Clarus Wealth Advisors
•CIK: 1730149•Filing: Q4 2025
**Clarus Wealth Advisors** manages $241M across a diversified portfolio of 86 positions. The strategy exhibits a clear overweight tilt toward technology and market indices, evidenced by top holdings including SPY ($22.6M) and MGK ($22.4M). Significant allocations are also maintained in sector-specific ETFs such as XLK ($10.6M) and SPYM ($9.6M). This positioning suggests a conviction in broad market growth coupled with targeted exposure to technology leaders.
Total AUM
$241.3M
QoQ Performance
+6.8%
Positions
57
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
MGK
SPY9.4%
MGK9.3%
XLK4.4%
SPYM4.0%
IJH3.9%
JQUA3.6%
VUG3.4%
AAPL3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.8%
ETF9.4%
Technology8.7%
Consumer3.5%
Industrial1.0%
Financial0.4%
Healthcare0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑50 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023