We are live on
!
Find out more
CWM
Clearview Wealth Management Portfolio holdings
AUM
$156M
This Fund
S&P 500
This Quarter
Est. Return
-1.73%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
103.36%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$31.8M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$13.7M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$13.1M |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$9.34M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.46% |
| 2 | Technology | 4.44% |
| 3 | Communication Services | 1.46% |
| 4 | Financials | 1.39% |
| 5 | Industrials | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$105B
| $1.12M | 0.79% |
+8,988
| New | +$1.14M |
2026 Q1
0 quarters
|
|
27
Oracle
ORCL
$432B
| $999K | 0.71% |
+6,794
| New | +$1.1M |
2026 Q1
0 quarters
|
|
28
Capital Group Growth ETF
CGGR
$26.5B
| $996K | 0.7% |
+24,770
| New | +$1.07M |
2026 Q1
0 quarters
|
|
29
Visa
V
$694B
| $991K | 0.7% |
+3,279
| New | +$1.05M |
2026 Q1
0 quarters
|
|
30
Berkshire Hathaway Class B
BRK.B
$1.08T
| $972K | 0.69% |
+2,029
| New | +$996K |
2026 Q1
0 quarters
|
|
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.34B
| $901K | 0.64% |
+10,185
| New | +$928K |
2026 Q1
0 quarters
|
|
32
Amazon
AMZN
$2.71T
| $893K | 0.63% |
+4,289
| New | +$944K |
2026 Q1
0 quarters
|
|
|
CGNG
33
Capital Group New Geography Equity ETF
CGNG
$3.24B
| $803K | 0.57% |
+25,443
| New | +$845K |
2026 Q1
0 quarters
|
|
34
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $788K | 0.56% |
+11,670
| New | +$810K |
2026 Q1
0 quarters
|
|
35
Vanguard Morningstar Large-Cap ETF
VV
$55B
| $735K | 0.52% |
+2,459
| New | +$769K |
2026 Q1
0 quarters
|
|
36
Vanguard Morningstar Value ETF
VTV
$186B
| $735K | 0.52% |
+3,744
| New | +$750K |
2026 Q1
0 quarters
|
|
37
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
| $705K | 0.5% |
+15,026
| New | +$732K |
2026 Q1
0 quarters
|
|
38
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.9B
| $686K | 0.49% |
+10,666
| New | +$703K |
2026 Q1
0 quarters
|
|
39
American Century Diversified Municipal Bond ETF
TAXF
$667M
| $655K | 0.46% |
+13,094
| New | +$664K |
2026 Q1
0 quarters
|
|
40
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.62B
| $592K | 0.42% |
+15,015
| New | +$587K |
2026 Q1
0 quarters
|
|
41
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$247M
| $581K | 0.41% |
+4,239
| New | +$588K |
2026 Q1
0 quarters
|
|
42
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
| $525K | 0.37% |
+3,583
| New | +$553K |
2026 Q1
0 quarters
|
|
43
iShares TIPS Bond ETF
TIP
$14.1B
| $517K | 0.37% |
+4,682
| New | +$518K |
2026 Q1
0 quarters
|
|
44
Tesla
TSLA
$1.5T
| $473K | 0.33% |
+1,273
| New | +$524K |
2026 Q1
0 quarters
|
|
45
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
| $438K | 0.31% |
+7,149
| New | +$383K |
2026 Q1
0 quarters
|
|
46
Nuveen ESG Large-Cap Growth ETF
NULG
$3.1B
| $362K | 0.26% |
+3,976
| New | +$381K |
2026 Q1
0 quarters
|
|
47
Broadcom
AVGO
$1.73T
| $356K | 0.25% |
+1,151
| New | +$379K |
2026 Q1
0 quarters
|
|
48
Nuveen ESG Large-Cap Value ETF
NULV
$2.53B
| $351K | 0.25% |
+7,705
| New | +$360K |
2026 Q1
0 quarters
|
|
49
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $350K | 0.25% |
+3,778
| New | +$359K |
2026 Q1
0 quarters
|
|
50
Fidelity MSCI Real Estate Index ETF
FREL
$1.35B
| $309K | 0.22% |
+11,496
| New | +$320K |
2026 Q1
0 quarters
|
|
Similar funds
CP
RB
FLP
BF
SC
GA
RWC
ACL
Clearview Wealth Management's Q1 2026 Portfolio in Review
Q1 2026 is the first quarter with a 13F filing on record for Clearview Wealth Management, which disclosed 60 positions worth $141M. Its ten largest holdings account for 66% of the portfolio.
Its largest position is Invesco S&P 500 Quality ETF: 408,328 shares worth $30.7M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, followed by Technology and Communication Services.
- Clearview Wealth Management's largest Q1 2026 buy was Invesco S&P 500 Quality ETF: 408,328 shares worth $30.7M.
- Clearview Wealth Management's ten largest holdings make up 66% of its $141M portfolio in Q1 2026.
- Clearview Wealth Management disclosed 60 positions in Q1 2026, its first 13F filing on record.
Based on Clearview Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.