13F Insight
DOSSIER · 13F-HR · Q2 2026

Clarus Wealth Advisors

$260M in tracked AUM across 86 positions as of Q2 2026.

CW
CIK 0001730149 · last filed Jun 30, 2026
Total AUM
$260M
as of Q2 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Clarus Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$24M32K9.1%02
XLK
SELECT SECTOR SPDR TR
$12M68K4.8%03
MGK
VANGUARD WORLD FD
$12M136K4.6%04
QQQM
INVESCO EXCH TRADED FD TR II
$11M38K4.3%05
SPYM
SPDR SERIES TRUST
$10M117K3.9%06
IJH
ISHARES TR
$10M130K3.8%07
JQUA
J P MORGAN EXCHANGE TRADED F
$9M130K3.6%08
VUG
VANGUARD INDEX FDS
$9M102K3.4%09
COWZ
PACER FDS TR
$7M107K2.6%10
BND
VANGUARD BD INDEX FDS
$6M89K2.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$165M▲ 3.6%
124 positionsLocked
Showing 12 of 32