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CIK: 0001730149
Total reported value
$259.5M
$259.5M
88 檔
27.1%
The Q1 2026 SEC filing reveals that Clarus Wealth Advisors held a total portfolio value of $259.5M, covering 88 public equity positions.
In Q1 2026, Clarus Wealth Advisors displayed an active expansion posture, initiating 15 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MGK, XLK) accounted for 27.1% of total reported equity market value during Q1 2026.
| # | 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 | 9.02% | +0.04% | -1.34% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.73% | -4.16% | +1.17% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 4.53% | +0.26% | +6.98% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.06% | -0.48% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.88% | -0.13% | -2.38% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.57% | +0.01% | -0.42% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.23% | +0.14% | +2.37% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.97% | -0.34% | -1.79% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.96% | -0.85% | -5.35% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.49% | — | -0.43% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.19% | -0.02% | -1.48% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 2.11% | +0.20% | +26.29% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.03% | -0.14% | -2.80% | |
| 14 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.99% | -0.03% | -3.06% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.70% | -0.03% | — | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.55% | +0.13% | +0.82% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.04% | -3.11% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.35% | -0.02% | -1.53% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.10% | +1.77% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.16% | +0.07% | +5.33% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.15% | -0.02% | +1.75% | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.14% | -0.01% | +1.32% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.10% | +14.01% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.08% | -0.11% | +3.78% | |
| 26 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.07% | -0.05% | -2.12% | |
| 27 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.07% | -0.12% | +1.25% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.06% | +0.01% | -1.00% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.04% | -0.01% | -50.90% | |
| 30 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.03% | +0.03% | +2.49% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 1.02% | -0.08% | -1.28% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.94% | -0.01% | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.93% | -0.06% | -11.18% | |
| 34 | XLB | Ss Materials Select Sector | ETF-Other | 0.92% | +0.01% | +6.18% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | — | +6.54% | |
| 36 | IYT | Ishares US Transportation Et | ETF-Other | 0.88% | +0.12% | +7.27% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.85% | +0.11% | +5.07% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.05% | -2.59% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.82% | +0.07% | +8.37% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.10% | +8.10% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | — | +16.04% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | -0.04% | +6.29% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.77% | +0.02% | -21.45% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.04% | -4.99% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.75% | +0.08% | +3.89% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.05% | +1.46% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.03% | -1.87% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.72% | +0.01% | — | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.72% | -0.03% | -9.37% | |
| 50 | NDAQ | Nasdaq Inc | Stock-Financials | 0.70% | -0.70% | EXIT |
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 2026.
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Top New Position Initiated
IEFA
市值: $4.0M
Top Position Liquidated / Trimmed
ACWI
前期市值: $2.5M
During Q1 2026, Clarus Wealth Advisors's top holdings by market value included SPY (9.0%)、MGK (8.7%)、XLK (4.5%). The largest single position, SPY, represented 9.0% of total portfolio value.
In Q1 2026, Clarus Wealth Advisors made 95 total portfolio adjustments, initiating 15 new buys, adding to 42 positions, trimming 25 holdings, and fully liquidating 13 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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