Clarus Wealth Advisors Portfolio Holdings

Clarus Wealth Advisors

  • $214 Million
  • Q2 2025

Clarus Wealth Advisors has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $214 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.3M, Vanguard Mega Cap Growth ETF with a value of $20.1M, Technology Sector Spdr with a value of $9.51M, Ishares Tr Fltg Rate Nt ETF with a value of $9.38M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.58M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $192M to 214M.

Below you can find more details about Clarus Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $214 Million
ETFs: $168 Million
Technology: $21.2 Million
Industrials: $5.69 Million
Consumer Cyclical: $5.43 Million
Financial Services: $5.27 Million
Communication Services: $3.48 Million
Consumer Defensive: $1.54 Million
Utilities: $1.38 Million
Other: $1.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.3 Million 9.47% of portfolio
32,868
Q2 2025 Added 2.01%
$0
$20.1 Million 9.39% of portfolio
54,989
Q2 2025 Added 69.04%
$0
$9.51 Million 4.44% of portfolio
37,543
Q2 2025 Added 0.95%
$0
$9.38 Million 4.38% of portfolio
183,834
Q2 2025 Reduced 1.14%
$0
$8.58 Million 4.01% of portfolio
118,100
Q2 2025 Added 1.44%
$0
$8.3 Million 3.87% of portfolio
138,262
Q2 2025 Added 1.16%
$0
$8.11 Million 3.78% of portfolio
130,726
Q2 2025 Added 4.39%
$0
$7.51 Million 3.5% of portfolio
17,126
Q2 2025 Reduced 1.56%
$3.69T
$6.54 Million 3.05% of portfolio
31,889
Q2 2025 Reduced 18.07%
$0
$6.5 Million 3.03% of portfolio
117,881
Q2 2025 Reduced 25.61%
$0
$5.13 Million 2.39% of portfolio
69,727
Q2 2025 Reduced 61.31%
$0
$4.63 Million 2.16% of portfolio
23,700
Q2 2025 Added 5.44%
$0
$4.62 Million 2.16% of portfolio
88,250
Q2 2025 Added 2.01%
$0
$4.52 Million 2.11% of portfolio
18,790
Q2 2025 Added 92.92%
$0
$4.29 Million 2.0% of portfolio
107,810
Q2 2025 Added 4.26%
$0
$3.78 Million 1.76% of portfolio
72,122
Q2 2025 Added 37.18%
$0
$3.1 Million 1.45% of portfolio
20,999
Q2 2025 Reduced 7.23%
$0
$2.75 Million 1.28% of portfolio
64,499
Q2 2025 Added 6.9%
$0
$2.73 Million 1.27% of portfolio
8,982
Q2 2025 Added 47.29%
$0
$2.45 Million 1.14% of portfolio
24,116
Q2 2025 Added 12.0%
$0
$2.43 Million 1.13% of portfolio
22,128
Q2 2025 Added 2.68%
$3.95T
$2.4 Million 1.12% of portfolio
4,823
Q2 2025 Added 10.49%
$0
$2.35 Million 1.1% of portfolio
21,631
Q2 2025 Reduced 18.74%
$367B
$2.33 Million 1.08% of portfolio
17,058
Q2 2025 Added 4.07%
$0
$2.24 Million 1.04% of portfolio
17,381
Q2 2025 Added 1.86%
$0
$2.2 Million 1.03% of portfolio
24,638
Q2 2025 Added 1.16%
$0
$2.02 Million 0.94% of portfolio
9,586
Q2 2025 Reduced 3.68%
$0
$1.89 Million 0.88% of portfolio
39,235
Q2 2025 Added 1.44%
$95.5B
$1.86 Million 0.87% of portfolio
19,904
Q2 2025 Reduced 8.2%
$106B
$1.79 Million 0.83% of portfolio
5,868
Q2 2025 Reduced 8.44%
$1.08T
$1.73 Million 0.81% of portfolio
5,454
Q2 2025 Added 16.69%
$0
$1.71 Million 0.8% of portfolio
20,937
Q2 2025 New
$0
$1.69 Million 0.79% of portfolio
24,661
Q2 2025 Added 11.43%
$0
$1.7 Million 0.79% of portfolio
25,218
Q2 2025 New
$0
$1.67 Million 0.78% of portfolio
7,681
Q2 2025 Reduced 14.46%
$2.26T
$1.66 Million 0.78% of portfolio
7,580
Q2 2025 Added 38.5%
$1.78T
$1.66 Million 0.78% of portfolio
2,255
Q2 2025 Added 13.43%
$0
$1.66 Million 0.77% of portfolio
18,909
Q2 2025 Added 12.2%
$0
$1.62 Million 0.76% of portfolio
19,129
Q2 2025 Added 20.79%
$56B
$1.56 Million 0.73% of portfolio
4,137
Q2 2025 Added 1.15%
$1.21T
$1.55 Million 0.72% of portfolio
8,787
Q2 2025 Added 50.8%
$57.3B
$1.52 Million 0.71% of portfolio
7,761
Q2 2025 Added 4.44%
$18.9B
$1.52 Million 0.71% of portfolio
83,691
Q2 2025 Added 17.98%
$0
$1.5 Million 0.7% of portfolio
11,159
Q2 2025 Added 6.86%
$282B
$1.44 Million 0.67% of portfolio
10,113
Q2 2025 New
$52.5B
$1.39 Million 0.65% of portfolio
6,773
Q2 2025 Added 21.97%
$111B
$1.38 Million 0.64% of portfolio
4,267
Q2 2025 Added 0.83%
$0
$1.34 Million 0.63% of portfolio
4,818
Q2 2025 Added 14.74%
$55B
$1.35 Million 0.63% of portfolio
18,475
Q2 2025 Added 30.33%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $214 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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