Clearview Wealth Management Llc Portfolio Stock Holdings
Clearview Wealth Management Llc disclosed 62 stock positions valued at approximately $155.6 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 June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 62
- Portfolio Value
- $155.6M
Holdings by Sector
Clearview Wealth Management Llc Portfolio Holdings in Q2 2026
58 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 | 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 |
| ISHARES TR | IJH | Other | 0.58% | 11,670 | - | - | $899,874 |
| VANGUARD INDEX FDS | VV | Other | 0.56% | 2,519 | +60 | +2.44% | $866,309 |
| VANGUARD INDEX FDS | VTV | Other | 0.48% | 3,431 | -313 | -8.36% | $747,718 |
| ISHARES TR | AOR | Other | 0.48% | 10,710 | +44 | +0.41% | $744,345 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.46% | 13,840 | -1,186 | -7.89% | $716,635 |
| AMERICAN CENTY ETF TR | TAXF | Other | 0.42% | 13,001 | -93 | -0.71% | $660,893 |
| SPDR SERIES TRUST | SMLV | Other | 0.42% | 4,137 | -102 | -2.41% | $651,010 |
| LATTICE STRATEGIES TR | RODM | Other | 0.39% | 15,015 | - | - | $606,756 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.37% | 3,583 | - | - | $568,479 |
| TESLA INC | TSLA | Consumer Cyclical | 0.34% | 1,256 | -17 | -1.34% | $528,063 |
| ISHARES TR | TIP | Other | 0.32% | 4,611 | -71 | -1.52% | $504,582 |
| NUSHARES ETF TR | NULG | Other | 0.30% | 3,976 | - | - | $465,431 |
| BROADCOM INC | AVGO | Technology | 0.28% | 1,151 | - | - | $434,882 |
| NUSHARES ETF TR | NULV | Other | 0.25% | 7,705 | - | - | $385,173 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.24% | 7,149 | - | - | $379,683 |
| ISHARES TR | USMV | Other | 0.23% | 3,778 | - | - | $364,426 |
| APPLIED MATLS INC | AMAT | Technology | 0.22% | 482 | +482 | +100.00% | $348,486 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.22% | 11,496 | - | - | $336,833 |
| NUSHARES ETF TR | NUDM | Other | 0.21% | 8,280 | -125 | -1.49% | $331,366 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.18% | 3,850 | - | - | $274,313 |
| NUSHARES ETF TR | NUBD | Other | 0.14% | 10,047 | - | - | $222,390 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.14% | 2,500 | - | - | $222,150 |
| ALPHABET INC | GOOGL | Communication Services | 0.13% | 567 | +567 | +100.00% | $202,629 |
| VIRTUS ETF TR II | JOET | Other | 0.13% | 4,331 | +4,331 | +100.00% | $200,461 |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | Basic Materials | 0.09% | 10,813 | -5,541 | -33.88% | $142,948 |
| ALLSPRING GLOBAL DIVIDEND OP | EOD | Financial Services | 0.05% | 12,103 | - | - | $79,033 |
| REKOR SYSTEMS INC | REKR | Technology | 0.01% | 15,000 | - | - | $10,424 |
| HUMACYTE INC | HUMA | Healthcare | 0.01% | 13,000 | - | - | $10,145 |