Clarius Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Clarius Group, LLC reported 398 stock positions worth $1.7 billion. Its top holding was Paccar (PCAR) at 14.1% of the portfolio, followed by Microsoft (MSFT, 9.9%) and Vanguard S&P 500 ETF (VOO, 8.1%). Compared with Q2 2025, it opened 9 new positions, sold out of 91, added to 53 and reduced 277. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +9%) and the biggest sale Nvidia (NVDA, shares −32%).
- Most Recent 13F
- Q4 2025
- Location
- SEATTLE, WA
- CIK
- 0001664214
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0001664214-25-000013 ↗ filed Oct 14, 2025
Holdings Value
Holdings 398 stocks · $1.7B
| PCAR Paccar Inc. | 14.11% | 2,424,633 | $238.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 9.94% | 324,027 | $167.8M | Reduce -4.8% |
| VOO Vanguard S&P 500 ETF | 8.13% | 224,183 | $137.3M | Add +9.3% |
| IDEV iShares Core MSCI Dev MKTS | 7.03% | 1,481,784 | $118.8M | Add +4.4% |
| DIHP Dimensional International Hi | 4.83% | 2,685,784 | $81.6M | Reduce -7.0% |
| AMZN Amazon.com Inc. | 3.79% | 291,295 | $64.0M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.60% | 185,361 | $60.8M | Add +0.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 3.54% | 1,919,123 | $59.8M | Add +3.4% |
| DUHP Dimensional US High Profi Et | 2.90% | 1,296,585 | $49.0M | Add +20.2% |
| VEA Vanguard Ftse Developed ETF | 2.28% | 643,559 | $38.6M | Reduce -0.1% |
| SBUX Starbucks Corp. | 2.05% | 408,790 | $34.6M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.03% | 51,527 | $34.3M | Add +0.5% |
| AAPL Apple Inc. | 1.71% | 113,376 | $28.9M | Reduce -24.3% |
| NVDA Nvidia Corp. | 1.62% | 146,517 | $27.3M | Reduce -31.8% |
| ESGU iShares ESG Aware MSCI USA | 1.47% | 170,160 | $24.8M | Reduce -0.5% |
| ECML Eucldean Fundmntl Val ETF Ec | 0.98% | 498,567 | $16.6M | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.91% | 308,142 | $15.4M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.90% | 31,811 | $15.3M | Add +1.2% |
| IWB iShares Russell 1000 ETF | 0.85% | 39,400 | $14.4M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.78% | 141,681 | $13.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.74% | 51,143 | $12.4M | Reduce -23.9% |
| CINF Cincinnati Financial Corp. | 0.73% | 77,991 | $12.3M | Reduce -0.4% |
| OMFL Invesco Russell 1000 DYN M/F | 0.69% | 192,510 | $11.6M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 18,826 | $11.3M | Reduce -17.5% |
| GOOG Alphabet Inc. Class C | 0.62% | 42,966 | $10.5M | Reduce -23.3% |
| META Meta Platforms Inc. Class A | 0.55% | 12,567 | $9.2M | Reduce -24.0% |
| VXF Vanguard Extended Market ETF | 0.46% | 37,198 | $7.8M | Add +0.1% |
| SNOW Snowflake Inc. | 0.44% | 33,207 | $7.5M | Reduce -7.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 23,031 | $7.1M | Reduce -0.2% |
| RODM Hartford Multifact Dev MRKT | 0.41% | 193,836 | $6.9M | No change |
| COST Costco Wholesale Corp. | 0.40% | 7,270 | $6.7M | Reduce -15.3% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.38% | 91,475 | $6.4M | Add +1.9% |
| AVGO Broadcom Inc. | 0.38% | 19,326 | $6.4M | Reduce -32.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 12,374 | $6.2M | Reduce -28.7% |
| TSLA Tesla Inc. | 0.35% | 13,350 | $5.9M | Reduce -43.4% |
| IEMG iShares Core MSCI Emerging | 0.34% | 88,323 | $5.8M | Add +17.1% |
| JPM JPMorgan Chase & Co. | 0.33% | 17,913 | $5.7M | Reduce -26.4% |
| NFLX Netflix Inc. | 0.32% | 4,482 | $5.4M | Reduce -10.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 7 | $5.3M | No change |
| DNLI Denali Therapeutics Inc. | 0.31% | 359,745 | $5.2M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 0.30% | 10,928 | $5.1M | No change |
| ACWI iShares MSCI Acwi ETF | 0.28% | 34,459 | $4.8M | No change |
| IWD iShares Russell 1000 Value E | 0.27% | 22,776 | $4.6M | Reduce -0.1% |
| V Visa Inc. Class A | 0.27% | 13,403 | $4.6M | Reduce -24.4% |
| LLY Eli Lilly & Co. | 0.25% | 5,639 | $4.3M | Reduce -37.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 22,930 | $4.3M | Add +3.5% |
| ABBV Abbvie Inc. | 0.25% | 17,972 | $4.2M | Reduce -17.0% |
| ORCL Oracle Corp. | 0.24% | 14,166 | $4.0M | Reduce -35.0% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.23% | 80,255 | $4.0M | Reduce -4.7% |
| VIR Vir Biotechnology Inc. | 0.21% | 619,312 | $3.5M | Add +0.3% |
| JNJ Johnson & Johnson | 0.20% | 18,422 | $3.4M | Reduce -25.9% |
| OKTA Okta Inc. | 0.20% | 36,034 | $3.3M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.19% | 5,607 | $3.2M | Reduce -29.9% |
| WMT Walmart Inc. | 0.19% | 30,589 | $3.2M | Reduce -30.6% |
| ESML iShares ESG Aware MSCI USA S | 0.18% | 68,684 | $3.1M | Reduce -0.2% |
| RBLX Roblox Corp. Class A | 0.18% | 22,149 | $3.1M | No change |
| HD Home Depot Inc. | 0.17% | 6,952 | $2.8M | Reduce -25.8% |
| RAMP Liveramp Holdings Inc. | 0.16% | 100,160 | $2.7M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 51,015 | $2.6M | Reduce -33.3% |
| XOM Exxon Mobil Corp. | 0.15% | 22,620 | $2.6M | Reduce -11.4% |
| IXUS iShares Core Intl Stock ETF | 0.15% | 30,703 | $2.5M | No change |
| AMGN Amgen Inc. | 0.15% | 8,807 | $2.5M | Reduce -13.8% |
| CRM Salesforce Inc. | 0.14% | 9,716 | $2.3M | Reduce -16.1% |
| VGT Vanguard Info Tech ETF | 0.14% | 3,066 | $2.3M | Reduce -25.9% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.13% | 86,330 | $2.2M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.13% | 14,436 | $2.2M | Reduce -27.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.13% | 48,438 | $2.2M | No change |
| CVX Chevron Corp. | 0.13% | 13,820 | $2.1M | Reduce -11.1% |
| MRK Merck & Co. Inc. | 0.13% | 25,398 | $2.1M | Add +12.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 7,077 | $2.1M | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.12% | 8,542 | $2.1M | No change |
| SCHD Schwab US DVD Equity ETF | 0.12% | 74,846 | $2.0M | Add +1.8% |
| IUSG iShares Core S&P U.S. Growth | 0.12% | 12,300 | $2.0M | No change |
| AXON Axon Enterprise Inc. | 0.12% | 2,814 | $2.0M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,978 | $2.0M | Reduce -25.3% |
| IGV iShares Expanded Tech-Softwa | 0.11% | 16,733 | $1.9M | No change |
| BX Blackstone Inc. | 0.11% | 11,246 | $1.9M | Reduce -22.4% |
| TBLL Invesco Short Term Treasury | 0.11% | 17,211 | $1.8M | Reduce -36.6% |
| HAS Hasbro Inc. | 0.10% | 23,283 | $1.8M | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.10% | 2,204 | $1.8M | Reduce -30.1% |
| HON Honeywell International Inc. | 0.10% | 8,280 | $1.7M | Reduce -12.9% |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 31,811 | $1.7M | Reduce -2.8% |
| XLK SS Technology Select Sector | 0.09% | 5,688 | $1.6M | No change |
| NOW ServiceNow Inc. | 0.09% | 1,705 | $1.6M | Reduce -14.5% |
| C Citigroup Inc. | 0.09% | 15,352 | $1.6M | Reduce -18.2% |
| LRCX Lam Research Corp. | 0.09% | 11,582 | $1.6M | Reduce -7.7% |
| UNP Union Pacific Corp. | 0.09% | 6,549 | $1.5M | Reduce -18.5% |
| MCD McDonald's Corp. | 0.09% | 5,073 | $1.5M | Reduce -18.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 5,489 | $1.5M | Add +18.6% |
| PEP Pepsico Inc. | 0.09% | 10,900 | $1.5M | Reduce -22.9% |
| ALK Alaska Air Group Inc. | 0.09% | 30,531 | $1.5M | Reduce -1.9% |
| PRCH Porch Group Inc. | 0.09% | 88,874 | $1.5M | No change |
| EMR Emerson Electric Co. | 0.09% | 11,361 | $1.5M | Reduce -9.4% |
| MU Micron Technology Inc. | 0.09% | 8,893 | $1.5M | Reduce -20.0% |
| BEAM Beam Therapeutics Inc. | 0.09% | 60,615 | $1.5M | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.09% | 57,435 | $1.5M | No change |
| VXUS Vanguard Total Intl Stock | 0.09% | 19,678 | $1.4M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 5,114 | $1.4M | Reduce -20.4% |
| AMD Advanced Micro Devices | 0.08% | 8,688 | $1.4M | Reduce -26.1% |
| TWST Twist Bioscience Corp. | 0.08% | 49,635 | $1.4M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -31.8% | 1.62% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -24.0% | 0.55% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -37.0% | 0.25% | −0.15 |
| SBUX Starbucks Corp. | Reduce -0.6% | 2.05% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 3.79% | −0.14 |
| DIHP Dimensional International Hi | Reduce -7.0% | 4.83% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.7% | 0.37% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -15.3% | 0.40% | −0.10 |
| V Visa Inc. Class A | Reduce -24.4% | 0.27% | −0.10 |
| TSLA Tesla Inc. | Reduce -43.4% | 0.35% | −0.09 |
| AVGO Broadcom Inc. | Reduce -32.9% | 0.38% | −0.09 |
| AAPL Apple Inc. | Reduce -24.3% | 1.71% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -26.4% | 0.33% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -53.4% | 0.07% | −0.08 |
| NFLX Netflix Inc. | Reduce -10.8% | 0.32% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -29.9% | 0.19% | −0.07 |
| WMT Walmart Inc. | Reduce -30.6% | 0.19% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.5% | 0.67% | −0.06 |
| TBLL Invesco Short Term Treasury | Reduce -36.6% | 0.11% | −0.06 |
| BAC Bank of America Corp. | Reduce -33.3% | 0.16% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -27.5% | 0.13% | −0.05 |
| MS Morgan Stanley | Reduce -60.2% | 0.04% | −0.05 |
| ACN Accenture PLC Class A | Reduce -57.7% | 0.03% | −0.05 |
| INTU Intuit Inc. | Reduce -40.6% | 0.06% | −0.05 |
| CRM Salesforce Inc. | Reduce -16.1% | 0.14% | −0.05 |
| CAT Caterpillar Inc. | Reduce -49.9% | 0.08% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -50.5% | 0.06% | −0.05 |
| ORCL Oracle Corp. | Reduce -35.0% | 0.24% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -46.0% | 0.04% | −0.04 |
| KO The Coca-Cola Co. | Reduce -35.5% | 0.06% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.04 |
| PGR Progressive Corp. | Reduce -55.7% | 0.02% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -56.5% | 0.05% | −0.03 |
| HD Home Depot Inc. | Reduce -25.8% | 0.17% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -37.9% | 0.04% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -49.1% | 0.03% | −0.03 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -30.6% | 0.07% | −0.03 |
| AZO AutoZone Inc. | Reduce -68.0% | 0.02% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| URI United Rentals Inc. | Reduce -56.9% | 0.04% | −0.03 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -26.4% | 0.06% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -55.0% | 0.03% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -34.8% | 0.08% | −0.03 |
| CI The Cigna Group | Reduce -29.4% | 0.04% | −0.03 |
| PM Philip Morris International | Reduce -24.2% | 0.06% | −0.03 |
| NOW ServiceNow Inc. | Reduce -14.5% | 0.09% | −0.03 |
| EOG EOG Resources Inc. | Reduce -60.0% | 0.02% | −0.03 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Add +9.3% | 8.13% | +1.34 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.4% | 7.03% | +0.74 |
| DUHP Dimensional US High Profi Et | Add +20.2% | 2.90% | +0.66 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +3.4% | 3.54% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 3.60% | +0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 2.03% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 0.90% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +17.1% | 0.34% | +0.08 |
| ESGD iShares Trust iShares ESG Aw | Add +0.1% | 0.78% | +0.04 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 0.46% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.6% | 0.09% | +0.03 |
| VIR Vir Biotechnology Inc. | Add +0.3% | 0.21% | +0.03 |
| FXI iShares China Large-Cap ETF | New | 0.03% | +0.03 |
| BBIN JPM Betabuilders Intl Eqty | Add +1.9% | 0.38% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +1.1% | 0.91% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +38.6% | 0.08% | +0.03 |
| EWJ iShares MSCI Japan ETF | Add +49.7% | 0.07% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.5% | 0.25% | +0.03 |
| MRK Merck & Co. Inc. | Add +12.8% | 0.13% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| AES AES Corp. | New | 0.02% | +0.02 |
| ED Consolidated Edison Inc. | New | 0.02% | +0.02 |
| NAUT Nautilus Biotechnology Inc. | Add +14.1% | 0.06% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
| BIDU Baidu Inc. - Spon ADR | New | 0.01% | +0.01 |
| CCJ Cameco Corp. | New | 0.01% | +0.01 |
| IT Gartner Inc. | New | 0.01% | +0.01 |
| ULTA Ulta Beauty Inc. | New | 0.01% | +0.01 |
| UAL United Airlines Holdings Inc. | Add +36.4% | 0.03% | +0.01 |
| LYEL Lyell Immunopharma Inc. | Add +4.3% | 0.02% | +0.01 |
| ADI Analog Devices Inc. | Add +14.8% | 0.04% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +7.7% | 0.03% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.8% | 0.12% | +0.01 |
| ROP Roper Technologies Inc. | Add +64.9% | 0.02% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.7% | 0.09% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +0.0% | 0.08% | +0.01 |
| HAS Hasbro Inc. | Add +0.6% | 0.10% | +0.01 |
| NKE Nike Inc. Class B | Add +14.5% | 0.04% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.1% | 0.05% | +0.00 |
| IBBQ Invesco Nasdaq Biotech ETF | Add +0.4% | 0.03% | +0.00 |
| INCY Incyte Corp. | Add +0.6% | 0.02% | +0.00 |
| NRG NRG Energy Inc. | Add +23.1% | 0.02% | +0.00 |
| NOK Nokia Corp.-Spon ADR | Add +116.6% | 0.01% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 0.04% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +0.0% | 0.03% | +0.00 |
| CBOE Cboe Global Markets Inc. | Add +6.9% | 0.03% | +0.00 |
| BLDR Builders Firstsource Inc. | Add +15.7% | 0.02% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.1% | 0.03% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +0.1% | 0.02% | +0.00 |
| EXPD Expeditors Intl Wash Inc. | Add +0.7% | 0.03% | +0.00 |
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 |