Latest Clarus Wealth Advisors Stock Portfolio

Clarus Wealth Advisors Performance:

2026 Q1: -3.92%YTD: -3.92%2025: 25.11%

Performance for 2026 Q1 is -3.92%, and YTD is -3.92%, and 2025 is 25.11%.

About Clarus Wealth Advisors and 13F Hedge Fund Stock Holdings

Clarus Wealth Advisors is a hedge fund based in Peoria, AZ. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clarus Wealth Advisors reported an equity portfolio of $234.6 Millions as of 31 Mar, 2026.

The top stock holdings of Clarus Wealth Advisors are SPY, EDV, XLB. The fund has invested 9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 8.7% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES TR (IJR) and ETF SER SOLUTIONS (ACIO) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), QUANTA SVCS INC (PWR) and EXXON MOBIL CORP (XOM). Clarus Wealth Advisors opened new stock positions in ISHARES TR (IBCE), ISHARES INC (EMGF) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), UNITEDHEALTH GROUP INC (UNH) and ROBINHOOD MKTS INC (HOOD).

Clarus Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Clarus Wealth Advisors made a return of -3.92% in the last quarter. In trailing 12 months, it's portfolio return was 27.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,992,230
ishares inc	2,616,140
ishares tr	2,208,530
citigroup inc	1,687,260
abbvie inc	1,585,830
general dynamics corp	1,536,580
texas roadhouse inc	1,484,080
carrier global corporation	1,483,910

New stocks bought by Clarus Wealth Advisors

Additions

Ticker	% Inc.
oracle corp	51.3
unitedhealth group inc	42.56
robinhood mkts inc	35.36
select sector spdr tr	26.29
jpmorgan chase & co	24.02
broadcom inc	22.75
goldman sachs group inc	22.06
proshares tr	17.87

Additions to existing portfolio by Clarus Wealth Advisors

Reductions

Ticker	% Reduced
ishares tr	-50.9
quanta svcs inc	-21.45
exxon mobil corp	-20.01
palantir technologies inc	-11.18
vaneck etf trust	-9.37
apple inc	-5.35
costco wholesale corporation	-4.99
vaneck etf trust	-4.84

Clarus Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
sofi technologies inc	-1,608,830
ishares tr	-2,203,570
ishares tr	-2,525,200
uber technologies inc	-1,645,680
ishares tr	-2,534,710
etf ser solutions	-1,692,690
navitas semiconductor corp	-117,545
palo alto networks inc	-1,604,280

Clarus Wealth Advisors got rid off the above stocks

Sector Distribution

Clarus Wealth Advisors has about 77.2% of it's holdings in Others sector.

Sector	%
Others	77.2
Technology	9
Industrials	3.7
Consumer Cyclical	3.5
Financial Services	2.1
Communication Services	1.6
Healthcare	1.3

Market Cap. Distribution

Clarus Wealth Advisors has about 22.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.2
MEGA-CAP	14.8
LARGE-CAP	7.9

Stocks belong to which Index?

About 19.4% of the stocks held by Clarus Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.5
S&P 500	19.4

Top 5 Winners (%)		%
XLB	select sector spdr tr	27.4 %
XOM	exxon mobil corp	26.6 %
CVX	chevron corporation	23.0 %
CASY	caseys gen stores inc	22.5 %
PWR	quanta svcs inc	22.4 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.5 M
PWR	quanta svcs inc	0.4 M
NET	cloudflare inc	0.2 M
CAT	caterpillar inc	0.2 M
XLB	select sector spdr tr	0.2 M

Top 5 Losers (%)		%
HUMA	humacyte inc	-45.3 %
HOOD	robinhood mkts inc	-38.7 %
ORCL	oracle corp	-25.5 %
TSLA	tesla inc	-21.8 %
MSFT	microsoft corp	-19.9 %

Top 5 Losers ($)		$
EDV	vanguard world fd	-2.2 M
SPY	state str spdr s&p 500 etf t	-1.1 M
HOOD	robinhood mkts inc	-1.0 M
VB	vanguard index fds	-0.8 M
XLB	select sector spdr tr	-0.7 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 88 stocks in it's portfolio. About 45.3% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Clarus Wealth Advisors last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.96	27,360	6,935,750	reduced	-5.35

AAXJ	ishares tr	1.14	26,660	2,681,200	added	1.32

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.68	7,684	1,585,830	new

ACIO	etf ser solutions	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.34	11,428	806,352	added	3.09

ADM	archer daniels midland co	0.09	2,781	200,649	new

AFK	vaneck etf trust	0.72	4,198	1,678,780	reduced	-9.37

AFK	vaneck etf trust	0.65	11,627	1,527,090	reduced	-4.84

AFTY	pacer fds tr	2.97	111,862	6,973,480	reduced	-1.79

AFTY	pacer fds tr	1.99	102,832	4,673,710	reduced	-3.06

AIRR	first tr exchange traded fd	0.41	10,235	971,097	added	12.12

ALCC	oklo inc	0.00	0.00	0.00	sold off	-100

ALTS	proshares tr	0.33	8,718	764,266	added	4.24

AMD	advanced micro devices inc	0.79	8,401	1,861,070	added	6.29

AMZN	amazon com inc	0.80	8,831	1,887,800	added	16.04

ANEW	proshares tr	0.42	23,194	980,178	added	17.87

AVGO	broadcom inc	0.19	1,365	455,869	added	22.75

BBAX	j p morgan exchange traded f	3.57	134,903	8,370,730	reduced	-0.42

BIL	spdr series trust	3.88	117,377	9,107,320	reduced	-0.48