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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
Cap. Flow
-$3.23M
Cap. Flow %
-2.08%
Top 10 Hldgs %
64.92%
Holding
63
New
3
Increased
8
Reduced
31
Closed
1

Top Buys

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$222K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$204K
3
JOET icon
Virtus Terranova US Quality Momentum ETF
JOET
+$189K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$95.3K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$38.3K

Top Sells

Rank Stock Value
1
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.86M
2
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$444K
3
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$300K
4
TMDX icon
Transmedics
TMDX
+$231K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$177K

Sector Composition

Rank Sector Weight
1 Technology 4.63%
2 Communication Services 1.76%
3 Industrials 1.4%
4 Financials 1.38%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.6T
$1.22M 0.78%
3,267
+8
+0.2% +$3.24K
CGGR icon
27
Capital Group Growth ETF
CGGR
$25.1B
$1.21M 0.78%
25,617
+847
+3% +$38.3K
V icon
28
Visa
V
$682B
$1.13M 0.73%
3,297
+18
+0.5% +$5.78K
AMZN icon
29
Amazon
AMZN
$2.87T
$1.02M 0.66%
4,289
– –
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.01M 0.65%
2,028
-1
-0% -$481
ORCL icon
31
Oracle
ORCL
$414B
$994K 0.64%
6,784
-10
-0.1% -$1.81K
AOA icon
32
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$968K 0.62%
9,916
-269
-3% -$25.7K
CGNG
33
Capital Group New Geography Equity ETF
CGNG
$2.91B
$938K 0.6%
25,031
-412
-2% -$14.6K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$126B
$900K 0.58%
11,670
– –
VV icon
35
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$866K 0.56%
2,519
+60
+2% +$20K
VTV icon
36
Vanguard Morningstar Value ETF
VTV
$194B
$748K 0.48%
3,431
-313
-8% -$65.4K
AOR icon
37
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$744K 0.48%
10,710
+44
+0.4% +$3K
SPEM icon
38
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$717K 0.46%
13,840
-1,186
-8% -$60.7K
TAXF icon
39
American Century Diversified Municipal Bond ETF
TAXF
$683M
$661K 0.42%
13,001
-93
-0.7% -$4.69K
SMLV icon
40
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$259M
$651K 0.42%
4,137
-102
-2% -$15.1K
RODM icon
41
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
$607K 0.39%
15,015
– –
XLV icon
42
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$568K 0.37%
3,583
– –
TSLA icon
43
Tesla
TSLA
$1.39T
$528K 0.34%
1,256
-17
-1% -$6.76K
TIP icon
44
iShares TIPS Bond ETF
TIP
$14.9B
$505K 0.32%
4,611
-71
-2% -$7.85K
NULG icon
45
Nuveen ESG Large-Cap Growth ETF
NULG
$2.74B
$465K 0.3%
3,976
– –
AVGO icon
46
Broadcom
AVGO
$1.72T
$435K 0.28%
1,151
– –
NULV icon
47
Nuveen ESG Large-Cap Value ETF
NULV
$2.27B
$385K 0.25%
7,705
– –
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$380K 0.24%
7,149
– –
USMV icon
49
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$364K 0.23%
3,778
– –
AMAT icon
50
Applied Materials
AMAT
$394B
$348K 0.22%
+482
New +$222K
1
2
3

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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 Technology at 4.6% of assets, up from 4.4% a quarter earlier, followed by Communication Services and Industrials.

  • 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.