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CWM
Clearview Wealth Management Portfolio holdings
AUM
$156M
This Fund
S&P 500
This Quarter
Est. Return
+13.66%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$14.2M
(+10%)
Cap. Flow
-$3.23M
Cap. Flow
% of AUM
-2.08%
Top 10 Holdings %
Top 10 Hldgs %
64.92%
Holding
63
New
3
Increased
8
Reduced
31
Closed
1
Avg Time Held
1
quarter
Top 10 Avg Time Held
1
quarter
Top 20 Avg Time Held
1
quarter
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applied Materials
AMAT
|
+$222K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$204K |
| 3 |
Virtus Terranova US Quality Momentum ETF
JOET
|
+$189K |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$95.3K |
| 5 |
Capital Group Growth ETF
CGGR
|
+$38.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.86M |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$444K |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$300K |
| 4 |
Transmedics
TMDX
|
+$231K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$177K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.82% |
| 2 | Technology | 4.63% |
| 3 | Communication Services | 1.76% |
| 4 | Industrials | 1.4% |
| 5 | Financials | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$3.9T
| $1.22M | 0.78% |
3,267
+8
| +0.2% | +$3.24K |
2026 Q1
1 quarter
|
|
|
27
Capital Group Growth ETF
CGGR
$26.5B
| $1.21M | 0.78% |
25,617
+847
| +3% | +$38.3K |
2026 Q1
1 quarter
|
|
28
Visa
V
$694B
| $1.13M | 0.73% |
3,297
+18
| +0.5% | +$5.78K |
2026 Q1
1 quarter
|
|
29
Amazon
AMZN
$2.71T
| $1.02M | 0.66% |
4,289
| – | – |
2026 Q1
1 quarter
|
|
30
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.01M | 0.65% |
2,028
-1
| -0% | -$481 |
2026 Q1
1 quarter
|
|
31
Oracle
ORCL
$432B
| $994K | 0.64% |
6,784
-10
| -0.1% | -$1.81K |
2026 Q1
1 quarter
|
|
32
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.34B
| $968K | 0.62% |
9,916
-269
| -3% | -$25.7K |
2026 Q1
1 quarter
|
|
|
CGNG
33
Capital Group New Geography Equity ETF
CGNG
$3.24B
| $938K | 0.6% |
25,031
-412
| -2% | -$14.6K |
2026 Q1
1 quarter
|
|
34
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $900K | 0.58% |
11,670
| – | – |
2026 Q1
1 quarter
|
|
35
Vanguard Morningstar Large-Cap ETF
VV
$55B
| $866K | 0.56% |
2,519
+60
| +2% | +$20K |
2026 Q1
1 quarter
|
|
36
Vanguard Morningstar Value ETF
VTV
$186B
| $748K | 0.48% |
3,431
-313
| -8% | -$65.4K |
2026 Q1
1 quarter
|
|
37
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.9B
| $744K | 0.48% |
10,710
+44
| +0.4% | +$3K |
2026 Q1
1 quarter
|
|
38
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
| $717K | 0.46% |
13,840
-1,186
| -8% | -$60.7K |
2026 Q1
1 quarter
|
|
39
American Century Diversified Municipal Bond ETF
TAXF
$667M
| $661K | 0.42% |
13,001
-93
| -0.7% | -$4.69K |
2026 Q1
1 quarter
|
|
40
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$247M
| $651K | 0.42% |
4,137
-102
| -2% | -$15.1K |
2026 Q1
1 quarter
|
|
41
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
| $607K | 0.39% |
15,015
| – | – |
2026 Q1
1 quarter
|
|
42
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $568K | 0.37% |
3,583
| – | – |
2026 Q1
1 quarter
|
|
43
Tesla
TSLA
$1.5T
| $528K | 0.34% |
1,256
-17
| -1% | -$6.76K |
2026 Q1
1 quarter
|
|
44
iShares TIPS Bond ETF
TIP
$14.1B
| $505K | 0.32% |
4,611
-71
| -2% | -$7.85K |
2026 Q1
1 quarter
|
|
45
Nuveen ESG Large-Cap Growth ETF
NULG
$3.1B
| $465K | 0.3% |
3,976
| – | – |
2026 Q1
1 quarter
|
|
46
Broadcom
AVGO
$1.73T
| $435K | 0.28% |
1,151
| – | – |
2026 Q1
1 quarter
|
|
47
Nuveen ESG Large-Cap Value ETF
NULV
$2.53B
| $385K | 0.25% |
7,705
| – | – |
2026 Q1
1 quarter
|
|
48
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
| $380K | 0.24% |
7,149
| – | – |
2026 Q1
1 quarter
|
|
49
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $364K | 0.23% |
3,778
| – | – |
2026 Q1
1 quarter
|
|
|
50
Applied Materials
AMAT
$430B
| $348K | 0.22% |
+482
| New | +$222K |
2026 Q2
0 quarters
|
|
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Clearview Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Clearview Wealth Management held 63 positions worth $156M, up 10% from $141M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Clearview Wealth Management's Q2 2026 filing shows 3 new, 8 increased, 31 reduced and 1 closed positions. Its largest new stake was Applied Materials: 482 shares worth $348K. The largest sale was Janus Henderson AAA CLO ETF, an estimated $1.86M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, down from 90% a quarter earlier, followed by Technology and Communication Services.
- Clearview Wealth Management's largest Q2 2026 buy was Applied Materials: 482 shares worth $348K.
- Clearview Wealth Management added most to iShares MSCI Intl Quality Factor ETF in Q2 2026, an estimated $95.3K increase.
- Clearview Wealth Management's biggest Q2 2026 reduction was Janus Henderson AAA CLO ETF, cutting an estimated $1.86M.
- Clearview Wealth Management fully exited Transmedics in Q2 2026, selling an estimated $231K.
- Clearview Wealth Management's ten largest holdings make up 65% of its $156M portfolio in Q2 2026.
- Clearview Wealth Management opened 3 new positions and closed 1 in Q2 2026.
- Clearview Wealth Management's portfolio value rose 10% quarter-over-quarter to $156M.
Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.