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Clearview Wealth Management LLC

Portfolio Manager
Clearview Wealth Management LLC
Performance
0% (N/A)
AUM (13F)
$141.38M
# of Holdings
60
Performance Rank
N/A
Allocation (Top 20)
82.2%

Clearview Wealth Management LLC Holdings Map

Top 50 Clearview Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPHQ
INVESCO EXCHANGE TRADED FD T
21.72%408.3K$30.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 408.3K shares
$75.12(+16.97%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
9.41%128.7K$13.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 128.7K shares
$102.90(+10.14%)
2026-03-31
JAAA
JANUS DETROIT STR TR
9.23%259.2K$13.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 259.2K shares
$50.48(+0.15%)
2026-03-31
IQLT
ISHARES TR
6.46%197.5K$9.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 197.5K shares
$45.84(+8.20%)
2026-03-31
SPYM
SPDR SERIES TRUST
4.06%75.0K$5.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 75.0K shares
$78.38(+11.85%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
4.02%124.7K$5.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 124.7K shares
$45.83(-0.79%)
2026-03-31
JBBB
JANUS DETROIT STR TR
3.06%92.9K$4.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 92.9K shares
$47.15(+0.46%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.81%6.1K$4.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.1K shares
$666.13(+11.81%)
2026-03-31
USEW
EA SERIES TRUST
2.49%72.1K$3.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 72.1K shares
$49.82(+7.30%)
2026-03-31
MTUM
ISHARES TR
2.33%13.7K$3.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.7K shares
$245.15(+29.12%)
2026-03-31

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