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Home > Institutional Investor > Clarus Wealth Advisors > Profile

Instuitional Investor - Clarus Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Clarus Wealth Advisors
Portfolio Value $216,224,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,868 $20,389,624 9.43%
2.
Vanguard World Fd
 54,989 $20,135,841 9.31%
3.
Sector Spdr Trust
 XLB 37,543 $9,621,831 4.45%
4.
Ishares Tr - FLTG RATE NT ETF
 183,834 $9,353,474 4.33%
5.
Spdr Series Trust
 118,100 $8,617,749 3.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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