Clarus Wealth Advisors HOOD — ROBINHOOD MKTS INC

Ownership history in Clarus Wealth Advisors  ·  6 quarters on record

AI Ownership Summary

Clarus Wealth Advisors reported ROBINHOOD MKTS INC (HOOD) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.05% in 2025 Q3. The latest visible filing shows HOOD at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HOOD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarus Wealth Advisors's position in ROBINHOOD MKTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HOOD was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HOOD stock page Clarus Wealth Advisors fund profile Clarus Wealth Advisors full holdings
How Clarus Wealth Advisors held HOOD — position size vs. price
% of Fund (quarterly)    HOOD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 20,975 -1,846 -8.1% 0.92% $2.4M 2026-07-10 $111.97
2026 Q1 ADDED — — — 22,821 +5,961 +35.4% 0.68% $1.6M 2026-04-08 $71.83
2025 Q4 ADDED — — — 16,860 +885 +5.5% 0.84% $2.0M 2026-01-14 $119.67
2025 Q3 REDUCED 19.7% -18.0% ✅ 15,975 -3,929 -19.7% 1.05% $2.4M 2025-10-06 $144.26
2025 Q2 REDUCED 8.2% +46.0% ❌ 19,904 -1,777 -8.2% 0.84% $1.8M 2025-07-09 $94.54
2025 Q1 INITIATED — — — 21,681 — — 0.49% $915K 2025-04-10 $40.51

🏢 Other funds also holding HOOD

As of 2026 Q2 — sorted by position size

Teamwork Financial Advisors, LLC 3Y 1.99% Meadowbrook Wealth Management, LLC 1.98% Finivi Inc. 0.89% MFG WEALTH MANAGEMENT, INC. 0.78% Eleva Capital SAS 0.64% Arkfeld Wealth Strategies, L.L.C. 3Y 0.63% Westmount Partners, LLC 0.61% Canvas Wealth Advisors, LLC 3Y 0.6% BIRCHBROOK, INC. 0.55% SYQUANT CAPITAL SAS 3Y 0.52%

FAQ About Clarus Wealth Advisors and HOOD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clarus Wealth Advisors reported owning HOOD?

Clarus Wealth Advisors reported HOOD across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported HOOD position in Clarus Wealth Advisors's portfolio?

The largest reported portfolio weight for HOOD was 1.05% in 2025 Q3.

What is the latest reported HOOD position on this page?

The most recent filing on this page is 2026 Q2, when Clarus Wealth Advisors reported 20,975 shares, equal to 0.92% of portfolio, with an estimated market value of $2.4M.

What does the chart on this HOOD ownership page compare?

The chart compares Clarus Wealth Advisors's quarterly HOOD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clarus Wealth Advisors time their HOOD position?

Based on 13F filing dates vs. subsequent HOOD price moves, Clarus Wealth Advisors correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on HOOD relative to SPY over the holding period was +1638.0%.

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