Clarus Wealth Advisors
All 13F Filings
- Location
- Peoria, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 274,710
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 86 | 274,710 | 13F-HR | Clarus Wealth Advisors |
| Q2 2026 | 7/9/2026 | 86 | 259,508 | 13F-HR | Clarus Wealth Advisors |
| Q1 2026 | 4/8/2026 | 88 | 234,551 | 13F-HR | Clarus Wealth Advisors |
| Q4 2025 | 1/14/2026 | 86 | 241,262 | 13F-HR | Clarus Wealth Advisors |
| Q3 2025 | 10/6/2025 | 86 | 226,014 | 13F-HR | Clarus Wealth Advisors |
| Q2 2025 | 7/9/2025 | 87 | 216,224 | 13F-HR | Clarus Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 72.52 K | 26.4% | 7.308 K | 0 | 7.308 K |
| ETFs | 200.6 K | 73.0% | 6.531 K | 0 | 6.531 K |
| Debt | 1.566 K | 0.6% | 1.365 K | 0 | 1.365 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
274,710
Holdings
86
QoQ value change ($000)
15,202
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.