Clearview Wealth Management LLC
- SEC CIK
- 0001857588
- Latest filing
- Jul 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only.
- Positions
- 60
- No filing for Q4 2025
- Portfolio value
- $141.4M
- No filing for Q4 2025
Clearview Wealth Management LLC did not file a 13F for Q4 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco S&P 500 Quality ETF46137V241 | ETF | 408,328 | $30.7M | 21.7% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 128,691 | $13.3M | 9.4% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 259,167 | $13.1M | 9.2% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 197,467 | $9.13M | 6.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 75,030 | $5.74M | 4.1% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 124,707 | $5.69M | 4.0% | – | – | – |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 92,944 | $4.33M | 3.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,107 | $3.97M | 2.8% | – | – | History |
| Ea Series Trust02072Q572 | CAMB US EQUA ETF | 72,093 | $3.52M | 2.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,721 | $3.29M | 2.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 30,561 | $3.03M | 2.1% | – | – | – |
| American Centy ETF Tr025072257 | SHORT DURTN STRG | 54,588 | $2.80M | 2.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,685 | $2.80M | 2.0% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 20,647 | $2.74M | 1.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,535 | $2.67M | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 8,657 | $2.20M | 1.6% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,220 | $2.07M | 1.5% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,416 | $1.84M | 1.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 59,980 | $1.74M | 1.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,099 | $1.59M | 1.1% | – | – | – |
| LOARLoar Holdings Inc. | COM SHS | 27,001 | $1.55M | 1.1% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,357 | $1.36M | 1.0% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 33,032 | $1.35M | 1.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 7,451 | $1.30M | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,259 | $1.21M | 0.9% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,988 | $1.12M | 0.8% | – | – | – |
| ORCLOracle Corp | Stock | 6,794 | $999.5K | 0.7% | – | – | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 24,770 | $995.5K | 0.7% | – | – | – |
| VVisa Inc. | Stock | 3,279 | $991.0K | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,029 | $972.3K | 0.7% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 10,185 | $901.3K | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,289 | $893.3K | 0.6% | – | – | History |
| Capital Group New Geography14021N105 | SHS | 25,443 | $803.2K | 0.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,670 | $788.1K | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,459 | $734.9K | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,744 | $734.6K | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 15,026 | $704.9K | 0.5% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 10,666 | $686.4K | 0.5% | – | – | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 13,094 | $655.4K | 0.5% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 15,015 | $591.9K | 0.4% | – | – | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 4,239 | $581.1K | 0.4% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,583 | $525.3K | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,682 | $516.7K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,273 | $473.2K | 0.3% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,149 | $437.9K | 0.3% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,976 | $361.6K | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,151 | $356.3K | 0.3% | – | – | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,705 | $350.6K | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,778 | $350.4K | 0.2% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 11,496 | $309.4K | 0.2% | – | – | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 8,405 | $303.5K | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 3,850 | $246.7K | 0.2% | – | – | – |
| TMDXTransMedics Group, Inc. | COM | 2,326 | $231.2K | 0.2% | – | – | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 10,047 | $223.1K | 0.2% | – | – | – |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 16,354 | $211.5K | 0.1% | – | – | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 2,500 | $207.2K | 0.1% | – | – | History |
| EODAllspring Global Dividend Opportunity Fund | COM | 12,103 | $70.6K | <0.1% | – | – | History |
| DFNST3 Defense Inc. | COM NEW | 40,952 | $29.4K | <0.1% | – | – | History |
| REKRRekor Systems, Inc. | COM | 15,000 | $12.3K | <0.1% | – | – | History |
| HUMAHumacyte, Inc. | COM | 13,000 | $7.89K | <0.1% | – | – | History |