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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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