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Clearview Wealth Management LLC

Q3 2026 13F filing

Updated 20 days ago

61 disclosed positions worth $133.4M

Portfolio value
$133.4M
Total holdings
61
New positions
4
Closed positions
5
Increased
11
Decreased
33
Turnover
14.8%
Filed
2026-10-16

Full holdings

Every line item disclosed in Q3 2026

E

INVESCO EXCHANGE TRADED FD T

-26.2%
Value
$25.4M
Shares
297.5K
% Port
19.05%
I
2.IVZ

INVESCO EXCHANGE TRADED FD T

-27.8%
Value
$10.6M
Shares
92.5K
% Port
7.96%
N
3.NOC

JANUS DETROIT STR TR

-13.1%
Value
$9.8M
Shares
193.3K
% Port
7.32%
S

SPDR SERIES TRUST

+41.3%
Value
$9.4M
Shares
103.1K
% Port
7.08%
E

ISHARES TR

-25.7%
Value
$7.4M
Shares
148.2K
% Port
5.54%
?
6.N/A

JANUS DETROIT STR TR

+1.6%
Value
$4.4M
Shares
93.0K
% Port
3.29%
S

SELECT SECTOR SPDR TR

+1.0%
Value
$4M
Shares
20.5K
% Port
3.01%
E

ISHARES TR

-0.4%
Value
$4M
Shares
12.7K
% Port
2.97%
F
9.FIS

FIDELITY MERRIMACK STR TR

-34.5%
Value
$3.5M
Shares
80.6K
% Port
2.63%
V
10.VGES

VANGUARD INDEX FDS

-1.1%
Value
$3.3M
Shares
4.6K
% Port
2.49%
E
11.ETHA

ISHARES TR

+0.9%
Value
$2.9M
Shares
30.3K
% Port
2.15%
?
12.N/A

EA SERIES TRUST

-27.2%
Value
$2.9M
Shares
50.9K
% Port
2.15%
?
13.N/A

AMERICAN CENTY ETF TR

+6.6%
Value
$2.8M
Shares
55.6K
% Port
2.11%
E
14.ETHA

ISHARES TR

-3.3%
Value
$2.7M
Shares
28.4K
% Port
2.06%
A
15.AAPL

APPLE INC

-8.7%
Value
$2.7M
Shares
7.9K
% Port
2.02%
S
16.SPY

STATE STR SPDR S&P 500 ETF T

-46.4%
Value
$2.5M
Shares
3.2K
% Port
1.89%
G

ALPHABET INC

-4.7%
Value
$2.4M
Shares
6.8K
% Port
1.79%
C

CAPITAL GROUP GROWTH ETF

+72.2%
Value
$2.1M
Shares
44.1K
% Port
1.59%
S

SCHWAB STRATEGIC TR

+5.3%
Value
$2M
Shares
62.1K
% Port
1.51%
V
20.VGES

VANGUARD INDEX FDS

-6.2%
Value
$2M
Shares
24.1K
% Port
1.46%
L
21.LOAR

LOAR HOLDINGS INC

Unchanged
Value
$1.7M
Shares
27.0K
% Port
1.25%
M
22.MSFT

MICROSOFT CORP

-9.2%
Value
$1.6M
Shares
3.0K
% Port
1.21%
N
23.NVDA

NVIDIA CORPORATION

-13.1%
Value
$1.5M
Shares
6.4K
% Port
1.10%
S

SELECT SECTOR SPDR TR

-9.2%
Value
$1.2M
Shares
29.4K
% Port
0.92%
E
25.ETHA

ISHARES TR

-0.8%
Value
$1.2M
Shares
8.8K
% Port
0.91%
V
26.V

VISA INC

-7.7%
Value
$1.2M
Shares
3.0K
% Port
0.90%
A
27.AMZN

AMAZON COM INC

-5.8%
Value
$1M
Shares
4.0K
% Port
0.78%
B

BERKSHIRE HATHAWAY INC DEL

-5.4%
Value
$999K
Shares
1.9K
% Port
0.75%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$981K
Shares
19.8K
% Port
0.74%
C

CAPITAL GROUP NEW GEOGRAPHY

+5.3%
Value
$949K
Shares
26.4K
% Port
0.71%
E
31.ETHA

ISHARES TR

-2.5%
Value
$947K
Shares
9.7K
% Port
0.71%
V
32.VGES

VANGUARD INDEX FDS

Unchanged
Value
$904K
Shares
2.5K
% Port
0.68%
V
33.VGES

VANGUARD SCOTTSDALE FDS

-46.2%
Value
$837K
Shares
10.8K
% Port
0.63%
E
34.ETHA

ISHARES TR

-3.6%
Value
$824K
Shares
11.3K
% Port
0.62%
V
35.VGES

VANGUARD MUN BD FDS

-37.4%
Value
$816K
Shares
17.1K
% Port
0.61%
S

SPDR INDEX SHS FDS

-0.4%
Value
$719K
Shares
13.8K
% Port
0.54%
?
37.N/A

AMERICAN CENTY ETF TR

+14.8%
Value
$709K
Shares
14.9K
% Port
0.53%
L
38.LSCC

LATTICE STRATEGIES TR

Unchanged
Value
$620K
Shares
15.0K
% Port
0.47%
S

SPDR SERIES TRUST

-3.8%
Value
$605K
Shares
4.0K
% Port
0.45%
S

SELECT SECTOR SPDR TR

-2.3%
Value
$594K
Shares
3.5K
% Port
0.45%
V
41.VGES

VANGUARD INDEX FDS

-27.3%
Value
$550K
Shares
2.5K
% Port
0.41%
S

SELECT SECTOR SPDR TR

+1.4%
Value
$487K
Shares
7.3K
% Port
0.37%
T
43.TSLA

TESLA INC

-0.1%
Value
$471K
Shares
1.3K
% Port
0.35%
?
44.N/A

NUSHARES ETF TR

Unchanged
Value
$454K
Shares
4.0K
% Port
0.34%
B
45.BLK

ISHARES TR

-10.2%
Value
$433K
Shares
4.1K
% Port
0.32%
E
46.ETHA

ISHARES TR

-44.0%
Value
$412K
Shares
6.0K
% Port
0.31%
A
47.AVGO

BROADCOM INC

Unchanged
Value
$411K
Shares
1.2K
% Port
0.31%
O

ORACLE CORP

-59.7%
Value
$392K
Shares
2.7K
% Port
0.29%
?
49.N/A

NUSHARES ETF TR

-8.2%
Value
$384K
Shares
7.1K
% Port
0.29%
E
50.ETHA

ISHARES TR

Unchanged
Value
$380K
Shares
3.8K
% Port
0.29%