Clarus Wealth Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Clarus Wealth Advisors reported 88 stock positions worth $234.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.0% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 8.7%) and SS Technology Select Sector (XLK, 4.5%). Compared with Q4 2025, it opened 15 new positions, sold out of 13, added to 42 and reduced 25. The biggest buy was a new position in iShares Core MSCI Eafe ETF (IEFA) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001730149
- Portfolio Value
- $234.6M (Q1 2026)
- SEC Filing
- 0001730149-26-000002 ↗ filed Apr 8, 2026
Holdings Value
Holdings 88 stocks · $234.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.02% | 32,099 | $21.2M | Reduce -1.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 8.73% | 54,724 | $20.5M | Add +1.2% |
| XLK SS Technology Select Sector | 4.53% | 77,237 | $10.6M | Add +7.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.88% | 117,377 | $9.1M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 3.88% | 132,622 | $9.1M | Reduce -2.4% |
| JQUA JPMorgan US Quality Factor | 3.57% | 134,903 | $8.4M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.23% | 17,041 | $7.6M | Add +2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 2.97% | 111,862 | $7.0M | Reduce -1.8% |
| AAPL Apple Inc. | 2.96% | 27,360 | $6.9M | Reduce -5.3% |
| BND Vanguard Total Bond Market | 2.49% | 79,301 | $5.8M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 2.19% | 24,196 | $5.1M | Reduce -1.5% |
| XLF SS Financial Select Sector | 2.11% | 99,355 | $5.0M | Add +26.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.03% | 83,881 | $4.8M | Reduce -2.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.99% | 102,832 | $4.7M | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.70% | 43,512 | $4.0M | New |
| XLI SS Industrial Select Sector | 1.55% | 22,152 | $3.6M | Add +0.8% |
| NVDA Nvidia Corp. | 1.38% | 18,157 | $3.2M | Reduce -3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.35% | 64,197 | $3.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.28% | 9,213 | $3.0M | Add +1.8% |
| XLC SS Comm Select Sector SPDR | 1.16% | 24,327 | $2.7M | Add +5.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.15% | 24,736 | $2.7M | Add +1.8% |
| TLH iShares 10-20 Year Treasury | 1.14% | 26,660 | $2.7M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 1.12% | 37,198 | $2.6M | New |
| MSFT Microsoft Corp. | 1.09% | 6,885 | $2.6M | Add +14.0% |
| XLE SS Energy Select Sector | 1.08% | 42,041 | $2.5M | Add +3.8% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.07% | 25,650 | $2.5M | Reduce -2.1% |
| XME SS SPDR S&P Metals Mining | 1.07% | 22,760 | $2.5M | Add +1.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.06% | 25,071 | $2.5M | Reduce -1.0% |
| MTUM iShares MSCI USA Momentum Fa | 1.04% | 9,801 | $2.4M | Reduce -50.9% |
| XAR SS SPDR S&P Aerospace Def | 1.03% | 9,312 | $2.4M | Add +2.5% |
| GLD SPDR Gold Shares | 1.02% | 5,564 | $2.4M | Reduce -1.3% |
| IXN iShares Global Tech ETF | 0.94% | 21,440 | $2.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.93% | 14,598 | $2.2M | Reduce -11.2% |
| XLB SS Materials Select Sector | 0.92% | 43,126 | $2.2M | Add +6.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.90% | 45,854 | $2.1M | Add +6.5% |
| IYT iShares US Transportation Et | 0.88% | 27,210 | $2.1M | Add +7.3% |
| NET Cloudflare Inc. Class A | 0.85% | 9,176 | $2.0M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.83% | 6,364 | $1.9M | Reduce -2.6% |
| XLY SS Consumer Disc Select Sect | 0.82% | 17,805 | $1.9M | Add +8.4% |
| TSLA Tesla Inc. | 0.81% | 5,474 | $1.9M | Add +8.1% |
| AMZN Amazon.com Inc. | 0.80% | 8,831 | $1.9M | Add +16.0% |
| AMD Advanced Micro Devices | 0.79% | 8,401 | $1.9M | Add +6.3% |
| PWR Quanta Services Inc. | 0.77% | 3,266 | $1.8M | Reduce -21.4% |
| COST Costco Wholesale Corp. | 0.75% | 1,734 | $1.8M | Reduce -5.0% |
| XLV SS Health Care Select Sector | 0.75% | 11,954 | $1.8M | Add +3.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 10,750 | $1.7M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.72% | 2,943 | $1.7M | Reduce -1.9% |
| C Citigroup Inc. | 0.72% | 14,405 | $1.7M | New |
| SMH Vaneck Semiconductor ETF | 0.72% | 4,198 | $1.7M | Reduce -9.4% |
| NDAQ Nasdaq Inc. | 0.70% | 18,936 | $1.6M | Add +7.7% |
| HOOD Robinhood Markets Inc. Class A | 0.68% | 22,821 | $1.6M | Add +35.4% |
| ABBV Abbvie Inc. | 0.68% | 7,684 | $1.6M | New |
| GD General Dynamics Corp. | 0.66% | 4,410 | $1.5M | New |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.65% | 11,627 | $1.5M | Reduce -4.8% |
| CAT Caterpillar Inc. | 0.64% | 2,074 | $1.5M | Add +3.0% |
| TXRH Texas Roadhouse Inc. | 0.63% | 9,279 | $1.5M | New |
| CARR Carrier Global Corp. | 0.63% | 26,766 | $1.5M | New |
| LMT Lockheed Martin Corp. | 0.58% | 2,170 | $1.4M | Add +0.1% |
| IQQQ Proshares NDX High Incom ETF | 0.42% | 23,194 | $980K | Add +17.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.41% | 10,235 | $971K | Add +12.1% |
| DGRO iShares Core Dividend Growth | 0.34% | 11,428 | $806K | Add +3.1% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.33% | 8,718 | $764K | Add +4.2% |
| MAR Marriott International Class A | 0.29% | 2,075 | $687K | Add +9.2% |
| V Visa Inc. Class A | 0.24% | 1,887 | $571K | New |
| EMR Emerson Electric Co. | 0.24% | 4,106 | $553K | Add +16.5% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,833 | $545K | Add +24.0% |
| NEE Nextera Energy Inc. | 0.22% | 5,574 | $522K | New |
| CASY Casey's General Stores Inc. | 0.20% | 632 | $469K | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,504 | $463K | Add +42.6% |
| OKE Oneok Inc. | 0.20% | 5,067 | $459K | New |
| AVGO Broadcom Inc. | 0.19% | 1,365 | $456K | Add +22.8% |
| CAH Cardinal Health Inc. | 0.19% | 2,097 | $446K | Add +15.3% |
| WMT Walmart Inc. | 0.19% | 3,600 | $441K | Add +13.2% |
| GS Goldman Sachs Group Inc. | 0.19% | 509 | $440K | Add +22.1% |
| FXL First Trust Technology Alpha | 0.19% | 2,641 | $434K | Add +5.7% |
| HCA HCA Healthcare Inc. | 0.18% | 849 | $416K | Add +10.1% |
| ORCL Oracle Corp. | 0.17% | 2,849 | $408K | Add +51.3% |
| CVX Chevron Corp. | 0.13% | 1,505 | $303K | No change |
| GWW WW Grainger Inc. | 0.11% | 240 | $266K | No change |
| VGT Vanguard Info Tech ETF | 0.11% | 360 | $259K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 1,535 | $252K | Reduce -20.0% |
| GRC Gorman-Rupp Co. | 0.10% | 3,823 | $244K | New |
| CCJ Cameco Corp. | 0.10% | 2,133 | $235K | New |
| NTR Nutrien Ltd. | 0.10% | 3,019 | $232K | New |
| PSI Invesco Semiconductors ETF | 0.10% | 2,250 | $224K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 8,284 | $218K | No change |
| ADM Archer-Daniels-Midland Co. | 0.09% | 2,781 | $201K | New |
| HUMA Humacyte Inc. | 0.01% | 39,971 | $24K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MTUM iShares MSCI USA Momentum Fa | Reduce -50.9% | 1.04% | −1.10 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −1.05 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −1.05 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.91 |
| QTUM Defiance Quantum ETF | Sold out | 0.00% | −0.70 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.68 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.67 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.67 |
| CEG Constellation Energy | Sold out | 0.00% | −0.63 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 9.02% | −0.33 |
| PLTR Palantir Technologies Inc. Class A | Reduce -11.2% | 0.93% | −0.29 |
| AAPL Apple Inc. | Reduce -5.3% | 2.96% | −0.17 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.17 |
| SYF Synchrony Financial | Sold out | 0.00% | −0.15 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.5% | 3.88% | −0.11 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 0.83% | −0.08 |
| NVDA Nvidia Corp. | Reduce -3.1% | 1.38% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -1.9% | 0.72% | −0.06 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -4.8% | 0.65% | −0.06 |
| NVTS Navitas Semiconductor Corp. | Sold out | 0.00% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.8% | 2.03% | −0.05 |
| JQUA JPMorgan US Quality Factor | Reduce -0.4% | 3.57% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -9.4% | 0.72% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.4% | 3.88% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -1.5% | 2.19% | −0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -3.1% | 1.99% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -20.0% | 0.11% | +0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -2.1% | 1.07% | +0.01 |
| PWR Quanta Services Inc. | Reduce -21.4% | 0.77% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.5% | 1.35% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -1.0% | 1.06% | +0.02 |
| BND Vanguard Total Bond Market | Reduce -0.4% | 2.49% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -5.0% | 0.75% | +0.04 |
| CASY Casey's General Stores Inc. | Reduce -1.7% | 0.20% | +0.04 |
| GLD SPDR Gold Shares | Reduce -1.3% | 1.02% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.8% | 2.97% | +0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| IEFA iShares Core MSCI Eafe ETF | New | 1.70% | +1.70 |
| IEMG iShares Core MSCI Emerging | New | 1.12% | +1.12 |
| IXN iShares Global Tech ETF | New | 0.94% | +0.94 |
| C Citigroup Inc. | New | 0.72% | +0.72 |
| ABBV Abbvie Inc. | New | 0.68% | +0.68 |
| GD General Dynamics Corp. | New | 0.66% | +0.66 |
| CARR Carrier Global Corp. | New | 0.63% | +0.63 |
| TXRH Texas Roadhouse Inc. | New | 0.63% | +0.63 |
| XLF SS Financial Select Sector | Add +26.3% | 2.11% | +0.34 |
| XLE SS Energy Select Sector | Add +3.8% | 1.08% | +0.29 |
| V Visa Inc. Class A | New | 0.24% | +0.24 |
| NEE Nextera Energy Inc. | New | 0.22% | +0.22 |
| OKE Oneok Inc. | New | 0.20% | +0.20 |
| NET Cloudflare Inc. Class A | Add +5.1% | 0.85% | +0.16 |
| XLK SS Technology Select Sector | Add +7.0% | 4.53% | +0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +6.5% | 0.90% | +0.14 |
| CAT Caterpillar Inc. | Add +3.0% | 0.64% | +0.11 |
| GRC Gorman-Rupp Co. | New | 0.10% | +0.10 |
| XLB SS Materials Select Sector | Add +6.2% | 0.92% | +0.10 |
| CCJ Cameco Corp. | New | 0.10% | +0.10 |
| NTR Nutrien Ltd. | New | 0.10% | +0.10 |
| ADM Archer-Daniels-Midland Co. | New | 0.09% | +0.09 |
| LMT Lockheed Martin Corp. | Add +0.1% | 0.58% | +0.08 |
| AMD Advanced Micro Devices | Add +6.3% | 0.79% | +0.07 |
| IYT iShares US Transportation Et | Add +7.3% | 0.88% | +0.06 |
| XLI SS Industrial Select Sector | Add +0.8% | 1.55% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +42.6% | 0.20% | +0.05 |
| IQQQ Proshares NDX High Incom ETF | Add +17.9% | 0.42% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +24.0% | 0.23% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +5.3% | 1.16% | +0.04 |
| AMZN Amazon.com Inc. | Add +16.0% | 0.80% | +0.04 |
| MAR Marriott International Class A | Add +9.2% | 0.29% | +0.04 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +12.1% | 0.41% | +0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.8% | 1.15% | +0.03 |
| CAH Cardinal Health Inc. | Add +15.3% | 0.19% | +0.03 |
| AVGO Broadcom Inc. | Add +22.8% | 0.19% | +0.03 |
| WMT Walmart Inc. | Add +13.2% | 0.19% | +0.03 |
| TLH iShares 10-20 Year Treasury | Add +1.3% | 1.14% | +0.03 |
| TJX TJX Companies Inc. | Add +1.5% | 0.72% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +22.1% | 0.19% | +0.03 |
| HCA HCA Healthcare Inc. | Add +10.1% | 0.18% | +0.02 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +4.2% | 0.33% | +0.02 |
| EMR Emerson Electric Co. | Add +16.5% | 0.24% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +3.1% | 0.34% | +0.02 |
| ORCL Oracle Corp. | Add +51.3% | 0.17% | +0.02 |
| FXL First Trust Technology Alpha | Add +5.7% | 0.19% | +0.00 |
| XLV SS Health Care Select Sector | Add +3.9% | 0.75% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 1.28% | −0.01 |
| NDAQ Nasdaq Inc. | Add +7.7% | 0.70% | −0.02 |
| XAR SS SPDR S&P Aerospace Def | Add +2.5% | 1.03% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 86 | $259.5M | SPY, XLK, MGK, QQQM, SPYM |
| Q1 2026 | 88 | $234.6M | SPY, MGK, XLK, SPYM, IJH |
| Q4 2025 | 86 | $241.3M | SPY, MGK, XLK, SPYM, IJH |
| Q3 2025 | 86 | $226.0M | SPY, MGK, XLK, SPYM, IJH |
| Q2 2025 | 87 | $216.2M | SPY, MGK, XLK, FLOT, SPYM |
| Q1 2025 | 88 | $187.0M | SPY, BND, MGK, FLOT, COWZ |
| Q4 2024 | 119 | $200.9M | SPY, MGK, AAPL, COWZ, XLK |
| Q3 2024 | 133 | $196.3M | SPY, MGK, COWZ, AAPL, SPYM |
| Q2 2024 | 129 | $188.2M | MGK, SPY, AAPL, COWZ, XLK |
| Q1 2024 | 129 | $176.6M | SPY, MGK, COWZ, AAPL, ECOW |