Clearview Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Clearview Wealth Management Llc disclosed 58 stock positions valued at approximately $155.59M as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, INVESCO EXCHANGE TRADED FD T, and JANUS DETROIT STR TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $155.59M
Holdings by Sector
Clearview Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 23.34% | 402,989 | -5,339 | -1.31% | $36,309,283 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 9.30% | 128,187 | -504 | -0.39% | $14,469,733 |
| JANUS DETROIT STR TR | JAAA | Other | 7.22% | 222,426 | -36,741 | -14.18% | $11,230,264 |
| ISHARES TR | IQLT | Other | 6.35% | 199,418 | +1,951 | +0.99% | $9,881,144 |
| SPDR SERIES TRUST | SPLG | Other | 4.12% | 72,958 | -2,072 | -2.76% | $6,411,549 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 3.60% | 123,015 | -1,692 | -1.36% | $5,595,963 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.91% | 6,055 | -52 | -0.85% | $4,521,335 |
| ISHARES TR | MTUM | Other | 2.80% | 12,715 | -1,006 | -7.33% | $4,359,083 |
| JANUS DETROIT STR TR | JBBB | Other | 2.78% | 91,449 | -1,495 | -1.61% | $4,330,126 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.48% | 20,259 | -388 | -1.88% | $3,859,824 |
| VANGUARD INDEX FDS | VOO | Other | 2.07% | 4,685 | - | - | $3,217,705 |
| ISHARES TR | AGG | Other | 1.91% | 30,071 | -490 | -1.60% | $2,976,428 |
| ISHARES TR | IEFA | Other | 1.82% | 29,379 | -156 | -0.53% | $2,837,424 |
| ALPHABET INC | GOOG | Communication Services | 1.63% | 7,182 | -38 | -0.53% | $2,537,622 |
| APPLE INC | AAPL | Technology | 1.61% | 8,648 | -9 | -0.10% | $2,502,252 |
| LOAR HOLDINGS INC | LOAR | Industrials | 1.40% | 27,001 | - | - | $2,176,551 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.37% | 58,968 | -1,012 | -1.69% | $2,130,514 |
| VANGUARD INDEX FDS | VO | Other | 1.33% | 25,664 | +19,248 | +300.00% | $2,067,748 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.02% | 20,103 | +4 | +0.02% | $1,588,740 |
| NVIDIA CORPORATION | NVDA | Technology | 0.95% | 7,371 | -80 | -1.07% | $1,474,958 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.92% | 32,414 | -618 | -1.87% | $1,427,188 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.89% | 27,366 | +9 | +0.03% | $1,384,172 |
| ISHARES TR | IJR | Other | 0.85% | 8,875 | -113 | -1.26% | $1,316,229 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 3,267 | +8 | +0.25% | $1,218,697 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.78% | 25,617 | +847 | +3.42% | $1,209,122 |
| VISA INC | V | Financial Services | 0.73% | 3,297 | +18 | +0.55% | $1,131,168 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.66% | 4,289 | - | - | $1,022,240 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.65% | 2,028 | -1 | -0.05% | $1,014,791 |
| ORACLE CORP | ORCL | Technology | 0.64% | 6,784 | -10 | -0.15% | $994,195 |
| ISHARES TR | AOA | Other | 0.62% | 9,916 | -269 | -2.64% | $967,796 |
Showing 30 of 58 holdings in the latest reporting period.