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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
SPHQ icon
1
Invesco S&P 500 Quality ETF
SPHQ
$19.8B
$30.7M 21.72%
+408,328
New +$31.8M
XMHQ icon
2
Invesco S&P MidCap Quality ETF
XMHQ
$5.67B
$13.3M 9.41%
+128,691
New +$13.7M
JAAA icon
3
Janus Henderson AAA CLO ETF
JAAA
$30.1B
$13.1M 9.23%
+259,167
New +$13.1M
IQLT icon
4
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$9.13M 6.46%
+197,467
New +$9.34M
SPYM
5
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$5.74M 4.06%
+75,030
New +$6M
FBND icon
6
Fidelity Total Bond ETF
FBND
$27.5B
$5.69M 4.02%
+124,707
New +$5.75M
JBBB icon
7
Janus Henderson B-BBB CLO ETF
JBBB
$1.46B
$4.33M 3.06%
+92,944
New +$4.41M
SPY icon
8
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$3.97M 2.81%
+6,107
New +$4.15M
USEW
9
Cambria US EW ETF
USEW
$193M
$3.52M 2.49%
+72,093
New +$3.67M
MTUM icon
10
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$3.29M 2.33%
+13,721
New +$3.45M
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$139B
$3.03M 2.15%
+30,561
New +$3.06M
SDSI icon
12
American Century Short Duration Strategic Income ETF
SDSI
$274M
$2.8M 1.98%
+54,588
New +$2.82M
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.03T
$2.8M 1.98%
+4,685
New +$2.93M
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$120B
$2.74M 1.94%
+20,647
New +$2.91M
IEFA icon
15
iShares Core MSCI EAFE ETF
IEFA
$195B
$2.67M 1.89%
+29,535
New +$2.76M
AAPL icon
16
Apple
AAPL
$4.62T
$2.2M 1.55%
+8,657
New +$2.25M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.18T
$2.07M 1.46%
+7,220
New +$2.27M
VO icon
18
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.84M 1.3%
+25,664
New +$1.91M
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$1.74M 1.23%
+59,980
New +$1.8M
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$1.59M 1.13%
+20,099
New +$1.6M
LOAR icon
21
Loar Holdings
LOAR
$7.17B
$1.55M 1.09%
+27,001
New +$1.82M
VTEB icon
22
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.9B
$1.36M 0.97%
+27,357
New +$1.38M
XLRE icon
23
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$1.35M 0.95%
+33,032
New +$1.38M
NVDA icon
24
NVIDIA
NVDA
$5.27T
$1.3M 0.92%
+7,451
New +$1.37M
MSFT icon
25
Microsoft
MSFT
$3.6T
$1.21M 0.85%
+3,259
New +$1.36M
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.