Clarus Wealth Advisors holds a diversified book of 86 reported positions worth $259.5M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Clarus Wealth Advisors is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning Clarus Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
23% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clarus Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $161.6M |
| Hamilton Capital Partners, LLC | 15 / 80 | $300.8M |
| Emerald Advisors, LLC | 26 / 80 | $652.1M |
| Hoey Investments, Inc | 38 / 80 | $621.1M |
| Trust Asset Management LLC | 27 / 80 | $1.3B |
| New World Advisors LLC | 28 / 80 | $463.5M |
| IMZ Advisory Inc | 20 / 80 | $248.2M |
| Marest Capital, LLC | 12 / 80 | $156.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Clarus Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Clarus Wealth Advisors's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 86 | $259.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 88 | $234.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 86 | $241.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 6d | 86 | $226.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 87 | $216.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 10d | 88 | $187.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 119 | $200.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 134 | $196.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.