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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VGT VANGUARD WORLD FD 2,884.0 $333K 0.13% +3K +701.1% $115.49 +5.0%
82 CVX CHEVRON CORPORATION Energy 1,505.0 $265K 0.10% $175.97 +18.5%
83 INTC INTEL CORP Technology 2,002.0 $221K 0.09% NEW $110.24 -13.1%
84 NTR NUTRIEN LTD Basic Materials 3,018.0 $201K 0.08% $66.76 +19.0%
85 FLOT ISHARES TR 3,950.0 $201K 0.08% NEW $50.95 -0.1%
86 HUMA HUMACYTE INC Healthcare 39,971.0 $29K 0.01% $0.73 -17.5%
Page 5 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%