Clearview Wealth Management Llc Portfolio Stock Holdings
Clearview Wealth Management Llc disclosed 60 stock positions valued at approximately $141.4 million in its latest SEC 13F filing. The largest holdings include INVESCO EXCHANGE TRADED FD T, INVESCO EXCHANGE TRADED FD T, and JANUS DETROIT STR TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 60
- Portfolio Value
- $141.4M
Holdings by Sector
Clearview Wealth Management Llc Portfolio Holdings in Q1 2026
56 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 21.72% | 408,328 | +408,328 | +100.00% | $30,702,215 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 9.41% | 128,691 | +128,691 | +100.00% | $13,302,791 |
| JANUS DETROIT STR TR | JAAA | Other | 9.23% | 259,167 | +259,167 | +100.00% | $13,054,217 |
| ISHARES TR | IQLT | Other | 6.46% | 197,467 | +197,467 | +100.00% | $9,128,914 |
| SPDR SERIES TRUST | SPLG | Other | 4.06% | 75,030 | +75,030 | +100.00% | $5,742,793 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.02% | 124,707 | +124,707 | +100.00% | $5,689,140 |
| JANUS DETROIT STR TR | JBBB | Other | 3.06% | 92,944 | +92,944 | +100.00% | $4,331,656 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.81% | 6,107 | +6,107 | +100.00% | $3,971,762 |
| ISHARES TR | MTUM | Other | 2.33% | 13,721 | +13,721 | +100.00% | $3,292,903 |
| ISHARES TR | AGG | Other | 2.15% | 30,561 | +30,561 | +100.00% | $3,033,790 |
| VANGUARD INDEX FDS | VOO | Other | 1.98% | 4,685 | +4,685 | +100.00% | $2,799,522 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.94% | 20,647 | +20,647 | +100.00% | $2,744,047 |
| ISHARES TR | IEFA | Other | 1.89% | 29,535 | +29,535 | +100.00% | $2,673,804 |
| APPLE INC | AAPL | Technology | 1.55% | 8,657 | +8,657 | +100.00% | $2,197,034 |
| ALPHABET INC | GOOG | Communication Services | 1.46% | 7,220 | +7,220 | +100.00% | $2,071,133 |
| VANGUARD INDEX FDS | VO | Other | 1.30% | 6,416 | +6,416 | +100.00% | $1,842,547 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.23% | 59,980 | +59,980 | +100.00% | $1,744,218 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.13% | 20,099 | +20,099 | +100.00% | $1,593,248 |
| LOAR HOLDINGS INC | LOAR | Industrials | 1.09% | 27,001 | +27,001 | +100.00% | $1,546,887 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.97% | 27,357 | +27,357 | +100.00% | $1,364,841 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.95% | 33,032 | +33,032 | +100.00% | $1,348,697 |
| NVIDIA CORPORATION | NVDA | Technology | 0.92% | 7,451 | +7,451 | +100.00% | $1,299,519 |
| MICROSOFT CORP | MSFT | Technology | 0.85% | 3,259 | +3,259 | +100.00% | $1,206,200 |
| ISHARES TR | IJR | Other | 0.79% | 8,988 | +8,988 | +100.00% | $1,117,336 |
| ORACLE CORP | ORCL | Technology | 0.71% | 6,794 | +6,794 | +100.00% | $999,465 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.70% | 24,770 | +24,770 | +100.00% | $995,506 |
| VISA INC | V | Financial Services | 0.70% | 3,279 | +3,279 | +100.00% | $991,045 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.69% | 2,029 | +2,029 | +100.00% | $972,297 |
| ISHARES TR | AOA | Other | 0.64% | 10,185 | +10,185 | +100.00% | $901,291 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.63% | 4,289 | +4,289 | +100.00% | $893,270 |
| ISHARES TR | IJH | Other | 0.56% | 11,670 | +11,670 | +100.00% | $788,075 |
| VANGUARD INDEX FDS | VV | Other | 0.52% | 2,459 | +2,459 | +100.00% | $734,872 |
| VANGUARD INDEX FDS | VTV | Other | 0.52% | 3,744 | +3,744 | +100.00% | $734,573 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.50% | 15,026 | +15,026 | +100.00% | $704,870 |
| ISHARES TR | AOR | Other | 0.49% | 10,666 | +10,666 | +100.00% | $686,357 |
| AMERICAN CENTY ETF TR | TAXF | Other | 0.46% | 13,094 | +13,094 | +100.00% | $655,368 |
| LATTICE STRATEGIES TR | RODM | Other | 0.42% | 15,015 | +15,015 | +100.00% | $591,891 |
| SPDR SERIES TRUST | SMLV | Other | 0.41% | 4,239 | +4,239 | +100.00% | $581,071 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.37% | 3,583 | +3,583 | +100.00% | $525,304 |
| ISHARES TR | TIP | Other | 0.37% | 4,682 | +4,682 | +100.00% | $516,706 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 1,273 | +1,273 | +100.00% | $473,238 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.31% | 7,149 | +7,149 | +100.00% | $437,948 |
| NUSHARES ETF TR | NULG | Other | 0.26% | 3,976 | +3,976 | +100.00% | $361,577 |
| BROADCOM INC | AVGO | Technology | 0.25% | 1,151 | +1,151 | +100.00% | $356,304 |
| NUSHARES ETF TR | NULV | Other | 0.25% | 7,705 | +7,705 | +100.00% | $350,578 |
| ISHARES TR | USMV | Other | 0.25% | 3,778 | +3,778 | +100.00% | $350,372 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.22% | 11,496 | +11,496 | +100.00% | $309,357 |
| NUSHARES ETF TR | NUDM | Other | 0.21% | 8,405 | +8,405 | +100.00% | $303,505 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.17% | 3,850 | +3,850 | +100.00% | $246,708 |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 0.16% | 2,326 | +2,326 | +100.00% | $231,228 |
| NUSHARES ETF TR | NUBD | Other | 0.16% | 10,047 | +10,047 | +100.00% | $223,144 |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | Basic Materials | 0.15% | 16,354 | +16,354 | +100.00% | $211,457 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.15% | 2,500 | +2,500 | +100.00% | $207,175 |
| ALLSPRING GLOBAL DIVIDEND OP | EOD | Financial Services | 0.05% | 12,103 | +12,103 | +100.00% | $70,560 |
| REKOR SYSTEMS INC | REKR | Technology | 0.01% | 15,000 | +15,000 | +100.00% | $12,300 |
| HUMACYTE INC | HUMA | Healthcare | 0.01% | 13,000 | +13,000 | +100.00% | $7,887 |