Clearview Wealth Management LLC Top Holdings and 13F Report (2026) About Clearview Wealth Management LLCInvestment ActivityClearview Wealth Management LLC has $155.59 million in total holdings as of June 30, 2026.Clearview Wealth Management LLC owns shares of 62 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.59% of the portfolio was purchased this quarter.About 2.65% of the portfolio was sold this quarter.This quarter, Clearview Wealth Management LLC has purchased 60 new stocks and bought additional shares in 9 stocks.Clearview Wealth Management LLC sold shares of 31 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Quality ETF $36,309,283Invesco S&P MidCap Quality ETF $14,469,733Janus Henderson AAA CLO ETF $11,230,264iShares MSCI Intl Quality Factor ETF $9,881,144SPDR Portfolio S&P 500 ETF $6,411,549 Largest New Holdings this Quarter 038222105 - Applied Materials $348,486 Holding02079K305 - Alphabet $202,629 Holding92790A504 - VIRTUS ETF TR II $200,461 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 19,248 shares (about $1.55M)Applied Materials 482 shares (about $348.49K)Alphabet 567 shares (about $202.63K)VIRTUS ETF TR II 4,331 shares (about $200.46K)iShares MSCI Intl Quality Factor ETF 1,951 shares (about $96.67K) Largest Sales this Quarter Janus Henderson AAA CLO ETF 36,741 shares (about $1.86M)Invesco S&P 500 Quality ETF 5,339 shares (about $481.04K)iShares MSCI USA Momentum Factor ETF 1,006 shares (about $344.89K)SPDR Portfolio S&P 500 ETF 2,072 shares (about $182.09K)American Century Short Duration Strategic Income ETF 2,433 shares (about $124.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClearview Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$36,309,283$481,044 â–¼-1.3%402,98923.3%ETFXMHQInvesco S&P MidCap Quality ETF$14,469,733$56,891 â–¼-0.4%128,1879.3%ETFJAAAJanus Henderson AAA CLO ETF$11,230,264$1,855,049 â–¼-14.2%222,4267.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$9,881,144$96,672 â–²1.0%199,4186.4%ETFSPLGSPDR Portfolio S&P 500 ETF$6,411,549$182,087 â–¼-2.8%72,9584.1%ETFFBNDFidelity Total Bond ETF$5,595,963$76,969 â–¼-1.4%123,0153.6%ETFSPYSPDR S&P 500 ETF Trust$4,521,335$38,829 â–¼-0.9%6,0552.9%FinanceMTUMiShares MSCI USA Momentum Factor ETF$4,359,083$344,887 â–¼-7.3%12,7152.8%ETFJBBBJanus Henderson B-BBB CLO ETF$4,330,126$70,789 â–¼-1.6%91,4492.8%ETFEA SERIES TRUST$3,900,457$124,386 â–¼-3.1%69,8652.5%CAMB US EQUA ETFXLKTechnology Select Sector SPDR Fund$3,859,824$73,923 â–¼-1.9%20,2592.5%ETFVOOVanguard S&P 500 ETF$3,217,7050.0%4,6852.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,976,428$48,500 â–¼-1.6%30,0711.9%FinanceIEFAiShares Core MSCI EAFE ETF$2,837,424$15,066 â–¼-0.5%29,3791.8%ETFSDSIAmerican Century Short Duration Strategic Income ETF$2,678,159$124,935 â–¼-4.5%52,1551.7%ETFGOOGAlphabet$2,537,622$13,427 â–¼-0.5%7,1821.6%Computer and TechnologyAAPLApple$2,502,252$2,604 â–¼-0.1%8,6481.6%Computer and TechnologyLOAR HOLDINGS INC$2,176,5510.0%27,0011.4%COM SHSSCHASchwab US Small-Cap ETF$2,130,514$36,564 â–¼-1.7%58,9681.4%ETFVOVanguard Mid-Cap ETF$2,067,748$1,550,811 â–²300.0%25,6641.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,588,740$316 â–²0.0%20,1031.0%ETFNVDANVIDIA$1,474,958$16,008 â–¼-1.1%7,3710.9%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,427,188$27,211 â–¼-1.9%32,4140.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,384,172$455 â–²0.0%27,3660.9%ETFIJRiShares Core S&P Small-Cap ETF$1,316,229$16,759 â–¼-1.3%8,8750.8%ETFMSFTMicrosoft$1,218,697$2,984 â–²0.2%3,2670.8%Computer and TechnologyCGGRCapital Group Growth ETF$1,209,122$39,978 â–²3.4%25,6170.8%ETFVVisa$1,131,168$6,176 â–²0.5%3,2970.7%Business ServicesAMZNAmazon.com$1,022,2400.0%4,2890.7%Retail/WholesaleBRK.BBerkshire Hathaway$1,014,791$500 â–¼0.0%2,0280.7%FinanceORCLOracle$994,195$1,465 â–¼-0.1%6,7840.6%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$967,796$26,254 â–¼-2.6%9,9160.6%ETFCAPITAL GROUP NEW GEOGRAPHY$937,661$15,434 â–¼-1.6%25,0310.6%SHSIJHiShares Core S&P Mid-Cap ETF$899,8740.0%11,6700.6%ETFVVVanguard Large-Cap ETF$866,309$20,635 â–²2.4%2,5190.6%ETFVTVVanguard Value ETF$747,718$68,212 â–¼-8.4%3,4310.5%ETFAORiShares Core 60/40 Balanced Allocation ETF$744,345$3,058 â–²0.4%10,7100.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$716,635$61,411 â–¼-7.9%13,8400.5%ETFTAXFAmerican Century Diversified Municipal Bond ETF$660,893$4,728 â–¼-0.7%13,0010.4%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$651,010$16,051 â–¼-2.4%4,1370.4%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$606,7560.0%15,0150.4%ETFXLVHealth Care Select Sector SPDR Fund$568,4790.0%3,5830.4%ETFTSLATesla$528,063$7,147 â–¼-1.3%1,2560.3%Auto/Tires/TrucksTIPiShares TIPS Bond ETF$504,582$7,770 â–¼-1.5%4,6110.3%ETFNULGNuveen ESG Large-Cap Growth ETF$465,4310.0%3,9760.3%ETFAVGOBroadcom$434,8820.0%1,1510.3%Computer and TechnologyNULVNuveen ESG Large-Cap Value ETF$385,1730.0%7,7050.2%ETFXLEEnergy Select Sector SPDR Fund$379,6830.0%7,1490.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$364,4260.0%3,7780.2%ETFAMATApplied Materials$348,486$348,486 â–²New Holding4820.2%Computer and TechnologyFRELFidelity MSCI Real Estate Index ETF$336,8330.0%11,4960.2%ETFNUDMNuveen ESG International Developed Markets Equity ETF$331,366$5,003 â–¼-1.5%8,2800.2%ETFVEAVanguard FTSE Developed Markets ETF$274,3130.0%3,8500.2%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$222,3900.0%10,0470.1%ETFASTSAST SpaceMobile$222,1500.0%2,5000.1%Computer and TechnologyGOOGLAlphabet$202,629$202,629 â–²New Holding5670.1%Computer and TechnologyVIRTUS ETF TR II$200,461$200,461 â–²New Holding4,3310.1%VIRTUS US QLTYPDOPimco Dynamic Income Opportunities Fund$142,948$73,252 â–¼-33.9%10,8130.1%Basic MaterialsEODWells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund$79,0330.0%12,1030.1%Financial ServicesREKRRekor Systems$10,4240.0%15,0000.0%Computer and TechnologyHUMAHumacyte$10,1450.0%13,0000.0%MedicalT3 DEFENSE INC$7,0030.0%40,9520.0%COM NEWTMDXTransMedics Group$0$231,228 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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