Clarius Group, LLC

SEATTLE, WA · CIK 1664214 · 13F filing filed 2026-01-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySeattle, WA

$1.8bn reported value +3.7% vs Q3 2025

384positions

59.6%in top 10

15 new 99 added 157 reduced 29 sold out vs Q3 2025

Also in the report of:

Dorsey & Whitney Trust CO LLC – $11.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PACCAR INC COM PCAR	PCAR	2,425,122	$265.6m15.16%	15.16%	Added +489	+489 0.0%
2	MICROSOFT CORP COM MSFT	MSFT	315,797	$152.7m8.72%	8.72%	Reduced -8.2k	-8,230 -2.5%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	222,141	$139.3m7.95%	7.95%	Reduced -2.0k	-2,042 -0.9%
4	ISHARES TR CORE MSCI INTL IDEV	IDEV	1,493,767	$123.2m7.04%	7.04%	Added +12.0k	+11,983 0.8%
5	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	2,724,537	$86.3m4.93%	4.93%	Added +38.8k	+38,753 1.4%
6	AMAZON COM INC COM AMZN	AMZN	285,235	$65.8m3.76%	3.76%	Reduced -6.1k	-6,060 -2.1%
7	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	185,545	$62.2m3.55%	3.55%	Added +184	+184 0.1%
8	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	1,889,725	$59.5m3.40%	3.40%	Reduced -29.4k	-29,398 -1.5%
9	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		1,318,039	$50.1m2.86%	2.86%	Added +21.5k	+21,454 1.6%
10	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	633,333	$39.6m2.26%	2.26%	Reduced -10.2k	-10,226 -1.6%
11	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	1,103,189	$34.9m1.99%	1.99%	New
12	STARBUCKS CORP COM SBUX	SBUX	405,512	$34.1m1.95%	1.95%	Reduced -3.3k	-3,278 -0.8%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	49,026	$33.4m1.91%	1.91%	Reduced -2.5k	-2,501 -4.8%
14	APPLE INC COM AAPL	AAPL	114,121	$31.0m1.77%	1.77%	Added +745	+745 0.7%
15	NVIDIA CORPORATION COM NVDA	NVDA	143,021	$26.7m1.52%	1.52%	Reduced -3.5k	-3,496 -2.4%
16	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	168,201	$25.1m1.43%	1.43%	Reduced -2.0k	-1,959 -1.1%
17	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	413,417	$20.6m1.18%	1.18%	Added +105.3k	+105,275 34.2%
18	EA SERIES TRUST EUCLIDEAN FUNDAM ECML	ECML	503,851	$16.8m0.96%	0.96%	Added +5.3k	+5,284 1.1%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	48,552	$15.2m0.87%	0.87%	Reduced -2.6k	-2,591 -5.1%
20	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	31,107	$15.2m0.87%	0.87%	Reduced -704	-704 -2.2%
21	ISHARES TR RUS 1000 ETF IWB	IWB	39,400	$14.7m0.84%	0.84%	Unchanged
22	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	140,693	$13.4m0.76%	0.76%	Reduced -988	-988 -0.7%
23	ALPHABET INC CAP STK CL C GOOG	GOOG	41,122	$12.9m0.74%	0.74%	Reduced -1.8k	-1,844 -4.3%
24	CINCINNATI FINL CORP COM CINF	CINF	75,463	$12.3m0.70%	0.70%	Reduced -2.5k	-2,528 -3.2%
25	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,809	$9.7m0.55%	0.55%	Reduced -3.0k	-3,017 -16.0%
26	META PLATFORMS INC CL A META	META	13,355	$8.8m0.50%	0.50%	Added +788	+788 6.3%
27	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	139,915	$8.6m0.49%	0.49%	Reduced -52.6k	-52,595 -27.3%
28	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	37,255	$7.8m0.44%	0.44%	Added +57	+57 0.1%
29	ISHARES INC CORE MSCI EMKT IEMG	IEMG	108,160	$7.3m0.42%	0.42%	Added +19.8k	+19,837 22.5%
30	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	22,901	$7.2m0.41%	0.41%	Reduced -130	-130 -0.6%
31	SNOWFLAKE INC CL A SNOW	SNOW	32,271	$7.1m0.40%	0.40%	Reduced -936	-936 -2.8%
32	J P MORGAN EXCHANGE TRADED F BETABUILDERS I BBIN	BBIN	93,183	$6.7m0.38%	0.38%	Added +1.7k	+1,708 1.9%
33	BROADCOM INC COM AVGO	AVGO	19,409	$6.7m0.38%	0.38%	Added +83	+83 0.4%
34	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	178,572	$6.6m0.38%	0.38%	Reduced -15.3k	-15,264 -7.9%
35	COSTCO WHSL CORP NEW COM COST	COST	7,078	$6.1m0.35%	0.35%	Reduced -192	-192 -2.6%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,122	$6.1m0.35%	0.35%	Reduced -252	-252 -2.0%
37	DENALI THERAPEUTICS INC COM DNLI	DNLI	368,995	$6.1m0.35%	0.35%	Added +9.2k	+9,250 2.6%
38	TESLA INC COM TSLA	TSLA	13,351	$6.0m0.34%	0.34%	Added +1	+1 0.0%
39	JPMORGAN CHASE & CO COM JPM	JPM	18,297	$5.9m0.34%	0.34%	Added +384	+384 2.1%
40	ELI LILLY & CO COM LLY	LLY	5,202	$5.6m0.32%	0.32%	Reduced -437	-437 -7.8%
41	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	7	$5.3m0.30%	0.30%	Unchanged
42	ISHARES TR RUS 1000 VAL ETF IWD	IWD	24,276	$5.1m0.29%	0.29%	Added +1.5k	+1,500 6.6%
43	ISHARES TR RUS 1000 GRW ETF IWF	IWF	10,621	$5.0m0.29%	0.29%	Reduced -307	-307 -2.8%
44	ISHARES TR MSCI ACWI ETF ACWI	ACWI	34,459	$4.9m0.28%	0.28%	Unchanged
45	VISA INC COM CL A V	V	13,106	$4.6m0.26%	0.26%	Reduced -297	-297 -2.2%
46	NETFLIX INC COM NFLX	NFLX	48,166	$4.5m0.26%	0.26%	Added +3.3k	+3,346 7.5%
47	VANGUARD INDEX FDS VALUE ETF VTV	VTV	22,845	$4.4m0.25%	0.25%	Reduced -85	-85 -0.4%
48	ISHARES TR HDG MSCI JAPAN HEWJ	HEWJ	80,255	$4.2m0.24%	0.24%	Unchanged
49	ABBVIE INC COM ABBV	ABBV	16,746	$3.8m0.22%	0.22%	Reduced -1.2k	-1,226 -6.8%
50	VIR BIOTECHNOLOGY INC COM VIR	VIR	608,200	$3.7m0.21%	0.21%	Reduced -11.1k	-11,112 -1.8%
51	JOHNSON & JOHNSON COM JNJ	JNJ	16,654	$3.4m0.20%	0.20%	Reduced -1.8k	-1,768 -9.6%
52	WALMART INC COM WMT	WMT	30,698	$3.4m0.20%	0.20%	Added +109	+109 0.4%
53	ORACLE CORP COM ORCL	ORCL	16,851	$3.3m0.19%	0.19%	Added +2.7k	+2,685 18.9%
54	ISHARES TR ESG AWARE MSCI ESML	ESML	67,619	$3.1m0.18%	0.18%	Reduced -1.1k	-1,065 -1.6%
55	OKTA INC CL A OKTA	OKTA	35,725	$3.1m0.18%	0.18%	Reduced -309	-309 -0.9%
56	LIVERAMP HLDGS INC COM RAMP	RAMP	101,833	$3.0m0.17%	0.17%	Added +1.7k	+1,673 1.7%
57	MASTERCARD INCORPORATED CL A MA	MA	5,201	$3.0m0.17%	0.17%	Reduced -406	-406 -7.2%
58	EXXON MOBIL CORP COM XOM	XOM	23,925	$2.9m0.16%	0.16%	Added +1.3k	+1,305 5.8%
59	BANK AMERICA CORP COM BAC	BAC	51,230	$2.8m0.16%	0.16%	Added +215	+215 0.4%
60	AMGEN INC COM AMGN	AMGN	7,988	$2.6m0.15%	0.15%	Reduced -819	-819 -9.3%
61	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	30,704	$2.6m0.15%	0.15%	Added +1	+1 0.0%
62	MICRON TECHNOLOGY INC COM MU	MU	8,938	$2.6m0.15%	0.15%	Added +45	+45 0.5%
63	MERCK & CO INC COM MRK	MRK	23,078	$2.4m0.14%	0.14%	Reduced -2.3k	-2,320 -9.1%
64	HOME DEPOT INC COM HD	HD	7,019	$2.4m0.14%	0.14%	Added +67	+67 1.0%
65	NAUTILUS BIOTECHNOLOGY INC COM NAUT	NAUT	1,209,646	$2.4m0.13%	0.13%	Unchanged
66	SALESFORCE INC COM CRM	CRM	8,892	$2.4m0.13%	0.13%	Reduced -824	-824 -8.5%
67	SCHWAB STRATEGIC TR FUNDAMENTAL US B FNDB	FNDB	83,960	$2.2m0.13%	0.13%	Reduced -2.4k	-2,370 -2.8%
68	GE AEROSPACE COM NEW GE	GE	7,047	$2.2m0.12%	0.12%	Reduced -30	-30 -0.4%
69	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	76,831	$2.1m0.12%	0.12%	Added +2.0k	+1,985 2.6%
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,529	$2.1m0.12%	0.12%	Reduced -13	-13 -0.1%
71	ISHARES TR CORE S&P US GWT IUSG	IUSG	12,300	$2.1m0.12%	0.12%	Unchanged
72	ISHARES TR CORE S&P500 ETF IVV	IVV	2,980	$2.0m0.12%	0.12%	Added +2	+2 0.1%
73	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	44,478	$2.0m0.12%	0.12%	Reduced -4.0k	-3,960 -8.2%
74	LAM RESEARCH CORP COM NEW LRCX	LRCX	11,571	$2.0m0.11%	0.11%	Reduced -11	-11 -0.1%
75	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,148	$2.0m0.11%	0.11%	Added +460	+460 5.3%
76	PROCTER AND GAMBLE CO COM PG	PG	12,799	$1.8m0.10%	0.10%	Reduced -1.6k	-1,637 -11.3%
77	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,929	$1.8m0.10%	0.10%	Added +440	+440 8.0%
78	CITIGROUP INC COM NEW C	C	15,439	$1.8m0.10%	0.10%	Added +87	+87 0.6%
79	ROBLOX CORP CL A RBLX	RBLX	22,185	$1.8m0.10%	0.10%	Added +36	+36 0.2%
80	ISHARES TR EXPANDED TECH IGV	IGV	16,733	$1.8m0.10%	0.10%	Unchanged
81	CHEVRON CORP NEW COM CVX	CVX	11,533	$1.8m0.10%	0.10%	Reduced -2.3k	-2,287 -16.6%
82	BLACKSTONE INC COM BX	BX	11,265	$1.7m0.10%	0.10%	Added +19	+19 0.2%
83	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	31,934	$1.7m0.10%	0.10%	Added +123	+123 0.4%
84	BEAM THERAPEUTICS INC COM BEAM	BEAM	60,615	$1.7m0.10%	0.10%	Unchanged
85	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	20,505	$1.7m0.09%	0.09%	Added +6.8k	+6,780 49.4%
86	AXON ENTERPRISE INC COM AXON	AXON	2,904	$1.6m0.09%	0.09%	Added +90	+90 3.2%
87	GOLDMAN SACHS GROUP INC COM GS	GS	1,812	$1.6m0.09%	0.09%	Reduced -392	-392 -17.8%
88	CATERPILLAR INC COM CAT	CAT	2,755	$1.6m0.09%	0.09%	Unchanged
89	TWIST BIOSCIENCE CORP COM TWST	TWST	49,635	$1.6m0.09%	0.09%	Unchanged
90	ALASKA AIR GROUP INC COM ALK	ALK	30,493	$1.5m0.09%	0.09%	Reduced -38	-38 -0.1%
91	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,102	$1.5m0.09%	0.09%	Reduced -12	-12 -0.2%
92	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	59,424	$1.5m0.09%	0.09%	Added +2.0k	+1,989 3.5%
93	UNION PAC CORP COM UNP	UNP	6,465	$1.5m0.09%	0.09%	Reduced -84	-84 -1.3%
94	RTX CORPORATION COM RTX	RTX	7,855	$1.4m0.08%	0.08%	Added +25	+25 0.3%
95	HASBRO INC COM HAS	HAS	17,214	$1.4m0.08%	0.08%	Reduced -6.1k	-6,069 -26.1%
96	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,752	$1.4m0.08%	0.08%	Reduced -1.6k	-1,624 -14.3%
97	GENERAL MTRS CO COM GM	GM	17,216	$1.4m0.08%	0.08%	Added +54	+54 0.3%
98	HONEYWELL INTL INC COM COM		7,091	$1.4m0.08%	0.08%	Reduced -1.2k	-1,189 -14.4%
99	KLA CORP COM NEW KLAC	KLAC	1,125	$1.4m0.08%	0.08%	Reduced -128	-128 -10.2%
100	PEPSICO INC COM PEP	PEP	9,515	$1.4m0.08%	0.08%	Reduced -1.4k	-1,385 -12.7%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
KKR & CO INC KKR	KKR	5,004	$650.3k5.0k shares
CINTAS CORP CTAS	CTAS	2,249	$461.6k2.2k shares
ISHARES TR FXI	FXI	11,045	$454.4k11.0k shares
FORTINET INC FTNT	FTNT	4,801	$403.7k4.8k shares
KINDER MORGAN INC DEL KMI	KMI	14,018	$396.9k14.0k shares
PAYPAL HLDGS INC PYPL	PYPL	5,576	$373.9k5.6k shares
SYNOPSYS INC SNPS	SNPS	751	$370.5k751 shares
NXP SEMICONDUCTORS N V NXPI	NXPI	1,624	$369.8k1.6k shares
ROPER TECHNOLOGIES INC ROP	ROP	734	$366.0k734 shares
TOTALENERGIES SE		5,807	$346.6k5.8k shares
UNILEVER PLC		5,647	$334.8k5.6k shares
CHENIERE ENERGY INC LNG	LNG	1,280	$300.8k1.3k shares
EQUITY RESIDENTIAL VMRK	VMRK	4,497	$291.1k4.5k shares
MOTOROLA SOLUTIONS INC MSI	MSI	623	$284.9k623 shares
ROCKWELL AUTOMATION INC ROK	ROK	808	$282.4k808 shares
EOG RES INC EOG	EOG	2,458	$275.6k2.5k shares
GALLAGHER ARTHUR J & CO AJG	AJG	888	$275.0k888 shares
NORWEGIAN CRUISE LINE HLDG L NCLH	NCLH	10,900	$268.5k10.9k shares
FISERV INC FISV	FISV	1,948	$251.2k1.9k shares
FERRARI N V RACE	RACE	475	$230.5k475 shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,266	$226.3k1.3k shares
NETAPP INC NTAP	NTAP	1,867	$221.2k1.9k shares
GRAINGER W W INC GWW	GWW	227	$216.3k227 shares
BERKLEY W R CORP WRB	WRB	2,790	$213.8k2.8k shares
COMCAST CORP NEW CMCSA	CMCSA	6,614	$207.8k6.6k shares