Clearview Wealth Management LLC
Holdings as of 2026-06-30, filed 2026-07-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 14 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
62
Value reported by manager
$155.6M
Sum of our stored positions
$155.6M
should match the line above
Disclosure lag
14 d
quarter end to filing
Top 5 concentration
50.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
62 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $36.3M | 402,989 | — | 46137V241 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | $14.5M | 128,187 | — | 46137V472 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $11.2M | 222,426 | — | 47103U845 |
| ISHARES TR | MSCI INTL QUALTY | $9.9M | 199,418 | — | 46434V456 |
| SPDR SERIES TRUST | ST STR P500ETF | $6.4M | 72,958 | — | 78464A854 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $5.6M | 123,015 | — | 316188309 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $4.5M | 6,055 | — | 78462F103 |
| ISHARES TR | MSCI USA MMENTM | $4.4M | 12,715 | — | 46432F396 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $4.3M | 91,449 | — | 47103U753 |
| EA SERIES TRUST | CAMB US EQUA ETF | $3.9M | 69,865 | — | 02072Q572 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $3.9M | 20,259 | — | 81369Y803 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.2M | 4,685 | — | 922908363 |
| ISHARES TR | CORE US AGGBD ET | $3M | 30,071 | — | 464287226 |
| ISHARES TR | CORE MSCI EAFE | $2.8M | 29,379 | — | 46432F842 |
| AMERICAN CENTY ETF TR | SHORT DURTN STRG | $2.7M | 52,155 | — | 025072257 |
| ALPHABET INC | CAP STK CL C | $2.5M | 7,182 | — | 02079K107 |
| APPLE INC | COM | $2.5M | 8,648 | — | 037833100 |
| LOAR HOLDINGS INC | COM SHS | $2.2M | 27,001 | — | 53947R105 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.1M | 58,968 | — | 808524607 |
| VANGUARD INDEX FDS | MID CAP ETF | $2.1M | 25,664 | — | 922908629 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.6M | 20,103 | — | 92206C409 |
| NVIDIA CORPORATION | COM | $1.5M | 7,371 | — | 67066G104 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | $1.4M | 32,414 | — | 81369Y860 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.4M | 27,366 | — | 922907746 |
| ISHARES TR | CORE S&P SCP ETF | $1.3M | 8,875 | — | 464287804 |
| MICROSOFT CORP | COM | $1.2M | 3,267 | — | 594918104 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $1.2M | 25,617 | — | 14020G101 |
| VISA INC | COM CL A | $1.1M | 3,297 | — | 92826C839 |
| AMAZON COM INC | COM | $1M | 4,289 | — | 023135106 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1M | 2,028 | — | 084670702 |
| ORACLE CORP | COM | $994.2K | 6,784 | — | 68389X105 |
| ISHARES TR | CORE 80 20 ETF | $967.8K | 9,916 | — | 464289859 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $937.7K | 25,031 | — | 14021N105 |
| ISHARES TR | CORE S&P MCP ETF | $899.9K | 11,670 | — | 464287507 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $866.3K | 2,519 | — | 922908637 |
| VANGUARD INDEX FDS | VALUE ETF | $747.7K | 3,431 | — | 922908744 |
| ISHARES TR | CORE 60 BALA ETF | $744.3K | 10,710 | — | 464289867 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $716.6K | 13,840 | — | 78463X509 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $660.9K | 13,001 | — | 025072505 |
| SPDR SERIES TRUST | ST STR R2K LOWV | $651K | 4,137 | — | 78468R887 |
| LATTICE STRATEGIES TR | HARTFORD MLT ETF | $606.8K | 15,015 | — | 518416102 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $568.5K | 3,583 | — | 81369Y209 |
| TESLA INC | COM | $528.1K | 1,256 | — | 88160R101 |
| ISHARES TR | TIPS BD ETF | $504.6K | 4,611 | — | 464287176 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $465.4K | 3,976 | — | 67092P201 |
| BROADCOM INC | COM | $434.9K | 1,151 | — | 11135F101 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $385.2K | 7,705 | — | 67092P300 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $379.7K | 7,149 | — | 81369Y506 |
| ISHARES TR | MSCI USA MIN ETF | $364.4K | 3,778 | — | 46429B697 |
| APPLIED MATLS INC | COM | $348.5K | 482 | — | 038222105 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $336.8K | 11,496 | — | 316092857 |
| NUSHARES ETF TR | NUVEEN ESG INTL | $331.4K | 8,280 | — | 67092P805 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $274.3K | 3,850 | — | 921943858 |
| NUSHARES ETF TR | NUVEEN ESG US | $222.4K | 10,047 | — | 67092P870 |
| AST SPACEMOBILE INC | COM CL A | $222.2K | 2,500 | — | 00217D100 |
| ALPHABET INC | CAP STK CL A | $202.6K | 567 | — | 02079K305 |
| VIRTUS ETF TR II | VIRTUS US QLTY | $200.5K | 4,331 | — | 92790A504 |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $142.9K | 10,813 | — | 69355M107 |
| ALLSPRING GLOBAL DIVIDEND OP | COM | $79K | 12,103 | — | 94987C103 |
| REKOR SYSTEMS INC | COM | $10.4K | 15,000 | — | 759419104 |
| HUMACYTE INC | COM | $10.1K | 13,000 | — | 44486Q103 |
| T3 DEFENSE INC | COM NEW | $7K | 40,952 | — | 67054R203 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-14