Institutional Fund
Clarus Wealth Advisors
Peoria, AZCIK 17301495 filings on record
Portfolio Value
$234.55M
Q1 2026
Holdings
88
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-2.8%
from $241.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr9.0%
- Vanguard World Fd8.7%
- Select Sector Spdr Tr4.5%
- Spdr Series Trust3.9%
- Ishares Tr3.9%
- J P Morgan Exchange Traded F3.6%
- Other66.4%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 32.1K | $21.16M | 9.0% | −436 | Reduced |
| 2 | Vanguard World Fd | 54.7K | $20.47M | 8.7% | +635 | Added |
| 3 | Select Sector Spdr Tr | 77.2K | $10.61M | 4.5% | +5.0K | Added |
| 4 | Spdr Series Trust | 117.4K | $9.11M | 3.9% | −571 | Reduced |
| 5 | Ishares Tr | 132.6K | $9.09M | 3.9% | −3.2K | Reduced |
| 6 | J P Morgan Exchange Traded F | 134.9K | $8.37M | 3.6% | −569 | Reduced |
| 7 | Vanguard Index Fds | 17.0K | $7.58M | 3.2% | +395 | Added |
| 8 | Pacer Fds Tr | 111.9K | $6.97M | 3.0% | −2.0K | Reduced |
| 9 | Apple Inc | 27.4K | $6.94M | 3.0% | −1.5K | Reduced |
| 10 | Vanguard Bd Index Fds | 79.3K | $5.83M | 2.5% | −345 | Reduced |
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