• 13F History

Clarus Wealth Advisors

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$187M
Signature - Title
Theresa Fanning - Chief Operating and Compliance Officer
Location
Peoria, AZ
Summary
This page shows a list of all the recent 13F filings made by Clarus Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Clarus Wealth Advisors reported 88 stock holdings with total value $187M as of Q1 2025. Top holdings included SPY, BND, MGK, FLOT, and COWZ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 88 $187M +$49.8M -$52.5M -$2.71M SPY, BND, MGK, FLOT, COWZ 13F-HR 4/10/2025, 11:06 AM
Q4 2024 119 $201M +$14.5M -$10.6M +$3.93M SPY, MGK, AAPL, COWZ, XLK 13F-HR 1/14/2025, 09:29 AM
Q3 2024 134 $196M +$7.55M -$4.45M +$3.09M SPY, MGK, COWZ, AAPL, SPLG 13F-HR 10/8/2024, 11:23 AM
Q2 2024 130 $187M +$17M -$14.6M +$2.36M MGK, SPY, AAPL, COWZ, XLK 13F-HR 7/11/2024, 12:44 PM
Q1 2024 129 $177M +$23.7M -$20.8M +$2.94M SPY, MGK, COWZ, AAPL, ECOW 13F-HR 4/11/2024, 11:23 AM
Q4 2023 123 $169M +$22.2M -$27.2M -$5M RSP, SPY, AAPL, COWZ, MGK 13F-HR 1/22/2024, 11:16 AM
Q2 2023 124 $165M +$13.5M -$2.86M +$10.6M RSP, SPY, AAPL, COWZ, ALTL 13F-HR 7/10/2023, 10:50 AM
Q1 2023 123 $158M +$44.8M -$18.1M +$26.7M RSP, SPY, AAPL, BRKA, COWZ 13F-HR 4/10/2023, 10:59 AM
Q4 2022 114 $152M +$34.7M -$15.3M +$19.4M RSP, SPY, AAPL, COWZ, SPYV 13F-HR 1/12/2023, 08:44 AM
Q3 2022 107 $140M +$14.7M -$5.1M +$9.56M SPY, AAPL, AGG, RSP, MDYG 13F-HR 10/11/2022, 10:34 AM
Q2 2022 97 $142M +$13.9M -$6.69M +$7.19M SPY, AAPL, RSP, SPYG, SLYG 13F-HR 7/13/2022, 10:17 AM
Q1 2022 109 $161M +$23.9M -$16.6M +$7.26M SPY, AAPL, VTI, SPYG, FLOT 13F-HR 4/12/2022, 12:29 PM
Q4 2021 103 $173M +$26.8M -$16.2M +$10.6M SPY, SPYG, MDYG, AAPL, SLYG 13F-HR 1/13/2022, 08:38 AM
Q3 2021 103 $163M +$15.5M -$10.6M +$4.91M SPYG, SLYG, MDYG, SPY, AAPL 13F-HR 10/6/2021, 03:40 PM
Q2 2021 100 $160M +$20.5M -$26.5M -$5.96M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 7/13/2021, 11:00 AM
Q1 2021 130 $160M +$16.8M -$17.5M -$636K SPYG, SLYG, MDYG, AAPL, VTI 13F-HR 4/12/2021, 12:52 PM
Q4 2020 129 $150M +$13.6M -$4.7M +$8.92M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 1/12/2021, 01:00 PM
Q3 2020 124 $129M +$25.8M -$13.2M +$12.6M SPYG, SLYG, MDYG, AAPL, MTUM 13F-HR 10/8/2020, 10:02 AM
Q2 2020 127 $119M +$25.8M -$20.2M +$5.59M SPYG, SLYG, MDYG, AAPL, SPY 13F-HR 7/9/2020, 09:34 AM
Q1 2020 111 $99.5M +$20.8M -$7.31M +$13.5M SPYG, SLYG, USMV, AAPL, MDYG 13F-HR 4/8/2020, 10:04 AM
Q4 2019 141 $151M +$30.9M -$12.9M +$18.1M SPYG, SLYG, SPYV, SLYV, SPLV Restatement 1/10/2020, 02:45 PM
Q3 2019 145 $136M +$30.2M -$5.97M +$24.3M SPYG, SLYG, SPTL, MDYG, SPLV 13F-HR 10/11/2019, 03:46 PM
Q2 2019 576 $138M +$24.1M -$18.1M +$5.98M SPYG, SLYG, MDYG, MDYV, SPYV 13F-HR 7/24/2019, 12:08 PM
Q1 2019 668 $134M +$70.9M -$5.56M +$65.3M SPYG, SLYG, SPYV, MDYG, SLYV 13F-HR 4/4/2019, 11:57 AM
Q4 2018 654 $63.6M +$9.73M -$28.2M -$18.5M LMT, AAPL, SPY, AGG, CVX Restatement 2/5/2019, 10:45 AM
Q3 2018 685 $153M +$31.3M -$11.8M +$19.5M IWF, IWD, IWO, IWN, XLB 13F-HR 10/3/2018, 05:15 PM
Q2 2018 652 $129M +$22.5M +$22.5M IWF, IWO, XLB, IWD, IWN 13F-HR 7/5/2018, 01:41 PM
Q1 2018 126 $108M +$23.7M -$8.86M +$14.9M IWF, IWO, XLB, IWD, IWN 13F-HR 5/11/2018, 01:16 PM
Q4 2017 124 $104M IWO, IWN, XLB, IEFA, IWF 13F-HR 2/5/2018, 12:33 PM