Clearview Wealth Management LLC
63 holdingsFiling period: 2026-06-30Current AUM: $149.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco Exchange Traded FD T | 403.0K | $36.3M | $32.7M | 21.87% | -5,339 | 2026-06-30 |
| 2 | XMHQ | Invesco Exchange Traded FD T | 128.2K | $14.5M | $15.1M | 10.09% | -504 | 2026-06-30 |
| 3 | JAAA | Janus Detroit Str TR | 222.4K | $11.2M | $11.2M | 7.51% | -36,741 | 2026-06-30 |
| 4 | IQLT | iShares TR | 199.4K | $9.9M | $9.9M | 6.60% | +2.0K | 2026-06-30 |
| 5 | SPYM | Spdr Series Trust | 73.0K | $6.4M | $6.3M | 4.22% | -2,072 | 2026-06-30 |
| 6 | FBND | Fidelity Merrimack Str TR | 123.0K | $5.6M | $5.5M | 3.65% | -1,692 | 2026-06-30 |
| 7 | SPY | State Str Spdr S&P 500 ETF T | 6.1K | $4.5M | $4.5M | 2.98% | -52 | 2026-06-30 |
| 8 | MTUM | iShares TR | 12.7K | $4.4M | $3.2M | 2.17% | -1,006 | 2026-06-30 |
| 9 | JBBB | Janus Detroit Str TR | 91.4K | $4.3M | $4.3M | 2.86% | -1,495 | 2026-06-30 |
| 10 | USEW | EA Series Trust | 69.9K | $3.9M | $3.8M | 2.55% | -2,228 | 2026-06-30 |
| 11 | XLK | Select Sector Spdr TR | 20.3K | $3.9M | $3.3M | 2.23% | -388 | 2026-06-30 |
| 12 | VOO | Vanguard Index Fds | 4.7K | $3.2M | $3.2M | 2.12% | -- | 2026-06-30 |
| 13 | AGG | iShares TR | 30.1K | $3.0M | $2.9M | 1.94% | -490 | 2026-06-30 |
| 14 | IEFA | iShares TR | 29.4K | $2.8M | $2.8M | 1.86% | -156 | 2026-06-30 |
| 15 | SDSI | American Centy ETF TR | 52.2K | $2.7M | $2.6M | 1.77% | -2,433 | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 7.2K | $2.5M | $2.0M | 1.36% | -38 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 8.6K | $2.5M | $3.0M | 1.98% | -9 | 2026-06-30 |
| 18 | LOAR | Loar Holdings Inc | 27.0K | $2.2M | $2.0M | 1.36% | -- | 2026-06-30 |
| 19 | SCHA | Schwab Strategic TR | 59.0K | $2.1M | $1.9M | 1.28% | -1,012 | 2026-06-30 |
| 20 | VO | Vanguard Index Fds | 25.7K | $2.1M | $2.0M | 1.36% | +19.2K | 2026-06-30 |
| 21 | VCSH | Vanguard Scottsdale Fds | 20.1K | $1.6M | $1.6M | 1.05% | +4 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 7.4K | $1.5M | $1.4M | 0.92% | -80 | 2026-06-30 |
| 23 | XLRE | Select Sector Spdr TR | 32.4K | $1.4M | $1.4M | 0.95% | -618 | 2026-06-30 |
| 24 | VTEB | Vanguard Mun BD Fds | 27.4K | $1.4M | $1.3M | 0.90% | +9 | 2026-06-30 |
| 25 | IJR | iShares TR | 8.9K | $1.3M | $1.2M | 0.82% | -113 | 2026-06-30 |
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