§ 13F · FUND PROFILE
Clarus Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226M (13F)Positions · 86Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $21M | 9.0% | −1% |
| 2 | MGK | VANGUARD WORLD FD | 55K | $20M | 8.7% | +1% |
| 3 | XLK | SELECT SECTOR SPDR TR | 77K | $11M | 4.5% | +7% |
| 4 | SPYM | SPDR SERIES TRUST | 117K | $9M | 3.9% | ±0% |
| 5 | IJH | ISHARES TR | 133K | $9M | 3.9% | −2% |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | 135K | $8M | 3.6% | ±0% |
| 7 | VUG | VANGUARD INDEX FDS | 17K | $8M | 3.2% | +2% |
| 8 | COWZ | PACER FDS TR | 112K | $7M | 3.0% | −2% |
| 9 | AAPL | APPLE INC | 27K | $7M | 3.0% | −5% |
| 10 | BND | VANGUARD BD INDEX FDS | 79K | $6M | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLARUS SIGNAL
AC read
Clarus Wealth Advisors is a Other fund managing $226 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed