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Clearview Wealth Management LLC Top Holdings and 13F Report (2026)

About Clearview Wealth Management LLC

Investment Activity

  • Clearview Wealth Management LLC has $133.39 million in total holdings as of September 30, 2026.
  • Clearview Wealth Management LLC owns shares of 61 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 4.51% of the portfolio was purchased this quarter.
  • About 20.17% of the portfolio was sold this quarter.
  • This quarter, Clearview Wealth Management LLC has purchased 62 new stocks and bought additional shares in 11 stocks.
  • Clearview Wealth Management LLC sold shares of 33 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

14020W106 - Capital Group Dividend Value ETF
$981,207 Holding
47103U712 - JANUS DETROIT STR TR
$374,423 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$231,832 Holding
46432F388 - iShares MSCI USA Value Factor ETF
$217,733 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
30,160 shares (about $2.76M)
Capital Group Dividend Value ETF
19,751 shares (about $981.21K)
Capital Group Growth ETF
18,487 shares (about $890.15K)
JANUS DETROIT STR TR
7,752 shares (about $374.42K)
PALANTIR TECHNOLOGIES INC
1,111 shares (about $231.83K)

Largest Sales this Quarter

Invesco S&P 500 Quality ETF
105,515 shares (about $9.01M)
Invesco S&P MidCap Quality ETF
35,650 shares (about $4.09M)
iShares MSCI Intl Quality Factor ETF
51,268 shares (about $2.56M)
SPDR S&P 500 ETF Trust
2,812 shares (about $2.19M)
Fidelity Total Bond ETF
42,373 shares (about $1.84M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClearview Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$25,413,179$9,014,138 ▼-26.2%297,47419.1%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$10,612,162$4,088,349 ▼-27.8%92,5378.0%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$9,770,247$1,473,380 ▼-13.1%193,2797.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$9,440,438$2,761,144 ▲41.3%103,1187.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$7,391,219$2,557,766 ▼-25.7%148,1505.5%ETF
Janus Henderson B-BBB CLO ETF stock logo
JBBB
Janus Henderson B-BBB CLO ETF
$4,388,428$71,099 ▲1.6%92,9553.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$4,016,519$40,042 ▲1.0%20,4633.0%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$3,966,477$14,716 ▼-0.4%12,6683.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$3,509,556$1,844,081 ▼-34.4%80,6422.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,314,952$35,760 ▼-1.1%4,6352.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$2,873,408$25,382 ▲0.9%30,3392.2%ETF
EA SERIES TRUST
$2,868,558$1,072,057 ▼-27.2%50,8582.2%CAMB US EQUA ETF
American Century Short Duration Strategic Income ETF stock logo
SDSI
American Century Short Duration Strategic Income ETF
$2,809,314$173,403 ▲6.6%55,5862.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,744,286$94,900 ▼-3.3%28,3972.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,694,045$257,323 ▼-8.7%7,8942.0%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,522,898$2,187,601 ▼-46.4%3,2431.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,393,023$117,082 ▼-4.7%6,8471.8%Communication Services
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$2,123,618$890,153 ▲72.2%44,1041.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,020,771$100,773 ▲5.2%62,0631.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,951,016$128,253 ▼-6.2%24,0811.5%ETF
LOAR HOLDINGS INC
$1,670,0120.0%27,0011.3%COM SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$1,612,472$163,041 ▼-9.2%2,9671.2%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,464,410$220,073 ▼-13.1%6,4081.1%Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$1,231,433$124,444 ▼-9.2%29,4390.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,211,917$9,219 ▼-0.8%8,8080.9%ETF
Visa Inc. stock logo
V
Visa
$1,205,508$100,195 ▼-7.7%3,0440.9%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,044,405$64,645 ▼-5.8%4,0390.8%Consumer Discretionary
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$999,012$56,744 ▼-5.4%1,9190.7%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$981,207$981,207 ▲New Holding19,7510.7%ETF
CAPITAL GROUP NEW GEOGRAPHY
$949,296$47,929 ▲5.3%26,3620.7%SHS
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$946,972$23,890 ▼-2.5%9,6720.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$903,8420.0%2,5190.7%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$836,602$717,761 ▼-46.2%10,8200.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$824,470$30,476 ▼-3.6%11,2540.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$815,816$488,174 ▼-37.4%17,1210.6%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$718,783$2,973 ▼-0.4%13,7830.5%ETF
American Century Diversified Municipal Bond ETF stock logo
TAXF
American Century Diversified Municipal Bond ETF
$708,689$91,523 ▲14.8%14,9290.5%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$620,2700.0%15,0150.5%ETF
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$605,340$23,879 ▼-3.8%3,9800.5%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$594,003$13,913 ▼-2.3%3,5010.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$550,130$206,988 ▼-27.3%2,4930.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$487,267$6,854 ▲1.4%7,2510.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$470,726$375 ▼-0.1%1,2550.4%Consumer Discretionary
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$453,7810.0%3,9760.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$433,088$49,039 ▼-10.2%4,1420.3%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$412,172$324,414 ▼-44.0%5,9930.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$411,3720.0%1,1510.3%Technology
Oracle Corporation stock logo
ORCL
Oracle
$391,938$579,530 ▼-59.7%2,7370.3%Technology
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$384,173$34,209 ▼-8.2%7,0750.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$380,2560.0%3,7780.3%ETF
JANUS DETROIT STR TR
$374,423$374,423 ▲New Holding7,7520.3%HENDE INCOM ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$325,1560.0%8,2800.2%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$317,6340.0%11,4960.2%ETF
PALANTIR TECHNOLOGIES INC
$231,832$231,832 ▲New Holding1,1110.2%CL A
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$223,7640.0%4820.2%Technology
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$217,733$217,733 ▲New Holding1,1080.2%ETF
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$212,8960.0%10,0470.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$202,008$1,415 ▲0.7%5710.2%Communication Services
Pimco Dynamic Income Opportunities Fund stock logo
PDO
Pimco Dynamic Income Opportunities Fund
$128,4580.0%10,8130.1%Energy
Rekor Systems, Inc. stock logo
REKR
Rekor Systems
$5,3580.0%15,0000.0%Technology
Humacyte, Inc. stock logo
HUMA
Humacyte
$4,6660.0%13,0000.0%Healthcare
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$274,313 ▼-100.0%00.0%ETF
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$0$222,150 ▼-100.0%00.0%Communication Services
VIRTUS ETF TR II
$0$200,461 ▼-100.0%00.0%VIRTUS US QLTY
EOD
Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund
$0$79,033 ▼-100.0%00.0%Finance
T3 DEFENSE INC
$0$7,003 ▼-100.0%00.0%COM NEW

Showing largest 100 holdings. View all holdings.
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