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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRO ISHARES TR 13,009.0 $999K 0.39% +2K +13.8% $76.83 +3.0%
62 REGL PROSHARES TR 10,196.0 $925K 0.36% +1K +16.9% $90.68 +2.6%
63 V VISA INC Financial Services 2,103.0 $731K 0.28% +216.0 +11.4% $347.53 +7.9%
64 NEE NEXTERA ENERGY INC Utilities 6,956.0 $608K 0.23% +1K +24.8% $87.43 -4.6%
65 JPM JPMORGAN CHASE & CO Financial Services 1,709.0 $565K 0.22% -124.0 -6.8% $330.67 +8.5%
66 OKE ONEOK INC NEW Energy 6,169.0 $562K 0.22% +1K +21.8% $91.16 +4.7%
67 CAH CARDINAL HEALTH INC Healthcare 2,359.0 $559K 0.22% +262.0 +12.5% $237.15 +4.2%
68 UNH UNITEDHEALTH GROUP INC Healthcare 1,310.0 $558K 0.21% -194.0 -12.9% $425.60 -6.7%
69 AVGO BROADCOM INC Technology 1,422.0 $553K 0.21% +57.0 +4.2% $388.69 -7.9%
70 CASY CASEYS GEN STORES INC Consumer Cyclical 633.0 $534K 0.21% $843.10 -10.3%
71 FXL FIRST TR EXCHANGE-TRADED FD 2,512.0 $513K 0.20% -129.0 -4.9% $204.32 +5.3%
72 LMT LOCKHEED MARTIN CORP Industrials 962.0 $508K 0.20% -1K -55.7% $527.96 -0.5%
73 WMT WALMART INC Consumer Defensive 4,460.0 $504K 0.19% +860.0 +23.9% $113.10 -5.3%
74 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,353.0 $502K 0.19% -722.0 -34.8% $371.16 -9.3%
75 QCOM QUALCOMM INC Technology 2,637.0 $492K 0.19% NEW $186.56 -9.6%
76 GS GOLDMAN SACHS GROUP INC Financial Services 475.0 $489K 0.19% -34.0 -6.7% $1029.64 +0.9%
77 EMR EMERSON ELEC CO Industrials 3,551.0 $485K 0.19% -555.0 -13.5% $136.48 +12.0%
78 JEPQ J P MORGAN EXCHANGE TRADED F 7,923.0 $471K 0.18% NEW $59.45 +0.7%
79 ORCL ORACLE CORP Technology 2,940.0 $413K 0.16% +91.0 +3.2% $140.49 +13.1%
80 PSI INVESCO EXCHANGE TRADED FD T 2,250.0 $340K 0.13% $151.33 -10.1%
Page 4 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%