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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 $226,014,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 33,106 $22,155,138 9.8%
2.
Vanguard World Fd
 54,812 $22,126,505 9.79%
3.
Sector Spdr Trust
 XLB 37,424 $10,655,290 4.71%
4.
Spdr Series Trust
 118,502 $9,329,691 4.13%
5.
Ishares Trust
 IEF 134,337 $8,835,318 3.91%
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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