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CIK: 0001730149
Total reported value
$259.5M
$259.5M
130 檔
20.0%
According to the latest 13F quarterly dataset, Clarus Wealth Advisors managed an equity portfolio of $259.5M at the end of Q2 2024, spanning 130 distinct U.S. exchange-listed positions.
During Q2 2024, Clarus Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.70% | -4.16% | +29.94% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.53% | +0.04% | +6.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.66% | -0.85% | -14.35% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.27% | -0.34% | +0.92% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 3.41% | +0.26% | -3.48% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.41% | +0.06% | +2.70% | |
| 7 | ECOW | Pacer Emerging Markets Cash | ETF-Emerging Markets | 3.04% | — | -3.31% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.03% | -0.13% | +5.87% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.98% | +0.14% | -0.31% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.59% | — | -1.42% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.29% | -0.14% | -2.21% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.26% | — | -1.51% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 2.19% | — | -1.97% | |
| 14 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.10% | — | -1.04% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.96% | — | +6.80% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.77% | -0.02% | +5.49% | |
| 17 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.62% | +0.01% | +4.42% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.36% | +0.13% | +0.19% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.20% | +0.20% | -1.30% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.16% | +0.08% | +1.93% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.05% | +0.10% | +8.17% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.05% | -0.02% | +4.26% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.99% | -0.02% | -19.78% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.98% | +0.07% | -3.15% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.97% | — | +60.41% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.04% | +872.24% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.91% | — | -45.99% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.91% | — | — | |
| 29 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.90% | +0.03% | +2.13% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.08% | +1.51% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.89% | — | -2.80% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.85% | — | +3.84% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.85% | -0.01% | — | |
| 34 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.84% | — | +2.40% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | +0.10% | +0.03% | |
| 36 | XLB | Ss Materials Select Sector | ETF-Other | 0.82% | +0.01% | +2.44% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.11% | +2.16% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.78% | — | +4.03% | |
| 39 | IYT | Ishares US Transportation Et | ETF-Other | 0.77% | +0.12% | +2.61% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.10% | -0.45% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.70% | +0.07% | +1.29% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.38% | +1.98% | |
| 43 | FXL | First Trust Technology Alpha | ETF-Tech | 0.53% | +0.01% | -4.21% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.08% | +4.14% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | — | -0.93% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | -2.18% | |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.45% | — | -7.17% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.03% | +1.09% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | -0.06% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.05% | -12.57% |
According to official SEC Form 13F filings, Clarus Wealth Advisors reported a total U.S. public equity portfolio value of $259.5M across 130 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MGK, SPY, AAPL) accounted for 20.0% of total reported equity market value during Q2 2024.
During Q2 2024, Clarus Wealth Advisors's top holdings by market value included MGK (7.7%)、SPY (7.5%)、AAPL (4.7%). The largest single position, MGK, represented 7.7% of total portfolio value.
In Q2 2024, Clarus Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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