Clarus Wealth Advisors Q2 2026 Portfolio Activity: Focus on Technology ETFs
Clarus Wealth Advisors' portfolio saw significant changes in the second quarter of 2026, with notable purchases and sales observed across various holdings.
As of June 30th, 2026, Clarus Wealth Advisors has shown active investment strategies during Q2. The firm's portfolio experienced both substantial increases and decreases in specific positions compared to the previous quarter.
The most significant buying activity this quarter involved three holdings: MGK, QQQM, and VUG. The value of MGK increased by a massive 147.79%, while QQQM saw its position grow by exactly 100%. VUG, the popular Vanguard Information Technology Fund, experienced an extraordinary increase in shares held, with a nearly 500% rise (497.13%) in this period.
Additionally, Clarus initiated new positions or increased exposure to several other stocks and ETFs during Q2: ASTS, the AST SpaceMobile Inc., was added entirely from scratch (100% increase). Similarly, they bought shares of NOW and VRT, indicating a potential interest in specific growth areas or companies within the broader market.
In contrast, there was one disclosed sale during Q2: shares of Advanced Micro Devices (AMD) were sold. The firm also reduced its position in Vanguard Total Stock Market ETF (BND), though this was a relatively small decrease of 11.92%. Furthermore, they decreased their holdings in SPDR Select Sector Semiconductor ETF (XLK) by over 11% (-11.36%), and sold shares from the JPMorgan Exchange-Traded Fund (JQUA) which saw a reduction of nearly 4%.
Overall, Clarus Wealth Advisors' portfolio allocation remains heavily concentrated in broad-based ETFs categorized as 'Unknown'. This category still represents over 77.59% of the total value ($200,430,986). However, their Technology sector exposure is more pronounced than others outside this core holding, accounting for approximately 9.41% or $24,314,535.
For further details on Clarus Wealth Advisors' portfolio holdings and performance as of June 30th, 2026, please visit their profile at https://www.insiderset.com/institutions/clarus-wealth-advisors. You can also explore individual holdings like MGK, QQQM, and VUG directly.