Clarus Wealth Advisors
Clarus Wealth Advisors reported 86 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPY (9.3%), XLK (4.9%) and MGK (4.9%). Compared with Q2 2026, the fund opened new positions in RSP, IBB and MU, added to SPY, MGK and QQQM, trimmed XLK, AAPL and JQUA and sold out of LQD, TLH and XLU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $25.6M | 9.3% | 33K | +1,379 (+4%) | 8 of 8 | |
| 2 |  XLK Select Sector Spdr TR | $13.4M | 4.9% | 67K | −1,265 (−2%) | 8 of 8 | |
| 3 |  MGK Vanguard Mega Cap Growth | $13.4M | 4.9% | 141K | +5,832 (+4%) | 8 of 8 | |
| 4 |  QQQM Invesco Nasdaq | $13.1M | 4.8% | 42K | +4,134 (+11%) | 2 of 8 | |
| 5 |  SPYM Spdr Series Trust | $10.9M | 4.0% | 119K | +1,922 (+2%) | 8 of 8 | |
| 6 |  IJH Ishares TR | $9.9M | 3.6% | 135K | +4,457 (+3%) | 8 of 8 | |
| 7 |  VUG Vanguard Index Fds | $9.5M | 3.5% | 104K | +1,916 (+2%) | 8 of 8 | |
| 8 |  BND Vanguard BD Index Fds | $6.5M | 2.4% | 93K | +4,229 (+5%) | 8 of 8 | |
| 9 |  XLF Select Sector Spdr TR | $6.1M | 2.2% | 112K | +2,874 (+3%) | 8 of 8 | |
| 10 |  IVE Ishares TR | $5.9M | 2.1% | 25K | +553 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LQD Ishares Iboxx Invt Grade | $2.9M | 27K |
 TLH Ishares TR | $2.9M | 30K |
 XLU Select Sector Spdr TR | $2.3M | 51K |
 CARR Carrier Global Corporation | $1.9M | 28K |
 TJX Tjx Cos Inc New | $1.7M | 11K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clarus Wealth Advisors 13F FAQ
What does Clarus Wealth Advisors own?
Clarus Wealth Advisors reported 86 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPY (9.3%), XLK (4.9%) and MGK (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Clarus Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 49 added to, 21 trimmed and 11 sold out. New positions include RSP, IBB and MU. It sold all of LQD, TLH and XLU.
When will Clarus Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clarus Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $275M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.