Clarus Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Clarus Wealth Advisors disclosed 86 stock positions valued at approximately $259.51M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, SELECT SECTOR SPDR TR, and VANGUARD WORLD FD.
- Report Period
- June 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $259.51M
Holdings by Sector
Clarus Wealth Advisors Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 9.06% | 31,542 | -557 | -1.74% | $23,511,098 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.79% | 68,461 | -8,776 | -11.36% | $12,418,780 |
| VANGUARD WORLD FD | MGK | Other | 4.57% | 135,598 | +80,874 | +147.79% | $11,860,719 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.31% | 38,204 | +38,204 | +100.00% | $11,188,805 |
| SPDR SERIES TRUST | SPLG | Other | 3.94% | 116,667 | -710 | -0.60% | $10,234,020 |
| ISHARES TR | IJH | Other | 3.75% | 130,237 | -2,385 | -1.80% | $9,732,628 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 3.58% | 129,822 | -5,081 | -3.77% | $9,295,255 |
| VANGUARD INDEX FDS | VUG | Other | 3.37% | 101,757 | +84,716 | +497.13% | $8,750,043 |
| PACER FDS TR | COWZ | Other | 2.63% | 107,133 | -4,729 | -4.23% | $6,815,801 |
| VANGUARD BD INDEX FDS | BND | Other | 2.49% | 88,757 | +9,456 | +11.92% | $6,452,649 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.31% | 108,823 | +9,468 | +9.53% | $5,982,014 |
| ISHARES TR | IVE | Other | 2.17% | 24,583 | +387 | +1.60% | $5,627,096 |
| APPLE INC | AAPL | Technology | 2.11% | 17,468 | -9,892 | -36.15% | $5,474,202 |
| PACER FDS TR | CALF | Other | 1.96% | 99,159 | -3,673 | -3.57% | $5,081,899 |
| SPDR SERIES TRUST | SPYV | Other | 1.89% | 80,042 | -3,839 | -4.58% | $4,905,790 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.68% | 24,203 | +2,051 | +9.26% | $4,366,705 |
| ISHARES TR | IEFA | Other | 1.67% | 44,870 | +1,358 | +3.12% | $4,321,430 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 18,029 | -128 | -0.70% | $3,680,036 |
| VANGUARD INDEX FDS | VTI | Other | 1.38% | 9,747 | +534 | +5.80% | $3,589,333 |
| SPDR SERIES TRUST | SPSM | Other | 1.33% | 61,551 | -2,646 | -4.12% | $3,438,865 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.23% | 29,191 | +4,864 | +19.99% | $3,195,274 |
| MICROSOFT CORP | MSFT | Technology | 1.19% | 8,087 | +1,202 | +17.46% | $3,100,128 |
| ISHARES TR | LQD | Other | 1.13% | 27,239 | +2,503 | +10.12% | $2,932,853 |
| ISHARES TR | TLH | Other | 1.13% | 29,717 | +3,057 | +11.47% | $2,923,856 |
| ISHARES INC | IEMG | Other | 1.12% | 36,303 | -895 | -2.41% | $2,915,131 |
| SPDR SERIES TRUST | SLYG | Other | 1.07% | 23,981 | -1,090 | -4.35% | $2,765,053 |
| SPDR SERIES TRUST | XAR | Other | 1.06% | 10,057 | +745 | +8.00% | $2,753,982 |
| ISHARES TR | MTUM | Other | 1.03% | 8,523 | -1,278 | -13.04% | $2,683,467 |
| SPDR SERIES TRUST | MDYG | Other | 1.02% | 24,629 | -1,021 | -3.98% | $2,650,081 |
| ISHARES TR | IYT | Other | 1.00% | 30,095 | +2,885 | +10.60% | $2,605,926 |
Showing 30 of 86 holdings in the latest reporting period.