CIK: 0001857588
Total reported value
$141.4M
Reporting period: 2026-03-31 · Number of holdings: 60
Clearview Wealth Management LLC disclosed 60 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $141.4M and a quarterly turnover rate of 0.0%.
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Clearview Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.079 — mathematically equivalent to about 13 equally-sized positions, well below its 60 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.95), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 21.72% | — | — | — |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 9.41% | — | — | — |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.23% | — | — | — |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 6.46% | — | — | — |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.06% | — | — | — |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.02% | — | — | — |
| 7 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.06% | — | — | — |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.81% | — | — | — |
| 9 | USEW | Cambria US Ew ETF | ETF-Other | 2.49% | — | — | — |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.33% | — | — | — |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | — | — | — |
| 12 | SDSI | Amer Cent Sh Dur Strat INC | ETF-Other | 1.98% | — | — | — |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | — | — | — |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.94% | — | — | — |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | — | — | — |
| 16 | AAPL | Apple INC | Stock-Tech | 1.55% | — | — | — |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | — | — | — |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.30% | — | — | — |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.23% | — | — | — |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.13% | — | — | — |
| 21 | LOAR | Loar Holdings INC | Stock-Other | 1.09% | — | — | — |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | — | — | — |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.95% | — | — | — |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | — | — | — |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | — | — | — |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | — | — | — |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.71% | — | — | — |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 0.70% | — | — | — |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | — | — |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | — | — |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.64% | — | — | — |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.63% | — | — | — |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.57% | — | — | — |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | — | — | — |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | — | — | — |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | — | — | — |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.50% | — | — | — |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.49% | — | — | — |
| 39 | TAXF | American Century Diver Muni | ETF-Other | 0.46% | — | — | — |
| 40 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.42% | — | — | — |
| 41 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.41% | — | — | — |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | — | — | — |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.37% | — | — | — |
| 44 | TSLA | Tesla INC | Stock-Consumer Disc | 0.33% | — | — | — |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | — | — | — |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.26% | — | — | — |
| 47 | AVGO | Broadcom INC | Stock-Tech | 0.25% | — | — | — |
| 48 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.25% | — | — | — |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | — | — | — |
| 50 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.22% | — | — | — |
Performance for Q3 2026
-1.3%
Performance Last 4 Quarters
-1.3%
Based on 2 months of available history
Based on 76% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
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