Clarus Wealth Advisors
Clarus Wealth Advisors is an SEC-registered investment adviser headquartered in Peoria, Arizona. Founded in 2018, the firm provides financial planning, retirement, estate planning, and portfolio management services primarily to individuals and multi-generational families, with business owners as an additional focus. The firm has about 16 employees, offering an entrepreneurial approach and a highly personalized, client-centric business model. Their licensed advisors provide fiduciary, independent investment advice, leveraging a full-service portfolio management team and technology tools for transparency and control.
Investment Strategy
Clarus Wealth Advisors employs a client-first, fiduciary approach with a focus on freedom, integrity, and trust. Their in-house team manages diversified portfolios, including growth, balanced, income, sector, and climate-focused portfolios. Investment plans are tailored to each client's goals, integrating comprehensive financial, tax, estate, and business succession planning. Their independent, dual-registered model allows for a broad selection of investments and insurance solutions, with a focus on transparency, full disclosure, and the client's best interest at all times.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.80% | $22.2M | 33,106 | $503.51 | $666.18 | +$1.8M |
M MGK | VANGUARD WORLD FD | 9.79% | $22.1M | 54,812 | $316.32 | $402.42 | +$2.0M |
X XLK | SELECT SECTOR SPDR TR | 4.71% | $10.7M | 37,424 | $199.80 | $281.86 | +$1.0M |
S SPLG | SPDR SERIES TRUST | 4.13% | $9.3M | 118,502 | $58.10 | $78.34 | +$711.9K |
I IJH | ISHARES TR | 3.91% | $8.8M | 134,337 | $57.28 | $65.26 | +$546.0K |