Clarius Group, LLC
CIK:0001664214
Investment Adviser
$2B AUM
398 holdings
Seattle, WA, USA
A family office and investment advisory firm providing integrated wealth management services to high net worth individuals and families.
Investment Strategy
Includes direct indexing, allowing for tax-controlled diversified portfolios and customized investment strategies.
Latest 13F Filing Activity
Clarius Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 398 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Dimensional Etf Trust among other positions. Clarius Group, LLC reduced exposure to Nvidia Corporation, Dimensional Etf Trust, Amazon Com Inc. among others.
Top Holdings
Equity Positions (398)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PCAR | PACCAR INC | 14.11% | $238.4M | 2,424,633 | $94.97 | $98.32 | +$7.8M |
M MSFT | MICROSOFT CORP | 9.94% | $167.8M | 324,027 | $165.65 | $517.95 | -$1.4M |
V VOO | VANGUARD INDEX FDS | 8.13% | $137.3M | 224,183 | $413.45 | $612.38 | +$20.8M |
I IDEV | ISHARES TR | 7.03% | $118.8M | 1,481,784 | $61.49 | $80.17 | +$10.8M |
D DIHP | DIMENSIONAL ETF TRUST | 4.83% | $81.6M | 2,685,784 | $26.60 | $30.40 | -$3.5M |
Industry Allocation
MOTOR VEHICLES & PASSENGER CAR BODIES
+14.6%
SERVICES-PREPACKAGED SOFTWARE
+11.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
SEMICONDUCTORS & RELATED DEVICES
+2.5%
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Partner, Advisor and Chief Investment Officer | Seattle, WA , United States | |
 | Senior Investment Associate | Seattle, WA , United States | |
 | Investment Associate | Seattle, WA , United States | |
K Keith Vernon | Partner | Seattle, WA , United States | |
 | Partner | Seattle, WA , United States |
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