Clearview Wealth Management LLC
63 holdingsFiling period: 2026-06-30Current AUM: $152.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 403.0K | $36.3M | $33.6M | 21.99% | -5,339 | 2026-06-30 |
| 2 | XMHQ | INVESCO EXCHANGE TRADED FD T | 128.2K | $14.5M | $14.7M | 9.63% | -504 | 2026-06-30 |
| 3 | JAAA | JANUS DETROIT STR TR | 222.4K | $11.2M | $11.3M | 7.37% | -36,741 | 2026-06-30 |
| 4 | IQLT | ISHARES TR | 199.4K | $9.9M | $10.0M | 6.54% | +2.0K | 2026-06-30 |
| 5 | SPYM | SPDR SERIES TRUST | 73.0K | $6.4M | $6.5M | 4.25% | -2,072 | 2026-06-30 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 123.0K | $5.6M | $5.4M | 3.56% | -1,692 | 2026-06-30 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 6.1K | $4.5M | $4.6M | 3.00% | -52 | 2026-06-30 |
| 8 | MTUM | ISHARES TR | 12.7K | $4.4M | $3.8M | 2.49% | -1,006 | 2026-06-30 |
| 9 | JBBB | JANUS DETROIT STR TR | 91.4K | $4.3M | $4.3M | 2.84% | -1,495 | 2026-06-30 |
| 10 | USEW | EA SERIES TRUST | 69.9K | $3.9M | $3.9M | 2.54% | -2,228 | 2026-06-30 |
| 11 | XLK | SELECT SECTOR SPDR TR | 20.3K | $3.9M | $3.7M | 2.44% | -388 | 2026-06-30 |
| 12 | VOO | VANGUARD INDEX FDS | 4.7K | $3.2M | $3.3M | 2.13% | -- | 2026-06-30 |
| 13 | AGG | ISHARES TR | 30.1K | $3.0M | $2.9M | 1.89% | -490 | 2026-06-30 |
| 14 | IEFA | ISHARES TR | 29.4K | $2.8M | $2.9M | 1.89% | -156 | 2026-06-30 |
| 15 | SDSI | AMERICAN CENTY ETF TR | 52.2K | $2.7M | $2.6M | 1.73% | -2,433 | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 7.2K | $2.5M | $2.5M | 1.60% | -38 | 2026-06-30 |
| 17 | AAPL | APPLE INC | 8.6K | $2.5M | $2.9M | 1.88% | -9 | 2026-06-30 |
| 18 | LOAR | LOAR HOLDINGS INC | 27.0K | $2.2M | $1.7M | 1.12% | -- | 2026-06-30 |
| 19 | SCHA | SCHWAB STRATEGIC TR | 59.0K | $2.1M | $2.0M | 1.28% | -1,012 | 2026-06-30 |
| 20 | VO | VANGUARD INDEX FDS | 25.7K | $2.1M | $2.1M | 1.34% | +19.2K | 2026-06-30 |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | 20.1K | $1.6M | $1.6M | 1.02% | +4 | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 7.4K | $1.5M | $1.6M | 1.02% | -80 | 2026-06-30 |
| 23 | XLRE | SELECT SECTOR SPDR TR | 32.4K | $1.4M | $1.4M | 0.91% | -618 | 2026-06-30 |
| 24 | VTEB | VANGUARD MUN BD FDS | 27.4K | $1.4M | $1.3M | 0.86% | +9 | 2026-06-30 |
| 25 | IJR | ISHARES TR | 8.9K | $1.3M | $1.2M | 0.81% | -113 | 2026-06-30 |
← Scroll →
Page 1 of 3