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Clearview Wealth Management

Latest statistics and disclosures from Clearview Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, XMHQ, JAAA, IQLT, SPYM, and represent 50.33% of Clearview Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, AMAT, GOOGL, JOET, IQLT, CGGR, VV, V, AOR, MSFT.
Started 3 new stock positions in JOET, AMAT, GOOGL.
Reduced shares in these 10 stocks: JAAA, SPHQ, MTUM, TMDX, SPYM, SDSI, USEW, FBND, XLK, PDO.
Sold out of its position in TMDX.
Clearview Wealth Management was a net seller of stock by $-1.7M.
Clearview Wealth Management has $156M in assets under management (AUM), dropping by 10.05%.
Central Index Key (CIK): 0001857588

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Portfolio Holdings for Clearview Wealth Management

Clearview Wealth Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	23.3	$36M		403k	90.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	9.3	$15M		128k	112.88	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.2	$11M	-14%	222k	50.49	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.4	$9.9M		199k	49.55	View chart
Spdr Series Trust St Str P500etf (SPYM)	4.1	$6.4M	-2%	73k	87.88	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.6	$5.6M		123k	45.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$4.5M		6.1k	746.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.8	$4.4M	-7%	13k	342.83	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	2.8	$4.3M		91k	47.35	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	2.5	$3.9M	-3%	70k	55.83	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.5	$3.9M		20k	190.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$3.2M		4.7k	686.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$3.0M		30k	98.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$2.8M		29k	96.58	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	1.7	$2.7M	-4%	52k	51.35	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.5M		7.2k	353.33	View chart
Apple (AAPL)	1.6	$2.5M		8.6k	289.34	View chart
Loar Holdings Com Shs (LOAR)	1.4	$2.2M		27k	80.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.4	$2.1M		59k	36.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.1M	+300%	26k	80.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$1.6M		20k	79.03	View chart
NVIDIA Corporation (NVDA)	0.9	$1.5M		7.4k	200.10	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.9	$1.4M		32k	44.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$1.4M		27k	50.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M		8.9k	148.31	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M		3.3k	373.03	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.8	$1.2M	+3%	26k	47.20	View chart
Visa Com Cl A (V)	0.7	$1.1M		3.3k	343.09	View chart
Amazon (AMZN)	0.7	$1.0M		4.3k	238.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.0M		2.0k	500.39	View chart
Oracle Corporation (ORCL)	0.6	$994k		6.8k	146.55	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.6	$968k	-2%	9.9k	97.60	View chart
Capital Group New Geography SHS (CGNG)	0.6	$938k		25k	37.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$900k		12k	77.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$866k	+2%	2.5k	343.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$748k	-8%	3.4k	217.93	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.5	$744k		11k	69.50	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$717k	-7%	14k	51.78	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.4	$661k		13k	50.83	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.4	$651k	-2%	4.1k	157.36	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$607k		15k	40.41	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$569k		3.6k	158.66	View chart
Tesla Motors (TSLA)	0.3	$528k		1.3k	420.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$505k		4.6k	109.43	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$465k		4.0k	117.06	View chart
Broadcom (AVGO)	0.3	$435k		1.2k	377.83	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$385k		7.7k	49.99	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$380k		7.1k	53.11	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$364k		3.8k	96.46	View chart
Applied Materials (AMAT)	0.2	$349k	NEW	482.00	723.00	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$337k		12k	29.30	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$331k		8.3k	40.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$274k		3.9k	71.25	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$222k		10k	22.14	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$222k		2.5k	88.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$203k	NEW	567.00	357.37	View chart
Virtus Etf Tr Ii Virtus Us Qlty (JOET)	0.1	$201k	NEW	4.3k	46.29	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$143k	-33%	11k	13.22	View chart
Wells Fargo Adv Global Dividend Opport (EOD)	0.1	$79k		12k	6.53	View chart
Rekor Systems (REKR)	0.0	$10k		15k	0.69	View chart
Humacyte (HUMA)	0.0	$10k		13k	0.78	View chart
T3 Defense Com New (DFNS)	0.0	$7.0k		41k	0.17	View chart

Past Filings by Clearview Wealth Management

SEC 13F filings are viewable for Clearview Wealth Management going back to 2026

Clearview Wealth Management 2026 Q2 filed July 14, 2026
Clearview Wealth Management 2026 Q1 filed May 15, 2026

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