Clarus Wealth Advisors

Q4 2025 13F-HR Holdings

Location
Peoria, AZ
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$241,262
Net value change ($000)
+15,248 (6.7%)
New positions
6
Sold out positions
6
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/6/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDYG 2,559 NEW
SLYG 2,509 NEW
IJH 588 6.7%
EMR 516 NEW
COWZ 474 7.2%
IQQQ 447 100.7%
SPY 417 1.9%
GOOGL 401 22.4%
XME 361 15.5%
UNH 352 NEW
Top Reduces (Value $000, Stocks/ETFs)
HOOD -348 -14.7%
WM -286 -100.0%
TRGP -278 -100.0%
SYK -275 -100.0%
KMI -265 -100.0%
AAPL -260 -3.3%
FPX -244 -100.0%
V -202 -100.0%
NVDA -130 -3.6%
FXL -128 -22.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type