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Portfolio (Quarterly) Guide ↗

Clarus Wealth Advisors

· CIK 0001730149
13F Portfolio $241M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PWR QUANTA SVCS INC Industrials 4,158.0 $1.8M 0.77% NEW $444.20 +63.1%
42 AMZN AMAZON COM INC Consumer Cyclical 7,610.0 $1.8M 0.77% NEW $242.60 +10.8%
43 XLU SELECT SECTOR SPDR TR 43,039.0 $1.8M 0.76% NEW $42.85 +5.4%
44 SMH VANECK ETF TRUST 4,632.0 $1.8M 0.75% NEW $391.53 +50.5%
45 XLV SELECT SECTOR SPDR TR 11,506.0 $1.8M 0.75% NEW $156.74 -4.2%
46 AMD ADVANCED MICRO DEVICES INC Technology 7,904.0 $1.7M 0.72% NEW $220.97 +124.9%
47 NDAQ NASDAQ INC Financial Services 17,579.0 $1.7M 0.72% NEW $98.89 -8.1%
48 NLR VANECK ETF TRUST 12,218.0 $1.7M 0.71% NEW $140.84 -6.7%
49 COST COSTCO WHSL CORP NEW Consumer Defensive 1,825.0 $1.7M 0.71% NEW $941.93 +6.7%
50 QTUM ETF SER SOLUTIONS 14,428.0 $1.7M 0.70% NEW $117.32 +33.0%
51 TJX TJX COS INC NEW Consumer Cyclical 10,595.0 $1.7M 0.69% NEW $158.14 -1.2%
52 NET CLOUDFLARE INC Technology 8,733.0 $1.6M 0.68% NEW $188.71 +17.2%
53 UBER UBER TECHNOLOGIES INC Technology 19,268.0 $1.6M 0.68% NEW $85.41 -17.6%
54 SOFI SOFI TECHNOLOGIES INC Financial Services 59,279.0 $1.6M 0.67% NEW $27.14 -39.9%
55 PANW PALO ALTO NETWORKS INC Technology 8,406.0 $1.6M 0.67% NEW $190.85 +32.9%
56 CEG CONSTELLATION ENERGY CORP Utilities 4,551.0 $1.5M 0.63% NEW $333.53 -14.8%
57 CAT CATERPILLAR INC Industrials 2,013.0 $1.3M 0.53% NEW $636.48 +39.4%
58 LMT LOCKHEED MARTIN CORP Industrials 2,169.0 $1.2M 0.50% NEW $558.38 -4.2%
59 TDIV FIRST TR EXCHANGE TRADED FD 9,129.0 $907K 0.38% NEW $99.39 +18.5%
60 PROSHARES TR 19,677.0 $891K 0.37% NEW $45.28
Page 3 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 40.5%
Technology 31.8%
Consumer Cyclical 8.7%
Industrials 6.6%
Communication Services 5.3%
Consumer Defensive 2.7%
Utilities 2.3%
Healthcare 1.5%
Energy 0.6%