Clarus Wealth Advisors Portfolio Stock Holdings
Clarus Wealth Advisors disclosed 88 stock positions valued at approximately $234.6 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, VANGUARD WORLD FD, and SELECT SECTOR SPDR TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $234.6M
Holdings by Sector
Clarus Wealth Advisors Portfolio Holdings in Q1 2026
87 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 9.02% | 32,099 | -436 | -1.34% | $21,160,600 |
| VANGUARD WORLD FD | MGK | Other | 8.73% | 54,724 | +635 | +1.17% | $20,472,379 |
| SELECT SECTOR SPDR TR | XLK | Other | 4.53% | 77,237 | +5,039 | +6.98% | $10,614,647 |
| SPDR SERIES TRUST | SPLG | Other | 3.88% | 117,377 | -571 | -0.48% | $9,107,319 |
| ISHARES TR | IJH | Other | 3.88% | 132,622 | -3,229 | -2.38% | $9,091,206 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 3.57% | 134,903 | -569 | -0.42% | $8,370,731 |
| VANGUARD INDEX FDS | VUG | Other | 3.23% | 17,041 | +395 | +2.37% | $7,581,925 |
| PACER FDS TR | COWZ | Other | 2.97% | 111,862 | -2,041 | -1.79% | $6,973,477 |
| APPLE INC | AAPL | Technology | 2.96% | 27,360 | -1,548 | -5.35% | $6,935,754 |
| VANGUARD BD INDEX FDS | BND | Other | 2.49% | 79,301 | -345 | -0.43% | $5,834,941 |
| ISHARES TR | IVE | Other | 2.19% | 24,196 | -363 | -1.48% | $5,131,022 |
| SELECT SECTOR SPDR TR | XLF | Other | 2.11% | 99,355 | +20,682 | +26.29% | $4,955,840 |
| SPDR SERIES TRUST | SPYV | Other | 2.03% | 83,881 | -2,419 | -2.80% | $4,762,778 |
| PACER FDS TR | CALF | Other | 1.99% | 102,832 | -3,247 | -3.06% | $4,673,714 |
| ISHARES TR | IEFA | Other | 1.70% | 43,512 | +43,512 | +100.00% | $3,992,226 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.55% | 22,152 | +180 | +0.82% | $3,639,131 |
| NVIDIA CORPORATION | NVDA | Technology | 1.38% | 18,157 | -582 | -3.11% | $3,233,724 |
| SPDR SERIES TRUST | SPSM | Other | 1.35% | 64,197 | -996 | -1.53% | $3,159,130 |
| VANGUARD INDEX FDS | VTI | Other | 1.28% | 9,213 | +160 | +1.77% | $2,998,187 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.16% | 24,327 | +1,232 | +5.33% | $2,720,273 |
| ISHARES TR | LQD | Other | 1.15% | 24,736 | +426 | +1.75% | $2,697,933 |
| ISHARES TR | TLH | Other | 1.14% | 26,660 | +347 | +1.32% | $2,681,196 |
| ISHARES INC | IEMG | Other | 1.12% | 37,198 | +37,198 | +100.00% | $2,616,135 |
| MICROSOFT CORP | MSFT | Technology | 1.09% | 6,885 | +846 | +14.01% | $2,563,272 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.08% | 42,041 | +1,531 | +3.78% | $2,529,187 |
| SPDR SERIES TRUST | MDYG | Other | 1.07% | 25,650 | -555 | -2.12% | $2,503,954 |
| SPDR SERIES TRUST | XME | Other | 1.07% | 22,760 | +281 | +1.25% | $2,499,048 |
| SPDR SERIES TRUST | SLYG | Other | 1.06% | 25,071 | -252 | -1.00% | $2,484,323 |
| ISHARES TR | MTUM | Other | 1.04% | 9,801 | -10,159 | -50.90% | $2,443,193 |
| SPDR SERIES TRUST | XAR | Other | 1.03% | 9,312 | +226 | +2.49% | $2,421,728 |
| SPDR GOLD TR | GLD | Other | 1.02% | 5,564 | -72 | -1.28% | $2,402,591 |
| ISHARES TR | IXN | Other | 0.94% | 21,440 | +21,440 | +100.00% | $2,208,534 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.93% | 14,598 | -1,837 | -11.18% | $2,190,722 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.92% | 43,126 | +2,511 | +6.18% | $2,159,750 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.90% | 45,854 | +2,815 | +6.54% | $2,121,665 |
| ISHARES TR | IYT | Other | 0.88% | 27,210 | +1,845 | +7.27% | $2,052,995 |
| CLOUDFLARE INC | NET | Technology | 0.85% | 9,176 | +443 | +5.07% | $1,984,677 |
| ALPHABET INC | GOOGL | Communication Services | 0.83% | 6,364 | -169 | -2.59% | $1,943,947 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.82% | 17,805 | +1,375 | +8.37% | $1,918,818 |
| TESLA INC | TSLA | Consumer Cyclical | 0.81% | 5,474 | +410 | +8.10% | $1,897,562 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.80% | 8,831 | +1,221 | +16.04% | $1,887,803 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.79% | 8,401 | +497 | +6.29% | $1,861,074 |
| QUANTA SVCS INC | PWR | Industrials | 0.77% | 3,266 | -892 | -21.45% | $1,814,492 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.75% | 1,734 | -91 | -4.99% | $1,756,906 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.75% | 11,954 | +448 | +3.89% | $1,752,134 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.72% | 10,750 | +155 | +1.46% | $1,693,985 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 2,943 | -56 | -1.87% | $1,692,372 |
| CITIGROUP INC | C | Financial Services | 0.72% | 14,405 | +14,405 | +100.00% | $1,687,258 |
| VANECK ETF TRUST | SMH | Other | 0.72% | 4,198 | -434 | -9.37% | $1,678,780 |
| NASDAQ INC | NDAQ | Financial Services | 0.70% | 18,936 | +1,357 | +7.72% | $1,636,070 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.68% | 22,821 | +5,961 | +35.36% | $1,589,483 |
| ABBVIE INC | ABBV | Healthcare | 0.68% | 7,684 | +7,684 | +100.00% | $1,585,829 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.66% | 4,410 | +4,410 | +100.00% | $1,536,576 |
| VANECK ETF TRUST | NLR | Other | 0.65% | 11,627 | -591 | -4.84% | $1,527,090 |
| CATERPILLAR INC | CAT | Industrials | 0.64% | 2,074 | +61 | +3.03% | $1,502,379 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.63% | 9,279 | +9,279 | +100.00% | $1,484,083 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.63% | 26,766 | +26,766 | +100.00% | $1,483,907 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.58% | 2,170 | +1 | +0.05% | $1,362,141 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 0.41% | 10,235 | +1,106 | +12.12% | $971,097 |
| ISHARES TR | DGRO | Other | 0.34% | 11,428 | +343 | +3.09% | $806,352 |
| PROSHARES TR | REGL | Other | 0.33% | 8,718 | +355 | +4.24% | $764,266 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.29% | 2,075 | +175 | +9.21% | $686,680 |
| VISA INC | V | Financial Services | 0.24% | 1,887 | +1,887 | +100.00% | $570,912 |
| EMERSON ELEC CO | EMR | Industrials | 0.24% | 4,106 | +581 | +16.48% | $552,832 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 1,833 | +355 | +24.02% | $545,212 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.22% | 5,574 | +5,574 | +100.00% | $522,108 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.20% | 632 | -11 | -1.71% | $468,830 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.20% | 1,504 | +449 | +42.56% | $462,826 |
| ONEOK INC NEW | OKE | Energy | 0.20% | 5,067 | +5,067 | +100.00% | $459,222 |
| BROADCOM INC | AVGO | Technology | 0.19% | 1,365 | +253 | +22.75% | $455,869 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.19% | 2,097 | +278 | +15.28% | $446,179 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 3,600 | +419 | +13.17% | $440,964 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.19% | 509 | +92 | +22.06% | $439,852 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 0.19% | 2,641 | +143 | +5.72% | $434,260 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.18% | 849 | +78 | +10.12% | $415,653 |
| ORACLE CORP | ORCL | Technology | 0.17% | 2,849 | +966 | +51.30% | $407,891 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 1,505 | - | - | $303,318 |
| WW GRAINGER INC | GWW | Industrials | 0.11% | 240 | - | - | $265,956 |
| VANGUARD WORLD FD | VGT | Other | 0.11% | 360 | - | - | $258,968 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 1,535 | -384 | -20.01% | $251,610 |
| GORMAN RUPP CO | GRC | Industrials | 0.10% | 3,823 | +3,823 | +100.00% | $243,907 |
| CAMECO CORP | CCJ | Energy | 0.10% | 2,133 | +2,133 | +100.00% | $235,121 |
| NUTRIEN LTD | NTR | Basic Materials | 0.10% | 3,019 | +3,019 | +100.00% | $232,101 |
| INVESCO EXCHANGE TRADED FD T | PSI | Other | 0.10% | 2,250 | - | - | $223,943 |
| PIMCO ETF TR | PYLD | Other | 0.09% | 8,284 | - | - | $217,538 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 0.09% | 2,781 | +2,781 | +100.00% | $200,649 |
| HUMACYTE INC | HUMA | Healthcare | 0.01% | 39,971 | - | - | $24,258 |