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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 2  ·  32 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 SPYM SPDR SERIES TRUST 116,667.0 $10.2M 3.94% -710.0 -0.6% $87.72 +3.4%
4 IJH ISHARES TR 130,237.0 $9.7M 3.75% -2K -1.8% $74.73 +1.5%
5 J P MORGAN EXCHANGE TRADED F 129,822.0 $9.3M 3.58% -5K -3.8% $71.60
6 COWZ PACER FDS TR 107,133.0 $6.8M 2.63% -5K -4.2% $63.62 +12.1%
7 AAPL APPLE INC Technology 17,468.0 $5.5M 2.11% -10K -36.1% $313.38 +2.1%
8 CALF PACER FDS TR 99,159.0 $5.1M 1.96% -4K -3.6% $51.25 +12.1%
9 SPYV SPDR SERIES TRUST 80,042.0 $4.9M 1.89% -4K -4.6% $61.29 +3.5%
10 NVDA NVIDIA CORPORATION Technology 18,029.0 $3.7M 1.42% -128.0 -0.7% $204.12 +12.9%
11 SPSM SPDR SERIES TRUST 61,551.0 $3.4M 1.32% -3K -4.1% $55.87 +1.1%
12 IEMG ISHARES INC 36,303.0 $2.9M 1.12% -895.0 -2.4% $80.30 +4.2%
13 SLYG SPDR SERIES TRUST 23,981.0 $2.8M 1.06% -1K -4.3% $115.30 -1.4%
14 MTUM ISHARES TR 8,523.0 $2.7M 1.03% -1K -13.0% $314.85 -3.2%
15 MDYG SPDR SERIES TRUST 24,629.0 $2.7M 1.02% -1K -4.0% $107.60 +0.7%
16 NET CLOUDFLARE INC Technology 9,067.0 $2.5M 0.95% -109.0 -1.2% $273.40 +2.0%
17 IXN ISHARES TR 17,571.0 $2.4M 0.93% -4K -18.1% $137.59 +3.9%
18 HOOD ROBINHOOD MKTS INC Financial Services 20,975.0 $2.4M 0.92% -2K -8.1% $113.53 +7.6%
19 GOOGL ALPHABET INC Communication Services 6,332.0 $2.3M 0.88% -32.0 -0.5% $361.92 -6.5%
20 AMZN AMAZON COM INC Consumer Cyclical 8,552.0 $2.1M 0.80% -279.0 -3.2% $243.62 +6.1%
Page 1 of 2  ·  32 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%