2026 Q1 Portfolio Activity
In 2026 Q1, Clearview Wealth Management LLC maintained a portfolio of 60 distinct positions.
Position History
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Total Positions
60
Quarter
2026 Q1
Top Holding
SPHQ (21.7%)
Top 10 Concentration
65.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
Clearview Wealth Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPHQ
INVESCO EXCHANG...
|
ETF | 21.72% | — |
#1
Prev: #—
|
9.5 |
—
|
408,328 | — |
NEW
|
408,328 | $30,702,215 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 9.41% | — |
#2
Prev: #—
|
8.8 |
—
|
128,691 | — |
NEW
|
128,691 | $13,302,791 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 9.23% | — |
#3
Prev: #—
|
8.2 |
—
|
259,167 | — |
NEW
|
259,167 | $13,054,217 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 6.46% | — |
#4
Prev: #—
|
6.6 |
—
|
197,467 | — |
NEW
|
197,467 | $9,128,914 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.06% | — |
#5
Prev: #—
|
5.6 |
—
|
75,030 | — |
NEW
|
75,030 | $5,742,793 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 4.02% | — |
#6
Prev: #—
|
5.1 |
—
|
124,707 | — |
NEW
|
124,707 | $5,689,140 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JBBB
JANUS DETROIT S...
|
ETF | 3.06% | — |
#7
Prev: #—
|
4.7 |
—
|
92,944 | — |
NEW
|
92,944 | $4,331,656 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.81% | — |
#8
Prev: #—
|
4.6 |
—
|
6,107 | — |
NEW
|
6,107 | $3,971,762 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USEW
EA SERIES TRUST
|
Unknown | 2.49% | — |
#9
Prev: #—
|
4.5 |
—
|
72,093 | — |
NEW
|
72,093 | $3,523,908 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.33% | — |
#10
Prev: #—
|
4.4 |
—
|
13,721 | — |
NEW
|
13,721 | $3,292,903 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AGG
ISHARES TR
|
ETF | 2.15% | — |
#11
Prev: #—
|
4.4 |
—
|
30,561 | — |
NEW
|
30,561 | $3,033,790 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SDSI
AMERICAN CENTY ...
|
ETF | 1.98% | — |
#12
Prev: #—
|
4.3 |
—
|
54,588 | — |
NEW
|
54,588 | $2,799,764 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.98% | — |
#13
Prev: #—
|
4.3 |
—
|
4,685 | — |
NEW
|
4,685 | $2,799,522 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.94% | — |
#14
Prev: #—
|
4.3 |
—
|
20,647 | — |
NEW
|
20,647 | $2,744,047 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IEFA
ISHARES TR
|
ETF | 1.89% | — |
#15
Prev: #—
|
4.3 |
—
|
29,535 | — |
NEW
|
29,535 | $2,673,804 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.55% | — |
#16
Prev: #—
|
4.1 |
—
|
8,657 | — |
NEW
|
8,657 | $2,197,034 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.46% | — |
#17
Prev: #—
|
4.1 |
—
|
7,220 | — |
NEW
|
7,220 | $2,071,133 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.30% | — |
#18
Prev: #—
|
4.0 |
—
|
6,416 | — |
NEW
|
6,416 | $1,842,547 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.23% | — |
#19
Prev: #—
|
4.0 |
—
|
59,980 | — |
NEW
|
59,980 | $1,744,218 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.13% | — |
#20
Prev: #—
|
4.0 |
—
|
20,099 | — |
NEW
|
20,099 | $1,593,248 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LOAR
LOAR HOLDINGS I...
|
Industrials | 1.09% | — |
#21
Prev: #—
|
3.9 |
—
|
27,001 | — |
NEW
|
27,001 | $1,546,887 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.97% | — |
#22
Prev: #—
|
3.9 |
—
|
27,357 | — |
NEW
|
27,357 | $1,364,841 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.95% | — |
#23
Prev: #—
|
3.9 |
—
|
33,032 | — |
NEW
|
33,032 | $1,348,697 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.92% | — |
#24
Prev: #—
|
3.9 |
—
|
7,451 | — |
NEW
|
7,451 | $1,299,519 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.85% | — |
#25
Prev: #—
|
3.8 |
—
|
3,259 | — |
NEW
|
3,259 | $1,206,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJR
ISHARES TR
|
ETF | 0.79% | — |
#26
Prev: #—
|
3.8 |
—
|
8,988 | — |
NEW
|
8,988 | $1,117,336 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.71% | — |
#27
Prev: #—
|
3.8 |
—
|
6,794 | — |
NEW
|
6,794 | $999,465 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.70% | — |
#28
Prev: #—
|
3.8 |
—
|
24,770 | — |
NEW
|
24,770 | $995,506 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.70% | — |
#29
Prev: #—
|
3.8 |
—
|
3,279 | — |
NEW
|
3,279 | $991,045 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.69% | — |
#30
Prev: #—
|
3.8 |
—
|
2,029 | — |
NEW
|
2,029 | $972,297 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AOA
ISHARES TR
|
ETF | 0.64% | — |
#31
Prev: #—
|
3.8 |
—
|
10,185 | — |
NEW
|
10,185 | $901,291 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.63% | — |
#32
Prev: #—
|
3.8 |
—
|
4,289 | — |
NEW
|
4,289 | $893,270 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGNG
CAPITAL GROUP N...
|
Unknown | 0.57% | — |
#33
Prev: #—
|
3.7 |
—
|
25,443 | — |
NEW
|
25,443 | $803,236 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IJH
ISHARES TR
|
ETF | 0.56% | — |
#34
Prev: #—
|
3.7 |
—
|
11,670 | — |
NEW
|
11,670 | $788,075 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.52% | — |
#35
Prev: #—
|
3.7 |
—
|
2,459 | — |
NEW
|
2,459 | $734,872 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.52% | — |
#36
Prev: #—
|
3.7 |
—
|
3,744 | — |
NEW
|
3,744 | $734,573 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.50% | — |
#37
Prev: #—
|
3.7 |
—
|
15,026 | — |
NEW
|
15,026 | $704,870 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AOR
ISHARES TR
|
ETF | 0.49% | — |
#38
Prev: #—
|
3.7 |
—
|
10,666 | — |
NEW
|
10,666 | $686,357 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TAXF
AMERICAN CENTY ...
|
ETF | 0.46% | — |
#39
Prev: #—
|
3.7 |
—
|
13,094 | — |
NEW
|
13,094 | $655,368 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RODM
LATTICE STRATEG...
|
ETF | 0.42% | — |
#40
Prev: #—
|
3.7 |
—
|
15,015 | — |
NEW
|
15,015 | $591,891 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMLV
SPDR SERIES TRU...
|
ETF | 0.41% | — |
#41
Prev: #—
|
3.7 |
—
|
4,239 | — |
NEW
|
4,239 | $581,071 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.37% | — |
#42
Prev: #—
|
3.6 |
—
|
3,583 | — |
NEW
|
3,583 | $525,304 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TIP
ISHARES TR
|
ETF | 0.37% | — |
#43
Prev: #—
|
3.6 |
—
|
4,682 | — |
NEW
|
4,682 | $516,706 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.33% | — |
#44
Prev: #—
|
3.6 |
—
|
1,273 | — |
NEW
|
1,273 | $473,238 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.31% | — |
#45
Prev: #—
|
3.6 |
—
|
7,149 | — |
NEW
|
7,149 | $437,948 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NULG
NUSHARES ETF TR
|
ETF | 0.26% | — |
#46
Prev: #—
|
3.6 |
—
|
3,976 | — |
NEW
|
3,976 | $361,577 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.25% | — |
#47
Prev: #—
|
3.6 |
—
|
1,151 | — |
NEW
|
1,151 | $356,304 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NULV
NUSHARES ETF TR
|
ETF | 0.25% | — |
#48
Prev: #—
|
3.6 |
—
|
7,705 | — |
NEW
|
7,705 | $350,578 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USMV
ISHARES TR
|
ETF | 0.25% | — |
#49
Prev: #—
|
3.6 |
—
|
3,778 | — |
NEW
|
3,778 | $350,372 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FREL
FIDELITY COVING...
|
ETF | 0.22% | — |
#50
Prev: #—
|
3.6 |
—
|
11,496 | — |
NEW
|
11,496 | $309,357 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 60 holdings