Clearview Wealth Management LLC
CIK 0001857588
Annualised vol
2.082905%
Beta
0.099308
HHI
825.778853
Top-10 weight
64.918873%
VaR 95%
0.210903%
VaR 99%
0.36395%
Max drawdown
2.960974%
Matched value
9.301845%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| GOOGL | ADDED | 7,749 | 7,220 | 7.33% | 2,740,251 |
| AAPL | REDUCED | 8,648 | 8,657 | -0.1% | 2,502,252 |
| LOAR | UNCHANGED | 27,001 | 27,001 | 0.0% | 2,176,551 |
| NVDA | REDUCED | 7,371 | 7,451 | -1.07% | 1,474,958 |
| MSFT | ADDED | 3,267 | 3,259 | 0.25% | 1,218,697 |
| V | ADDED | 3,297 | 3,279 | 0.55% | 1,131,168 |
| AMZN | UNCHANGED | 4,289 | 4,289 | 0.0% | 1,022,240 |
| ORCL | REDUCED | 6,784 | 6,794 | -0.15% | 994,195 |
| TSLA | REDUCED | 1,256 | 1,273 | -1.34% | 528,063 |
| AVGO | UNCHANGED | 1,151 | 1,151 | 0.0% | 434,882 |
| ASTS | UNCHANGED | 2,500 | 2,500 | 0.0% | 222,150 |
| REKR | UNCHANGED | 15,000 | 15,000 | 0.0% | 10,424 |
| HUMA | UNCHANGED | 13,000 | 13,000 | 0.0% | 10,145 |
| DFNS | UNCHANGED | 40,952 | 40,952 | 0.0% | 7,003 |
| TMDX | CLOSED OUT | 0 | 2,326 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | 36,309,283 | 23.34 | 402989.0 | |
| - | INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | 14,469,733 | 9.3 | 128187.0 | |
| - | JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | 11,230,264 | 7.22 | 222426.0 | |
| - | ISHARES TR | MSCI INTL QUALTY | 46434V456 | 9,881,144 | 6.35 | 199418.0 | |
| - | SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 6,411,549 | 4.12 | 72958.0 | |
| - | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 5,595,963 | 3.6 | 123015.0 | |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 4,521,335 | 2.91 | 6055.0 | |
| - | ISHARES TR | MSCI USA MMENTM | 46432F396 | 4,359,083 | 2.8 | 12715.0 | |
| - | JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | 4,330,126 | 2.78 | 91449.0 | |
| - | EA SERIES TRUST | CAMB US EQUA ETF | 02072Q572 | 3,900,457 | 2.51 | 69865.0 | |
| - | SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 3,859,824 | 2.48 | 20259.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,217,705 | 2.07 | 4685.0 | |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 2,976,428 | 1.91 | 30071.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,837,424 | 1.82 | 29379.0 | |
| - | AMERICAN CENTY ETF TR | SHORT DURTN STRG | 025072257 | 2,678,159 | 1.72 | 52155.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 2,537,622 | 1.63 | 7182.0 |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 2,502,252 | 1.61 | 8648.0 |
| LOAR | UNCHANGED | LOAR HOLDINGS INC | COM SHS | 53947R105 | 2,176,551 | 1.4 | 27001.0 |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 2,130,514 | 1.37 | 58968.0 | |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,067,748 | 1.33 | 25664.0 | |
| - | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 1,588,740 | 1.02 | 20103.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 1,474,958 | 0.95 | 7371.0 |
| - | SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | 1,427,188 | 0.92 | 32414.0 | |
| - | VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,384,172 | 0.89 | 27366.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,316,229 | 0.85 | 8875.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 1,218,697 | 0.78 | 3267.0 |
| - | CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | 1,209,122 | 0.78 | 25617.0 | |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 1,131,168 | 0.73 | 3297.0 |
| AMZN | UNCHANGED | AMAZON COM INC | COM | 023135106 | 1,022,240 | 0.66 | 4289.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,014,791 | 0.65 | 2028.0 | |
| ORCL | REDUCED | ORACLE CORP | COM | 68389X105 | 994,195 | 0.64 | 6784.0 |
| - | ISHARES TR | CORE 80 20 ETF | 464289859 | 967,796 | 0.62 | 9916.0 | |
| - | CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 | 937,661 | 0.6 | 25031.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 899,874 | 0.58 | 11670.0 | |
| - | VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 866,309 | 0.56 | 2519.0 | |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 747,718 | 0.48 | 3431.0 | |
| - | ISHARES TR | CORE 60 BALA ETF | 464289867 | 744,345 | 0.48 | 10710.0 | |
| - | SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 716,635 | 0.46 | 13840.0 | |
| - | AMERICAN CENTY ETF TR | DIVERSIFIED MU | 025072505 | 660,893 | 0.42 | 13001.0 | |
| - | SPDR SERIES TRUST | ST STR R2K LOWV | 78468R887 | 651,010 | 0.42 | 4137.0 | |
| - | LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 606,756 | 0.39 | 15015.0 | |
| - | SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 568,479 | 0.37 | 3583.0 | |
| TSLA | REDUCED | TESLA INC | COM | 88160R101 | 528,063 | 0.34 | 1256.0 |
| - | ISHARES TR | TIPS BD ETF | 464287176 | 504,582 | 0.32 | 4611.0 | |
| - | NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | 465,431 | 0.3 | 3976.0 | |
| AVGO | UNCHANGED | BROADCOM INC | COM | 11135F101 | 434,882 | 0.28 | 1151.0 |
| - | NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | 385,173 | 0.25 | 7705.0 | |
| - | SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 379,683 | 0.24 | 7149.0 | |
| - | ISHARES TR | MSCI USA MIN ETF | 46429B697 | 364,426 | 0.23 | 3778.0 | |
| - | APPLIED MATLS INC | COM | 038222105 | 348,486 | 0.22 | 482.0 | |
| - | FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 | 336,833 | 0.22 | 11496.0 | |
| - | NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | 331,366 | 0.21 | 8280.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 274,313 | 0.18 | 3850.0 | |
| - | NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | 222,390 | 0.14 | 10047.0 | |
| ASTS | UNCHANGED | AST SPACEMOBILE INC | COM CL A | 00217D100 | 222,150 | 0.14 | 2500.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 202,629 | 0.13 | 567.0 |
| - | VIRTUS ETF TR II | VIRTUS US QLTY | 92790A504 | 200,461 | 0.13 | 4331.0 | |
| - | PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | 69355M107 | 142,948 | 0.09 | 10813.0 | |
| - | ALLSPRING GLOBAL DIVIDEND OP | COM | 94987C103 | 79,033 | 0.05 | 12103.0 | |
| REKR | UNCHANGED | REKOR SYSTEMS INC | COM | 759419104 | 10,424 | 0.01 | 15000.0 |
| HUMA | UNCHANGED | HUMACYTE INC | COM | 44486Q103 | 10,145 | 0.01 | 13000.0 |
| DFNS | UNCHANGED | T3 DEFENSE INC | COM NEW | 67054R203 | 7,003 | 0.0 | 40952.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | 155,592,561 | 62 | 2.082905 | 0.099308 | 2.960974 |
| 2026-03-31 | 2026-05-15 | 141,380,796 | 60 | 1.98658 | 0.094963 | 2.800407 |