Q3 2026 13F · SEC CIK 1730149

Clarus Wealth Advisors

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $274.7M
Reported positions: 86
Top holdings a year, 3 yrs: +16.3%
Assets under management: $305.2M

Clarus Wealth Advisors is a wealth manager that reported 86 positions worth $274.7M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 9.3%), Select Sector Spdr Tr (XLK, 4.9%), Vanguard World Fd (MGK, 4.9%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 20.4% for the S&P 500.

Clarus Wealth Advisors holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clarus Wealth Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	9.3%	9.1%	32,921	+4.4%	$25.6M
XLKSelect Sector Spdr Tr	4.9%	4.8%	67,196	-1.8%	$13.4M
MGKVanguard World Fd	4.9%	4.6%	141,430	+4.3%	$13.4M
QQQMInvesco Exch Traded Fd Tr II	4.8%	4.3%	42,338	+10.8%	$13.1M
SPLGSpdr Series Trust	4.0%	3.9%	118,589	+1.6%	$10.9M
IJHIshares Tr	3.6%	3.8%	134,694	+3.4%	$9.9M
VUGVanguard Index Fds	3.5%	3.4%	103,673	+1.9%	$9.5M
BNDVanguard Bd Index Fds	2.4%	2.5%	92,986	+4.8%	$6.5M
XLFSelect Sector Spdr Tr	2.2%	2.3%	111,697	+2.6%	$6.1M
IVEIshares Tr	2.1%	2.2%	25,136	+2.2%	$5.9M
AAPLApple Inc	2.1%	2.1%	16,951	-3.0%	$5.7M
JQUAJpmorgan U.s. Quality Factor ETF	2.0%	3.6%	71,016	-45.3%	$5.4M
CALFPacer Fds Tr	1.8%	2.0%	91,588	-7.6%	$5.0M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.8%	1.9%	79,841	-0.3%	$5.0M
COWZPacer Fds Tr	1.8%	2.6%	72,529	-32.3%	$5.0M
MDYGSpdr Ser Tr	1.8%	1.0%	46,446	+88.6%	$5.0M
SLYGSpdr Series Trust	1.7%	1.1%	43,826	+82.8%	$4.8M
IEFAIshares Tr	1.6%	1.7%	46,498	+3.6%	$4.5M
XLISelect Sector Spdr Tr	1.5%	1.7%	24,977	+3.2%	$4.2M
MSFTMicrosoft Corp	1.4%	1.2%	7,111	-12.1%	$3.8M
VTIVanguard Index Fds	1.4%	1.4%	9,883	+1.4%	$3.8M
RSPInvesco Exchange Traded Fd T	1.3%	—	17,045	—	$3.6M
XLCSelect Sector Spdr Tr	1.3%	1.2%	31,261	+7.1%	$3.5M
SPSMSpdr Series Trust	1.2%	1.3%	62,999	+2.4%	$3.4M
IEMGIshares Inc	1.1%	1.1%	37,875	+4.3%	$3.1M
MTUMIshares Tr	1.1%	1.0%	9,616	+12.8%	$3.1M
PLTRPalantir Technologies Inc	1.1%	0.9%	14,553	-14.8%	$3.0M
TSLATesla Inc	1.0%	0.9%	7,250	+20.7%	$2.8M
NETCloudflare Inc	1.0%	1.0%	7,686	-15.2%	$2.8M
IXNIshares Tr	1.0%	0.9%	18,195	+3.6%	$2.7M
NVDANvidia Corporation	1.0%	1.4%	11,763	-34.8%	$2.7M
XLESelect Sector Spdr Tr	1.0%	1.0%	41,252	-9.3%	$2.7M
AMDAdvanced Micro Devices Inc	1.0%	0.7%	4,384	+16.8%	$2.7M
PWRQuanta Svcs Inc	0.9%	0.8%	3,648	+19.0%	$2.6M
ABBVAbbvie Inc	0.9%	0.9%	9,119	+0.2%	$2.5M
METAMeta Platforms Inc	0.9%	0.8%	3,438	+6.3%	$2.5M
XLYSelect Sector Spdr Tr	0.9%	0.9%	21,862	+9.4%	$2.5M
IBBIshares Tr	0.9%	—	11,763	—	$2.4M
IYTIshares Tr	0.9%	1.0%	30,071	-0.1%	$2.4M
HOODRobinhood Mkts Inc	0.9%	0.9%	22,091	+5.3%	$2.4M
GOOGLAlphabet Inc	0.9%	0.9%	6,801	+7.4%	$2.4M
MUMicron Technology Inc	0.9%	—	2,310	—	$2.4M
XLVSelect Sector Spdr Tr	0.9%	0.8%	13,853	+4.0%	$2.4M
XLBSelect Sector Spdr Tr	0.9%	0.9%	47,607	-0.7%	$2.4M
GLDSpdr Gold Tr	0.9%	0.9%	6,116	-5.8%	$2.4M
AMZNAmazon Com Inc	0.9%	0.8%	8,922	+4.3%	$2.3M
XMESpdr Series Trust	0.8%	0.9%	21,727	-10.0%	$2.3M
SMHVaneck ETF Trust	0.8%	—	3,730	—	$2.3M
XARState Streer	0.8%	1.1%	9,831	-2.2%	$2.2M
NOWServicenow Inc	0.8%	0.8%	15,176	-19.8%	$2.1M

What Clarus Wealth Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MDYG Spdr Ser Tr+88.6% shares
SLYG Spdr Series Trust+82.8% shares
TSLA Tesla Inc+20.7% shares
PWR Quanta Svcs Inc+19.0% shares
AMD Advanced Micro Devices Inc+16.8% shares
MTUM Ishares Tr+12.8% shares
QQQM Invesco Exch Traded Fd Tr II+10.8% shares
XLY Select Sector Spdr Tr+9.4% shares

Reduced

JQUA Jpmorgan U.s. Quality Factor ETF-45.3% shares
NVDA Nvidia Corporation-34.8% shares
COWZ Pacer Fds Tr-32.3% shares
NOW Servicenow Inc-19.8% shares
NET Cloudflare Inc-15.2% shares
PLTR Palantir Technologies Inc-14.8% shares
MSFT Microsoft Corp-12.1% shares
XME Spdr Series Trust-10.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +20.4%
5 years: +8.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$274.7M	86
Q2 2026	$259.5M	86
Q1 2026	$234.6M	88
Q4 2025	$241.3M	86
Q3 2025	$226.0M	86
Q2 2025	$216.2M	87
Q1 2025	$187.0M	88
Q4 2024	$200.9M	119
Q3 2024	$196.3M	134
Q2 2024	$188.2M	130
Q1 2024	$176.6M	130
Q4 2023	$169.0M	124

Questions about Clarus Wealth Advisors's portfolio

What stocks does Clarus Wealth Advisors own?

Clarus Wealth Advisors's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 86 positions worth $274.7M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 9.3%, Select Sector Spdr Tr (XLK) at 4.9%, Vanguard World Fd (MGK) at 4.9%, Invesco Exch Traded Fd Tr II (QQQM) at 4.8% and Spdr Series Trust (SPLG) at 4.0%.

What did Clarus Wealth Advisors buy last quarter?

In Q3 2026, Clarus Wealth Advisors added Spdr Ser Tr (MDYG) (+88.6% shares), Spdr Series Trust (SLYG) (+82.8% shares) and Tesla Inc (TSLA) (+20.7% shares), compared with its Q2 2026 filing.

What did Clarus Wealth Advisors sell last quarter?

In Q3 2026, Clarus Wealth Advisors cut from its top 50 Ishares Tr (LQD), cut from its top 50 Ishares Tr (TLH), cut from its top 50 Select Sector Spdr Tr (XLU), cut from its top 50 Citigroup Inc (C), Jpmorgan U.s. Quality Factor ETF (JQUA) (-45.3% shares), Nvidia Corporation (NVDA) (-34.8% shares) and Pacer Fds Tr (COWZ) (-32.3% shares), compared with its Q2 2026 filing.

How has Clarus Wealth Advisors's portfolio performed?

A portfolio copying Clarus Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +8.1% a year against +11.6%.

When is Clarus Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clarus Wealth Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Clarus Wealth Advisors manage?

Clarus Wealth Advisors reported $305.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $274.7M.