Clearview Wealth Management LLC

Est. AUM

$155.6M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$36.3M	402989	23.34%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$14.5M	128187	9.30%	SOLE
3	JANUS DETROIT STR TR	HENDRSON AAA CL	$11.2M	222426	7.22%	SOLE
4	ISHARES TR	MSCI INTL QUALTY	$9.9M	199418	6.35%	SOLE
5	SPDR SERIES TRUST	ST STR P500ETF	$6.4M	72958	4.12%	SOLE
6	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.6M	123015	3.60%	SOLE
7	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	6055	2.91%	SOLE
8	ISHARES TR	MSCI USA MMENTM	$4.4M	12715	2.80%	SOLE
9	JANUS DETROIT STR TR	B-BBB CLO ETF	$4.3M	91449	2.78%	SOLE
10	EA SERIES TRUST	CAMB US EQUA ETF	$3.9M	69865	2.51%	SOLE
11	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$3.9M	20259	2.48%	SOLE
12	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	4685	2.07%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$3.0M	30071	1.91%	SOLE
14	ISHARES TR	CORE MSCI EAFE	$2.8M	29379	1.82%	SOLE
15	AMERICAN CENTY ETF TR	SHORT DURTN STRG	$2.7M	52155	1.72%	SOLE
16	ALPHABET INC	CAP STK CL C	$2.5M	7182	1.63%	SOLE
17	APPLE INC	COM	$2.5M	8648	1.61%	SOLE
18	LOAR HOLDINGS INC	COM SHS	$2.2M	27001	1.40%	SOLE
19	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.1M	58968	1.37%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$2.1M	25664	1.33%	SOLE
21	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.6M	20103	1.02%	SOLE
22	NVIDIA CORPORATION	COM	$1.5M	7371	0.95%	SOLE
23	SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.4M	32414	0.92%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.4M	27366	0.89%	SOLE
25	ISHARES TR	CORE S&P SCP ETF	$1.3M	8875	0.85%	SOLE
26	MICROSOFT CORP	COM	$1.2M	3267	0.78%	SOLE
27	CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$1.2M	25617	0.78%	SOLE
28	VISA INC	COM CL A	$1.1M	3297	0.73%	SOLE
29	AMAZON COM INC	COM	$1.0M	4289	0.66%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2028	0.65%	SOLE
31	ORACLE CORP	COM	$994K	6784	0.64%	SOLE
32	ISHARES TR	CORE 80 20 ETF	$968K	9916	0.62%	SOLE
33	CAPITAL GROUP NEW GEOGRAPHY	SHS	$938K	25031	0.60%	SOLE
34	ISHARES TR	CORE S&P MCP ETF	$900K	11670	0.58%	SOLE
35	VANGUARD INDEX FDS	LARGE CAP ETF	$866K	2519	0.56%	SOLE
36	VANGUARD INDEX FDS	VALUE ETF	$748K	3431	0.48%	SOLE
37	ISHARES TR	CORE 60 BALA ETF	$744K	10710	0.48%	SOLE
38	SPDR INDEX SHS FDS	ST PORT MARK ETF	$717K	13840	0.46%	SOLE
39	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$661K	13001	0.42%	SOLE
40	SPDR SERIES TRUST	ST STR R2K LOWV	$651K	4137	0.42%	SOLE
41	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$607K	15015	0.39%	SOLE
42	SELECT SECTOR SPDR TR	ST STR CARE ETF	$568K	3583	0.37%	SOLE
43	TESLA INC	COM	$528K	1256	0.34%	SOLE
44	ISHARES TR	TIPS BD ETF	$505K	4611	0.32%	SOLE
45	NUSHARES ETF TR	NUVEEN ESG LRGCP	$465K	3976	0.30%	SOLE
46	BROADCOM INC	COM	$435K	1151	0.28%	SOLE
47	NUSHARES ETF TR	NUVEEN ESG LRGVL	$385K	7705	0.25%	SOLE
48	SELECT SECTOR SPDR TR	ST STR ENERG ETF	$380K	7149	0.24%	SOLE
49	ISHARES TR	MSCI USA MIN ETF	$364K	3778	0.23%	SOLE
50	APPLIED MATLS INC	COM	$348K	482	0.22%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.