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Clearview Wealth Management LLC Portfolio
$133.4M across 61 positions as of 2026-09-30, with 61% of it in the ten largest. 3 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPHQInvesco S&P 500 Quality ETF | $25.4M | 19.1% | 297,474 |
| XMHQInvesco S&P MidCap Quality ETF | $10.6M | 8.0% | 92,537 |
| JAAAJanus Henderson AAA CLO ETF | $9.8M | 7.3% | 193,279 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $9.4M | 7.1% | 103,118 |
| IQLTiShares MSCI Intl Quality Factor ETF | $7.4M | 5.5% | 148,150 |
| JANUS DETROIT STR TR | $4.4M | 3.3% | 92,955 |
| XLKState Street Technology Select Sector SPDR ETF | $4M | 3.0% | 20,463 |
| MTUMiShares MSCI USA Momentum Factor ETF | $4M | 3.0% | 12,668 |
| FBNDFidelity Total Bond ETF | $3.5M | 2.6% | 80,642 |
| VOOVanguard S&P 500 ETF | $3.3M | 2.5% | 4,635 |
| AGGiShares Core U.S. Aggregate Bond ETF | $2.9M | 2.2% | 30,339 |
| EA SERIES TRUST | $2.9M | 2.2% | 50,858 |
| AMERICAN CENTY ETF TR | $2.8M | 2.1% | 55,586 |
| IEFAiShares Core MSCI EAFE ETF | $2.7M | 2.1% | 28,397 |
| AAPLApple Inc | $2.7M | 2.0% | 7,894 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.5M | 1.9% | 3,243 |
| GOOGAlphabet Inc | $2.4M | 1.8% | 6,847 |
| CGGRCapital Group Growth ETF | $2.1M | 1.6% | 44,104 |
| SCHASchwab U.S. Small-Cap ETF | $2M | 1.5% | 62,063 |
| VOVanguard Mid-Cap ETF | $2M | 1.5% | 24,081 |
| LOAR HOLDINGS INC | $1.7M | 1.3% | 27,001 |
| MSFTMicrosoft Corp | $1.6M | 1.2% | 2,967 |
| NVDANVIDIA Corp | $1.5M | 1.1% | 6,408 |
| XLREReal Estate Select Sector SPDR Fund | $1.2M | 0.9% | 29,439 |
| IJRiShares Core S&P Small-Cap ETF | $1.2M | 0.9% | 8,808 |
| VVisa Inc | $1.2M | 0.9% | 3,044 |
| AMZNAmazon.com Inc | $1M | 0.8% | 4,039 |
| BRK.BBerkshire Hathaway Inc | $999K | 0.7% | 1,919 |
| CGDVCapital Group Dividend Value ETF | $981.2K | 0.7% | 19,751 |
| CAPITAL GROUP NEW GEOGRAPHY | $949.3K | 0.7% | 26,362 |
| AOAiShares Core Aggressive Allocation Fund | $947K | 0.7% | 9,672 |
| VVVanguard Large-Cap ETF | $903.8K | 0.7% | 2,519 |
| VCSHVanguard Short-Term Corporate Bond ETF | $836.6K | 0.6% | 10,820 |
| IJHiShares Core S&P Mid-Cap ETF | $824.5K | 0.6% | 11,254 |
| VTEBVanguard Tax-Exempt Bond ETF | $815.8K | 0.6% | 17,121 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $718.8K | 0.5% | 13,783 |
| AMERICAN CENTY ETF TR | $708.7K | 0.5% | 14,929 |
| RODMLATTICE STRATEGIES TR | $620.3K | 0.5% | 15,015 |
| SPDR SERIES TRUST | $605.3K | 0.5% | 3,980 |
| XLVState Street Health Care Select Sector SPDR ETF | $594K | 0.4% | 3,501 |
| VTVVanguard Value ETF | $550.1K | 0.4% | 2,493 |
| XLEState Street Energy Select Sector SPDR ETF | $487.3K | 0.4% | 7,251 |
| TSLATesla Inc | $470.7K | 0.4% | 1,255 |
| NULGNuveen ESG Large-Cap Growth ETF | $453.8K | 0.3% | 3,976 |
| TIPiShares TIPS Bond ETF | $433.1K | 0.3% | 4,142 |
| AORiShares Core 60/40 Balanced Allocation ETF | $412.2K | 0.3% | 5,993 |
| AVGOBroadcom Inc | $411.4K | 0.3% | 1,151 |
| ORCLOracle Corp | $391.9K | 0.3% | 2,737 |
| NUSHARES ETF TR | $384.2K | 0.3% | 7,075 |
| USMViShares MSCI USA Min Vol Factor ETF | $380.3K | 0.3% | 3,778 |
| JANUS DETROIT STR TR | $374.4K | 0.3% | 7,752 |
| NUSHARES ETF TR | $325.2K | 0.2% | 8,280 |
| FRELFidelity MSCI Real Estate Index ETF | $317.6K | 0.2% | 11,496 |
| PLTRPalantir Technologies Inc | $231.8K | 0.2% | 1,111 |
| AMATApplied Materials Inc | $223.8K | 0.2% | 482 |
| VLUEiShares MSCI USA Value Factor ETF | $217.7K | 0.2% | 1,108 |
| NUSHARES ETF TR | $212.9K | 0.2% | 10,047 |
| GOOGLAlphabet Inc | $202K | 0.2% | 571 |
| PIMCO DYNAMIC INCOME OPRNTS | $128.5K | 0.1% | 10,813 |
| REKOR SYSTEMS INC | $5.4K | 0.0% | 15,000 |
| HUMAHumacyte Inc | $4.7K | 0.0% | 13,000 |
Quarter ending 2026-09-30.
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