Clearview Wealth Management LLC — 13F Holdings

2026 Q2  ·  63 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Clearview Wealth Management LLC maintained a portfolio of 63 distinct positions. The most significant new addition was APPLIED MATLS INC, now representing 0.22% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 300.0%.
Position History hover any row below to update
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Clearview Wealth Management LLC AUM $150M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
63
Quarter
2026 Q2
Top Holding
SPHQ (23.3%)
Top 10 Concentration
64.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPHQ
INVESCO EXCHANG...
ETF 23.34% 21.72% #1
Prev: #1
6.5
—
-5,339 -1.3%
P
S
402,989 $36,309,283
$75.02 +14.7%
$90.10 -4.5%
2026 Q1 13F Filing 2026-06-30 2026-07-14
XMHQ
INVESCO EXCHANG...
ETF 9.30% 9.41% #2
Prev: #2
5.7
—
-504 -0.4%
P
S
128,187 $14,469,733 2026 Q1 13F Filing 2026-06-30 2026-07-14
JAAA
JANUS DETROIT S...
ETF 7.22% 9.23% #3
Prev: #3
4.4
—
-36,741 -14.2%
P
S
222,426 $11,230,264 2026 Q1 13F Filing 2026-06-30 2026-07-14
IQLT
ISHARES TR
Bond/Debt 6.35% 6.46% #4
Prev: #4
3.5
—
1,951 1.0%
P
S
199,418 $9,881,144 2026 Q1 13F Filing 2026-06-30 2026-07-14
SPLG
SPDR SERIES TRU...
ETF 4.12% 4.06% #5
Prev: #5
2.6
—
-2,072 -2.8%
P
S
72,958 $6,411,549 2026 Q1 13F Filing 2026-06-30 2026-07-14
FBND
FIDELITY MERRIM...
ETF 3.60% 4.02% #6
Prev: #6
1.9
—
-1,692 -1.4%
P
S
123,015 $5,595,963 2026 Q1 13F Filing 2026-06-30 2026-07-14
SPY
STATE STR SPDR ...
ETF 2.91% 2.81% #7 1
Prev: #8
1.7
—
-52 -0.9%
P
S
6,055 $4,521,335 2026 Q1 13F Filing 2026-06-30 2026-07-14
MTUM
ISHARES TR
Bond/Debt 2.80% 2.33% #8 2
Prev: #10
1.6
—
-1,006 -7.3%
P
S
12,715 $4,359,083 2026 Q1 13F Filing 2026-06-30 2026-07-14
JBBB
JANUS DETROIT S...
ETF 2.78% 3.06% #9 2
Prev: #7
1.6
—
-1,495 -1.6%
P
S
91,449 $4,330,126 2026 Q1 13F Filing 2026-06-30 2026-07-14
USEW
EA SERIES TRUST
ETF 2.51% 2.49% #10 1
Prev: #9
1.5
—
-2,228 -3.1%
P
S
69,865 $3,900,457 2026 Q1 13F Filing 2026-06-30 2026-07-14
XLK
SELECT SECTOR S...
ETF 2.48% 1.94% #11 3
Prev: #14
1.5
—
-388 -1.9%
P
S
20,259 $3,859,824 2026 Q1 13F Filing 2026-06-30 2026-07-14
VOO
VANGUARD INDEX ...
ETF 2.07% 1.98% #12 1
Prev: #13
1.8
—
no change no change
P
S
4,685 $3,217,705 2026 Q1 13F Filing 2026-06-30 2026-07-14
AGG
ISHARES TR
ETF 1.91% 2.15% #13 2
Prev: #11
1.3
—
-490 -1.6%
P
S
30,071 $2,976,428 2026 Q1 13F Filing 2026-06-30 2026-07-14
IEFA
ISHARES TR
ETF 1.82% 1.89% #14 1
Prev: #15
1.2
—
-156 -0.5%
P
S
29,379 $2,837,424 2026 Q1 13F Filing 2026-06-30 2026-07-14
SDSI
AMERICAN CENTY ...
ETF 1.72% 1.98% #15 3
Prev: #12
1.2
—
-2,433 -4.5%
P
S
52,155 $2,678,159 2026 Q1 13F Filing 2026-06-30 2026-07-14
GOOG
ALPHABET INC
Communication Services 1.63% 1.46% #16 1
Prev: #17
1.2
—
-38 -0.5%
P
S
7,182 $2,537,622 2026 Q1 13F Filing 2026-06-30 2026-07-14
AAPL
APPLE INC
Technology 1.61% 1.55% #17 1
Prev: #16
1.1
—
-9 -0.1%
P
S
8,648 $2,502,252 2026 Q1 13F Filing 2026-06-30 2026-07-14
LOAR
LOAR HOLDINGS I...
Industrials 1.40% 1.09% #18 3
Prev: #21
1.6
—
no change no change
P
S
27,001 $2,176,551 2026 Q1 13F Filing 2026-06-30 2026-07-14
SCHA
SCHWAB STRATEGI...
ETF 1.37% 1.23% #19
Prev: #19
1.0
—
-1,012 -1.7%
P
S
58,968 $2,130,514 2026 Q1 13F Filing 2026-06-30 2026-07-14
VO
VANGUARD INDEX ...
ETF 1.33% 1.30% #20 2
Prev: #18
3.5
—
19,248 300.0%
P
S
25,664 $2,067,748 2026 Q1 13F Filing 2026-06-30 2026-07-14
VCSH
VANGUARD SCOTTS...
ETF 1.02% 1.13% #21 1
Prev: #20
0.9
—
4 0.0%
P
S
20,103 $1,588,740 2026 Q1 13F Filing 2026-06-30 2026-07-14
NVDA
NVIDIA CORPORAT...
Technology 0.95% 0.92% #22 2
Prev: #24
0.9
—
-80 -1.1%
P
S
7,371 $1,474,958 2026 Q1 13F Filing 2026-06-30 2026-07-14
XLRE
SELECT SECTOR S...
ETF 0.92% 0.95% #23
Prev: #23
0.9
—
-618 -1.9%
P
S
32,414 $1,427,188 2026 Q1 13F Filing 2026-06-30 2026-07-14
VTEB
VANGUARD MUN BD...
ETF 0.89% 0.97% #24 2
Prev: #22
0.9
—
9 0.0%
P
S
27,366 $1,384,172 2026 Q1 13F Filing 2026-06-30 2026-07-14
IJR
ISHARES TR
ETF 0.85% 0.79% #25 1
Prev: #26
0.8
—
-113 -1.3%
P
S
8,875 $1,316,229 2026 Q1 13F Filing 2026-06-30 2026-07-14
MSFT
MICROSOFT CORP
Technology 0.78% 0.85% #26 1
Prev: #25
0.8
—
8 0.2%
P
S
3,267 $1,218,697 2026 Q1 13F Filing 2026-06-30 2026-07-14
CGGR
CAPITAL GROUP G...
ETF 0.78% 0.70% #27 1
Prev: #28
0.8
—
847 3.4%
P
S
25,617 $1,209,122 2026 Q1 13F Filing 2026-06-30 2026-07-14
V
VISA INC
Financial Services 0.73% 0.70% #28 1
Prev: #29
0.8
—
18 0.5%
P
S
3,297 $1,131,168 2026 Q1 13F Filing 2026-06-30 2026-07-14
AMZN
AMAZON COM INC
Consumer Cyclical 0.66% 0.63% #29 3
Prev: #32
1.3
—
no change no change
P
S
4,289 $1,022,240 2026 Q1 13F Filing 2026-06-30 2026-07-14
BRK/B
BERKSHIRE HATHA...
Financial Services 0.65% 0.69% #30
Prev: #30
0.8
—
-1 -0.0%
P
S
2,028 $1,014,791 2026 Q1 13F Filing 2026-06-30 2026-07-14
ORCL
ORACLE CORP
Technology 0.64% 0.71% #31 4
Prev: #27
0.8
—
-10 -0.1%
P
S
6,784 $994,195 2026 Q1 13F Filing 2026-06-30 2026-07-14
AOA
ISHARES TR
ETF 0.62% 0.64% #32 1
Prev: #31
0.7
—
-269 -2.6%
P
S
9,916 $967,796 2026 Q1 13F Filing 2026-06-30 2026-07-14
CGNG
CAPITAL GROUP N...
Unknown 0.60% 0.57% #33
Prev: #33
0.7
—
-412 -1.6%
P
S
25,031 $937,661 2026 Q1 13F Filing 2026-06-30 2026-07-14
IJH
ISHARES TR
ETF 0.58% 0.56% #34
Prev: #34
1.2
—
no change no change
P
S
11,670 $899,874 2026 Q1 13F Filing 2026-06-30 2026-07-14
VV
VANGUARD INDEX ...
ETF 0.56% 0.52% #35
Prev: #35
0.7
—
60 2.4%
P
S
2,519 $866,309 2026 Q1 13F Filing 2026-06-30 2026-07-14
VTV
VANGUARD INDEX ...
ETF 0.48% 0.52% #36
Prev: #36
0.7
—
-313 -8.4%
P
S
3,431 $747,718 2026 Q1 13F Filing 2026-06-30 2026-07-14
AOR
ISHARES TR
ETF 0.48% 0.49% #37 1
Prev: #38
0.7
—
44 0.4%
P
S
10,710 $744,345 2026 Q1 13F Filing 2026-06-30 2026-07-14
SPEM
SPDR INDEX SHS ...
ETF 0.46% 0.50% #38 1
Prev: #37
0.7
—
-1,186 -7.9%
P
S
13,840 $716,635 2026 Q1 13F Filing 2026-06-30 2026-07-14
TAXF
AMERICAN CENTY ...
ETF 0.42% 0.46% #39
Prev: #39
0.7
—
-93 -0.7%
P
S
13,001 $660,893 2026 Q1 13F Filing 2026-06-30 2026-07-14
SMLV
SPDR SERIES TRU...
ETF 0.42% 0.41% #40 1
Prev: #41
0.7
—
-102 -2.4%
P
S
4,137 $651,010 2026 Q1 13F Filing 2026-06-30 2026-07-14
RODM
LATTICE STRATEG...
ETF 0.39% 0.42% #41 1
Prev: #40
1.2
—
no change no change
P
S
15,015 $606,756 2026 Q1 13F Filing 2026-06-30 2026-07-14
XLV
SELECT SECTOR S...
ETF 0.37% 0.37% #42
Prev: #42
1.1
—
no change no change
P
S
3,583 $568,479 2026 Q1 13F Filing 2026-06-30 2026-07-14
TSLA
TESLA INC
Consumer Cyclical 0.34% 0.33% #43 1
Prev: #44
0.6
—
-17 -1.3%
P
S
1,256 $528,063 2026 Q1 13F Filing 2026-06-30 2026-07-14
TIP
ISHARES TR
ETF 0.32% 0.37% #44 1
Prev: #43
0.6
—
-71 -1.5%
P
S
4,611 $504,582 2026 Q1 13F Filing 2026-06-30 2026-07-14
NULG
NUSHARES ETF TR
ETF 0.30% 0.26% #45 1
Prev: #46
1.1
—
no change no change
P
S
3,976 $465,431 2026 Q1 13F Filing 2026-06-30 2026-07-14
AVGO
BROADCOM INC
Technology 0.28% 0.25% #46 1
Prev: #47
1.1
—
no change no change
P
S
1,151 $434,882 2026 Q1 13F Filing 2026-06-30 2026-07-14
NULV
NUSHARES ETF TR
ETF 0.25% 0.25% #47 1
Prev: #48
1.1
—
no change no change
P
S
7,705 $385,173 2026 Q1 13F Filing 2026-06-30 2026-07-14
XLE
SELECT SECTOR S...
ETF 0.24% 0.31% #48 3
Prev: #45
1.1
—
no change no change
P
S
7,149 $379,683 2026 Q1 13F Filing 2026-06-30 2026-07-14
USMV
ISHARES TR
ETF 0.23% 0.25% #49
Prev: #49
1.1
—
no change no change
P
S
3,778 $364,426 2026 Q1 13F Filing 2026-06-30 2026-07-14
AMAT
APPLIED MATLS I...
Technology 0.22% — #50
Prev: #—
3.6
—
482 —
NEW
 482 $348,486 2026 Q2 13F Filing 2026-06-30 2026-07-14
Showing 1-50 of 63 holdings

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