# Clearview Wealth Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1857588. Source: https://holderbook.com/funds/1857588-clearview-wealth-management-llc/

- Reported value: $155.6M
- Positions: 62
- Weight of the ten largest: 64.9%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $36.3M | 402,989 | 23.3% | 2 |
| INVESCO EXCHANGE TRADED FD T | [XMHQ](https://holderbook.com/stocks/XMHQ/) | $14.5M | 128,187 | 9.3% | 2 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $11.2M | 222,426 | 7.2% | 2 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $9.9M | 199,418 | 6.4% | 2 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $6.4M | 72,958 | 4.1% | 2 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $5.6M | 123,015 | 3.6% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.5M | 6,055 | 2.9% | 2 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $4.4M | 12,715 | 2.8% | 2 |
| JANUS DETROIT STR TR | [JBBB](https://holderbook.com/stocks/JBBB/) | $4.3M | 91,449 | 2.8% | 2 |
| EA SERIES TRUST | [USEW](https://holderbook.com/stocks/USEW/) | $3.9M | 69,865 | 2.5% | 2 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $3.9M | 20,259 | 2.5% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.2M | 4,685 | 2.1% | 2 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $3.0M | 30,071 | 1.9% | 2 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.8M | 29,379 | 1.8% | 2 |
| AMERICAN CENTY ETF TR | [SDSI](https://holderbook.com/stocks/SDSI/) | $2.7M | 52,155 | 1.7% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.5M | 7,182 | 1.6% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.5M | 8,648 | 1.6% | 2 |
| LOAR HOLDINGS INC | [LOAR](https://holderbook.com/stocks/LOAR/) | $2.2M | 27,001 | 1.4% | 2 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $2.1M | 58,968 | 1.4% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.1M | 25,664 | 1.3% | 2 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $1.6M | 20,103 | 1.0% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 7,371 | 0.9% | 2 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $1.4M | 32,414 | 0.9% | 2 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.4M | 27,366 | 0.9% | 2 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.3M | 8,875 | 0.8% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.2M | 3,267 | 0.8% | 2 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $1.2M | 25,617 | 0.8% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.1M | 3,297 | 0.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.0M | 4,289 | 0.7% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.0M | 2,028 | 0.7% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $994.2K | 6,784 | 0.6% | 2 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $967.8K | 9,916 | 0.6% | 2 |
| CAPITAL GROUP NEW GEOGRAPHY | [CGNG](https://holderbook.com/stocks/CGNG/) | $937.7K | 25,031 | 0.6% | 2 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $899.9K | 11,670 | 0.6% | 2 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $866.3K | 2,519 | 0.6% | 2 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $747.7K | 3,431 | 0.5% | 2 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $744.3K | 10,710 | 0.5% | 2 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $716.6K | 13,840 | 0.5% | 2 |
| AMERICAN CENTY ETF TR | [TAXF](https://holderbook.com/stocks/TAXF/) | $660.9K | 13,001 | 0.4% | 2 |
| SPDR SERIES TRUST | [SMLV](https://holderbook.com/stocks/SMLV/) | $651.0K | 4,137 | 0.4% | 2 |
| LATTICE STRATEGIES TR | [RODM](https://holderbook.com/stocks/RODM/) | $606.8K | 15,015 | 0.4% | 2 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $568.5K | 3,583 | 0.4% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $528.1K | 1,256 | 0.3% | 2 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $504.6K | 4,611 | 0.3% | 2 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $465.4K | 3,976 | 0.3% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $434.9K | 1,151 | 0.3% | 2 |
| NUSHARES ETF TR | [NULV](https://holderbook.com/stocks/NULV/) | $385.2K | 7,705 | 0.2% | 2 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $379.7K | 7,149 | 0.2% | 2 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $364.4K | 3,778 | 0.2% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $348.5K | 482 | 0.2% | 1 |
| FIDELITY COVINGTON TRUST | [FREL](https://holderbook.com/stocks/FREL/) | $336.8K | 11,496 | 0.2% | 2 |
| NUSHARES ETF TR | [NUDM](https://holderbook.com/stocks/NUDM/) | $331.4K | 8,280 | 0.2% | 2 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $274.3K | 3,850 | 0.2% | 2 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $222.4K | 10,047 | 0.1% | 2 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $222.2K | 2,500 | 0.1% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $202.6K | 567 | 0.1% | 1 |
| VIRTUS ETF TR II | [JOET](https://holderbook.com/stocks/JOET/) | $200.5K | 4,331 | 0.1% | 1 |
| PIMCO DYNAMIC INCOME OPRNTS | [PDO](https://holderbook.com/stocks/PDO/) | $142.9K | 10,813 | 0.1% | 2 |
| ALLSPRING GLOBAL DIVIDEND OP | [EOD](https://holderbook.com/stocks/EOD/) | $79.0K | 12,103 | 0.1% | 2 |
| REKOR SYSTEMS INC | [REKR](https://holderbook.com/stocks/REKR/) | $10.4K | 15,000 | 0.0% | 2 |
| HUMACYTE INC | [HUMA](https://holderbook.com/stocks/HUMA/) | $10.1K | 13,000 | 0.0% | 2 |
| T3 DEFENSE INC | [DFNS](https://holderbook.com/stocks/DFNS/) | $7.0K | 40,952 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.3% | +14.8% | -2.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $155.6M | 62 |
| Q1 2026 | $141.4M | 60 |