Clearview Wealth Management

Clearview Wealth Management as of March 31, 2026

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