Clearview Wealth Management LLC — 13F Holdings & Portfolio
CIK 1857588 · latest 13F-HR filed 2026-07-14
Clearview Wealth Management LLC manages $155.6M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPHQ (23.34%), XMHQ (9.30%), JAAA (7.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 38, and trimmed 5.
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.
STE 120
IRVINE, CA 92618
$155.6M
Long-equity book
62
Distinct positions
2026-06-30
Filed 2026-07-14
+3 / −1 / ↑38 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$5.6M +18.3%
- INVESCO EXCHANGE TRADED FD T$1.2M +8.8%
- SELECT SECTOR SPDR TR$1.1M +40.7%
- ISHARES TR$1.1M +32.4%
- ISHARES TR$752.2K +8.2%
Top Trims
- JANUS DETROIT STR TR-$1.8M -14.0%
- PIMCO DYNAMIC INCOME OPRNTS-$68.5K -32.4%
- SELECT SECTOR SPDR TR-$58.3K -13.3%
- T3 DEFENSE INC-$22.4K -76.2%
- REKOR SYSTEMS INC-$1.9K -15.3%
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 | $36.3M | 23.34% | 402,989 | SH |
| 2 | INVESCO EXCHANGE TRADED FD T | XMHQ | 46137V472 | $14.5M | 9.30% | 128,187 | SH |
| 3 | JANUS DETROIT STR TR | JAAA | 47103U845 | $11.2M | 7.22% | 222,426 | SH |
| 4 | ISHARES TR | IQLT | 46434V456 | $9.9M | 6.35% | 199,418 | SH |
| 5 | SPDR SERIES TRUST | SPYM | 78464A854 | $6.4M | 4.12% | 72,958 | SH |
| 6 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $5.6M | 3.60% | 123,015 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.5M | 2.91% | 6,055 | SH |
| 8 | ISHARES TR | MTUM | 46432F396 | $4.4M | 2.80% | 12,715 | SH |
| 9 | JANUS DETROIT STR TR | JBBB | 47103U753 | $4.3M | 2.78% | 91,449 | SH |
| 10 | EA SERIES TRUST | USEW | 02072Q572 | $3.9M | 2.51% | 69,865 | SH |
| 11 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $3.9M | 2.48% | 20,259 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $3.2M | 2.07% | 4,685 | SH |
| 13 | ISHARES TR | AGG | 464287226 | $3.0M | 1.91% | 30,071 | SH |
| 14 | ISHARES TR | IEFA | 46432F842 | $2.8M | 1.82% | 29,379 | SH |
| 15 | AMERICAN CENTY ETF TR | SDSI | 025072257 | $2.7M | 1.72% | 52,155 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $2.5M | 1.63% | 7,182 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.5M | 1.61% | 8,648 | SH |
| 18 | LOAR HOLDINGS INC | LOAR | 53947R105 | $2.2M | 1.40% | 27,001 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $2.1M | 1.37% | 58,968 | SH |
| 20 | VANGUARD INDEX FDS | VO | 922908629 | $2.1M | 1.33% | 25,664 | SH |
| 21 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $1.6M | 1.02% | 20,103 | SH |
| 22 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.95% | 7,371 | SH |
| 23 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $1.4M | 0.92% | 32,414 | SH |
| 24 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.4M | 0.89% | 27,366 | SH |
| 25 | ISHARES TR | IJR | 464287804 | $1.3M | 0.85% | 8,875 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.78% | 3,267 | SH |
| 27 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $1.2M | 0.78% | 25,617 | SH |
| 28 | VISA INC | V | 92826C839 | $1.1M | 0.73% | 3,297 | SH |
| 29 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.66% | 4,289 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.0M | 0.65% | 2,028 | SH |
| 31 | ORACLE CORP | ORCL | 68389X105 | $994.2K | 0.64% | 6,784 | SH |
| 32 | ISHARES TR | AOA | 464289859 | $967.8K | 0.62% | 9,916 | SH |
| 33 | CAPITAL GROUP NEW GEOGRAPHY | CGNG | 14021N105 | $937.7K | 0.60% | 25,031 | SH |
| 34 | ISHARES TR | IJH | 464287507 | $899.9K | 0.58% | 11,670 | SH |
| 35 | VANGUARD INDEX FDS | VV | 922908637 | $866.3K | 0.56% | 2,519 | SH |
| 36 | VANGUARD INDEX FDS | VTV | 922908744 | $747.7K | 0.48% | 3,431 | SH |
| 37 | ISHARES TR | AOR | 464289867 | $744.3K | 0.48% | 10,710 | SH |
| 38 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $716.6K | 0.46% | 13,840 | SH |
| 39 | AMERICAN CENTY ETF TR | TAXF | 025072505 | $660.9K | 0.42% | 13,001 | SH |
| 40 | SPDR SERIES TRUST | SMLV | 78468R887 | $651.0K | 0.42% | 4,137 | SH |
| 41 | LATTICE STRATEGIES TR | RODM | 518416102 | $606.8K | 0.39% | 15,015 | SH |
| 42 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $568.5K | 0.37% | 3,583 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $528.1K | 0.34% | 1,256 | SH |
| 44 | ISHARES TR | TIP | 464287176 | $504.6K | 0.32% | 4,611 | SH |
| 45 | NUSHARES ETF TR | NULG | 67092P201 | $465.4K | 0.30% | 3,976 | SH |
| 46 | BROADCOM INC | AVGO | 11135F101 | $434.9K | 0.28% | 1,151 | SH |
| 47 | NUSHARES ETF TR | NULV | 67092P300 | $385.2K | 0.25% | 7,705 | SH |
| 48 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $379.7K | 0.24% | 7,149 | SH |
| 49 | ISHARES TR | USMV | 46429B697 | $364.4K | 0.23% | 3,778 | SH |
| 50 | APPLIED MATLS INC | AMAT | 038222105 | $348.5K | 0.22% | 482 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $155.6M | 62 | 0001754960-26-000483 |
| 2026-03-31 | 2026-05-15 | $141.4M | 60 | 0001754960-26-000388 |