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 | |
|---|---|---|---|---|---|---|---|
|
1
Invesco S&P 500 Quality ETF
SPHQ
$19B
| $30.7M | 21.72% |
+408,328
| New | +$31.8M |
2026 Q1
0 quarters
|
|
|
2
Invesco S&P MidCap Quality ETF
XMHQ
$5.47B
| $13.3M | 9.41% |
+128,691
| New | +$13.7M |
2026 Q1
0 quarters
|
|
|
3
Janus Henderson AAA CLO ETF
JAAA
$31.6B
| $13.1M | 9.23% |
+259,167
| New | +$13.1M |
2026 Q1
0 quarters
|
|
|
4
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
| $9.13M | 6.46% |
+197,467
| New | +$9.34M |
2026 Q1
0 quarters
|
|
|
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$176B
| $5.74M | 4.06% |
+75,030
| New | +$6M |
2026 Q1
0 quarters
|
|
6
Fidelity Total Bond ETF
FBND
$27.9B
| $5.69M | 4.02% |
+124,707
| New | +$5.75M |
2026 Q1
0 quarters
|
|
7
Janus Henderson B-BBB CLO ETF
JBBB
$1.52B
| $4.33M | 3.06% |
+92,944
| New | +$4.41M |
2026 Q1
0 quarters
|
|
8
State Street SPDR S&P 500 ETF Trust
SPY
$829B
| $3.97M | 2.81% |
+6,107
| New | +$4.15M |
2026 Q1
0 quarters
|
|
|
USEW
9
Cambria US EW ETF
USEW
$190M
| $3.52M | 2.49% |
+72,093
| New | +$3.67M |
2026 Q1
0 quarters
|
|
10
iShares MSCI USA Momentum Factor ETF
MTUM
$20.7B
| $3.29M | 2.33% |
+13,721
| New | +$3.45M |
2026 Q1
0 quarters
|
|
11
iShares Core US Aggregate Bond ETF
AGG
$135B
| $3.03M | 2.15% |
+30,561
| New | +$3.06M |
2026 Q1
0 quarters
|
|
12
American Century Short Duration Strategic Income ETF
SDSI
$306M
| $2.8M | 1.98% |
+54,588
| New | +$2.82M |
2026 Q1
0 quarters
|
|
13
Vanguard S&P 500 ETF
VOO
$1.06T
| $2.8M | 1.98% |
+4,685
| New | +$2.93M |
2026 Q1
0 quarters
|
|
14
State Street Technology Select Sector SPDR ETF
XLK
$131B
| $2.74M | 1.94% |
+20,647
| New | +$2.91M |
2026 Q1
0 quarters
|
|
15
iShares Core MSCI EAFE ETF
IEFA
$191B
| $2.67M | 1.89% |
+29,535
| New | +$2.76M |
2026 Q1
0 quarters
|
|
16
Apple
AAPL
$4.86T
| $2.2M | 1.55% |
+8,657
| New | +$2.25M |
2026 Q1
0 quarters
|
|
17
Alphabet (Google) Class C
GOOG
$4.21T
| $2.07M | 1.46% |
+7,220
| New | +$2.27M |
2026 Q1
0 quarters
|
|
18
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $1.84M | 1.3% |
+25,664
| New | +$1.91M |
2026 Q1
0 quarters
|
|
19
Schwab U.S Small- Cap ETF
SCHA
$22.1B
| $1.74M | 1.23% |
+59,980
| New | +$1.8M |
2026 Q1
0 quarters
|
|
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
| $1.59M | 1.13% |
+20,099
| New | +$1.6M |
2026 Q1
0 quarters
|
|
21
Loar Holdings
LOAR
$5.84B
| $1.55M | 1.09% |
+27,001
| New | +$1.82M |
2026 Q1
0 quarters
|
|
22
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.4B
| $1.36M | 0.97% |
+27,357
| New | +$1.38M |
2026 Q1
0 quarters
|
|
23
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.59B
| $1.35M | 0.95% |
+33,032
| New | +$1.38M |
2026 Q1
0 quarters
|
|
24
NVIDIA
NVDA
$5.77T
| $1.3M | 0.92% |
+7,451
| New | +$1.37M |
2026 Q1
0 quarters
|
|
25
Microsoft
MSFT
$3.9T
| $1.21M | 0.85% |
+3,259
| New | +$1.36M |
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.