13F Insight
DOSSIER · 13F-HR · Q3 2026

Clarus Wealth Advisors

$275M in tracked AUM across 86 positions as of Q3 2026.

CW
CIK 0001730149 · last filed Sep 30, 2026
Total AUM
$275M
as of Q3 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Clarus Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$26M33K9.3%02
XLK
SELECT SECTOR SPDR TR
$13M67K4.9%03
MGK
VANGUARD WORLD FD
$13M141K4.9%04
QQQM
INVESCO EXCH TRADED FD TR II
$13M42K4.8%05
SPYM
SPDR SERIES TRUST
$11M119K4.0%06
IJH
ISHARES TR
$10M135K3.6%07
VUG
VANGUARD INDEX FDS
$10M104K3.5%08
BND
VANGUARD BD INDEX FDS
$7M93K2.4%09
XLF
SELECT SECTOR SPDR TR
$6M112K2.2%10
IVE
ISHARES TR
$6M25K2.1%

Filing history

2026Q3Sep 30
$275M▲ 5.9%
86 positionsView →2026Q2Jun 30
$260M▲ 10.6%
86 positionsView →2026Q1Mar 31
$235M▼ 2.8%
88 positionsView →2025Q4Dec 31
$241M▲ 6.7%
86 positionsView →2025Q3Sep 30
$226M▲ 4.5%
86 positionsLocked2025Q2Jun 30
$216M▲ 15.6%
87 positionsLocked2025Q1Mar 31
$187M▼ 6.9%
88 positionsLocked2024Q4Dec 31
$201M▲ 2.3%
119 positionsLocked2024Q3Sep 30
$196M▲ 4.3%
134 positionsLocked2024Q2Jun 30
$188M▲ 6.6%
130 positionsLocked2024Q1Mar 31
$177M▲ 4.5%
130 positionsLocked2023Q4Dec 31
$169M▲ 2.7%
124 positionsLocked
Showing 12 of 33