Clarus Wealth Advisors holds a diversified book of 86 stocks worth $259.5M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened INVESCO EXCH TRADED FD TR II and trimmed STATE STR SPDR S&P 500 ETF T. Their largest long position is STATE STR SPDR S&P 500 ETF T at 9% of the equity book.
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Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $23.5M | 31.5K | 9.1% | ▼−1.7% Reduced · −557 sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $12.4M | 68.5K | 4.8% | ▼−11% Reduced · −9K sh | |
| 3 | Vanguard World FD MEGA GRWTH IND | $11.9M | 135.6K | 4.6% | ▲+148% Added · +81K sh | |
| 4 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $11.2M | 38.2K | 4.3% | ▲New New position | |
| 5 | SPDR Series Trust ST STR P500ETF | $10.2M | 116.7K | 3.9% | ▼−0.6% Reduced · −710 sh | |
| 6 | Ishares TR CORE S&P MCP ETF | $9.7M | 130.2K | 3.8% | ▼−1.8% Reduced · −2K sh | |
| 7 | J P Morgan Exchange Traded F US QUALTY FCTR | $9.3M | 129.8K | 3.6% | ▼−3.8% Reduced · −5K sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $8.8M | 101.8K | 3.4% | ▲+497% Added · +85K sh | |
| 9 | Pacer FDS TR US CASH COWS 100 | $6.8M | 107.1K | 2.6% | ▼−4.2% Reduced · −5K sh | |
| 10 | Vanguard BD Index FDS TOTAL BND MRKT | $6.5M | 88.8K | 2.5% | ▲+12% Added · +9K sh | |
| 11 | Select Sector SPDR TR ST STR FINL ETF | $6.0M | 108.8K | 2.3% | ▲+9.5% Added · +9K sh | |
| 12 | Ishares TR S&P 500 VAL ETF | $5.6M | 24.6K | 2.2% | ▲+1.6% Added · +387 sh | |
| 13 | Apple Inc COM | $5.5M | 17.5K | 2.1% | ▼−36% Reduced · −10K sh | |
| 14 | Pacer FDS TR US SM CAP CA ETF | $5.1M | 99.2K | 2.0% | ▼−3.6% Reduced · −4K sh | |
| 15 | SPDR Series Trust ST STR P500VAL | $4.9M | 80.0K | 1.9% | ▼−4.6% Reduced · −4K sh | |
| 16 | Select Sector SPDR TR ST STR INDL ETF | $4.4M | 24.2K | 1.7% | ▲+9.3% Added · +2K sh | |
| 17 | Ishares TR CORE MSCI EAFE | $4.3M | 44.9K | 1.7% | ▲+3.1% Added · +1K sh | |
| 18 | Nvidia Corporation COM | $3.7M | 18.0K | 1.4% | ▼−0.7% Reduced · −128 sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $3.6M | 9.7K | 1.4% | ▲+5.8% Added · +534 sh | |
| 20 | SPDR Series Trust ST STR SP600 SML | $3.4M | 61.6K | 1.3% | ▼−4.1% Reduced · −3K sh | |
| 21 | Select Sector SPDR TR ST STR SVC ETF | $3.2M | 29.2K | 1.2% | ▲+20% Added · +5K sh | |
| 22 | Microsoft Corp COM | $3.1M | 8.1K | 1.2% | ▲+17% Added · +1K sh | |
| 23 | Ishares TR IBOXX INV CP ETF | $2.9M | 27.2K | 1.1% | ▲+10% Added · +3K sh | |
| 24 | Ishares TR 10-20 YR TRS ETF | $2.9M | 29.7K | 1.1% | ▲+11% Added · +3K sh | |
| 25 | Ishares Inc CORE MSCI EMKT | $2.9M | 36.3K | 1.1% | ▼−2.4% Reduced · −895 sh | |
| 26 | SPDR Series Trust ST STR SP600GRWO | $2.8M | 24.0K | 1.1% | ▼−4.3% Reduced · −1K sh | |
| 27 | SPDR Series Trust ST STR SP AERO | $2.8M | 10.1K | 1.1% | ▲+8.0% Added · +745 sh | |
| 28 | Ishares TR MSCI USA MMENTM | $2.7M | 8.5K | 1.0% | ▼−13% Reduced · −1K sh | |
| 29 | SPDR Series Trust ST STR SP400GRW | $2.7M | 24.6K | 1.0% | ▼−4.0% Reduced · −1K sh | |
| 30 | Ishares TR US TRSPRTION | $2.6M | 30.1K | 1.0% | ▲+11% Added · +3K sh | |
| 31 | Select Sector SPDR TR ST STR ENERG ETF | $2.5M | 45.5K | 1.0% | ▲+8.2% Added · +3K sh | |
| 32 | Cloudflare Inc CL A COM | $2.5M | 9.1K | 1.0% | ▼−1.2% Reduced · −109 sh | |
| 33 | SPDR Series Trust ST STR SP METAL | $2.5M | 24.1K | 0.9% | ▲+6.0% Added · +1K sh | |
| 34 | SPDR Gold TR GOLD SHS | $2.4M | 6.5K | 0.9% | ▲+17% Added · +926 sh | |
| 35 | Ishares TR GLOBAL TECH ETF | $2.4M | 17.6K | 0.9% | ▼−18% Reduced · −4K sh | |
| 36 | Select Sector SPDR TR ST STR MATER ETF | $2.4M | 47.9K | 0.9% | ▲+11% Added · +5K sh | |
| 37 | Robinhood MKTS Inc COM CL A | $2.4M | 21.0K | 0.9% | ▼−8.1% Reduced · −2K sh | |
| 38 | Tesla Inc COM | $2.4M | 6.0K | 0.9% | ▲+9.8% Added · +535 sh | |
| 39 | Select Sector SPDR TR ST STR UTIL ETF | $2.3M | 51.2K | 0.9% | ▲+12% Added · +5K sh | |
| 40 | Select Sector SPDR TR ST STR DISCR ETF | $2.3M | 20.0K | 0.9% | ▲+12% Added · +2K sh | |
| 41 | Abbvie Inc COM | $2.3M | 9.1K | 0.9% | ▲+18% Added · +1K sh | |
| 42 | Alphabet Inc CAP STK CL A | $2.3M | 6.3K | 0.9% | ▼−0.5% Reduced · −32 sh | |
| 43 | Palantir Technologies Inc CL A | $2.3M | 17.1K | 0.9% | ▲+17% Added · +2K sh | |
| 44 | Select Sector SPDR TR ST STR CARE ETF | $2.2M | 13.3K | 0.8% | ▲+11% Added · +1K sh | |
| 45 | Amazon Com Inc COM | $2.1M | 8.6K | 0.8% | ▼−3.1% Reduced · −279 sh | |
| 46 | Quanta Svcs Inc COM | $2.0M | 3.1K | 0.8% | ▼−6.2% Reduced · −201 sh | |
| 47 | Servicenow Inc COM | $2.0M | 18.9K | 0.8% | ▲New New position | |
| 48 | Meta Platforms Inc CL A | $2.0M | 3.2K | 0.8% | ▲+9.9% Added · +292 sh | |
| 49 | Advanced Micro Devices Inc COM | $1.9M | 3.8K | 0.7% | ▼−55% Reduced · −5K sh | |
| 50 | Citigroup Inc COM NEW | $1.9M | 13.9K | 0.7% | ▼−3.8% Reduced · −547 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 86 | $259.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 88 | $234.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 86 | $241.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 86 | $226.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 87 | $216.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 88 | $187.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 119 | $200.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 134 | $196.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.