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The Analysis of Clearview Wealth Management LLC's Holdings & P&L

Currently, Clearview Wealth Management LLC holds 62 types of securities in its portfolio with a total value $155.6M. In the most recent quarter, they have increased their positions in VO (+19.2K shares, valued at $1.6M), N/A (+482 shares, valued at $348.5K), GOOGL (+567 shares, valued at $202.6K); decreased their positions in JAAA (-36.7K shares, valued at $1.9M), SPHQ (-5.3K shares, valued at $481.0K), MTUM (-1.0K shares, valued at $344.9K); initiated new positions in N/A (+482 shares, valued at $348.5K), GOOGL (+567 shares, valued at $202.6K), JOET (+4.3K shares, valued at $200.5K).

1M P&L

-95.9K-0.07%

3M P&L

+3.2M+2.52%

HY P&L

+4.9M+3.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A123.0M

90.5%

2Internet Content & Information2.7M

2.0%

3Consumer Electronics2.5M

1.8%

Top Industries by Stock Count

1N/A41 stocks

75.9%

2Internet Content & Information2 stocks

3.7%

3Software - Infrastructure2 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO EXCHANGE TRADED FD T403.0K shares-1.31%2026-06-302026-07-14

XMHQ INVESCO EXCHANGE TRADED FD T128.2K shares-0.39%2026-06-302026-07-14

JAAA JANUS DETROIT STR TR222.4K shares-14.18%2026-06-302026-07-14

IQLT ISHARES TR199.4K shares0.99%2026-06-302026-07-14

SPDR SERIES TRUST SPDR SERIES TRUST73.0K shares-2.76%2026-06-302026-07-14

FBND FIDELITY MERRIMACK STR TR123.0K shares-1.36%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.1K shares-0.85%2026-06-302026-07-14

MTUM ISHARES TR12.7K shares-7.33%2026-06-302026-07-14

Sponsored

JBBB JANUS DETROIT STR TR91.4K shares-1.61%2026-06-302026-07-14

USEW EA SERIES TRUST69.9K shares-3.09%2026-06-302026-07-14

XLK SELECT SECTOR SPDR TR20.3K shares-1.88%2026-06-302026-07-14

VOO VANGUARD INDEX FDS4.7K shares0.00%2026-06-302026-07-14

ISHARES TR ISHARES TR30.1K shares-1.60%2026-06-302026-07-14

ISHARES TR ISHARES TR29.4K shares-0.53%2026-06-302026-07-14

SDSI AMERICAN CENTY ETF TR52.2K shares-4.46%2026-06-302026-07-14

GOOG ALPHABET INC7.2K shares-0.53%2026-06-302026-07-14

Sponsored

AAPL APPLE INC8.6K shares-0.10%2026-06-302026-07-14

LOAR LOAR HOLDINGS INC27.0K shares0.00%2026-06-302026-07-14

SCHA SCHWAB STRATEGIC TR59.0K shares-1.69%2026-06-302026-07-14

VO VANGUARD INDEX FDS25.7K shares300.00%2026-06-302026-07-14

VCSH VANGUARD SCOTTSDALE FDS20.1K shares0.02%2026-06-302026-07-14

NVDA NVIDIA CORPORATION7.4K shares-1.07%2026-06-302026-07-14

XLRE SELECT SECTOR SPDR TR32.4K shares-1.87%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS27.4K shares0.03%2026-06-302026-07-14

Sponsored

IJR ISHARES TR8.9K shares-1.26%2026-06-302026-07-14

MSFT MICROSOFT CORP3.3K shares0.25%2026-06-302026-07-14

CGGR CAPITAL GROUP GROWTH ETF25.6K shares3.42%2026-06-302026-07-14

VISA INC VISA INC3.3K shares0.55%2026-06-302026-07-14

AMZN AMAZON COM INC4.3K shares0.00%2026-06-302026-07-14

BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares-0.05%2026-06-302026-07-14

ORACLE CORP ORACLE CORP6.8K shares-0.15%2026-06-302026-07-14

AOA ISHARES TR9.9K shares-2.64%2026-06-302026-07-14

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY25.0K shares-1.62%2026-06-302026-07-14

IJH ISHARES TR11.7K shares0.00%2026-06-302026-07-14

VV VANGUARD INDEX FDS2.5K shares2.44%2026-06-302026-07-14

VTV VANGUARD INDEX FDS3.4K shares-8.36%2026-06-302026-07-14

AOR ISHARES TR10.7K shares0.41%2026-06-302026-07-14

SPEM SPDR INDEX SHS FDS13.8K shares-7.89%2026-06-302026-07-14

TAXF AMERICAN CENTY ETF TR13.0K shares-0.71%2026-06-302026-07-14

SMLV SPDR SERIES TRUST4.1K shares-2.41%2026-06-302026-07-14

Sponsored

RODM LATTICE STRATEGIES TR15.0K shares0.00%2026-06-302026-07-14

XLV SELECT SECTOR SPDR TR3.6K shares0.00%2026-06-302026-07-14

TSLA TESLA INC1.3K shares-1.34%2026-06-302026-07-14

TIP ISHARES TR4.6K shares-1.52%2026-06-302026-07-14

NULG NUSHARES ETF TR4.0K shares0.00%2026-06-302026-07-14

BROADCOM INC BROADCOM INC1.2K shares0.00%2026-06-302026-07-14

NULV NUSHARES ETF TR7.7K shares0.00%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR7.1K shares0.00%2026-06-302026-07-14

Sponsored

USMV ISHARES TR3.8K shares0.00%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC482 sharesnew addition2026-06-302026-07-14

FREL FIDELITY COVINGTON TRUST11.5K shares0.00%2026-06-302026-07-14

NUDM NUSHARES ETF TR8.3K shares-1.49%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS3.9K shares0.00%2026-06-302026-07-14

NUBD NUSHARES ETF TR10.0K shares0.00%2026-06-302026-07-14

ASTS AST SPACEMOBILE INC2.5K shares0.00%2026-06-302026-07-14

GOOGL ALPHABET INC567 sharesnew addition2026-06-302026-07-14

Sponsored

JOET VIRTUS ETF TR II4.3K sharesnew addition2026-06-302026-07-14

PDO PIMCO DYNAMIC INCOME OPRNTS10.8K shares-33.88%2026-06-302026-07-14

EOD ALLSPRING GLOBAL DIVIDEND OP12.1K shares0.00%2026-06-302026-07-14

REKR REKOR SYSTEMS INC15.0K shares0.00%2026-06-302026-07-14

HUMA HUMACYTE INC13.0K shares0.00%2026-06-302026-07-14

NUKK T3 DEFENSE INC41.0K shares0.00%2026-06-302026-07-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.31%

Shares403.0K

Event2026-06-30

Filed2026-07-14

XMHQ

INVESCO EXCHANGE TRADED FD T

-0.39%

Shares128.2K

Event2026-06-30

Filed2026-07-14

JAAA

JANUS DETROIT STR TR

-14.18%

Shares222.4K

Event2026-06-30

Filed2026-07-14

IQLT

ISHARES TR

0.99%

Shares199.4K

Event2026-06-30

Filed2026-07-14

SPDR SERIES TRUST

-2.76%

Shares73.0K

Event2026-06-30

Filed2026-07-14

FBND

FIDELITY MERRIMACK STR TR

-1.36%

Shares123.0K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

-0.85%

Shares6.1K

Event2026-06-30

Filed2026-07-14

MTUM

ISHARES TR

-7.33%

Shares12.7K

Event2026-06-30

Filed2026-07-14

JBBB

JANUS DETROIT STR TR

-1.61%

Shares91.4K

Event2026-06-30

Filed2026-07-14

USEW

EA SERIES TRUST

-3.09%

Shares69.9K

Event2026-06-30

Filed2026-07-14

XLK

SELECT SECTOR SPDR TR

-1.88%

Shares20.3K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-1.60%

Shares30.1K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-0.53%

Shares29.4K

Event2026-06-30

Filed2026-07-14

SDSI

AMERICAN CENTY ETF TR

-4.46%

Shares52.2K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-0.53%

Shares7.2K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-0.10%

Shares8.6K

Event2026-06-30

Filed2026-07-14

LOAR

LOAR HOLDINGS INC

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-14

SCHA

SCHWAB STRATEGIC TR

-1.69%

Shares59.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

300.00%

Shares25.7K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SCOTTSDALE FDS

0.02%

Shares20.1K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

-1.07%

Shares7.4K

Event2026-06-30

Filed2026-07-14

XLRE

SELECT SECTOR SPDR TR

-1.87%

Shares32.4K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.03%

Shares27.4K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

-1.26%

Shares8.9K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

0.25%

Shares3.3K

Event2026-06-30

Filed2026-07-14

CGGR

CAPITAL GROUP GROWTH ETF

3.42%

Shares25.6K

Event2026-06-30

Filed2026-07-14

VISA INC

0.55%

Shares3.3K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-14

AOA

ISHARES TR

-2.64%

Shares9.9K

Event2026-06-30

Filed2026-07-14

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-1.62%

Shares25.0K

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

2.44%

Shares2.5K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

-8.36%

Shares3.4K

Event2026-06-30

Filed2026-07-14

AOR

ISHARES TR

0.41%

Shares10.7K

Event2026-06-30

Filed2026-07-14

SPEM

SPDR INDEX SHS FDS

-7.89%

Shares13.8K

Event2026-06-30

Filed2026-07-14

TAXF

AMERICAN CENTY ETF TR

-0.71%

Shares13.0K

Event2026-06-30

Filed2026-07-14

SMLV

SPDR SERIES TRUST

-2.41%

Shares4.1K

Event2026-06-30

Filed2026-07-14

RODM

LATTICE STRATEGIES TR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

-1.34%

Shares1.3K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

-1.52%

Shares4.6K

Event2026-06-30

Filed2026-07-14

NULG

NUSHARES ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

NULV

NUSHARES ETF TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-14

USMV

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

New

Shares482

Event2026-06-30

Filed2026-07-14

FREL

FIDELITY COVINGTON TRUST

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-14

NUDM

NUSHARES ETF TR

-1.49%

Shares8.3K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-14

NUBD

NUSHARES ETF TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-14

ASTS

AST SPACEMOBILE INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

New

Shares567

Event2026-06-30

Filed2026-07-14

JOET

VIRTUS ETF TR II

New

Shares4.3K

Event2026-06-30

Filed2026-07-14

PDO

PIMCO DYNAMIC INCOME OPRNTS

-33.88%

Shares10.8K

Event2026-06-30

Filed2026-07-14

EOD

ALLSPRING GLOBAL DIVIDEND OP

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-14

REKR

REKOR SYSTEMS INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-14

HUMA

HUMACYTE INC

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-14

NUKK

T3 DEFENSE INC

0.00%

Shares41.0K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available