Clarus Wealth Advisors Portfolio Holdings

Clarus Wealth Advisors

  • $222 Million
  • Q3 2025

Clarus Wealth Advisors has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $222 Million distributed in 86 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 $22.1M, Vanguard Mega Cap Growth ETF with a value of $22.1M, Technology Sector Spdr with a value of $10.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.28M, and Ishares Core S&P Mid Cap ETF with a value of $8.77M.

Examining the 13F form we can see an increase of $7.96M in the current position value, from $214M to 222M.

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

Portfolio value $222 Million
ETFs: $172 Million
Technology: $26.8 Million
Consumer Cyclical: $6.39 Million
Industrials: $4.54 Million
Financial Services: $4.03 Million
Communication Services: $3.63 Million
Consumer Defensive: $1.74 Million
Utilities: $1.45 Million
Other: $1.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Million 9.92% of portfolio
33,106
Q3 2025 Added 0.72%
$0
$22.1 Million 9.92% of portfolio
54,812
Q3 2025 Reduced 0.32%
$0
$10.5 Million 4.75% of portfolio
37,424
Q3 2025 Reduced 0.32%
$0
$9.28 Million 4.18% of portfolio
118,502
Q3 2025 Added 0.34%
$0
$8.77 Million 3.94% of portfolio
134,337
Q3 2025 Added 2.76%
$0
$8.55 Million 3.84% of portfolio
135,829
Q3 2025 Reduced 1.76%
$0
$8 Million 3.6% of portfolio
16,677
Q3 2025 Reduced 2.62%
$4.34T
$7.7 Million 3.47% of portfolio
30,259
Q3 2025 Reduced 5.11%
$0
$6.53 Million 2.94% of portfolio
113,682
Q3 2025 Reduced 3.56%
$0
$5.64 Million 2.54% of portfolio
75,817
Q3 2025 Added 8.73%
$0
$5.06 Million 2.28% of portfolio
24,500
Q3 2025 Added 3.38%
$0
$4.94 Million 2.22% of portfolio
19,274
Q3 2025 Added 2.58%
$0
$4.76 Million 2.14% of portfolio
85,965
Q3 2025 Reduced 2.59%
$0
$4.64 Million 2.09% of portfolio
106,010
Q3 2025 Reduced 1.67%
$0
$4.04 Million 1.82% of portfolio
75,081
Q3 2025 Added 4.1%
$495B
$3.59 Million 1.62% of portfolio
19,251
Q3 2025 Reduced 3.49%
$0
$3.03 Million 1.36% of portfolio
65,420
Q3 2025 Added 1.43%
$375B
$2.94 Million 1.32% of portfolio
16,113
Q3 2025 Reduced 5.54%
$3.83T
$2.85 Million 1.28% of portfolio
5,512
Q3 2025 Added 14.29%
$0
$2.79 Million 1.26% of portfolio
8,510
Q3 2025 Reduced 5.25%
$0
$2.62 Million 1.18% of portfolio
25,411
Q3 2025 Added 5.37%
$0
$2.62 Million 1.18% of portfolio
23,547
Q3 2025 Added 6.41%
$0
$2.58 Million 1.16% of portfolio
21,824
Q3 2025 Added 0.89%
$1.4T
$2.46 Million 1.11% of portfolio
5,531
Q3 2025 Added 1.41%
$0
$2.43 Million 1.09% of portfolio
17,582
Q3 2025 Added 1.16%
$0
$2.37 Million 1.07% of portfolio
25,398
Q3 2025 Added 3.08%
$114B
$2.29 Million 1.03% of portfolio
15,975
Q3 2025 Reduced 19.74%
$0
$2.23 Million 1.0% of portfolio
23,896
Q3 2025 Reduced 5.24%
$0
$2.2 Million 0.99% of portfolio
9,383
Q3 2025 Reduced 2.12%
$0
$2.06 Million 0.93% of portfolio
38,605
Q3 2025 Reduced 1.61%
$125B
$2.05 Million 0.92% of portfolio
5,767
Q3 2025 Reduced 1.72%
$0
$1.88 Million 0.85% of portfolio
7,843
Q3 2025 Added 2.11%
$1.41T
$1.85 Million 0.83% of portfolio
2,523
Q3 2025 Added 11.88%
$0
$1.81 Million 0.81% of portfolio
20,769
Q3 2025 Reduced 0.8%
$62.7B
$1.77 Million 0.8% of portfolio
4,268
Q3 2025 Added 3.17%
$1.66T
$1.78 Million 0.8% of portfolio
7,311
Q3 2025 Reduced 16.8%
$0
$1.77 Million 0.79% of portfolio
24,626
Q3 2025 Reduced 0.14%
$0
$1.73 Million 0.78% of portfolio
19,397
Q3 2025 Added 1.4%
$0
$1.7 Million 0.76% of portfolio
18,965
Q3 2025 Added 0.3%
$65.9B
$1.7 Million 0.76% of portfolio
7,904
Q3 2025 Added 1.84%
$404B
$1.61 Million 0.73% of portfolio
9,968
Q3 2025 Reduced 1.43%
$2.54T
$1.62 Million 0.73% of portfolio
7,371
Q3 2025 Reduced 2.76%
$0
$1.62 Million 0.73% of portfolio
11,673
Q3 2025 Added 4.61%
$0
$1.59 Million 0.72% of portfolio
4,874
Q3 2025 Added 1.16%
$64.2B
$1.55 Million 0.7% of portfolio
7,628
Q3 2025 Added 12.62%
$165B
$1.54 Million 0.69% of portfolio
10,664
Q3 2025 Added 2.78%
$0
$1.54 Million 0.69% of portfolio
11,331
Q3 2025 Reduced 3.88%
$42.2B
$1.5 Million 0.68% of portfolio
16,995
Q3 2025 Added 15.63%
$187B
$1.48 Million 0.67% of portfolio
15,146
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $222 Million
  • Prior Value $214 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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