Clarus Wealth Advisors

CIK

1730149

Location

PEORIA, AZ

Portfolio Value

Micro $76,609,973

Diversification

Diversified

Filing Date

Global Rank

#5,847 / 8,232 ▲ 291

Top Industry

Software - Infrastructure 13.1%

3Y Alpha vs SPY

+0.4%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.9%

SPY

+76.3%

Annualised alpha

+0.4%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.2%

−1.8 pts

Top 5

46.9%

−4.7 pts

Top 10

59.6%

−5.6 pts

HHI

963

Diversified−134

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.4%	$23,269,396	2
Technology	25.1%	$19,238,276	8
Industrials	11.3%	$8,632,048	8
Consumer Cyclical	10.8%	$8,261,977	6
Financial Services	8.3%	$6,362,772	6
Communication Services	4.6%	$3,513,809	2
Healthcare	3.8%	$2,947,319	5
Consumer Defensive	3.1%	$2,377,367	3
Energy	1.6%	$1,261,483	4
Utilities	0.7%	$517,713	1
Basic Materials	0.3%	$227,813	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
HOOD	Robinhood Markets, Inc.	+5,961	22,821	$1,581,495
NDAQ	Nasdaq, Inc.	+1,357	18,936	$1,607,477
AMZN	Amazon Com Inc	+1,221	8,831	$1,839,232
ORCL	Oracle Corp	+966	2,849	$419,116
MSFT	Microsoft Corp	+846	6,885	$2,548,620
EMR	Emerson Electric Co	+581	4,106	$537,968
AMD	Advanced Micro Devices Inc	+497	8,401	$1,709,015
UNH	Unitedhealth Group Inc	+449	1,504	$406,967
NET	Cloudflare, Inc.	+443	9,176	$1,893,375
WMT	Walmart Inc.	+419	3,600	$447,408
TSLA	Tesla, Inc.	+410	5,474	$2,034,959
JPM	Jpmorgan Chase & Co	+355	1,833	$539,195
CAH	Cardinal Health Inc	+278	2,097	$443,117
AVGO	Broadcom Inc.	+253	1,365	$422,481
MAR	Marriott International Inc /Md/	+175	2,075	$678,670
TJX	Tjx Companies Inc /De/	+155	10,750	$1,716,775
GS	Goldman Sachs Group Inc	+92	509	$430,608
HCA	HCA Healthcare, Inc.	+78	849	$401,780
CAT	Caterpillar Inc	+61	2,074	$1,469,346
LMT	Lockheed Martin Corp	+1	2,170	$1,311,526
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−1,837	14,598	$2,135,395
AAPL	Apple Inc.	−1,548	27,360	$6,943,694
PWR	Quanta Services, Inc.	−892	3,266	$1,793,099
NVDA	Nvidia Corp	−582	18,157	$3,166,580
SPY	Spdr S&P 500 ETF Trust	−436	32,099	$20,875,263
XOM	Exxon Mobil Corp	−384	1,535	$260,428
GOOGL	Alphabet Inc.	−169	6,364	$1,830,031
COST	Costco Wholesale Corp /New	−91	1,734	$1,727,809
GLD	Spdr Gold Trust	−72	5,564	$2,394,133
META	Meta Platforms, Inc.	−56	2,943	$1,683,778
CASY	Caseys General Stores Inc	−11	632	$460,007
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	7,684	$1,671,193
C	Citigroup Inc	14,405	$1,633,671
TXRH	Texas Roadhouse, Inc.	9,279	$1,532,334
GD	General Dynamics Corp	4,410	$1,513,600
CARR	CARRIER GLOBAL Corp	26,766	$1,507,193
V	Visa Inc.	1,887	$570,326
NEE	Nextera Energy Inc	5,574	$517,713
OKE	Oneok Inc /New/	5,067	$458,006
GRC	Gorman Rupp Co	3,823	$237,522
CCJ	Cameco Corp	2,133	$231,665
NTR	Nutrien Ltd.	3,019	$227,813
ADM	Archer-Daniels-Midland Co	2,781	$202,150
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	4,551	$1,607,731
UBER	Uber Technologies, Inc	19,268	$1,574,388
SOFI	SoFi Technologies, Inc.	59,279	$1,551,924
PANW	Palo Alto Networks Inc	8,406	$1,548,385
IBM	International Business Machines Corp	1,349	$399,587
SYF	Synchrony Financial	4,486	$374,266
OKLO	Oklo Inc.	2,690	$193,034
NVTS	Navitas Semiconductor Corp	12,432	$88,764
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $76,609,973 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	32,099	-436	$20,875,263	−5.9%	27.25%
AAPL	Apple Inc. Technology	Reduced	27,360	-1,548	$6,943,694	−11.6%	9.06%
NVDA	Nvidia Corp Technology	Reduced	18,157	-582	$3,166,580	−9.4%	4.13%
MSFT	Microsoft Corp Technology	Added	6,885	+846	$2,548,620	−12.7%	3.33%
GLD	Spdr Gold Trust	Reduced	5,564	-72	$2,394,133	+7.2%	3.13%
PLTR	Palantir Technologies Inc. Technology	Reduced	14,598	-1,837	$2,135,395	−26.9%	2.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,474	+410	$2,034,959	−10.6%	2.66%
NET	Cloudflare, Inc. Technology	Added	9,176	+443	$1,893,375	+10.0%	2.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,831	+1,221	$1,839,232	+4.7%	2.40%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,364	-169	$1,830,031	−10.5%	2.39%
PWR	Quanta Services, Inc. Industrials	Reduced	3,266	-892	$1,793,099	+2.2%	2.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,734	-91	$1,727,809	+9.8%	2.26%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	10,750	+155	$1,716,775	+5.5%	2.24%
AMD	Advanced Micro Devices Inc Technology	Added	8,401	+497	$1,709,015	+1.0%	2.23%
META	Meta Platforms, Inc. Communication Services	Reduced	2,943	-56	$1,683,778	−14.9%	2.20%
ABBV	AbbVie Inc. Healthcare	NEW	7,684	NEW	$1,671,193	NEW	2.18%
C	Citigroup Inc Financial Services	NEW	14,405	NEW	$1,633,671	NEW	2.13%
NDAQ	Nasdaq, Inc. Financial Services	Added	18,936	+1,357	$1,607,477	−5.9%	2.10%
HOOD	Robinhood Markets, Inc. Financial Services	Added	22,821	+5,961	$1,581,495	−17.1%	2.06%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	NEW	9,279	NEW	$1,532,334	NEW	2.00%
GD	General Dynamics Corp Industrials	NEW	4,410	NEW	$1,513,600	NEW	1.98%
CARR	CARRIER GLOBAL Corp Industrials	NEW	26,766	NEW	$1,507,193	NEW	1.97%
CAT	Caterpillar Inc Industrials	Added	2,074	+61	$1,469,346	+27.4%	1.92%
LMT	Lockheed Martin Corp Industrials	Added	2,170	+1	$1,311,526	+25.0%	1.71%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	2,075	+175	$678,670	+15.1%	0.89%
V	Visa Inc. Financial Services	NEW	1,887	NEW	$570,326	NEW	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,833	+355	$539,195	+13.2%	0.70%
EMR	Emerson Electric Co Industrials	Added	4,106	+581	$537,968	+15.0%	0.70%
NEE	Nextera Energy Inc Utilities	NEW	5,574	NEW	$517,713	NEW	0.68%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	632	-11	$460,007	+29.4%	0.60%
OKE	Oneok Inc /New/ Energy	NEW	5,067	NEW	$458,006	NEW	0.60%
WMT	Walmart Inc. Consumer Defensive	Added	3,600	+419	$447,408	+26.2%	0.58%
CAH	Cardinal Health Inc Healthcare	Added	2,097	+278	$443,117	+18.5%	0.58%
GS	Goldman Sachs Group Inc Financial Services	Added	509	+92	$430,608	+17.5%	0.56%
AVGO	Broadcom Inc. Technology	Added	1,365	+253	$422,481	+9.8%	0.55%
ORCL	Oracle Corp Technology	Added	2,849	+966	$419,116	+14.2%	0.55%
UNH	Unitedhealth Group Inc Healthcare	Added	1,504	+449	$406,967	+16.9%	0.53%
HCA	HCA Healthcare, Inc. Healthcare	Added	849	+78	$401,780	+11.6%	0.52%
CVX	Chevron Corp Energy	Held	1,505	0	$311,384	+35.8%	0.41%
GWW	W.W. Grainger, Inc. Industrials	Held	240	0	$261,794	+8.1%	0.34%
XOM	Exxon Mobil Corp Energy	Reduced	1,535	-384	$260,428	+12.8%	0.34%
GRC	Gorman Rupp Co Industrials	NEW	3,823	NEW	$237,522	NEW	0.31%
CCJ	Cameco Corp Energy	NEW	2,133	NEW	$231,665	NEW	0.30%
NTR	Nutrien Ltd. Basic Materials	NEW	3,019	NEW	$227,813	NEW	0.30%
ADM	Archer-Daniels-Midland Co Consumer Defensive	NEW	2,781	NEW	$202,150	NEW	0.26%
HUMA	Humacyte, Inc. Healthcare	Held	39,971	0	$24,262	−36.8%	0.03%