Clearview Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$141.4M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Exchange Traded Fd T | SPHQ | Shares | $30.7M | 408K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $13.3M | 129K |
| Janus Detroit Str Tr | JAAA | Shares | $13.1M | 259K |
| Ishares Tr | IQLT | Shares | $9.1M | 197K |
| Spdr Series Trust | SPYM | Shares | $5.7M | 75K |
| Fidelity Merrimack Str Tr | FBND | Shares | $5.7M | 125K |
| Janus Detroit Str Tr | JBBB | Shares | $4.3M | 93K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.0M | 6K |
| Ea Series Trust | USEW | Shares | $3.5M | 72K |
| Ishares Tr | MTUM | Shares | $3.3M | 14K |
| Ishares Tr | AGG | Shares | $3.0M | 31K |
| American Centy Etf Tr | SDSI | Shares | $2.8M | 55K |
| Vanguard Index Fds | VOO | Shares | $2.8M | 5K |
| Select Sector Spdr Tr | XLK | Shares | $2.7M | 21K |
| Ishares Tr | IEFA | Shares | $2.7M | 30K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Alphabet Inc | GOOG | Shares | $2.1M | 7K |
| Vanguard Index Fds | VO | Shares | $1.8M | 6K |
| Schwab Strategic Tr | SCHA | Shares | $1.7M | 60K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.6M | 20K |
| Loar Holdings Inc | LOAR | Shares | $1.5M | 27K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.4M | 27K |
| Select Sector Spdr Tr | XLRE | Shares | $1.3M | 33K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| Microsoft Corp | MSFT | Shares | $1.2M | 3K |
| Ishares Tr | IJR | Shares | $1.1M | 9K |
| Oracle Corp | ORCL | Shares | $999K | 7K |
| Capital Group Growth Etf | CGGR | Shares | $996K | 25K |
| Visa Inc | V | Shares | $991K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $972K | 2K |
| Ishares Tr | AOA | Shares | $901K | 10K |
| Amazon Com Inc | AMZN | Shares | $893K | 4K |
| Capital Group New Geography | CGNG | Shares | $803K | 25K |
| Ishares Tr | IJH | Shares | $788K | 12K |
| Vanguard Index Fds | VV | Shares | $735K | 2K |
| Vanguard Index Fds | VTV | Shares | $735K | 4K |
| Spdr Index Shs Fds | SPEM | Shares | $705K | 15K |
| Ishares Tr | AOR | Shares | $686K | 11K |
| American Centy Etf Tr | TAXF | Shares | $655K | 13K |
| Lattice Strategies Tr | RODM | Shares | $592K | 15K |
| Spdr Series Trust | SMLV | Shares | $581K | 4K |
| Select Sector Spdr Tr | XLV | Shares | $525K | 4K |
| Ishares Tr | TIP | Shares | $517K | 5K |
| Tesla Inc | TSLA | Shares | $473K | 1K |
| Select Sector Spdr Tr | XLE | Shares | $438K | 7K |
| Nushares Etf Tr | NULG | Shares | $362K | 4K |
| Broadcom Inc | AVGO | Shares | $356K | 1K |
| Nushares Etf Tr | NULV | Shares | $351K | 8K |
| Ishares Tr | USMV | Shares | $350K | 4K |
| Fidelity Covington Trust | FREL | Shares | $309K | 11K |
| Nushares Etf Tr | NUDM | Shares | $304K | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $247K | 4K |
| Transmedics Group Inc | TMDX | Shares | $231K | 2K |
| Nushares Etf Tr | NUBD | Shares | $223K | 10K |
| Pimco Dynamic Income Oprnts | PDO | Shares | $211K | 16K |
| Ast Spacemobile Inc | ASTS | Shares | $207K | 3K |
| Allspring Global Dividend Op | EOD | Shares | $71K | 12K |
| T3 Defense Inc | DFNS | Shares | $29K | 41K |
| Rekor Systems Inc | REKR | Shares | $12K | 15K |
| Humacyte Inc | HUMA | Shares | $8K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.