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Clearview Wealth Management

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

Central Index Key (CIK): 0001857588

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Positions held by Clearview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clearview Wealth Management

Clearview Wealth Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	21.7	$31M	408k	75.19	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	9.4	$13M	129k	103.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	9.2	$13M	259k	50.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	6.5	$9.1M	198k	46.23	View chart
Spdr Series Trust State Street Spd (SPYM)	4.1	$5.7M	75k	76.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.0	$5.7M	125k	45.62	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	3.1	$4.3M	93k	46.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$4.0M	6.1k	650.36	View chart
Ea Series Trust Cambria Us Equal (USEW)	2.5	$3.5M	72k	48.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.3	$3.3M	14k	239.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$3.0M	31k	99.27	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	2.0	$2.8M	55k	51.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$2.8M	4.7k	597.55	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.9	$2.7M	21k	132.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$2.7M	30k	90.53	View chart
Apple (AAPL)	1.6	$2.2M	8.7k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$2.1M	7.2k	286.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$1.8M	6.4k	287.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$1.7M	60k	29.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$1.6M	20k	79.27	View chart
Loar Holdings Com Shs (LOAR)	1.1	$1.5M	27k	57.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$1.4M	27k	49.89	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	1.0	$1.3M	33k	40.83	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	7.5k	174.41	View chart
Microsoft Corporation (MSFT)	0.9	$1.2M	3.3k	370.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.1M	9.0k	124.31	View chart
Oracle Corporation (ORCL)	0.7	$1000k	6.8k	147.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$996k	25k	40.19	View chart
Visa Com Cl A (V)	0.7	$991k	3.3k	302.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$972k	2.0k	479.20	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.6	$901k	10k	88.49	View chart
Amazon (AMZN)	0.6	$893k	4.3k	208.27	View chart
Capital Group New Geography SHS (CGNG)	0.6	$803k	25k	31.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$788k	12k	67.53	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$735k	2.5k	298.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$735k	3.7k	196.20	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.5	$705k	15k	46.91	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.5	$686k	11k	64.35	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$655k	13k	50.05	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$592k	15k	39.42	View chart
Spdr Series Trust State Street Spd (SMLV)	0.4	$581k	4.2k	137.08	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$525k	3.6k	146.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$517k	4.7k	110.36	View chart
Tesla Motors (TSLA)	0.3	$473k	1.3k	371.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$438k	7.1k	61.26	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$362k	4.0k	90.94	View chart
Broadcom (AVGO)	0.3	$356k	1.2k	309.56	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$351k	7.7k	45.50	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$350k	3.8k	92.74	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$309k	12k	26.91	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$304k	8.4k	36.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$247k	3.9k	64.08	View chart
Transmedics Group (TMDX)	0.2	$231k	2.3k	99.41	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.2	$223k	10k	22.21	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$212k	16k	12.93	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$207k	2.5k	82.87	View chart
Wells Fargo Adv Global Dividend Opport (EOD)	0.0	$71k	12k	5.83	View chart
T3 Defense Com New (DFNS)	0.0	$29k	41k	0.72	View chart
Rekor Systems (REKR)	0.0	$12k	15k	0.82	View chart
Humacyte (HUMA)	0.0	$7.9k	13k	0.61	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 Q1 filed May 15, 2026

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