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 (2026-06-30)

Clarus Wealth Advisors (CIK 1730149) reported $259.5M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($23.5M, 9.06%), XLK ($12.4M, 4.79%), MGK ($11.9M, 4.57%), QQQM ($11.2M, 4.31%), SPLG ($10.2M, 3.94%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$23.5M9.06%31,542Trimmed
2XLKSELECT SECTOR SPDR TR$12.4M4.79%68,461Trimmed
3MGKVANGUARD WORLD FD$11.9M4.57%135,598Added
4QQQMINVESCO EXCH TRADED FD TR II$11.2M4.31%38,204New
5SPLGSPDR SERIES TRUST$10.2M3.94%116,667Trimmed
6IJHISHARES TR$9.7M3.75%130,237Trimmed
7JQUAJ P MORGAN EXCHANGE TRADED F$9.3M3.58%129,822Trimmed
8VUGVANGUARD INDEX FDS$8.8M3.37%101,757Added
9COWZPACER FDS TR$6.8M2.63%107,133Trimmed
10BNDVANGUARD BD INDEX FDS$6.5M2.49%88,757Added
11XLFSELECT SECTOR SPDR TR$6.0M2.31%108,823Added
12IVEISHARES TR$5.6M2.17%24,583Added
13AAPLAPPLE INC$5.5M2.11%17,468Trimmed
14CALFPACER FDS TR$5.1M1.96%99,159Trimmed
15SPYVSPDR SERIES TRUST$4.9M1.89%80,042Trimmed
16XLISELECT SECTOR SPDR TR$4.4M1.68%24,203Added
17IEFAISHARES TR$4.3M1.67%44,870Added
18NVDANVIDIA CORPORATION$3.7M1.42%18,029Trimmed
19VTIVANGUARD INDEX FDS$3.6M1.38%9,747Added
20SPSMSPDR SERIES TRUST$3.4M1.33%61,551Trimmed
21XLCSELECT SECTOR SPDR TR$3.2M1.23%29,191Added
22MSFTMICROSOFT CORP$3.1M1.19%8,087Added
23TLHISHARES TR$2.9M1.13%29,717Added
24LQDISHARES TR$2.9M1.13%27,239Added
25IEMGISHARES INC$2.9M1.12%36,303Trimmed

Source: SEC Form 13F filings · as of 2026-06-30