Clearview Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Clearview Wealth Management LLC reported 60 stock positions worth $141.4 million. Its top holding was Invesco S&P 500 Quality ETF (SPHQ) at 21.7% of the portfolio, followed by Invesco S&P Midcap Qual ETF (XMHQ, 9.4%) and Janus Henderson Aaa Clo ETF (JAAA, 9.2%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001857588
- Portfolio Value
- $141.4M (Q1 2026)
- SEC Filing
- 0001754960-26-000388 ↗ filed May 15, 2026
Holdings Value
Holdings 60 stocks · $141.4M
| SPHQ Invesco S&P 500 Quality ETF | 21.72% | 408,328 | $30.7M | — |
| XMHQ Invesco S&P Midcap Qual ETF | 9.41% | 128,691 | $13.3M | — |
| JAAA Janus Henderson Aaa Clo ETF | 9.23% | 259,167 | $13.1M | — |
| IQLT iShares MSCI International Q | 6.46% | 197,467 | $9.1M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.06% | 75,030 | $5.7M | — |
| FBND Fidelity Total Bond ETF | 4.02% | 124,707 | $5.7M | — |
| JBBB Janus Henderson B-BBB Clo Et | 3.06% | 92,944 | $4.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.81% | 6,107 | $4.0M | — |
| USEW Cambria US Ew ETF | 2.49% | 72,093 | $3.5M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.33% | 13,721 | $3.3M | — |
| AGG iShares Core U.S. Aggregate | 2.15% | 30,561 | $3.0M | — |
| SDSI Amer Cent SH Dur Strat Inc. | 1.98% | 54,588 | $2.8M | — |
| VOO Vanguard S&P 500 ETF | 1.98% | 4,685 | $2.8M | — |
| XLK SS Technology Select Sector | 1.94% | 20,647 | $2.7M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.89% | 29,535 | $2.7M | — |
| AAPL Apple Inc. | 1.55% | 8,657 | $2.2M | — |
| GOOG Alphabet Inc. Class C | 1.46% | 7,220 | $2.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.30% | 6,416 | $1.8M | — |
| SCHA Schwab US Small-Cap ETF | 1.23% | 59,980 | $1.7M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 1.13% | 20,099 | $1.6M | — |
| LOAR Loar Holdings Inc. | 1.09% | 27,001 | $1.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.97% | 27,357 | $1.4M | — |
| XLRE SS Real Estate Select Sector | 0.95% | 33,032 | $1.3M | — |
| NVDA Nvidia Corp. | 0.92% | 7,451 | $1.3M | — |
| MSFT Microsoft Corp. | 0.85% | 3,259 | $1.2M | — |
| IJR iShares Core S&P Small-Cap E | 0.79% | 8,988 | $1.1M | — |
| ORCL Oracle Corp. | 0.71% | 6,794 | $999K | — |
| CGGR Cap Group Growth Equity | 0.70% | 24,770 | $996K | — |
| V Visa Inc. Class A | 0.70% | 3,279 | $991K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 2,029 | $972K | — |
| AOA iShares Core 80/20 Aggressiv | 0.64% | 10,185 | $901K | — |
| AMZN Amazon.com Inc. | 0.63% | 4,289 | $893K | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.57% | 25,443 | $803K | — |
| IJH iShares Core S&P Midcap ETF | 0.56% | 11,670 | $788K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.52% | 2,459 | $735K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 3,744 | $735K | — |
| SPEM State Street SP PTF Em ETF | 0.50% | 15,026 | $705K | — |
| AOR iShares Core 60/40 Balanced | 0.49% | 10,666 | $686K | — |
| TAXF American Century Diver Muni | 0.46% | 13,094 | $655K | — |
| RODM Hartford Multifact Dev MRKT | 0.42% | 15,015 | $592K | — |
| SMLV SS SPDR US SC Low Vol Idx | 0.41% | 4,239 | $581K | — |
| XLV SS Health Care Select Sector | 0.37% | 3,583 | $525K | — |
| TIP iShares Tips Bond ETF | 0.37% | 4,682 | $517K | — |
| TSLA Tesla Inc. | 0.33% | 1,273 | $473K | — |
| XLE SS Energy Select Sector | 0.31% | 7,149 | $438K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 3,976 | $362K | — |
| AVGO Broadcom Inc. | 0.25% | 1,151 | $356K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.25% | 7,705 | $351K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.25% | 3,778 | $350K | — |
| FREL Fidelity MSCI RL Est Indx | 0.22% | 11,496 | $309K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.21% | 8,405 | $304K | — |
| VEA Vanguard Ftse Developed ETF | 0.17% | 3,850 | $247K | — |
| TMDX Transmedics Group Inc. | 0.16% | 2,326 | $231K | — |
| NUBD Nuveen ESG US Aggregate Bond | 0.16% | 10,047 | $223K | — |
| PDO PIMCO Dynamic Income Opport | 0.15% | 16,354 | $211K | — |
| ASTS Ast Spacemobile Inc. | 0.15% | 2,500 | $207K | — |
| EOD Allspring Global Dividend Op | 0.05% | 12,103 | $71K | — |
| T3 DEFENSE INC | 0.02% | 40,952 | $29K | — |
| REKR Rekor Systems Inc. | 0.01% | 15,000 | $12K | — |
| HUMA Humacyte Inc. | 0.01% | 13,000 | $8K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.