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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 135,598.0 $11.9M 4.57% +81K +147.8% $87.47 +3.2%
2 VUG VANGUARD INDEX FDS 101,757.0 $8.8M 3.37% +85K +497.1% $85.99 +2.9%
3 BND VANGUARD BD INDEX FDS 88,757.0 $6.5M 2.49% +9K +11.9% $72.70 -1.0%
4 XLF SELECT SECTOR SPDR TR 108,823.0 $6.0M 2.31% +9K +9.5% $54.97 +5.7%
5 IVE ISHARES TR 24,583.0 $5.6M 2.17% +387.0 +1.6% $228.90 +3.5%
6 XLI SELECT SECTOR SPDR TR 24,203.0 $4.4M 1.68% +2K +9.3% $180.42 -2.9%
7 IEFA ISHARES TR 44,870.0 $4.3M 1.67% +1K +3.1% $96.31 +5.0%
8 VTI VANGUARD INDEX FDS 9,747.0 $3.6M 1.38% +534.0 +5.8% $368.25 +3.1%
9 XLC SELECT SECTOR SPDR TR 29,191.0 $3.2M 1.23% +5K +20.0% $109.46 +2.3%
10 MSFT MICROSOFT CORP Technology 8,087.0 $3.1M 1.20% +1K +17.5% $383.35 +30.4%
11 LQD ISHARES TR 27,239.0 $2.9M 1.13% +3K +10.1% $107.67 -2.0%
12 TLH ISHARES TR 29,717.0 $2.9M 1.13% +3K +11.5% $98.39 -1.8%
13 XAR SPDR SERIES TRUST 10,057.0 $2.8M 1.06% +745.0 +8.0% $273.84 -7.6%
14 IYT ISHARES TR 30,095.0 $2.6M 1.00% +3K +10.6% $86.59 -2.8%
15 XLE SELECT SECTOR SPDR TR 45,485.0 $2.5M 0.97% +3K +8.2% $55.60 +15.2%
16 XME SPDR SERIES TRUST 24,131.0 $2.5M 0.95% +1K +6.0% $101.94 +16.4%
17 GLD SPDR GOLD TR Financial Services 6,490.0 $2.4M 0.94% +926.0 +16.6% $374.45 +8.6%
18 XLB SELECT SECTOR SPDR TR 47,919.0 $2.4M 0.93% +5K +11.1% $50.16 +4.5%
19 TSLA TESLA INC Consumer Cyclical 6,009.0 $2.4M 0.91% +535.0 +9.8% $394.06 -10.1%
20 XLU SELECT SECTOR SPDR TR 51,206.0 $2.3M 0.90% +5K +11.7% $45.36 -5.0%
Page 1 of 3  ·  41 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%