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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLC SELECT SECTOR SPDR TR 29,191.0 $3.2M 1.23% +5K +20.0% $109.46 +2.3%
22 MSFT MICROSOFT CORP Technology 8,087.0 $3.1M 1.20% +1K +17.5% $383.35 +30.4%
23 LQD ISHARES TR 27,239.0 $2.9M 1.13% +3K +10.1% $107.67 -2.0%
24 TLH ISHARES TR 29,717.0 $2.9M 1.13% +3K +11.5% $98.39 -1.8%
25 IEMG ISHARES INC 36,303.0 $2.9M 1.12% -895.0 -2.4% $80.30 +4.2%
26 SLYG SPDR SERIES TRUST 23,981.0 $2.8M 1.06% -1K -4.3% $115.30 -1.4%
27 XAR SPDR SERIES TRUST 10,057.0 $2.8M 1.06% +745.0 +8.0% $273.84 -7.6%
28 MTUM ISHARES TR 8,523.0 $2.7M 1.03% -1K -13.0% $314.85 -3.2%
29 MDYG SPDR SERIES TRUST 24,629.0 $2.7M 1.02% -1K -4.0% $107.60 +0.7%
30 IYT ISHARES TR 30,095.0 $2.6M 1.00% +3K +10.6% $86.59 -2.8%
31 XLE SELECT SECTOR SPDR TR 45,485.0 $2.5M 0.97% +3K +8.2% $55.60 +15.2%
32 NET CLOUDFLARE INC Technology 9,067.0 $2.5M 0.95% -109.0 -1.2% $273.40 +2.0%
33 XME SPDR SERIES TRUST 24,131.0 $2.5M 0.95% +1K +6.0% $101.94 +16.4%
34 GLD SPDR GOLD TR Financial Services 6,490.0 $2.4M 0.94% +926.0 +16.6% $374.45 +8.6%
35 IXN ISHARES TR 17,571.0 $2.4M 0.93% -4K -18.1% $137.59 +3.9%
36 XLB SELECT SECTOR SPDR TR 47,919.0 $2.4M 0.93% +5K +11.1% $50.16 +4.5%
37 HOOD ROBINHOOD MKTS INC Financial Services 20,975.0 $2.4M 0.92% -2K -8.1% $113.53 +7.6%
38 TSLA TESLA INC Consumer Cyclical 6,009.0 $2.4M 0.91% +535.0 +9.8% $394.06 -10.1%
39 XLU SELECT SECTOR SPDR TR 51,206.0 $2.3M 0.90% +5K +11.7% $45.36 -5.0%
40 XLY SELECT SECTOR SPDR TR 19,980.0 $2.3M 0.89% +2K +12.2% $115.30 -0.3%
Page 2 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 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%