Clarus Wealth Advisors
RIA/Wealth
Clarus Wealth Advisors is a RIA/Wealth based in Peoria, AZ led by Theresa Ann Fanning, reporting $256.9M in AUM as of Q3 2025 with 77% ETF concentration.
COOTheresa Ann Fanning
- Portfolio Value
- $226.0M
- Positions
- 86
- Top Holding
- SPY at 9.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clarus Wealth Advisors's portfolio (48.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.2M | 9.80% | +$159.3K Bought | — 33.1K shares | |
ETF ETF | $22.1M | 9.79% | -$71.5K Sold | — 54.8K shares | |
ETF ETF | $10.7M | 4.71% | -$33.9K Sold | — 37.4K shares | |
ETF ETF | $9.3M | 4.13% | +$31.6K Bought | — 118.5K shares | |
ETF ETF | $8.8M | 3.91% | +$237.5K Bought | — 134.3K shares | |
ETF ETF | $8.6M | 3.79% | -$153.4K Sold | — 135.8K shares | |
ETF ETF | $8.0M | 3.55% | -$216.2K Sold | — 16.7K shares | |
Consumer Electronics Technology | $7.8M | 3.45% | -$420.6K Sold | 0.00% 30.3K shares | |
ETF ETF | $6.6M | 2.91% | -$242.8K Sold | — 113.7K shares | |
ETF ETF | $5.6M | 2.49% | +$452.5K Bought | — 75.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clarus Wealth Advisors's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+22.18% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Clarus Wealth Advisors
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