Clearview Wealth Management LLC — 13F Holdings & Portfolio
CIK 1857588 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$141.4M
Long-equity book
60
Distinct positions
2026-03-31
Filed 2026-05-15
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $30.7M | 21.72% | 408,328 | SH |
| 2 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $13.3M | 9.41% | 128,691 | SH |
| 3 | JANUS DETROIT STR TR | JAAA | 47103U845 | $13.1M | 9.23% | 259,167 | SH |
| 4 | ISHARES TR | IQLT | 46434V456 | $9.1M | 6.46% | 197,467 | SH |
| 5 | SPDR SERIES TRUST | SPYM | 78464A854 | $5.7M | 4.06% | 75,030 | SH |
| 6 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $5.7M | 4.02% | 124,707 | SH |
| 7 | JANUS DETROIT STR TR | JBBB | 47103U753 | $4.3M | 3.06% | 92,944 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.0M | 2.81% | 6,107 | SH |
| 9 | EA SERIES TRUST | USEW | 02072Q572 | $3.5M | 2.49% | 72,093 | SH |
| 10 | ISHARES TR | MTUM | 46432F396 | $3.3M | 2.33% | 13,721 | SH |
| 11 | ISHARES TR | AGG | 464287226 | $3.0M | 2.15% | 30,561 | SH |
| 12 | AMERICAN CENTY ETF TR | SDSI | 025072257 | $2.8M | 1.98% | 54,588 | SH |
| 13 | VANGUARD INDEX FDS | VOO | 922908363 | $2.8M | 1.98% | 4,685 | SH |
| 14 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.7M | 1.94% | 20,647 | SH |
| 15 | ISHARES TR | IEFA | 46432F842 | $2.7M | 1.89% | 29,535 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.2M | 1.55% | 8,657 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $2.1M | 1.46% | 7,220 | SH |
| 18 | VANGUARD INDEX FDS | VO | 922908629 | $1.8M | 1.30% | 6,416 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.7M | 1.23% | 59,980 | SH |
| 20 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.6M | 1.13% | 20,099 | SH |
| 21 | LOAR HOLDINGS INC | LOAR | 53947R105 | $1.5M | 1.09% | 27,001 | SH |
| 22 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.4M | 0.97% | 27,357 | SH |
| 23 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $1.3M | 0.95% | 33,032 | SH |
| 24 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 0.92% | 7,451 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.85% | 3,259 | SH |
| 26 | ISHARES TR | IJR | 464287804 | $1.1M | 0.79% | 8,988 | SH |
| 27 | ORACLE CORP | ORCL | 68389X105 | $999.5K | 0.71% | 6,794 | SH |
| 28 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $995.5K | 0.70% | 24,770 | SH |
| 29 | VISA INC | V | 92826C839 | $991.0K | 0.70% | 3,279 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $972.3K | 0.69% | 2,029 | SH |
| 31 | ISHARES TR | AOA | 464289859 | $901.3K | 0.64% | 10,185 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $893.3K | 0.63% | 4,289 | SH |
| 33 | CAPITAL GROUP NEW GEOGRAPHY | CGNG | 14021N105 | $803.2K | 0.57% | 25,443 | SH |
| 34 | ISHARES TR | IJH | 464287507 | $788.1K | 0.56% | 11,670 | SH |
| 35 | VANGUARD INDEX FDS | VV | 922908637 | $734.9K | 0.52% | 2,459 | SH |
| 36 | VANGUARD INDEX FDS | VTV | 922908744 | $734.6K | 0.52% | 3,744 | SH |
| 37 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $704.9K | 0.50% | 15,026 | SH |
| 38 | ISHARES TR | AOR | 464289867 | $686.4K | 0.49% | 10,666 | SH |
| 39 | AMERICAN CENTY ETF TR | TAXF | 025072505 | $655.4K | 0.46% | 13,094 | SH |
| 40 | LATTICE STRATEGIES TR | RODM | 518416102 | $591.9K | 0.42% | 15,015 | SH |
| 41 | SPDR SERIES TRUST | SMLV | 78468R887 | $581.1K | 0.41% | 4,239 | SH |
| 42 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $525.3K | 0.37% | 3,583 | SH |
| 43 | ISHARES TR | TIP | 464287176 | $516.7K | 0.37% | 4,682 | SH |
| 44 | TESLA INC | TSLA | 88160R101 | $473.2K | 0.33% | 1,273 | SH |
| 45 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $437.9K | 0.31% | 7,149 | SH |
| 46 | NUSHARES ETF TR | NULG | 67092P201 | $361.6K | 0.26% | 3,976 | SH |
| 47 | BROADCOM INC | AVGO | 11135F101 | $356.3K | 0.25% | 1,151 | SH |
| 48 | NUSHARES ETF TR | NULV | 67092P300 | $350.6K | 0.25% | 7,705 | SH |
| 49 | ISHARES TR | USMV | 46429B697 | $350.4K | 0.25% | 3,778 | SH |
| 50 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $309.4K | 0.22% | 11,496 | SH |