Clarius Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Clarius Group, LLC reported 482 stock positions worth $1.6 billion. Its top holding was Paccar (PCAR) at 14.2% of the portfolio, followed by Microsoft (MSFT, 8.1%) and Vanguard S&P 500 ETF (VOO, 6.9%). Compared with Q4 2024, it opened 54 new positions, sold out of 24, added to 227 and reduced 158. The biggest buy was Dimensional International Hi (DIHP, shares +94%) and the biggest sale Paccar (PCAR, shares −0%).
- Most Recent 13F
- Q4 2025
- Location
- SEATTLE, WA
- CIK
- 0001664214
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001664214-25-000007 ↗ filed Apr 18, 2025
Holdings Value
Holdings 482 stocks · $1.6B
| PCAR Paccar Inc. | 14.24% | 2,329,379 | $226.8M | Reduce 0.0% |
| MSFT Microsoft Corp. | 8.09% | 343,213 | $128.8M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 6.94% | 215,107 | $110.5M | Add +32.3% |
| IDEV iShares Core MSCI Dev MKTS | 6.24% | 1,441,842 | $99.3M | Add +32.4% |
| DIHP Dimensional International Hi | 4.85% | 2,865,725 | $77.2M | Add +93.9% |
| AMZN Amazon.com Inc. | 3.72% | 311,708 | $59.3M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 3.52% | 204,144 | $56.1M | Reduce -0.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 3.24% | 1,882,471 | $51.6M | Reduce -5.6% |
| SBUX Starbucks Corp. | 2.54% | 412,939 | $40.5M | Add +517.2% |
| DUHP Dimensional US High Profi Et | 2.21% | 1,061,930 | $35.2M | Add +13.5% |
| VEA Vanguard Ftse Developed ETF | 2.18% | 683,026 | $34.7M | Add +25.6% |
| AAPL Apple Inc. | 2.12% | 151,682 | $33.7M | Add +13.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.84% | 52,279 | $29.2M | Add +31.8% |
| NVDA Nvidia Corp. | 1.58% | 232,397 | $25.2M | Add +14.4% |
| ESGU iShares ESG Aware MSCI USA | 1.34% | 174,564 | $21.3M | Add +8.5% |
| ECML Eucldean Fundmntl Val ETF Ec | 0.99% | 515,276 | $15.8M | Reduce -0.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.95% | 302,741 | $15.1M | Add +905.0% |
| CINF Cincinnati Financial Corp. | 0.80% | 85,852 | $12.7M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.76% | 39,400 | $12.1M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.73% | 143,215 | $11.7M | Add +17.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 31,425 | $11.7M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.69% | 71,523 | $11.1M | Add +8.2% |
| OMFL Invesco Russell 1000 DYN M/F | 0.68% | 202,137 | $10.8M | Reduce -13.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 22,782 | $10.7M | Add +428.9% |
| META Meta Platforms Inc. Class A | 0.65% | 18,002 | $10.4M | Add +8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 18,584 | $9.9M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 0.58% | 59,517 | $9.3M | Add +3.1% |
| COST Costco Wholesale Corp. | 0.51% | 8,661 | $8.2M | Add +17.4% |
| VXF Vanguard Extended Market ETF | 0.44% | 40,634 | $7.0M | Add +112.6% |
| TSLA Tesla Inc. | 0.44% | 26,892 | $7.0M | Reduce -7.2% |
| V Visa Inc. Class A | 0.39% | 17,876 | $6.3M | Reduce -1.2% |
| RODM Hartford Multifact Dev MRKT | 0.38% | 196,597 | $6.1M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.38% | 7,359 | $6.1M | Reduce -7.1% |
| JPM JPMorgan Chase & Co. | 0.38% | 24,737 | $6.1M | Reduce -6.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.35% | 7 | $5.6M | New |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 89,800 | $5.5M | New |
| AVGO Broadcom Inc. | 0.33% | 31,481 | $5.3M | Add +8.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 20,248 | $5.2M | Reduce -17.6% |
| SNOW Snowflake Inc. | 0.32% | 35,096 | $5.1M | Reduce -1.5% |
| DNLI Denali Therapeutics Inc. | 0.32% | 368,995 | $5.0M | Reduce -10.0% |
| MA Mastercard Inc. Class A | 0.30% | 8,829 | $4.8M | Add +15.2% |
| NFLX Netflix Inc. | 0.30% | 5,148 | $4.8M | Reduce -24.5% |
| VGT Vanguard Info Tech ETF | 0.28% | 8,320 | $4.5M | New |
| IEMG iShares Core MSCI Emerging | 0.28% | 82,962 | $4.5M | Reduce -86.1% |
| IWD iShares Russell 1000 Value E | 0.27% | 22,806 | $4.3M | Add +96.5% |
| OKTA Okta Inc. | 0.27% | 40,436 | $4.3M | Reduce -18.4% |
| ABBV Abbvie Inc. | 0.27% | 20,148 | $4.2M | Add +26.5% |
| WMT Walmart Inc. | 0.26% | 47,428 | $4.2M | Add +23.6% |
| ACWI iShares MSCI Acwi ETF | 0.25% | 34,570 | $4.0M | No change |
| JNJ Johnson & Johnson | 0.25% | 24,228 | $4.0M | Add +15.4% |
| IWF iShares Russell 1000 Growth | 0.25% | 10,961 | $4.0M | Add +116.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 22,143 | $3.8M | Reduce -1.8% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.22% | 84,183 | $3.5M | New |
| PG The Procter & Gamble Co. | 0.22% | 20,573 | $3.5M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 81,715 | $3.4M | Add +28.5% |
| XOM Exxon Mobil Corp. | 0.20% | 27,101 | $3.2M | Add +9.3% |
| AMGN Amgen Inc. | 0.20% | 10,277 | $3.2M | Add +23.7% |
| ORCL Oracle Corp. | 0.20% | 22,359 | $3.1M | Add +19.7% |
| CRM Salesforce Inc. | 0.19% | 11,451 | $3.1M | Add +15.5% |
| UNH Unitedhealth Group Inc. | 0.19% | 5,845 | $3.1M | Reduce -17.1% |
| HD Home Depot Inc. | 0.18% | 7,720 | $2.8M | Reduce -5.3% |
| ESML iShares ESG Aware MSCI USA S | 0.17% | 69,603 | $2.7M | Add +8.2% |
| CVX Chevron Corp. | 0.16% | 15,649 | $2.6M | Add +20.9% |
| RAMP Liveramp Holdings Inc. | 0.16% | 96,566 | $2.5M | Add +1.6% |
| MUB iShares National Muni Bond E | 0.14% | 20,426 | $2.2M | Reduce -37.8% |
| IXUS iShares Core Intl Stock ETF | 0.13% | 30,703 | $2.1M | No change |
| UNP Union Pacific Corp. | 0.13% | 9,008 | $2.1M | Add +0.3% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.13% | 89,484 | $2.1M | Add +5.3% |
| SCHD Schwab US DVD Equity ETF | 0.13% | 73,416 | $2.1M | Add +44.0% |
| PANW Palo Alto Networks Inc. | 0.13% | 11,962 | $2.0M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.13% | 6,506 | $2.0M | Add +10.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.13% | 53,453 | $2.0M | Reduce -2.8% |
| BX Blackstone Inc. | 0.13% | 14,366 | $2.0M | Add +22.8% |
| HON Honeywell International Inc. | 0.12% | 9,308 | $2.0M | Reduce -4.8% |
| TWST Twist Bioscience Corp. | 0.12% | 49,635 | $1.9M | No change |
| MRK Merck & Co. Inc. | 0.12% | 21,091 | $1.9M | Reduce -12.2% |
| KO The Coca-Cola Co. | 0.12% | 25,584 | $1.8M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.11% | 5,485 | $1.8M | Add +14.8% |
| IWM iShares Russell 2000 ETF | 0.11% | 9,042 | $1.8M | Add +187.9% |
| PEP Pepsico Inc. | 0.11% | 11,905 | $1.8M | Reduce -9.1% |
| NOW ServiceNow Inc. | 0.11% | 2,141 | $1.7M | Add +16.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 6,785 | $1.7M | Add +29.5% |
| SPGI S&P Global Inc. | 0.11% | 3,309 | $1.7M | Add +35.6% |
| GS Goldman Sachs Group Inc. | 0.10% | 3,046 | $1.7M | Add +20.2% |
| ACN Accenture PLC Class A | 0.10% | 5,322 | $1.7M | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 8,041 | $1.6M | Add +34.3% |
| IUSG iShares Core S&P U.S. Growth | 0.10% | 12,300 | $1.6M | No change |
| CSCO Cisco Systems Inc. | 0.10% | 25,102 | $1.5M | Reduce -1.2% |
| ALK Alaska Air Group Inc. | 0.10% | 31,304 | $1.5M | No change |
| ADBE Adobe Inc. | 0.09% | 3,932 | $1.5M | Add +28.3% |
| ABT Abbott Laboratories | 0.09% | 11,368 | $1.5M | Reduce -0.3% |
| IGV iShares Expanded Tech-Softwa | 0.09% | 16,733 | $1.5M | Add +17.4% |
| MS Morgan Stanley | 0.09% | 12,644 | $1.5M | Reduce -0.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.09% | 58,242 | $1.5M | Add +524.1% |
| ADP Automatic Data Processing | 0.09% | 4,745 | $1.4M | Add +39.7% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 31,861 | $1.4M | Reduce -73.7% |
| TXN Texas Instruments Inc. | 0.09% | 8,018 | $1.4M | Reduce -1.0% |
| INTU Intuit Inc. | 0.09% | 2,333 | $1.4M | Reduce -4.7% |
| C Citigroup Inc. | 0.09% | 20,164 | $1.4M | Add +101.8% |
| TMUS T-Mobile US Inc. | 0.09% | 5,352 | $1.4M | Add +47.0% |
Portfolio Sells Q4 2024 → Q1 2025
| PCAR Paccar Inc. | Reduce 0.0% | 14.24% | −2.31 |
| IEMG iShares Core MSCI Emerging | Reduce -86.1% | 0.28% | −1.85 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.72% | −0.96 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -5.6% | 3.24% | −0.81 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.58 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 3.52% | −0.52 |
| TSLA Tesla Inc. | Reduce -7.2% | 0.44% | −0.36 |
| VWO Vanguard Ftse Emerging Marke | Reduce -73.7% | 0.09% | −0.27 |
| DNLI Denali Therapeutics Inc. | Reduce -10.0% | 0.32% | −0.26 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -13.3% | 0.68% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.1% | 0.73% | −0.16 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -65.4% | 0.08% | −0.15 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.14 |
| ECML Eucldean Fundmntl Val ETF Ec | Reduce -0.1% | 0.99% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -17.6% | 0.33% | −0.13 |
| NFLX Netflix Inc. | Reduce -24.5% | 0.30% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -37.8% | 0.14% | −0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -52.1% | 0.08% | −0.09 |
| SUB iShares Short-Term National | Reduce -50.4% | 0.07% | −0.08 |
| RDFN Redfin Corp. | Reduce -82.9% | 0.01% | −0.06 |
| SNOW Snowflake Inc. | Reduce -1.5% | 0.32% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -17.1% | 0.19% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -6.2% | 0.38% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -12.2% | 0.12% | −0.04 |
| HD Home Depot Inc. | Reduce -5.3% | 0.18% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -7.1% | 0.38% | −0.04 |
| EMXF iShares ESG Adv MSCI Em ETF | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Reduce -14.1% | 0.06% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.6% | 0.10% | −0.03 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -2.8% | 0.13% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -9.7% | 0.08% | −0.03 |
| HON Honeywell International Inc. | Reduce -4.8% | 0.12% | −0.03 |
| PFE Pfizer Inc. | Reduce -38.2% | 0.03% | −0.03 |
| DVN Devon Energy Corp. | Reduce -68.1% | 0.01% | −0.03 |
| DHR Danaher Corp. | Reduce -17.6% | 0.05% | −0.02 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -9.1% | 0.11% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -3.4% | 0.06% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -31.7% | 0.03% | −0.02 |
| HLN Haleon PLC-ADR | Reduce -55.1% | 0.02% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 0.13% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 0.24% | −0.02 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.02 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -30.7% | 0.02% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.4% | 0.09% | −0.02 |
| ANET Arista Networks Inc. | Reduce -25.2% | 0.02% | −0.02 |
| UNM Unum Group | Reduce -47.8% | 0.02% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.22% | −0.02 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DIHP Dimensional International Hi | Add +93.9% | 4.85% | +2.30 |
| SBUX Starbucks Corp. | Add +517.2% | 2.54% | +2.13 |
| IDEV iShares Core MSCI Dev MKTS | Add +32.4% | 6.24% | +1.44 |
| VOO Vanguard S&P 500 ETF | Add +32.3% | 6.94% | +0.96 |
| VUSB Vanguard Ultra Short Bond Et | Add +905.0% | 0.95% | +0.84 |
| QQQ Invesco QQQ Trust Series 1 | Add +428.9% | 0.67% | +0.52 |
| VEA Vanguard Ftse Developed ETF | Add +25.6% | 2.18% | +0.40 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.35% | +0.35 |
| BBIN JPM Betabuilders Intl Eqty | New | 0.35% | +0.35 |
| VGT Vanguard Info Tech ETF | New | 0.28% | +0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +31.8% | 1.84% | +0.25 |
| HEWJ Isha Curr Hedged MSCI Japan | New | 0.22% | +0.22 |
| VXF Vanguard Extended Market ETF | Add +112.6% | 0.44% | +0.19 |
| IWD iShares Russell 1000 Value E | Add +96.5% | 0.27% | +0.12 |
| IWF iShares Russell 1000 Growth | Add +116.5% | 0.25% | +0.11 |
| ESGD iShares Trust iShares ESG Aw | Add +17.8% | 0.73% | +0.10 |
| SUSB iShares ESG Aware 1-5 Year U | Add +524.1% | 0.09% | +0.08 |
| ABBV Abbvie Inc. | Add +26.5% | 0.27% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +187.9% | 0.11% | +0.07 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | Add +23.7% | 0.20% | +0.05 |
| COST Costco Wholesale Corp. | Add +17.4% | 0.51% | +0.05 |
| DUHP Dimensional US High Profi Et | Add +13.5% | 2.21% | +0.05 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +524.9% | 0.06% | +0.05 |
| JNJ Johnson & Johnson | Add +15.4% | 0.25% | +0.04 |
| C Citigroup Inc. | Add +101.8% | 0.09% | +0.04 |
| DE Deere & Co. | Add +97.0% | 0.08% | +0.04 |
| PRCH Porch Group Inc. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +20.9% | 0.16% | +0.04 |
| TMUS T-Mobile US Inc. | Add +47.0% | 0.09% | +0.03 |
| PHM Pultegroup Inc. | Add +93.0% | 0.09% | +0.03 |
| CI The Cigna Group | Add +59.9% | 0.08% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +44.0% | 0.13% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +314.4% | 0.05% | +0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.03% | +0.03 |
| KLAC KLA Corp. | Add +65.7% | 0.09% | +0.03 |
| GE General Electric | Add +34.3% | 0.10% | +0.03 |
| AMP Ameriprise Financial Inc. | Add +110.9% | 0.07% | +0.03 |
| URI United Rentals Inc. | Add +187.6% | 0.06% | +0.03 |
| PEG Public Service Enterprise GP | Add +204.9% | 0.05% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +119.4% | 0.05% | +0.03 |
| KKR KKR & Co. Inc. | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +15.2% | 0.30% | +0.03 |
| TAP Molson Coors Beverage Co. Class B | New | 0.03% | +0.03 |
| WEC WEC Energy Group Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +29.5% | 0.11% | +0.03 |
| HST Host Hotels & Resorts Inc. | New | 0.03% | +0.03 |
| CNC Centene Corp. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +57.9% | 0.08% | +0.03 |
| TSCO Tractor Supply Company | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 384 | $1.8B | PCAR, MSFT, VOO, IDEV, DIHP |
| Q3 2025 | 398 | $1.7B | PCAR, MSFT, VOO, IDEV, DIHP |
| Q2 2025 | 480 | $1.7B | PCAR, MSFT, VOO, IDEV, DIHP |
| Q1 2025 | 482 | $1.6B | PCAR, MSFT, VOO, IDEV, DIHP |
| Q4 2024 | 452 | $1.5B | PCAR, MSFT, VOO, IDEV, AMZN |
| Q3 2024 | 453 | $1.4B | PCAR, MSFT, VOO, IDEV, FNDA |
| Q2 2024 | 447 | $1.4B | PCAR, MSFT, VOO, IDEV, AMZN |
| Q1 2024 | 484 | $1.4B | PCAR, MSFT, VOO, FNDA, AMZN |