Clearview Wealth Management LLC 13F Holdings · Q2 2026
Clearview Wealth Management LLC reported 62 securities worth $155.59M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPHQ (23.34%), XMHQ (9.30%), JAAA (7.22%). Among its top 25 positions this quarter: 4 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | $36.3M | 23.34% | 402,989 | Trimmed |
| 2 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.5M | 9.30% | 128,187 | Trimmed |
| 3 | JAAA | JANUS DETROIT STR TR | $11.2M | 7.22% | 222,426 | Trimmed |
| 4 | IQLT | ISHARES TR | $9.9M | 6.35% | 199,418 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $6.4M | 4.12% | 72,958 | Trimmed |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $5.6M | 3.60% | 123,015 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 2.91% | 6,055 | Trimmed |
| 8 | MTUM | ISHARES TR | $4.4M | 2.80% | 12,715 | Trimmed |
| 9 | JBBB | JANUS DETROIT STR TR | $4.3M | 2.78% | 91,449 | Trimmed |
| 10 | USEW | EA SERIES TRUST | $3.9M | 2.51% | 69,865 | Trimmed |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.9M | 2.48% | 20,259 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $3.2M | 2.07% | 4,685 | Hold |
| 13 | AGG | ISHARES TR | $3.0M | 1.91% | 30,071 | Trimmed |
| 14 | IEFA | ISHARES TR | $2.8M | 1.82% | 29,379 | Trimmed |
| 15 | SDSI | AMERICAN CENTY ETF TR | $2.7M | 1.72% | 52,155 | Trimmed |
| 16 | GOOG | ALPHABET INC | $2.5M | 1.63% | 7,182 | Trimmed |
| 17 | AAPL | APPLE INC | $2.5M | 1.61% | 8,648 | Trimmed |
| 18 | LOAR | LOAR HOLDINGS INC | $2.2M | 1.40% | 27,001 | Hold |
| 19 | SCHA | SCHWAB STRATEGIC TR | $2.1M | 1.37% | 58,968 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $2.1M | 1.33% | 25,664 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $1.6M | 1.02% | 20,103 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.5M | 0.95% | 7,371 | Trimmed |
| 23 | XLRE | SELECT SECTOR SPDR TR | $1.4M | 0.92% | 32,414 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.89% | 27,366 | Added |
| 25 | IJR | ISHARES TR | $1.3M | 0.85% | 8,875 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR