Clarus Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Peoria, AZ
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$234,551
Net value change ($000)
-6,711 (-2.8%)
New positions
15
Sold out positions
13
Turnover %
15.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEFA 3,992 NEW
IEMG 2,616 NEW
IXN 2,209 NEW
C 1,687 NEW
ABBV 1,586 NEW
GD 1,537 NEW
TXRH 1,484 NEW
CARR 1,484 NEW
XLF 690 16.2%
XLE 625 32.8%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -2,725 -52.7%
ACWI -2,535 -100.0%
EFA -2,525 -100.0%
EEM -2,204 -100.0%
MGK -1,928 -8.6%
QTUM -1,693 -100.0%
UBER -1,646 -100.0%
SOFI -1,609 -100.0%
PANW -1,604 -100.0%
CEG -1,518 -100.0%
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