Clarus Wealth Advisors
All 13F Filings
- Location
- Peoria, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 259,508
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 65.21 K | 25.1% | 0 | 824 | -824 |
| ETFs | 194.1 K | 74.8% | 25.58 K | 0 | 25.58 K |
| Debt | 201 | 0.1% | 201 | 0 | 201 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
259,508
Holdings
86
QoQ value change ($000)
24,957
(10.6%)
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.