13F-HR filed by Clearview Wealth Management LLC
Clearview Wealth Management LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 60 holding rows worth $141,380,796.
- Accession
- 0001754960-26-000388
- Filer
- CIK 1857588
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 60 entries on the cover page, a total value of $141,380,796 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,380,796 with VALUE read as dollars as filed, 13F file number 028-26960. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 408,328 | $30,702,215 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 128,691 | $13,302,791 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 259,167 | $13,054,217 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 197,467 | $9,128,914 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 75,030 | $5,742,793 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 124,707 | $5,689,140 | dollars as filed | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 92,944 | $4,331,656 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,107 | $3,971,762 | dollars as filed | |
| EA SERIES TRUST | 02072Q572 | CAMB US EQUA ETF | 72,093 | $3,523,908 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 13,721 | $3,292,903 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 30,561 | $3,033,790 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072257 | SHORT DURTN STRG | 54,588 | $2,799,764 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 4,685 | $2,799,522 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 20,647 | $2,744,047 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 29,535 | $2,673,804 | dollars as filed | |
| Apple Inc | 037833100 | COM | 8,657 | $2,197,034 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,220 | $2,071,133 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 6,416 | $1,842,547 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 59,980 | $1,744,218 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 20,099 | $1,593,248 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 27,001 | $1,546,887 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 27,357 | $1,364,841 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 33,032 | $1,348,697 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,451 | $1,299,519 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,259 | $1,206,200 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 8,988 | $1,117,336 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 6,794 | $999,465 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 24,770 | $995,506 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,279 | $991,045 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,029 | $972,297 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 10,185 | $901,291 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,289 | $893,270 | dollars as filed | |
| CAPITAL GROUP NEW GEOGRAPHY | 14021N105 | SHS | 25,443 | $803,236 | dollars as filed | |
| IJH | 464287507 | COM | 11,670 | $788,075 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,459 | $734,872 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 3,744 | $734,573 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 15,026 | $704,870 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 10,666 | $686,357 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072505 | DIVERSIFIED MU | 13,094 | $655,368 | dollars as filed | |
| LATTICE STRATEGIES TR | 518416102 | HARTFORD MLT ETF | 15,015 | $591,891 | dollars as filed | |
| SPDR SERIES TRUST | 78468R887 | ST STR R2K LOWV | 4,239 | $581,071 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,583 | $525,304 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 4,682 | $516,706 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,273 | $473,238 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 7,149 | $437,948 | dollars as filed | |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 67092P201 | ETF | 3,976 | $361,577 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,151 | $356,304 | dollars as filed | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 7,705 | $350,578 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,778 | $350,372 | dollars as filed | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 11,496 | $309,357 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 8,405 | $303,505 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 3,850 | $246,708 | dollars as filed | |
| TRANSMEDICS GROUP INC | 89377M109 | COM | 2,326 | $231,228 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 10,047 | $223,144 | dollars as filed | |
| PIMCO DYNAMIC INCOME OPRNTS | 69355M107 | COM BEN SHS | 16,354 | $211,457 | dollars as filed | |
| AST SPACEMOBILE INC COM CL A | 00217D100 | Stock | 2,500 | $207,175 | dollars as filed | |
| ALLSPRING GLOBAL DIVIDEND OPPO | 94987C103 | COM | 12,103 | $70,560 | dollars as filed | |
| T3 DEFENSE INC | 67054R203 | COM NEW | 40,952 | $29,375 | dollars as filed | |
| REKOR SYSTEMS INC | 759419104 | COM | 15,000 | $12,300 | dollars as filed | |
| HUMACYTE INC | 44486Q103 | COM | 13,000 | $7,887 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000388 | this filing | 2026-05-15 | acceptance time not in the bulk data set |