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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWR QUANTA SVCS INC Industrials 3,065.0 $2.0M 0.79% -201.0 -6.2% $666.33 -6.3%
22 AMD ADVANCED MICRO DEVICES INC Technology 3,755.0 $1.9M 0.75% -5K -55.3% $517.41 -7.7%
23 C CITIGROUP INC Financial Services 13,858.0 $1.9M 0.73% -547.0 -3.8% $137.39 +0.2%
24 CAT CATERPILLAR INC Industrials 1,974.0 $1.9M 0.72% -100.0 -4.8% $948.01 -14.1%
25 SMH VANECK ETF TRUST 3,020.0 $1.8M 0.69% -1K -28.1% $593.00 -4.4%
26 JPM JPMORGAN CHASE & CO Financial Services 1,709.0 $565K 0.22% -124.0 -6.8% $330.67 +8.5%
27 UNH UNITEDHEALTH GROUP INC Healthcare 1,310.0 $558K 0.21% -194.0 -12.9% $425.60 -6.7%
28 FXL FIRST TR EXCHANGE-TRADED FD 2,512.0 $513K 0.20% -129.0 -4.9% $204.32 +5.3%
29 LMT LOCKHEED MARTIN CORP Industrials 962.0 $508K 0.20% -1K -55.7% $527.96 -0.5%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,353.0 $502K 0.19% -722.0 -34.8% $371.16 -9.3%
31 GS GOLDMAN SACHS GROUP INC Financial Services 475.0 $489K 0.19% -34.0 -6.7% $1029.64 +0.9%
32 EMR EMERSON ELEC CO Industrials 3,551.0 $485K 0.19% -555.0 -13.5% $136.48 +12.0%
Page 2 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%