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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
NUDM icon
51
Nuveen ESG International Developed Markets Equity ETF
NUDM
$731M
$304K 0.21%
+8,405
New +$316K
VEA icon
52
Vanguard FTSE Developed Markets ETF
VEA
$237B
$247K 0.17%
+3,850
New +$254K
TMDX icon
53
Transmedics
TMDX
$3.26B
$231K 0.16%
+2,326
New +$303K
NUBD icon
54
Nuveen ESG US Aggregate Bond ETF
NUBD
$466M
$223K 0.16%
+10,047
New +$225K
PDO
55
PIMCO Dynamic Income Opportunities Fund
PDO
$1.81B
$211K 0.15%
+16,354
New +$224K
ASTS icon
56
AST SpaceMobile
ASTS
$19.9B
$207K 0.15%
+2,500
New +$236K
EOD
57
Allspring Global Dividend Opportunity Fund
EOD
$290M
$70.6K 0.05%
+12,103
New +$72.7K
DFNS
58
T3 Defense Inc
DFNS
$26.3M
$29.4K 0.02%
+328
New +$88.9K
REKR icon
59
Rekor Systems
REKR
$82.1M
$12.3K 0.01%
+15,000
New +$16.1K
HUMA icon
60
Humacyte
HUMA
$204M
$7.89K 0.01%
+13,000
New +$13.5K
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.