Clarus Wealth Advisors

Q2 2026 13F-HR Holdings

Location
Peoria, AZ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$259,508
Net value change ($000)
+24,957 (10.6%)
New positions
8
Sold out positions
10
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQM 11,189 NEW
SPY 2,350 11.1%
NOW 2,038 NEW
VRT 1,839 NEW
XLK 1,804 17.0%
ASTS 1,664 NEW
VUG 1,168 15.4%
SPYM 1,127 12.4%
XLF 1,026 20.7%
JQUA 924 11.0%
Top Reduces (Value $000, Stocks/ETFs)
MGK -8,611 -42.1%
NDAQ -1,636 -100.0%
GD -1,537 -100.0%
TXRH -1,484 -100.0%
AAPL -1,462 -21.1%
LMT -854 -62.7%
HCA -416 -100.0%
GWW -266 -100.0%
XOM -252 -100.0%
GRC -244 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type