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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 %
103.36%
Top 10 Hldgs %
65.6%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$31.8M
2
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$13.7M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.1M
4
IQLT icon
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 Technology 4.44%
2 Communication Services 1.46%
3 Financials 1.39%
4 Industrials 1.11%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.12M 0.79%
+8,988
New +$1.14M
ORCL icon
27
Oracle
ORCL
$414B
$999K 0.71%
+6,794
New +$1.1M
CGGR icon
28
Capital Group Growth ETF
CGGR
$25.1B
$996K 0.7%
+24,770
New +$1.07M
V icon
29
Visa
V
$682B
$991K 0.7%
+3,279
New +$1.05M
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.07T
$972K 0.69%
+2,029
New +$996K
AOA icon
31
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$901K 0.64%
+10,185
New +$928K
AMZN icon
32
Amazon
AMZN
$2.87T
$893K 0.63%
+4,289
New +$944K
CGNG
33
Capital Group New Geography Equity ETF
CGNG
$2.91B
$803K 0.57%
+25,443
New +$845K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$126B
$788K 0.56%
+11,670
New +$810K
VV icon
35
Vanguard Morningstar Large-Cap ETF
VV
$54.2B
$735K 0.52%
+2,459
New +$769K
VTV icon
36
Vanguard Morningstar Value ETF
VTV
$194B
$735K 0.52%
+3,744
New +$750K
SPEM icon
37
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$705K 0.5%
+15,026
New +$732K
AOR icon
38
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
$686K 0.49%
+10,666
New +$703K
TAXF icon
39
American Century Diversified Municipal Bond ETF
TAXF
$683M
$655K 0.46%
+13,094
New +$664K
RODM icon
40
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
$592K 0.42%
+15,015
New +$587K
SMLV icon
41
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$259M
$581K 0.41%
+4,239
New +$588K
XLV icon
42
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$525K 0.37%
+3,583
New +$553K
TIP icon
43
iShares TIPS Bond ETF
TIP
$14.9B
$517K 0.37%
+4,682
New +$518K
TSLA icon
44
Tesla
TSLA
$1.39T
$473K 0.33%
+1,273
New +$524K
XLE icon
45
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$438K 0.31%
+7,149
New +$383K
NULG icon
46
Nuveen ESG Large-Cap Growth ETF
NULG
$2.74B
$362K 0.26%
+3,976
New +$381K
AVGO icon
47
Broadcom
AVGO
$1.72T
$356K 0.25%
+1,151
New +$379K
NULV icon
48
Nuveen ESG Large-Cap Value ETF
NULV
$2.27B
$351K 0.25%
+7,705
New +$360K
USMV icon
49
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$350K 0.25%
+3,778
New +$359K
FREL icon
50
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
$309K 0.22%
+11,496
New +$320K
1
2
3

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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 Technology at 4.4% of assets, followed by Communication Services and Financials.

  • 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.