Clearview Wealth Management LLC

IRVINE, CA · CIK 1857588 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIrvine, CA

$155.6m reported value +10.1% vs Q1 2026

62positions

64.9%in top 10

3 new 8 added 31 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	402,989	$36.3m23.34%	23.34%	Reduced -5.3k	-5,339 -1.3%
2	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	128,187	$14.5m9.30%	9.30%	Reduced -504	-504 -0.4%
3	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	222,426	$11.2m7.22%	7.22%	Reduced -36.7k	-36,741 -14.2%
4	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	199,418	$9.9m6.35%	6.35%	Added +2.0k	+1,951 1.0%
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	72,958	$6.4m4.12%	4.12%	Reduced -2.1k	-2,072 -2.8%
6	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	123,015	$5.6m3.60%	3.60%	Reduced -1.7k	-1,692 -1.4%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,055	$4.5m2.91%	2.91%	Reduced -52	-52 -0.8%
8	ISHARES TR MSCI USA MMENTM MTUM	MTUM	12,715	$4.4m2.80%	2.80%	Reduced -1.0k	-1,006 -7.3%
9	JANUS DETROIT STR TR B-BBB CLO ETF JBBB	JBBB	91,449	$4.3m2.78%	2.78%	Reduced -1.5k	-1,495 -1.6%
10	EA SERIES TRUST CAMBRIA US EQUAL USEW	USEW	69,865	$3.9m2.51%	2.51%	Reduced -2.2k	-2,228 -3.1%
11	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	20,259	$3.9m2.48%	2.48%	Reduced -388	-388 -1.9%
12	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,685	$3.2m2.07%	2.07%	Unchanged
13	ISHARES TR CORE US AGGBD ET AGG	AGG	30,071	$3.0m1.91%	1.91%	Reduced -490	-490 -1.6%
14	ISHARES TR CORE MSCI EAFE IEFA	IEFA	29,379	$2.8m1.82%	1.82%	Reduced -156	-156 -0.5%
15	AMERICAN CENTY ETF TR SHORT DURTN STRG SDSI	SDSI	52,155	$2.7m1.72%	1.72%	Reduced -2.4k	-2,433 -4.5%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	7,182	$2.5m1.63%	1.63%	Reduced -38	-38 -0.5%
17	APPLE INC COM AAPL	AAPL	8,648	$2.5m1.61%	1.61%	Reduced -9	-9 -0.1%
18	LOAR HOLDINGS INC COM SHS LOAR	LOAR	27,001	$2.2m1.40%	1.40%	Unchanged
19	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	58,968	$2.1m1.37%	1.37%	Reduced -1.0k	-1,012 -1.7%
20	VANGUARD INDEX FDS MID CAP ETF VO	VO	25,664	$2.1m1.33%	1.33%	Unchanged
21	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	20,103	$1.6m1.02%	1.02%	Added +4	+4 0.0%
22	NVIDIA CORPORATION COM NVDA	NVDA	7,371	$1.5m0.95%	0.95%	Reduced -80	-80 -1.1%
23	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	32,414	$1.4m0.92%	0.92%	Reduced -618	-618 -1.9%
24	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	27,366	$1.4m0.89%	0.89%	Added +9	+9 0.0%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,875	$1.3m0.85%	0.85%	Reduced -113	-113 -1.3%
26	MICROSOFT CORP COM MSFT	MSFT	3,267	$1.2m0.78%	0.78%	Added +8	+8 0.2%
27	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	25,617	$1.2m0.78%	0.78%	Added +847	+847 3.4%
28	VISA INC COM CL A V	V	3,297	$1.1m0.73%	0.73%	Added +18	+18 0.6%
29	AMAZON COM INC COM AMZN	AMZN	4,289	$1.0m0.66%	0.66%	Unchanged
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,028	$1.0m0.65%	0.65%	Reduced -1	-1 -0.1%
31	ORACLE CORP COM ORCL	ORCL	6,784	$994.2k0.64%	0.64%	Reduced -10	-10 -0.1%
32	ISHARES TR AGGRES ALLOC ETF AOA	AOA	9,916	$967.8k0.62%	0.62%	Reduced -269	-269 -2.6%
33	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	25,031	$937.7k0.60%	0.60%	Reduced -412	-412 -1.6%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	11,670	$899.9k0.58%	0.58%	Unchanged
35	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	2,519	$866.3k0.56%	0.56%	Added +60	+60 2.4%
36	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,431	$747.7k0.48%	0.48%	Reduced -313	-313 -8.4%
37	ISHARES TR GRWT ALLOCAT ETF AOR	AOR	10,710	$744.3k0.48%	0.48%	Added +44	+44 0.4%
38	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	13,840	$716.6k0.46%	0.46%	Reduced -1.2k	-1,186 -7.9%
39	AMERICAN CENTY ETF TR DIVERSIFIED MU TAXF	TAXF	13,001	$660.9k0.42%	0.42%	Reduced -93	-93 -0.7%
40	SPDR SER TR SSGA US SMAL ETF SMLV	SMLV	4,137	$651.0k0.42%	0.42%	Reduced -102	-102 -2.4%
41	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	15,015	$606.8k0.39%	0.39%	Unchanged
42	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	3,583	$568.5k0.37%	0.37%	Unchanged
43	TESLA INC COM TSLA	TSLA	1,256	$528.1k0.34%	0.34%	Reduced -17	-17 -1.3%
44	ISHARES TR TIPS BD ETF TIP	TIP	4,611	$504.6k0.32%	0.32%	Reduced -71	-71 -1.5%
45	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	3,976	$465.4k0.30%	0.30%	Unchanged
46	BROADCOM INC COM AVGO	AVGO	1,151	$434.9k0.28%	0.28%	Unchanged
47	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	7,705	$385.2k0.25%	0.25%	Unchanged
48	SELECT SECTOR SPDR TR ENERGY XLE	XLE	7,149	$379.7k0.24%	0.24%	Unchanged
49	ISHARES TR MSCI USA MIN VOL USMV	USMV	3,778	$364.4k0.23%	0.23%	Unchanged
50	APPLIED MATLS INC COM AMAT	AMAT	482	$348.5k0.22%	0.22%	New
51	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	11,496	$336.8k0.22%	0.22%	Unchanged
52	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	8,280	$331.4k0.21%	0.21%	Reduced -125	-125 -1.5%
53	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,850	$274.3k0.18%	0.18%	Unchanged
54	NUSHARES ETF TR NUVEEN ESG US NUBD	NUBD	10,047	$222.4k0.14%	0.14%	Unchanged
55	AST SPACEMOBILE INC COM CL A ASTS	ASTS	2,500	$222.2k0.14%	0.14%	Unchanged
56	ALPHABET INC CAP STK CL A GOOGL	GOOGL	567	$202.6k0.13%	0.13%	New
57	VIRTUS ETF TR II VIRTUS US QLTY JOET	JOET	4,331	$200.5k0.13%	0.13%	New
58	PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS PDO	PDO	10,813	$142.9k0.09%	0.09%	Reduced -5.5k	-5,541 -33.9%
59	ALLSPRING GLOBAL DIVIDEND OP COM EOD	EOD	12,103	$79.0k0.05%	0.05%	Unchanged
60	REKOR SYSTEMS INC COM REKR	REKR	15,000	$10.4k0.01%	0.01%	Unchanged
61	HUMACYTE INC COM HUMA	HUMA	13,000	$10.1k0.01%	0.01%	Unchanged
62	T3 DEFENSE INC COM NEW COM NEW		40,952	$7.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TRANSMEDICS GROUP INC TMDX	TMDX	2,326	$231.2k2.3k shares