Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Clarus Wealth Advisors 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Clarus Wealth Advisors (CIK 1730149) reported $234.6M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($21.2M, 9.02%), MGK ($20.5M, 8.73%), XLK ($10.6M, 4.53%), SPLG ($9.1M, 3.88%), IJH ($9.1M, 3.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$21.2M9.02%32,099Trimmed
2MGKVANGUARD WORLD FD$20.5M8.73%54,724Added
3XLKSELECT SECTOR SPDR TR$10.6M4.53%77,237Added
4SPLGSPDR SERIES TRUST$9.1M3.88%117,377Trimmed
5IJHISHARES TR$9.1M3.88%132,622Trimmed
6JQUAJ P MORGAN EXCHANGE TRADED F$8.4M3.57%134,903Trimmed
7VUGVANGUARD INDEX FDS$7.6M3.23%17,041Added
8COWZPACER FDS TR$7.0M2.97%111,862Trimmed
9AAPLAPPLE INC$6.9M2.96%27,360Trimmed
10BNDVANGUARD BD INDEX FDS$5.8M2.49%79,301Trimmed
11IVEISHARES TR$5.1M2.19%24,196Trimmed
12XLFSELECT SECTOR SPDR TR$5.0M2.11%99,355Added
13SPYVSPDR SERIES TRUST$4.8M2.03%83,881Trimmed
14CALFPACER FDS TR$4.7M1.99%102,832Trimmed
15IEFAISHARES TR$4.0M1.70%43,512New
16XLISELECT SECTOR SPDR TR$3.6M1.55%22,152Added
17NVDANVIDIA CORPORATION$3.2M1.38%18,157Trimmed
18SPSMSPDR SERIES TRUST$3.2M1.35%64,197Trimmed
19VTIVANGUARD INDEX FDS$3.0M1.28%9,213Added
20XLCSELECT SECTOR SPDR TR$2.7M1.16%24,327Added
21LQDISHARES TR$2.7M1.15%24,736Added
22TLHISHARES TR$2.7M1.14%26,660Added
23IEMGISHARES INC$2.6M1.12%37,198New
24MSFTMICROSOFT CORP$2.6M1.09%6,885Added
25XLESELECT SECTOR SPDR TR$2.5M1.08%42,041Added

Source: SEC Form 13F filings · as of 2026-03-31