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Clarus Wealth Advisors

13F
Clarus Wealth Advisors
Last update 2025-07-09 87 Stocks (10 new)
Value $216.00 Mil Turnover 12 %
Countries:
Clarus Wealth Advisors Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
32,868
20,389.6
+2.01%
9.430
+0.19%
0.000
+19.65%
+7.42%
643,646.7
 
MGK
Vanguard Mega Cap Growth ETF
54,989
20,135.8
+69.04%
9.310
+3.80%
0.080
+25.61%
+7.91%
25,731.7
 
XLK
Technology Select Sector SPDR ETF
37,543
9,621.8
+0.95%
4.450
+0.04%
0.010
+32.43%
+10.90%
80,795.2
 
FLOT
iShares Floating Rate Bond ETF
183,834
9,353.5
-1.14%
4.330
-0.06%
0.100
+2.48%
+2.54%
8,918.4
 
SPLG
SPDR Portfolio S&P 500 ETF
118,100
8,617.8
+1.44%
3.990
+0.06%
0.010
+19.69%
+7.47%
72,779.0
 
JQUA
JPMorgan U.S. Quality Factor ETF
138,262
8,356.6
+1.16%
3.860
+0.04%
0.120
+14.95%
+6.37%
6,792.9
 
IJH
iShares Core S&P Mid-Cap ETF
130,726
8,289.4
+4.39%
3.830
+0.16%
0.010
+19.58%
+3.30%
97,835.2
 
VUG
Vanguard Growth ETF
17,126
7,506.6
-1.56%
3.470
-0.05%
0.000
+25.36%
+8.05%
164,760.1
 
AAPL
Apple Inc
31,889
6,697.0
-18.07%
3.100
-0.75%
0.000
+11.71%
-14.96%
3,172,937.0
Hardware
COWZ
Pacer US Cash Cows 100 ETF
117,881
6,680.3
-25.61%
3.090
-1.11%
0.030
+16.83%
+1.75%
21,400.4
 

Clarus Wealth Advisors's Historical Top Holdings Breakdowns

Clarus Wealth Advisors's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-06-30
Reduce
Reduce
-4.29%
71.88 ($72.74) 73.82
$73.10
0.49%
Reduce -61.31%
69,727
-110,491
MGK
Vanguard Mega Cap Growth ETF
2025-06-30
Add
Add
+3.80%
273.67 ($329.17) 366.17
$369.80
12.34%
Add 69.04%
54,989
22,458
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Reduce
Reduce
-1.11%
47.46 ($52.98) 55.3
$57.06
7.70%
Reduce -25.61%
117,881
-40,575
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
2025-06-30
Add
Add
+0.99%
180.84 ($217.91) 240.32
$237.61
9.04%
Add 92.92%
18,790
9,050
HDV
iShares Core High Dividend ETF
2025-06-30
Sold Out
Sold Out
-0.92%
108.41 ($115.31) 121.12
$120.48
4.48%
Sold Out
0
-15,290
XME
SPDR Metals & Mining ETF
2025-06-30
New Buy
New Buy
+0.80%
48.48 ($59.31) 67.3
$72.14
21.63%
New holding
25,218
25,218
XLU
Utilities Select Sector SPDR ETF
2025-06-30
New Buy
New Buy
+0.79%
73.09 ($79.67) 82.77
$82.57
3.64%
New holding
20,937
20,937
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.75%
172.42 ($202.27) 223.89
$212.44
5.03%
Reduce -18.07%
31,889
-7,031
XHB
SPDR Homebuilders ETF
2025-06-30
Sold Out
Sold Out
-0.72%
86.79 ($95.13) 101.21
$106.06
11.49%
Sold Out
0
-14,413
IBB
iShares Biotechnology ETF
2025-06-30
Sold Out
Sold Out
-0.69%
112.02 ($122.84) 129
$133.65
8.80%
Sold Out
0
-10,831

Clarus Wealth Advisors Total Holding History ($B)

To

Clarus Wealth Advisors's Asset Allocation

To

Clarus Wealth Advisors Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Clarus Wealth Advisors's Hypothetical Growth since 2025-06-30

Clarus Wealth Advisors's Yearly Returns

Year Portfolio % % Excess Gain %

Clarus Wealth Advisors's Holdings Heat Map

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