Clarus Wealth Advisors

CIK

1730149

Location

PEORIA, AZ

Portfolio Value

Micro $83,402,342

Diversification

Diversified

Filing Date

Global Rank

#6,227 / 8,517 ▲ 301

Top Industry

Software - Infrastructure 13.3%

3Y Alpha vs SPY

+13.9%

Period ended 47 days ago

Filed Jul 10, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+145.8%

SPY

+76.6%

Annualised alpha

+14.1%

Max drawdown

−21.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.2%

+1.7 pts

Top 5

45.3%

−0.3 pts

Top 10

58.9%

+0.5 pts

HHI

991

Diversified+73

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.1%	$25,945,405	2
Technology	28.4%	$23,661,100	12
Industrials	11.1%	$9,280,419	6
Consumer Cyclical	8.8%	$7,301,974	5
Financial Services	7.0%	$5,804,262	5
Communication Services	4.9%	$4,085,109	2
Healthcare	4.1%	$3,426,231	4
Consumer Defensive	2.8%	$2,311,531	2
Energy	0.9%	$785,800	2
Utilities	0.7%	$610,528	1
Basic Materials	0.2%	$189,983	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+2,480	17,078	$1,992,490
ABBV	AbbVie Inc.	+1,417	9,101	$2,290,175
NEE	Nextera Energy Inc	+1,382	6,956	$610,528
MSFT	Microsoft Corp	+1,202	8,087	$3,016,612
OKE	Oneok Inc /New/	+1,102	6,169	$536,332
CARR	CARRIER GLOBAL Corp	+978	27,744	$2,035,022
GLD	Spdr Gold Trust	+926	6,490	$2,390,786
WMT	Walmart Inc.	+860	4,460	$505,139
TJX	Tjx Companies Inc /De/	+681	11,431	$1,731,796
TSLA	Tesla, Inc.	+535	6,009	$2,527,385
META	Meta Platforms, Inc.	+292	3,235	$1,822,243
CAH	Cardinal Health Inc	+262	2,359	$560,404
V	Visa Inc.	+216	2,103	$721,518
COST	Costco Wholesale Corp /New	+197	1,931	$1,806,392
ORCL	Oracle Corp	+91	2,940	$430,857
AVGO	Broadcom Inc.	+57	1,422	$537,160
CASY	Caseys General Stores Inc	+1	633	$503,102
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−9,892	17,468	$5,054,540
AMD	Advanced Micro Devices Inc	−4,646	3,755	$2,181,317
HOOD	Robinhood Markets, Inc.	−1,846	20,975	$2,103,373
LMT	Lockheed Martin Corp	−1,208	962	$490,100
MAR	Marriott International Inc /Md/	−722	1,353	$501,408
SPY	Spdr S&P 500 ETF Trust	−557	31,542	$23,554,619
EMR	Emerson Electric Co	−555	3,551	$508,325
C	Citigroup Inc	−547	13,858	$1,939,565
AMZN	Amazon Com Inc	−279	8,552	$2,038,283
PWR	Quanta Services, Inc.	−201	3,065	$2,206,922
UNH	Unitedhealth Group Inc	−194	1,310	$544,475
NVDA	Nvidia Corp	−128	18,029	$3,607,422
JPM	Jpmorgan Chase & Co	−124	1,709	$559,406
NET	Cloudflare, Inc.	−109	9,067	$2,223,953
CAT	Caterpillar Inc	−100	1,974	$2,102,112
GS	Goldman Sachs Group Inc	−34	475	$480,400
GOOGL	Alphabet Inc.	−32	6,332	$2,262,866
NTR	Nutrien Ltd.	−1	3,018	$189,983
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ASTS	AST SpaceMobile, Inc.	22,196	$1,972,336
VRT	Vertiv Holdings Co	5,788	$1,937,938
NOW	ServiceNow, Inc.	18,912	$1,877,583
QCOM	Qualcomm Inc/De	2,637	$487,291
INTC	Intel Corp	2,002	$279,539
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XLB	State Street Materials Select Sector SPDR ETF	43,126	$2,155,006
NDAQ	Nasdaq, Inc.	18,936	$1,607,477
TXRH	Texas Roadhouse, Inc.	9,279	$1,532,334
GD	General Dynamics Corp	4,410	$1,513,600
HCA	HCA Healthcare, Inc.	849	$401,780
GWW	W.W. Grainger, Inc.	240	$261,794
XOM	ExxonMobil Holdings Corp	1,535	$260,428
GRC	Gorman Rupp Co	3,823	$237,522
CCJ	Cameco Corp	2,133	$231,665
ADM	Archer-Daniels-Midland Co	2,781	$202,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $83,402,342 total · as of Jun 30, 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	31,542	-557	$23,554,619	+12.8%	28.24%
AAPL	Apple Inc. Technology	Reduced	17,468	-9,892	$5,054,540	−27.2%	6.06%
NVDA	Nvidia Corp Technology	Reduced	18,029	-128	$3,607,422	+13.9%	4.33%
MSFT	Microsoft Corp Technology	Added	8,087	+1,202	$3,016,612	+18.4%	3.62%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,009	+535	$2,527,385	+24.2%	3.03%
GLD	Spdr Gold Trust	Added	6,490	+926	$2,390,786	−0.1%	2.87%
ABBV	AbbVie Inc. Healthcare	Added	9,101	+1,417	$2,290,175	+37.0%	2.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,332	-32	$2,262,866	+23.7%	2.71%
NET	Cloudflare, Inc. Technology	Reduced	9,067	-109	$2,223,953	+17.5%	2.67%
PWR	Quanta Services, Inc. Industrials	Reduced	3,065	-201	$2,206,922	+23.1%	2.65%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,755	-4,646	$2,181,317	+27.6%	2.62%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	20,975	-1,846	$2,103,373	+33.0%	2.52%
CAT	Caterpillar Inc Industrials	Reduced	1,974	-100	$2,102,112	+43.1%	2.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,552	-279	$2,038,283	+10.8%	2.44%
CARR	CARRIER GLOBAL Corp Industrials	Added	27,744	+978	$2,035,022	+35.0%	2.44%
PLTR	Palantir Technologies Inc. Technology	Added	17,078	+2,480	$1,992,490	−6.7%	2.39%
ASTS	AST SpaceMobile, Inc. Technology	NEW	22,196	NEW	$1,972,336	NEW	2.36%
C	Citigroup Inc Financial Services	Reduced	13,858	-547	$1,939,565	+18.7%	2.33%
VRT	Vertiv Holdings Co Industrials	NEW	5,788	NEW	$1,937,938	NEW	2.32%
NOW	ServiceNow, Inc. Technology	NEW	18,912	NEW	$1,877,583	NEW	2.25%
META	Meta Platforms, Inc. Communication Services	Added	3,235	+292	$1,822,243	+8.2%	2.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,931	+197	$1,806,392	+4.5%	2.17%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	11,431	+681	$1,731,796	+0.9%	2.08%
V	Visa Inc. Financial Services	Added	2,103	+216	$721,518	+26.5%	0.87%
NEE	Nextera Energy Inc Utilities	Added	6,956	+1,382	$610,528	+17.9%	0.73%
CAH	Cardinal Health Inc Healthcare	Added	2,359	+262	$560,404	+26.5%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,709	-124	$559,406	+3.7%	0.67%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,310	-194	$544,475	+33.8%	0.65%
AVGO	Broadcom Inc. Technology	Added	1,422	+57	$537,160	+27.1%	0.64%
OKE	Oneok Inc /New/ Energy	Added	6,169	+1,102	$536,332	+17.1%	0.64%
EMR	Emerson Electric Co Industrials	Reduced	3,551	-555	$508,325	−5.5%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	4,460	+860	$505,139	+12.9%	0.61%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	633	+1	$503,102	+9.4%	0.60%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,353	-722	$501,408	−26.1%	0.60%
LMT	Lockheed Martin Corp Industrials	Reduced	962	-1,208	$490,100	−62.6%	0.59%
QCOM	Qualcomm Inc/De Technology	NEW	2,637	NEW	$487,291	NEW	0.58%
GS	Goldman Sachs Group Inc Financial Services	Reduced	475	-34	$480,400	+11.6%	0.58%
ORCL	Oracle Corp Technology	Added	2,940	+91	$430,857	+2.8%	0.52%
INTC	Intel Corp Technology	NEW	2,002	NEW	$279,539	NEW	0.34%
CVX	Chevron Corp Energy	Held	1,505	0	$249,468	−19.9%	0.30%
NTR	Nutrien Ltd. Basic Materials	Reduced	3,018	-1	$189,983	−16.6%	0.23%
HUMA	Humacyte, Inc. Healthcare	Held	39,971	0	$31,177	+28.5%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.