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CIK: 0001857588
Total reported value
$155.6M
$155.6M
60 檔
46.2%
At the close of Q1 2026, Clearview Wealth Management LLC disclosed equity holdings valued at approximately $155.6M, spread across 60 reported holdings.
During Q1 2026, Clearview Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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% | +1.62% | — | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 9.41% | -0.11% | — | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 9.23% | -2.01% | — | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 6.46% | -0.11% | — | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.06% | +0.06% | — | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.02% | -0.42% | — | |
| 7 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.06% | -0.28% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.81% | +0.10% | — | |
| 9 | USEW | Cambria US Ew ETF | ETF-Other | 2.49% | +0.02% | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.33% | +0.47% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | -0.24% | — | |
| 12 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 1.98% | -0.26% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.09% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.94% | +0.54% | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | -0.07% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.06% | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.17% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.30% | +0.03% | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.23% | +0.14% | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.13% | -0.11% | — | |
| 21 | LOAR | Loar Holdings Inc | Stock-Other | 1.09% | +0.31% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | -0.08% | — | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.95% | -0.03% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.03% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.07% | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.06% | — | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.07% | — | |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 0.70% | +0.08% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.03% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.04% | — | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.64% | -0.02% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.03% | — | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.57% | +0.03% | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | +0.02% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | +0.04% | — | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.04% | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.50% | -0.04% | — | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.49% | -0.01% | — | |
| 39 | TAXF | American Century Diver Muni | ETF-Other | 0.46% | -0.04% | — | |
| 40 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.42% | -0.03% | — | |
| 41 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.41% | +0.01% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | — | — | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.37% | -0.05% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.01% | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.07% | — | |
| 46 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.26% | +0.04% | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.03% | — | |
| 48 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.25% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.02% | — | |
| 50 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.22% | — | — |
According to official SEC Form 13F filings, Clearview Wealth Management LLC reported a total U.S. public equity portfolio value of $155.6M across 60 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, XMHQ, JAAA) accounted for 46.2% of total reported equity market value during Q1 2026.
During Q1 2026, Clearview Wealth Management LLC's top holdings by market value included SPHQ (21.7%)、XMHQ (9.4%)、JAAA (9.2%). The largest single position, SPHQ, represented 21.7% of total portfolio value.
In Q1 2026, Clearview Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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