Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SPYM, IQLT, and represent 46.95% of Clearview Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM, CGDV, CGGR, JIII, PLTR, VLUE, SDSI, SCHA, TAXF, JBBB.
Started 4 new stock positions in PLTR, JIII, CGDV, VLUE.
Reduced shares in these 10 stocks: SPHQ (-$9.0M), XMHQ, IQLT, SPY, FBND, JAAA, USEW, VCSH, ORCL, VTEB.
Sold out of its positions in ASTS, Nukkleus, VEA, JOET, EOD.
Clearview Wealth Management was a net seller of stock by $-21M.
Clearview Wealth Management has $133M in assets under management (AUM), dropping by -14.27%.
Central Index Key (CIK): 0001857588

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Clearview Wealth Management

Clearview Wealth Management holds 61 positions in its portfolio as reported in the September 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)	19.1	$25M	-26%	298k	85.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	8.0	$11M	-27%	93k	114.68	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.3	$9.8M	-13%	193k	50.55	View chart
Spdr Series Trust St Str P500etf (SPYM)	7.1	$9.4M	+41%	103k	91.55	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.5	$7.4M	-25%	148k	49.89	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	3.3	$4.4M		93k	47.21	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.0	$4.0M		21k	196.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	3.0	$4.0M		13k	313.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.6	$3.5M	-34%	81k	43.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$3.3M		4.6k	715.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$2.9M		30k	94.71	View chart
Ea Series Trust Camb Us Equa Etf (USEW)	2.2	$2.9M	-27%	51k	56.40	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	2.1	$2.8M	+6%	56k	50.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$2.7M	-3%	28k	96.64	View chart
Apple (AAPL)	2.0	$2.7M	-8%	7.9k	341.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$2.5M	-46%	3.2k	777.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$2.4M	-4%	6.8k	349.50	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.6	$2.1M	+72%	44k	48.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$2.0M	+5%	62k	32.56	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.5	$2.0M	-6%	24k	81.02	View chart
Loar Holdings Com Shs (LOAR)	1.3	$1.7M		27k	61.85	View chart
Microsoft Corporation (MSFT)	1.2	$1.6M	-9%	3.0k	543.47	View chart
NVIDIA Corporation (NVDA)	1.1	$1.5M	-13%	6.4k	228.53	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.9	$1.2M	-9%	29k	41.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.2M		8.8k	137.59	View chart
Visa Com Cl A (V)	0.9	$1.2M	-7%	3.0k	396.03	View chart
Amazon (AMZN)	0.8	$1.0M	-5%	4.0k	258.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$999k	-5%	1.9k	520.59	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.7	$981k	NEW	20k	49.68	View chart
Capital Group New Geography SHS (CGNG)	0.7	$949k	+5%	26k	36.01	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.7	$947k	-2%	9.7k	97.91	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.7	$904k		2.5k	358.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$837k	-46%	11k	77.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$825k	-3%	11k	73.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$816k	-37%	17k	47.65	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$719k		14k	52.15	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.5	$709k	+14%	15k	47.47	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.5	$620k		15k	41.31	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.5	$605k	-3%	4.0k	152.10	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$594k	-2%	3.5k	169.67	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$550k	-27%	2.5k	220.67	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$487k		7.3k	67.20	View chart
Tesla Motors (TSLA)	0.4	$471k		1.3k	375.08	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$454k		4.0k	114.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$433k	-10%	4.1k	104.56	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$412k	-44%	6.0k	68.78	View chart
Broadcom (AVGO)	0.3	$411k		1.2k	357.40	View chart
Oracle Corporation (ORCL)	0.3	$392k	-59%	2.7k	143.20	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$384k	-8%	7.1k	54.30	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$380k		3.8k	100.65	View chart
Janus Detroit Str Tr Hende Incom Etf (JIII)	0.3	$374k	NEW	7.8k	48.30	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$325k		8.3k	39.27	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$318k		12k	27.63	View chart
Palantir Technologies Cl A (PLTR)	0.2	$232k	NEW	1.1k	208.67	View chart
Applied Materials (AMAT)	0.2	$224k		482.00	464.24	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$218k	NEW	1.1k	196.51	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.2	$213k		10k	21.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$202k		571.00	353.78	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$129k		11k	11.88	View chart
Rekor Systems (REKR)	0.0	$5.4k		15k	0.36	View chart
Humacyte (HUMA)	0.0	$4.7k		13k	0.36	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 Q3 filed Oct. 16, 2026
Clearview Wealth Management 2026 Q2 filed July 14, 2026
Clearview Wealth Management 2026 Q1 filed May 15, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z