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CIK: 0001857588
Total reported value
$133.4M
$133.4M
62 檔
58.7%
According to the latest 13F quarterly dataset, Clearview Wealth Management LLC managed an equity portfolio of $133.4M at the end of Q2 2026, spanning 62 distinct U.S. exchange-listed positions.
In Q2 2026, Clearview Wealth Management LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 23.34% | -4.29% | -1.31% | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 9.30% | -1.34% | -0.39% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.22% | +0.10% | -14.18% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 6.35% | -0.81% | +0.99% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | +2.96% | -2.76% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.60% | -0.97% | -1.36% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.91% | -1.02% | -0.85% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.80% | +0.17% | -7.33% | |
| 9 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 2.78% | +0.51% | -1.61% | |
| 10 | USEW | Cambria US Ew ETF | ETF-Other | 2.51% | -0.36% | -3.09% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.48% | +0.53% | -1.88% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.42% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.91% | +0.24% | -1.60% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | +0.24% | -0.53% | |
| 15 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 1.72% | +0.39% | -4.46% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.16% | -0.53% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.41% | -0.10% | |
| 18 | LOAR | Loar Holdings Inc | Stock-Other | 1.40% | -0.15% | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.37% | +0.15% | -1.69% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.33% | +0.13% | +300.00% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.02% | -0.39% | +0.02% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.15% | -1.07% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.92% | — | -1.87% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | -0.28% | +0.03% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.06% | -1.26% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +0.43% | +0.25% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | +0.81% | +3.42% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.17% | +0.55% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.12% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | +0.10% | -0.05% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.35% | -0.15% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.62% | +0.09% | -2.64% | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.60% | +0.11% | -1.62% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.04% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | +0.12% | +2.44% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.07% | -8.36% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.48% | -0.17% | +0.41% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | +0.08% | -7.89% | |
| 39 | TAXF | American Century Diver Muni | ETF-Other | 0.42% | +0.11% | -0.71% | |
| 40 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.42% | +0.03% | -2.41% | |
| 41 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.39% | +0.07% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | +0.08% | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.01% | -1.34% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | — | -1.52% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.30% | +0.04% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.03% | — | |
| 47 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.25% | +0.04% | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.24% | +0.13% | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.23% | +0.06% | — | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | -0.05% | — |
According to official SEC Form 13F filings, Clearview Wealth Management LLC reported a total U.S. public equity portfolio value of $133.4M across 62 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, XMHQ, JAAA) accounted for 58.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMAT
市值: $348.5K
Top Position Liquidated / Trimmed
TMDX
前期市值: $231.2K
During Q2 2026, Clearview Wealth Management LLC's top holdings by market value included SPHQ (23.3%)、XMHQ (9.3%)、JAAA (7.2%). The largest single position, SPHQ, represented 23.3% of total portfolio value.
In Q2 2026, Clearview Wealth Management LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 31 holdings, and fully liquidating 1 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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