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Portfolio (Quarterly) Guide ↗

Clarus Wealth Advisors

· CIK 0001730149
13F Portfolio $260M AUM 86 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 41 Added 32 Reduced 10 Exited
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 31,542.0 $23.5M 9.06% -557.0 -1.7% $745.39 +3.3%
2 XLK SELECT SECTOR SPDR TR 68,461.0 $12.4M 4.79% -9K -11.4% $181.40 +3.2%
3 MGK VANGUARD WORLD FD 135,598.0 $11.9M 4.57% +81K +147.8% $87.47 +3.2%
4 QQQM INVESCO EXCH TRADED FD TR II 38,204.0 $11.2M 4.31% NEW $292.87 +1.1%
5 SPYM SPDR SERIES TRUST 116,667.0 $10.2M 3.94% -710.0 -0.6% $87.72 +3.4%
6 IJH ISHARES TR 130,237.0 $9.7M 3.75% -2K -1.8% $74.73 +1.5%
7 J P MORGAN EXCHANGE TRADED F 129,822.0 $9.3M 3.58% -5K -3.8% $71.60
8 VUG VANGUARD INDEX FDS 101,757.0 $8.8M 3.37% +85K +497.1% $85.99 +2.9%
9 COWZ PACER FDS TR 107,133.0 $6.8M 2.63% -5K -4.2% $63.62 +12.1%
10 BND VANGUARD BD INDEX FDS 88,757.0 $6.5M 2.49% +9K +11.9% $72.70 -1.0%
11 XLF SELECT SECTOR SPDR TR 108,823.0 $6.0M 2.31% +9K +9.5% $54.97 +5.7%
12 IVE ISHARES TR 24,583.0 $5.6M 2.17% +387.0 +1.6% $228.90 +3.5%
13 AAPL APPLE INC Technology 17,468.0 $5.5M 2.11% -10K -36.1% $313.38 +2.1%
14 CALF PACER FDS TR 99,159.0 $5.1M 1.96% -4K -3.6% $51.25 +12.1%
15 SPYV SPDR SERIES TRUST 80,042.0 $4.9M 1.89% -4K -4.6% $61.29 +3.5%
16 XLI SELECT SECTOR SPDR TR 24,203.0 $4.4M 1.68% +2K +9.3% $180.42 -2.9%
17 IEFA ISHARES TR 44,870.0 $4.3M 1.67% +1K +3.1% $96.31 +5.0%
18 NVDA NVIDIA CORPORATION Technology 18,029.0 $3.7M 1.42% -128.0 -0.7% $204.12 +12.9%
19 VTI VANGUARD INDEX FDS 9,747.0 $3.6M 1.38% +534.0 +5.8% $368.25 +3.1%
20 SPSM SPDR SERIES TRUST 61,551.0 $3.4M 1.32% -3K -4.1% $55.87 +1.1%
Page 1 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.2%
Technology 29.0%
Industrials 10.3%
Consumer Cyclical 8.6%
Communication Services 5.1%
Healthcare 4.1%
Consumer Defensive 2.8%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.2%