Clearview Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Clearview Wealth Management LLC reported 62 stock positions worth $155.6 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 23.3% of the portfolio, followed by Invesco S&P Midcap Qual ETF (XMHQ, 9.3%) and Janus Henderson Aaa Clo ETF (JAAA, 7.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 8 and reduced 31. The biggest buy was a new position in Applied Materials (AMAT) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −14%).

Most Recent 13F
Q2 2026
Location
IRVINE, CA
CIK
0001857588
Portfolio Value
$155.6M (Q2 2026)
SEC Filing
0001754960-26-000483 ↗ filed Jul 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2026: $141.4M Q1 2026 Q2 2026: $155.6M $155.6M Q2 2026

Holdings 62 stocks · $155.6M
SPHQ Invesco S&P 500 Quality ETF 23.34% 402,989 $36.3M Reduce -1.3%
XMHQ Invesco S&P Midcap Qual ETF 9.30% 128,187 $14.5M Reduce -0.4%
JAAA Janus Henderson Aaa Clo ETF 7.22% 222,426 $11.2M Reduce -14.2%
IQLT iShares MSCI International Q 6.35% 199,418 $9.9M Add +1.0%
SPYM Ste STR SPDR PT S&P 500 ETF 4.12% 72,958 $6.4M Reduce -2.8%
FBND Fidelity Total Bond ETF 3.60% 123,015 $5.6M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.91% 6,055 $4.5M Reduce -0.8%
MTUM iShares MSCI USA Momentum Fa 2.80% 12,715 $4.4M Reduce -7.3%
JBBB Janus Henderson B-BBB Clo Et 2.78% 91,449 $4.3M Reduce -1.6%
USEW Cambria US Ew ETF 2.51% 69,865 $3.9M Reduce -3.1%
XLK SS Technology Select Sector 2.48% 20,259 $3.9M Reduce -1.9%
VOO Vanguard S&P 500 ETF 2.07% 4,685 $3.2M No change
AGG iShares Core U.S. Aggregate 1.91% 30,071 $3.0M Reduce -1.6%
IEFA iShares Core MSCI Eafe ETF 1.82% 29,379 $2.8M Reduce -0.5%
SDSI Amer Cent SH Dur Strat Inc. 1.72% 52,155 $2.7M Reduce -4.5%
GOOG Alphabet Inc. Class C 1.63% 7,182 $2.5M Reduce -0.5%
AAPL Apple Inc. 1.61% 8,648 $2.5M Reduce -0.1%
LOAR Loar Holdings Inc. 1.40% 27,001 $2.2M No change
SCHA Schwab US Small-Cap ETF 1.37% 58,968 $2.1M Reduce -1.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.33% 25,664 $2.1M No change
VCSH Vanguard S/T Corp. Bond ETF 1.02% 20,103 $1.6M Add +0.0%
NVDA Nvidia Corp. 0.95% 7,371 $1.5M Reduce -1.1%
XLRE SS Real Estate Select Sector 0.92% 32,414 $1.4M Reduce -1.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.89% 27,366 $1.4M Add +0.0%
IJR iShares Core S&P Small-Cap E 0.85% 8,875 $1.3M Reduce -1.3%
MSFT Microsoft Corp. 0.78% 3,267 $1.2M Add +0.3%
CGGR Cap Group Growth Equity 0.78% 25,617 $1.2M Add +3.4%
V Visa Inc. Class A 0.73% 3,297 $1.1M Add +0.6%
AMZN Amazon.com Inc. 0.66% 4,289 $1.0M No change
BRK.B Berkshire Hathaway Inc. Class B 0.65% 2,028 $1.0M Reduce -0.1%
ORCL Oracle Corp. 0.64% 6,784 $994K Reduce -0.1%
AOA iShares Core 80/20 Aggressiv 0.62% 9,916 $968K Reduce -2.6%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.60% 25,031 $938K Reduce -1.6%
IJH iShares Core S&P Midcap ETF 0.58% 11,670 $900K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.56% 2,519 $866K Add +2.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.48% 3,431 $748K Reduce -8.4%
AOR iShares Core 60/40 Balanced 0.48% 10,710 $744K Add +0.4%
SPEM State Street SP PTF Em ETF 0.46% 13,840 $717K Reduce -7.9%
TAXF American Century Diver Muni 0.42% 13,001 $661K Reduce -0.7%
SMLV SS SPDR US SC Low Vol Idx 0.42% 4,137 $651K Reduce -2.4%
RODM Hartford Multifact Dev MRKT 0.39% 15,015 $607K No change
XLV SS Health Care Select Sector 0.37% 3,583 $568K No change
TSLA Tesla Inc. 0.34% 1,256 $528K Reduce -1.3%
TIP iShares Tips Bond ETF 0.32% 4,611 $505K Reduce -1.5%
NULG Nuveen ESG LRG-Cap GRW ETF 0.30% 3,976 $465K No change
AVGO Broadcom Inc. 0.28% 1,151 $435K No change
NULV Nuveen ESG Large-Cap Val ETF 0.25% 7,705 $385K No change
XLE SS Energy Select Sector 0.24% 7,149 $380K No change
USMV iShares MSCI USA Min Vol Fac 0.23% 3,778 $364K No change
AMAT Applied Materials Inc. 0.22% 482 $348K New
FREL Fidelity MSCI RL Est Indx 0.22% 11,496 $337K No change
NUDM Nuveen ESG Intl Devel MRK Eq 0.21% 8,280 $331K Reduce -1.5%
VEA Vanguard Ftse Developed ETF 0.18% 3,850 $274K No change
NUBD Nuveen ESG US Aggregate Bond 0.14% 10,047 $222K No change
ASTS Ast Spacemobile Inc. 0.14% 2,500 $222K No change
GOOGL Alphabet Inc. Class A 0.13% 567 $203K New
JOET Virtus Terranova US Qual Mom 0.13% 4,331 $200K New
PDO PIMCO Dynamic Income Opport 0.09% 10,813 $143K Reduce -33.9%
EOD Allspring Global Dividend Op 0.05% 12,103 $79K No change
REKR Rekor Systems Inc. 0.01% 15,000 $10K No change
HUMA Humacyte Inc. 0.01% 13,000 $10K No change
T3 DEFENSE INC 0.00% 40,952 $7K No change

Portfolio Sells Q1 2026 → Q2 2026
JAAA Janus Henderson Aaa Clo ETF Reduce -14.2% 7.22% −2.02
FBND Fidelity Total Bond ETF Reduce -1.4% 3.60% −0.43
JBBB Janus Henderson B-BBB Clo Et Reduce -1.6% 2.78% −0.28
SDSI Amer Cent SH Dur Strat Inc. Reduce -4.5% 1.72% −0.26
AGG iShares Core U.S. Aggregate Reduce -1.6% 1.91% −0.23
TMDX Transmedics Group Inc. Sold out 0.00% −0.16
XMHQ Invesco S&P Midcap Qual ETF Reduce -0.4% 9.30% −0.11
ORCL Oracle Corp. Reduce -0.1% 0.64% −0.07
IEFA iShares Core MSCI Eafe ETF Reduce -0.5% 1.82% −0.07
PDO PIMCO Dynamic Income Opport Reduce -33.9% 0.09% −0.06
TIP iShares Tips Bond ETF Reduce -1.5% 0.32% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Reduce -8.4% 0.48% −0.04
TAXF American Century Diver Muni Reduce -0.7% 0.42% −0.04
SPEM State Street SP PTF Em ETF Reduce -7.9% 0.46% −0.04
XLRE SS Real Estate Select Sector Reduce -1.9% 0.92% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.1% 0.65% −0.04
AOA iShares Core 80/20 Aggressiv Reduce -2.6% 0.62% −0.02
NUDM Nuveen ESG Intl Devel MRK Eq Reduce -1.5% 0.21% −0.00
TSLA Tesla Inc. Reduce -1.3% 0.34% +0.00
SMLV SS SPDR US SC Low Vol Idx Reduce -2.4% 0.42% +0.01
USEW Cambria US Ew ETF Reduce -3.1% 2.51% +0.01
NVDA Nvidia Corp. Reduce -1.1% 0.95% +0.03
CGNG Cap Group New Geography Eq Reduce -1.6% 0.60% +0.03
AAPL Apple Inc. Reduce -0.1% 1.61% +0.05
IJR iShares Core S&P Small-Cap E Reduce -1.3% 0.85% +0.06
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -2.8% 4.12% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.8% 2.91% +0.10
SCHA Schwab US Small-Cap ETF Reduce -1.7% 1.37% +0.14
GOOG Alphabet Inc. Class C Reduce -0.5% 1.63% +0.17
MTUM iShares MSCI USA Momentum Fa Reduce -7.3% 2.80% +0.47
XLK SS Technology Select Sector Reduce -1.9% 2.48% +0.54
SPHQ Invesco S&P 500 Quality ETF Reduce -1.3% 23.34% +1.62

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. New 0.22% +0.22
GOOGL Alphabet Inc. Class A New 0.13% +0.13
JOET Virtus Terranova US Qual Mom New 0.13% +0.13
CGGR Cap Group Growth Equity Add +3.4% 0.78% +0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +2.4% 0.56% +0.04
V Visa Inc. Class A Add +0.6% 0.73% +0.03
AOR iShares Core 60/40 Balanced Add +0.4% 0.48% −0.01
MSFT Microsoft Corp. Add +0.3% 0.78% −0.07
VTEB Vanguard Tax-Exempt Bond ETF Add +0.0% 0.89% −0.08
VCSH Vanguard S/T Corp. Bond ETF Add +0.0% 1.02% −0.11
IQLT iShares MSCI International Q Add +1.0% 6.35% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 62$155.6MSPHQ, XMHQ, JAAA, IQLT, SPYM
Q1 2026 60$141.4MSPHQ, XMHQ, JAAA, IQLT, SPYM