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CIK: 0001730149
Total reported value
$259.5M
$259.5M
86 檔
28.7%
In Q4 2025, Clarus Wealth Advisors's U.S. equity holdings reached a combined market value of $259.5M, distributed across 86 disclosed stock positions.
In Q4 2025, Clarus Wealth Advisors displayed an active expansion posture, initiating 6 new positions and adding to 26 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 | 9.36% | +0.04% | -1.72% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.28% | -4.16% | -1.32% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.38% | +0.26% | +92.92% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | +0.06% | -0.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.91% | -0.13% | +1.13% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.61% | +0.01% | -0.26% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.39% | +0.14% | -0.19% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.85% | -4.46% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.92% | -0.34% | +0.19% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.45% | — | +5.05% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.21% | -0.02% | +0.24% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.14% | -0.01% | +3.56% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.08% | -0.14% | +0.39% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.01% | -0.03% | +0.07% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.77% | +0.20% | +4.78% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.49% | +0.13% | +3.19% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.04% | -2.66% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.33% | -0.02% | -0.35% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.10% | +6.38% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.22% | -0.06% | +2.00% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | +0.10% | +9.56% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.12% | +0.07% | +5.82% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.12% | -0.02% | +3.24% | |
| 24 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.12% | -0.12% | -5.93% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.12% | -0.01% | +3.55% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.06% | -0.05% | — | |
| 27 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.06% | +0.03% | -3.17% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.05% | — | -0.50% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | — | +0.59% | |
| 30 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.04% | +0.01% | — | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.08% | -2.27% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.10% | -8.44% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.91% | — | -0.75% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.05% | -10.64% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.85% | +0.07% | +109.49% | |
| 36 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.84% | +0.24% | +5.54% | |
| 37 | XLB | Ss Materials Select Sector | ETF-Other | 0.82% | +0.01% | +114.16% | |
| 38 | IYT | Ishares US Transportation Et | ETF-Other | 0.81% | +0.12% | +3.00% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.11% | +108.85% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.03% | +18.87% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | +0.02% | -2.58% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | — | +3.24% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.76% | — | +107.23% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.75% | -0.03% | -4.97% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.75% | +0.08% | -1.43% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.72% | -0.04% | -20.71% | |
| 47 | NDAQ | Nasdaq Inc | Stock-Financials | 0.72% | -0.70% | EXIT | |
| 48 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.71% | -0.01% | +7.83% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.04% | +17.06% | |
| 50 | QTUM | Defiance Quantum ETF | ETF-Other | 0.70% | — | +4.69% |
According to official SEC Form 13F filings, Clarus Wealth Advisors reported a total U.S. public equity portfolio value of $259.5M across 86 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MGK, XLK) accounted for 28.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MDYG
市值: $2.6M
Top Position Liquidated / Trimmed
WM
前期市值: $286.1K
During Q4 2025, Clarus Wealth Advisors's top holdings by market value included SPY (9.4%)、MGK (9.3%)、XLK (4.4%). The largest single position, SPY, represented 9.4% of total portfolio value.
In Q4 2025, Clarus Wealth Advisors made 50 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 6 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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