Clearview Wealth Management

Clearview Wealth Management as of June 30, 2026

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