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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.
Latest 13F Filing Activity
Clarus Wealth Advisors filed their most recent 13F report on Sep 30, 2025 disclosing 86 equity positions with a total 13F market value of $226M. The fund increased holdings in Vanguard World FD, SPDR S&P 500 Etf TR, Etf Ser Solutions among other positions. Clarus Wealth Advisors reduced exposure to Ishares TR, Carrier Global Corporation, Gallagher Arthur J & Co. among others.
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 |
Industry Allocation
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