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CIK: 0001730149
Total reported value
$259.5M
$259.5M
88 檔
22.5%
As reported in its official Q1 2025 Form 13F filing, Clarus Wealth Advisors's tracked investment portfolio stood at $259.5M with 88 total positions.
In Q1 2025, Clarus Wealth Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.45% | +0.04% | +15.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.00% | — | +214.99% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.34% | -4.16% | -30.79% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 5.03% | +0.08% | NEW | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.34% | -0.34% | +12.08% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.14% | -0.85% | +2.59% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 4.05% | +0.26% | +17.99% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.99% | +0.01% | +168.10% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | +0.06% | +15.24% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.70% | -0.13% | +18.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.42% | +0.14% | +19.77% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.24% | -0.14% | +6.36% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | -0.02% | +12.89% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.95% | -0.03% | — | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 1.53% | +0.13% | -0.74% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.04% | +17.35% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.33% | +0.07% | +10.39% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.33% | +0.20% | -6.50% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.24% | -0.02% | +19.59% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.23% | -0.02% | +17.26% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.17% | -0.01% | +67.05% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.04% | -0.01% | +13.90% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.03% | — | +6.36% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.01% | — | -3.28% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.08% | -17.45% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.94% | +0.07% | +24.50% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.92% | — | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.10% | +19.65% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | +0.10% | -13.68% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.86% | +0.03% | -13.02% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.85% | — | +3.27% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.06% | -4.56% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | +0.08% | -21.66% | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.73% | +0.01% | -7.98% | |
| 35 | IYT | Ishares US Transportation Et | ETF-Other | 0.73% | +0.12% | -4.77% | |
| 36 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.72% | — | -7.71% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.11% | -8.28% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.69% | — | -4.85% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.10% | +41.55% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | +0.03% | +9.65% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.59% | +0.02% | +25.23% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.38% | +0.09% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +22.06% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.04% | +9.88% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.05% | +14.35% | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.52% | -0.10% | +21.51% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | — | -3.96% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.05% | +30.65% | |
| 49 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.49% | +0.24% | — | |
| 50 | CEG | Constellation Energy | Stock-Utilities | 0.49% | — | +19.55% |
According to official SEC Form 13F filings, Clarus Wealth Advisors reported a total U.S. public equity portfolio value of $259.5M across 88 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, MGK) accounted for 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $17.7M
During Q1 2025, Clarus Wealth Advisors's top holdings by market value included SPY (9.4%)、BND (7.0%)、MGK (5.3%). The largest single position, SPY, represented 9.4% of total portfolio value.
In Q1 2025, Clarus Wealth Advisors made 50 total portfolio adjustments, initiating 50 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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