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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 38,204.0 $11.2M 4.31% NEW $292.87 +1.1%
2 NOW SERVICENOW INC Technology 18,912.0 $2.0M 0.79% NEW $107.78 +31.1%
3 VRT VERTIV HOLDINGS CO Industrials 5,788.0 $1.8M 0.71% NEW $317.81 -11.7%
4 ASTS AST SPACEMOBILE INC Technology 22,196.0 $1.7M 0.64% NEW $74.95 -16.9%
5 QCOM QUALCOMM INC Technology 2,637.0 $492K 0.19% NEW $186.56 -9.6%
6 JEPQ J P MORGAN EXCHANGE TRADED F 7,923.0 $471K 0.18% NEW $59.45 +0.7%
7 INTC INTEL CORP Technology 2,002.0 $221K 0.09% NEW $110.24 -13.1%
8 FLOT ISHARES TR 3,950.0 $201K 0.08% NEW $50.95 -0.1%

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%