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Portfolio (Quarterly) Guide ↗

Clarus Wealth Advisors

· CIK 0001730149
13F Portfolio $235M AUM 88 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 22 Reduced 13 Exited
Page 2 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LQD ISHARES TR 24,736.0 $2.7M 1.15% +426.0 +1.8% $109.07 -0.1%
22 TLH ISHARES TR 26,660.0 $2.7M 1.14% +347.0 +1.3% $100.57 -1.1%
23 IEMG ISHARES INC 37,198.0 $2.6M 1.11% NEW $70.33 +18.7%
24 MSFT MICROSOFT CORP Technology 6,885.0 $2.6M 1.09% +846.0 +14.0% $372.30 +10.8%
25 XLE SELECT SECTOR SPDR TR 42,041.0 $2.5M 1.08% +2K +3.8% $60.16 -5.3%
26 MDYG SPDR SERIES TRUST 25,650.0 $2.5M 1.07% -555.0 -2.1% $97.62 +10.7%
27 XME SPDR SERIES TRUST 22,760.0 $2.5M 1.06% +281.0 +1.2% $109.80 +11.9%
28 SLYG SPDR SERIES TRUST 25,071.0 $2.5M 1.06% -252.0 -1.0% $99.09 +10.8%
29 MTUM ISHARES TR 9,801.0 $2.4M 1.04% -10K -50.9% $249.28 +25.7%
30 XAR SPDR SERIES TRUST 9,312.0 $2.4M 1.03% +226.0 +2.5% $260.07 +7.2%
31 GLD SPDR GOLD TR Financial Services 5,564.0 $2.4M 1.02% -72.0 -1.3% $431.81 -5.4%
32 IXN ISHARES TR 21,440.0 $2.2M 0.94% NEW $103.01 +35.3%
33 PLTR PALANTIR TECHNOLOGIES INC Technology 14,598.0 $2.2M 0.93% -2K -11.2% $150.07 -11.7%
34 XLB SELECT SECTOR SPDR TR 43,126.0 $2.2M 0.92% +3K +6.2% $50.08 +2.2%
35 XLU SELECT SECTOR SPDR TR 45,854.0 $2.1M 0.91% +3K +6.5% $46.27 -2.4%
36 IYT ISHARES TR 27,210.0 $2.1M 0.88% +2K +7.3% $75.45 +12.1%
37 NET CLOUDFLARE INC Technology 9,176.0 $2.0M 0.85% +443.0 +5.1% $216.29 -3.3%
38 GOOGL ALPHABET INC Communication Services 6,364.0 $1.9M 0.83% -169.0 -2.6% $305.46 +27.3%
39 XLY SELECT SECTOR SPDR TR 17,805.0 $1.9M 0.82% +1K +8.4% $107.77 +12.8%
40 TSLA TESLA INC Consumer Cyclical 5,474.0 $1.9M 0.81% +410.0 +8.1% $346.65 +27.0%
Page 2 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.7%
Technology 25.3%
Industrials 11.3%
Consumer Cyclical 10.5%
Communication Services 4.7%
Healthcare 3.8%
Consumer Defensive 3.1%
Energy 1.6%
Utilities 0.7%
Basic Materials 0.3%