Clarus Wealth Advisors
CIK: 0001730149SEC EDGAR →
Portfolio Value
$241.3M
Holdings
86
As of
Q4 2025
New Positions
8
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 32,535 | $22.6M | 9.36% |
| 2 | VANGUARD WORLD FD | 54,089 | $22.4M | 9.28% |
| 3 | SELECT SECTOR SPDR TR | 72,198 | $10.6M | 4.38% |
| 4 | SPDR SERIES TRUST | 117,948 | $9.6M | 3.99% |
| 5 | ISHARES TR | 135,851 | $9.4M | 3.91% |
| 6 | J P MORGAN EXCHANGE TRADED F | 135,472 | $8.7M | 3.61% |
| 7 | VANGUARD INDEX FDS | 16,646 | $8.2M | 3.39% |
| 8 | APPLE INC | 28,908 | $7.5M | 3.13% |
| 9 | PACER FDS TR | 113,903 | $7.0M | 2.92% |
| 10 | VANGUARD BD INDEX FDS | 79,646 | $5.9M | 2.45% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $192.6M | 79.8% |
| Technology | 12 | $24.8M | 10.3% |
| Consumer Cyclical | 5 | $6.8M | 2.8% |
| Industrials | 5 | $5.1M | 2.1% |
| Communication Services | 2 | $4.1M | 1.7% |
| Unknown | 1 | $2.4M | 1.0% |
| Consumer Defensive | 2 | $2.1M | 0.9% |
| Utilities | 2 | $1.8M | 0.7% |
| Healthcare | 4 | $1.1M | 0.5% |
| Energy | 2 | $488K | 0.2% |