Clearview Wealth Management LLC

CIK 1857588 · View on SEC EDGAR ↗

Portfolio value
$155.6M
#7,271 of 9,443 by 13F value · top 77.0%
Positions
62
As of
June 30, 2026

Portfolio value QoQ: +10.1% 13F does not disclose cash

Top 10 holdings weight
64.92%
Top 25 holdings weight
86.88%
Positions above 1%
21
Effective number of positions
12.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.67% Est. buys $2,472,661 · sells $4,124,382

New positions
3
Increased
9
Decreased
31
Closed
1
On this page

Sector breakdown

Technology
4.5%
Communication Services
1.8%
Industrials
1.4%
Financial Services
0.7%
Retail
0.7%
Consumer Discretionary
0.3%
Telecommunication
0.1%
Healthcare
0.0%
Other/Unmapped
90.5%

Full portfolio 62 positions

Type Streak 8Q trend
SPHQ $36,309,283 23.34% 402,989 $5,607,068 Down ×1
XMHQ $14,469,733 9.30% 128,187 $1,166,942 Down ×1
JAAA $11,230,264 7.22% 222,426 $-1,823,953 Down ×1
IQLT $9,881,144 6.35% 199,418 $752,230 Up ×1
SPYM $6,411,549 4.12% 72,958 $668,756 Down ×1
FBND $5,595,963 3.60% 123,015 $-93,177 Down ×1
SPY SPY $4,521,335 2.91% 6,055 $549,573 Down ×1
MTUM $4,359,083 2.80% 12,715 $1,066,180 Down ×1
JBBB $4,330,126 2.78% 91,449 $-1,530 Down ×1
USEW $3,900,457 2.51% 69,865 $376,549 Down ×1
XLK XLK $3,859,824 2.48% 20,259 $1,115,777 Down ×1
VOO $3,217,705 2.07% 4,685 $418,183
AGG $2,976,428 1.91% 30,071 $-57,362 Down ×1
IEFA $2,837,424 1.82% 29,379 $163,620 Down ×1
SDSI American Century Short Duration Strategic Income ETF $2,678,159 1.72% 52,155 $-121,605 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $2,537,622 1.63% 7,182 $466,489 Down ×1
AAPL Apple Inc. - Common Stock $2,502,252 1.61% 8,648 $305,218 Down ×1
LOAR Loar Holdings Inc. Common Stock $2,176,551 1.40% 27,001 $629,664
SCHA $2,130,514 1.37% 58,968 $386,296 Down ×1
VO $2,067,748 1.33% 25,664 $225,201 Up ×1
VCSH Vanguard Short-Term Corporate Bond ETF $1,588,740 1.02% 20,103 $-4,508 Up ×1
NVDA NVIDIA Corporation - Common Stock $1,474,958 0.95% 7,371 $175,439 Down ×1
XLRE XLRE $1,427,188 0.92% 32,414 $78,491 Down ×1
VTEB $1,384,172 0.89% 27,366 $19,331 Up ×1
IJR $1,316,229 0.85% 8,875 $198,893 Down ×1
MSFT Microsoft Corporation - Common Stock $1,218,697 0.78% 3,267 $12,497 Up ×1
CGGR $1,209,122 0.78% 25,617 $213,616 Up ×1
V Visa Inc. $1,131,168 0.73% 3,297 $140,123 Up ×1
AMZN Amazon.com, Inc. - Common Stock $1,022,240 0.66% 4,289 $128,970
BRKB $1,014,791 0.65% 2,028 $42,494 Down ×1
ORCL Oracle Corporation Common Stock $994,195 0.64% 6,784 $-5,270 Down ×1
AOA $967,796 0.62% 9,916 $66,505 Down ×1
CGNG $937,661 0.60% 25,031 $134,425 Down ×1
IJH $899,874 0.58% 11,670 $111,799
VV $866,309 0.56% 2,519 $131,437 Up ×1
VTV $747,718 0.48% 3,431 $13,145 Down ×1
AOR $744,345 0.48% 10,710 $57,988 Up ×1
SPEM $716,635 0.46% 13,840 $11,765 Down ×1
TAXF $660,893 0.42% 13,001 $5,525 Down ×1
SMLV $651,010 0.42% 4,137 $69,939 Down ×1
RODM $606,756 0.39% 15,015 $14,865
XLV XLV $568,479 0.37% 3,583 $43,175
TSLA Tesla, Inc. - Common Stock $528,063 0.34% 1,256 $54,825 Down ×1
TIP $504,582 0.32% 4,611 $-12,124 Down ×1
NULG $465,431 0.30% 3,976 $103,854
AVGO Broadcom Inc. - Common Stock $434,882 0.28% 1,151 $78,578
NULV $385,173 0.25% 7,705 $34,595
XLE XLE $379,683 0.24% 7,149 $-58,265
USMV $364,426 0.23% 3,778 $14,054
AMAT Applied Materials, Inc. - Common Stock $348,486 0.22% 482 Up ×1
FREL $336,833 0.22% 11,496 $27,476
NUDM $331,366 0.21% 8,280 $27,861 Down ×1
VEA $274,313 0.18% 3,850 $27,605
NUBD $222,390 0.14% 10,047 $-754
ASTS AST SpaceMobile, Inc. - Class A Common Stock $222,150 0.14% 2,500 $14,975
GOOGL Alphabet Inc. - Class A Common Stock $202,629 0.13% 567 Up ×1
JOET $200,461 0.13% 4,331 Up ×1
PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest $142,948 0.09% 10,813 $-68,509 Down ×1
EOD Allspring Global Dividend Opportunity Fund Common Shares of Beneficial Interest $79,033 0.05% 12,103 $8,473
REKR Rekor Systems, Inc. - Common Stock $10,424 0.01% 15,000 $-1,876
HUMA Humacyte, Inc. - Common Stock $10,145 0.01% 13,000 $2,258
DFNS T3 Defense Inc. - Common Stock $7,003 0.00% 40,952 $-22,372

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMAT $348,486 482 0.22%
GOOGL $202,629 567 0.13%
JOET $200,461 4,331 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPHQ Trimmed -5K +$5.6M
JAAA Trimmed -37K -$1.8M
XMHQ Trimmed -504 +$1.2M
XLK Trimmed -388 +$1.1M
MTUM Trimmed -1K +$1.1M
IQLT Bought more +2K +$752K
SPYM Trimmed -2K +$669K
LOAR Price move only +0 +$630K
SPY Trimmed -52 +$550K
GOOG Trimmed -38 +$466K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
TMDX June 30, 2026 2,326 $231,228 41.1%