CW
Clearview Wealth Management LLC
Diversified strategySector-focusedLong-term holder
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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Personality snowflake
- Concentration
- 31.55
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 80.52
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list 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% | — | — | — |
1–50 of 60
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is Clearview Wealth Management LLC and what type of investor is it?
Clearview Wealth Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $141.4M, spread across 60 disclosed positions.
What are Clearview Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Clearview Wealth Management LLC's top holdings by market value are:
1. Invesco S&p 500 Quality ETF (SPHQ) — $30.7M (21.7%)
2. Invesco S&p Midcap Qual ETF (XMHQ) — $13.3M (9.4%)
3. Janus Henderson Aaa Clo ETF (JAAA) — $13.1M (9.2%)
4. Ishares Msci International Q (IQLT) — $9.1M (6.5%)
5. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $5.7M (4.1%)
What changes did Clearview Wealth Management LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Clearview Wealth Management LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Clearview Wealth Management LLC focus on?
Clearview Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 52.7%
• Communication Services: 17.4%
• Financials: 16.5%
• Consumer Discretionary: 11.5%
• Health Care: 1.9%
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