), ADVANCED MICRO DEVICES INC (AMD) and NAVITAS SEMICONDUCTOR CORP (NVTS). Clarus Wealth Advisors opened new stock positions in SPDR SERIES TRUST (BIL), EMERSON ELEC CO (EMR) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ORACLE CORP (ORCL) and PROSHARES TR (ANEW).

Clarus Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Clarus Wealth Advisors made a return of -2.11% in the last quarter. In trailing 12 months, it's portfolio return was 14.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	2,559,440
spdr series trust	2,508,530
emerson elec co	515,884
unitedhealth group inc	352,296
dimensional etf trust	202,762
invesco exchange traded fd t	201,735

New stocks bought by Clarus Wealth Advisors

Additions

Ticker	% Inc.
select sector spdr tr	114
select sector spdr tr	109
select sector spdr tr	108
select sector spdr tr	107
oracle corp	98.84
proshares tr	96.06
select sector spdr tr	92.92
uber technologies inc	27.22

Additions to existing portfolio by Clarus Wealth Advisors

Reductions

Ticker	% Reduced
first tr exchange traded fd	-25.03
advanced micro devices inc	-20.71
navitas semiconductor corp	-14.2
caterpillar inc	-13.79
alphabet inc	-10.64
international business machs	-9.58
tesla inc	-8.44
chevron corp new	-7.1

Clarus Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
kinder morgan inc del	-264,678
targa res corp	-278,020
first tr exchange-traded fd	-244,257
waste mgmt inc del	-286,128
stryker corporation	-275,282
visa inc	-201,508

Clarus Wealth Advisors got rid off the above stocks

Sector Distribution

Clarus Wealth Advisors has about 78.2% of it's holdings in Others sector.

Sector	%
Others	78.2
Technology	11.1
Consumer Cyclical	2.8
Industrials	2.1
Financial Services	1.9
Communication Services	1.7

Market Cap. Distribution

Clarus Wealth Advisors has about 21.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	78.2
MEGA-CAP	11.6
LARGE-CAP	9.5

Stocks belong to which Index?

About 17.5% of the stocks held by Clarus Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.5
S&P 500	17.5

Top 5 Winners (%)		%
GOOG	alphabet inc	35.0 %
CAH	cardinal health inc	33.4 %
AMD	advanced micro devices inc	30.6 %
CAT	caterpillar inc	25.9 %
BIL	spdr series trust	22.1 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	0.8 M
GOOG	alphabet inc	0.6 M
EDV	vanguard world fd	0.6 M
BIL	spdr series trust	0.5 M
AMD	advanced micro devices inc	0.5 M

Top 5 Losers (%)		%
HUMA	humacyte inc	-47.1 %
XLB	select sector spdr tr	-44.4 %
XLB	select sector spdr tr	-41.7 %
XLB	select sector spdr tr	-40.3 %
XLB	select sector spdr tr	-39.7 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-7.6 M
XLB	select sector spdr tr	-1.5 M
XLB	select sector spdr tr	-1.4 M
XLB	select sector spdr tr	-1.3 M
XLB	select sector spdr tr	-1.2 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 46.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Clarus Wealth Advisors last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.13	28,908	7,546,560	reduced	-4.46

AAXJ	ishares tr	1.11	26,313	2,690,240	added	3.55

AAXJ	ishares tr	1.05	17,494	2,534,710	reduced	-0.5

ACIO	etf ser solutions	0.70	14,428	1,692,690	added	4.69

ACWF	ishares tr	0.33	11,085	786,362	added	19.82

AFK	vaneck etf trust	0.75	4,632	1,813,570	reduced	-4.97

AFK	vaneck etf trust	0.71	12,218	1,720,780	added	7.83

AFTY	pacer fds tr	2.92	113,903	7,047,180	added	0.19

AFTY	pacer fds tr	2.01	106,079	4,841,450	added	0.07

AIRR	first tr exchange traded fd	0.38	9,129	907,288	added	21.27

ALCC	oklo inc	0.11	2,690	261,172	added	10.16

ALTS	proshares tr	0.30	8,363	728,628	added	22.48

AMD	advanced micro devices inc	0.72	7,904	1,746,550	reduced	-20.71

AMZN	amazon com inc	0.76	7,610	1,846,190	added	3.24

ANEW	proshares tr	0.37	19,677	890,919	added	96.06

AVGO	broadcom inc	0.16	1,112	394,326	added	22.87

BBAX	j p morgan exchange traded f	3.61	135,472	8,713,560	reduced	-0.26

BIL	spdr series trust	3.99	117,948	9,626,920	reduced	-0.47

BIL	spdr series trust	2.08	86,300	5,008,870	added	0.39

BIL	spdr series trust	1.33	65,193	3,213,340	reduced	-0.35