Clearview Wealth Management LLC

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CIK 1857588

13F portfolio (2026-Q1)

$141M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

50.9%

Top 10

65.6%

Effective N

12.7

HHI

0.079

This quarter

60 new · 0 exit →

By sector

Unclassified90.5%

Information Technology4.3%

Communication Services1.6%

Financials1.4%

Industrials1.1%

Consumer Discretionary1.0%

Health Care0.2%

By market cap

Unknown90.5%

Mega (>$200B)8.1%

Mid ($2–10B)1.3%

Large ($10–200B)0.1%

Micro (<$300M)0.0%

By region

Other90.5%

North America9.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	91.16%	46
Software	1.56%	2
Technology Hardware & Equipment	1.55%	1
Software & IT Services	1.46%	1
Semiconductors & Semiconductor Equipment	1.17%	2
Aerospace & Defense	1.09%	1
Commercial Services & Supplies	0.70%	1
Specialty Retail	0.63%	1
Automobiles & Components	0.33%	1
Health Care Equipment & Supplies	0.16%	1
Diversified Telecommunication Services	0.15%	1
Communications Equipment	0.01%	1
Pharmaceuticals & Biotechnology	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	21.72%
2	XMHQ	INVESCO EXCHANGE TRADED FD T	Unclassified	9.41%
3	JAAA	JANUS DETROIT STR TR	Unclassified	9.23%
4	IQLT	ISHARES TR	Unclassified	6.46%
5	SPYM	SPDR SERIES TRUST	Unclassified	4.06%
6	FBND	FIDELITY TOTAL BOND ETF	Unclassified	4.02%
7	JBBB	JANUS DETROIT STR TR	Unclassified	3.06%
8	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.81%
9	USEW	EA SERIES TRUST	Unclassified	2.49%
10	MTUM	ISHARES TR	Unclassified	2.33%

15/60 names classified · sector 9.5% of weight · industry 8.8% · mkt cap 9.5%; unclassified names shown, never dropped.

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 8% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (10 classified)Clearview Wealth Management LLC centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsHealth Care

Style box summary for Clearview Wealth Management LLC: centroid Large Growth. Heaviest cells: Large Growth 7.1%, Large Core 0.3%, Small Growth 0.2%.

Classified: 7.6% of book weight (10/60 names) · unclassified 92.4%: SPHQ, XMHQ, JAAA, IQLT, SPYM, FBND, JBBB, SPY, USEW, MTUM +40 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 60 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPHQINVESCO EXCHANGE TRADED FD T	408,328	$31M	21.7%	NEW
2	XMHQINVESCO EXCHANGE TRADED FD T	128,691	$13M	9.4%	NEW
3	JAAAJANUS DETROIT STR TR	259,167	$13M	9.2%	NEW
4	IQLTISHARES TR	197,467	$9M	6.5%	NEW
5	SPYMSPDR SERIES TRUST	75,030	$6M	4.1%	NEW
6	FBNDFIDELITY TOTAL BOND ETF	124,707	$6M	4.0%	NEW
7	JBBBJANUS DETROIT STR TR	92,944	$4M	3.1%	NEW
8	SPYSTATE STR SPDR S&P 500 ETF T	6,107	$4M	2.8%	NEW
9	USEWEA SERIES TRUST	72,093	$4M	2.5%	NEW
10	MTUMISHARES TR	13,721	$3M	2.3%	NEW
11	AGGISHARES TR	30,561	$3M	2.1%	NEW
12	SDSIAMERICAN CENTY ETF TR	54,588	$3M	2.0%	NEW
13	VOOVANGUARD INDEX FDS	4,685	$3M	2.0%	NEW
14	XLKSELECT SECTOR SPDR TR	20,647	$3M	1.9%	NEW
15	IEFAISHARES TR	29,535	$3M	1.9%	NEW
16	AAPLAPPLE INC	8,657	$2M	1.6%	NEW
17	GOOGALPHABET INC	7,220	$2M	1.5%	NEW
18	VOVANGUARD INDEX FDS	6,416	$2M	1.3%	NEW
19	SCHASCHWAB STRATEGIC TR	59,980	$2M	1.2%	NEW
20	VCSHVANGUARD SCOTTSDALE FDS	20,099	$2M	1.1%	NEW
21	LOARLOAR HOLDINGS INC	27,001	$2M	1.1%	NEW
22	VTEBVANGUARD MUN BD FDS	27,357	$1M	1.0%	NEW
23	XLRESELECT SECTOR SPDR TR	33,032	$1M	1.0%	NEW
24	NVDANVIDIA CORPORATION	7,451	$1M	0.9%	NEW
25	MSFTMICROSOFT CORP	3,259	$1M	0.9%	NEW
26	IJRISHARES TR	8,988	$1M	0.8%	NEW
27	ORCLORACLE CORP	6,794	$999,465	0.7%	NEW
28	CGGRCAPITAL GROUP GROWTH ETF	24,770	$995,506	0.7%	NEW
29	VVISA INC	3,279	$991,045	0.7%	NEW
30	BRK.BBERKSHIRE HATHAWAY INC DEL	2,029	$972,297	0.7%	NEW
31	AOAISHARES TR	10,185	$901,291	0.6%	NEW
32	AMZNAMAZON COM INC	4,289	$893,270	0.6%	NEW
33	CGNGCAPITAL GROUP NEW GEOGRAPHY	25,443	$803,236	0.6%	NEW
34	IJHISHARES TR	11,670	$788,075	0.6%	NEW
35	VVVANGUARD INDEX FDS	2,459	$734,872	0.5%	NEW
36	VTVVANGUARD INDEX FDS	3,744	$734,573	0.5%	NEW
37	SPEMSPDR INDEX SHS FDS	15,026	$704,870	0.5%	NEW
38	AORISHARES TR	10,666	$686,357	0.5%	NEW
39	TAXFAMERICAN CENTY ETF TR	13,094	$655,368	0.5%	NEW
40	RODMLATTICE STRATEGIES TR	15,015	$591,891	0.4%	NEW
41	SMLVSPDR SERIES TRUST	4,239	$581,071	0.4%	NEW
42	XLVSELECT SECTOR SPDR TR	3,583	$525,304	0.4%	NEW
43	TIPISHARES TR	4,682	$516,706	0.4%	NEW
44	TSLATESLA INC	1,273	$473,238	0.3%	NEW
45	XLESELECT SECTOR SPDR TR	7,149	$437,948	0.3%	NEW
46	NULGNUSHARES ETF TR	3,976	$361,577	0.3%	NEW
47	AVGOBROADCOM INC	1,151	$356,304	0.3%	NEW
48	NULVNUSHARES ETF TR	7,705	$350,578	0.2%	NEW
49	USMVISHARES TR	3,778	$350,372	0.2%	NEW
50	FRELFIDELITY COVINGTON TRUST	11,496	$309,357	0.2%	NEW
51	NUDMNUSHARES ETF TR	8,405	$303,505	0.2%	NEW
52	VEAVANGUARD TAX-MANAGED FDS	3,850	$246,708	0.2%	NEW
53	TMDXTRANSMEDICS GROUP INC	2,326	$231,228	0.2%	NEW
54	NUBDNUSHARES ETF TR	10,047	$223,144	0.2%	NEW
55	PDOPIMCO DYNAMIC INCOME OPRNTS	16,354	$211,457	0.1%	NEW
56	ASTSAST SPACEMOBILE INC	2,500	$207,175	0.1%	NEW
57	EODALLSPRING GLOBAL DIVIDEND OP	12,103	$70,560	0.0%	NEW
58	DFNSNUKKLEUS INC	40,952	$29,375	0.0%	NEW
59	REKRREKOR SYSTEMS INC	15,000	$12,300	0.0%	NEW
60	HUMAHUMACYTE INC	13,000	$7,887	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPHQINVESCO EXCHANGE TRADED FD T

—

408K

$31M

XMHQINVESCO EXCHANGE TRADED FD T

—

129K

$13M

JAAAJANUS DETROIT STR TR

—

259K

$13M

IQLTISHARES TR

—

197K

$9M

SPYMSPDR SERIES TRUST

—

75K

$6M

FBNDFIDELITY TOTAL BOND ETF

—

125K

$6M

JBBBJANUS DETROIT STR TR

—

93K

$4M

SPYSTATE STR SPDR S&P 500 ETF T

—

$4M

USEWEA SERIES TRUST

—

72K

$4M

MTUMISHARES TR

—

14K

$3M

AGGISHARES TR

—

31K

$3M

SDSIAMERICAN CENTY ETF TR

—

55K

$3M

VOOVANGUARD INDEX FDS

—

$3M

XLKSELECT SECTOR SPDR TR

—

21K

$3M

IEFAISHARES TR

—

30K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Clearview Wealth Management LLC