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

Currently, Clearview Wealth Management LLC holds 60 types of securities in its portfolio with a total value $141.4M. In the most recent quarter, they have increased their positions in SPHQ (+408.3K shares, valued at $30.7M), XMHQ (+128.7K shares, valued at $13.3M), JAAA (+259.2K shares, valued at $13.1M); initiated new positions in SPHQ (+408.3K shares, valued at $30.7M), XMHQ (+128.7K shares, valued at $13.3M), JAAA (+259.2K shares, valued at $13.1M).

1M P&L

-29.3K-0.02%

3M P&L

+4.9M+3.48%

HY P&L

+2.0M+1.42%

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/A121.6M

92.4%

2Software - Infrastructure2.2M

1.7%

3Consumer Electronics2.2M

1.7%

Top Industries by Stock Count

1N/A42 stocks

77.8%

2Software - Infrastructure3 stocks

5.6%

3Internet Retail1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO EXCHANGE TRADED FD T408.3K sharesnew addition2026-03-312026-05-15

XMHQ INVESCO EXCHANGE TRADED FD T128.7K sharesnew addition2026-03-312026-05-15

JAAA JANUS DETROIT STR TR259.2K sharesnew addition2026-03-312026-05-15

IQLT ISHARES TR197.5K sharesnew addition2026-03-312026-05-15

SPYM SPDR SERIES TRUST75.0K sharesnew addition2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR124.7K sharesnew addition2026-03-312026-05-15

JBBB JANUS DETROIT STR TR92.9K sharesnew addition2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T6.1K sharesnew addition2026-03-312026-05-15

Sponsored

EA SERIES TRUST EA SERIES TRUST72.1K sharesnew addition2026-03-312026-05-15

MTUM ISHARES TR13.7K sharesnew addition2026-03-312026-05-15

AGG ISHARES TR30.6K sharesnew addition2026-03-312026-05-15

SDSI AMERICAN CENTY ETF TR54.6K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K sharesnew addition2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR20.6K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR29.5K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC8.7K sharesnew addition2026-03-312026-05-15

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ALPHABET INC ALPHABET INC7.2K sharesnew addition2026-03-312026-05-15

VO VANGUARD INDEX FDS6.4K sharesnew addition2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR60.0K sharesnew addition2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS20.1K sharesnew addition2026-03-312026-05-15

LOAR LOAR HOLDINGS INC27.0K sharesnew addition2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS27.4K sharesnew addition2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR33.0K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION7.5K sharesnew addition2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP3.3K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR9.0K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP6.8K sharesnew addition2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF24.8K sharesnew addition2026-03-312026-05-15

V VISA INC3.3K sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K sharesnew addition2026-03-312026-05-15

AOA ISHARES TR10.2K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC4.3K sharesnew addition2026-03-312026-05-15

Sponsored

CGNG CAPITAL GROUP NEW GEOGRAPHY25.4K sharesnew addition2026-03-312026-05-15

IJH ISHARES TR11.7K sharesnew addition2026-03-312026-05-15

VV VANGUARD INDEX FDS2.5K sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS3.7K sharesnew addition2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS15.0K sharesnew addition2026-03-312026-05-15

AOR ISHARES TR10.7K sharesnew addition2026-03-312026-05-15

TAXF AMERICAN CENTY ETF TR13.1K sharesnew addition2026-03-312026-05-15

RODM LATTICE STRATEGIES TR15.0K sharesnew addition2026-03-312026-05-15

Sponsored

SMLV SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR3.6K sharesnew addition2026-03-312026-05-15

TIP ISHARES TR4.7K sharesnew addition2026-03-312026-05-15

TSLA TESLA INC1.3K sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR7.1K sharesnew addition2026-03-312026-05-15

NULG NUSHARES ETF TR4.0K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.2K sharesnew addition2026-03-312026-05-15

NULV NUSHARES ETF TR7.7K sharesnew addition2026-03-312026-05-15

Sponsored

USMV ISHARES TR3.8K sharesnew addition2026-03-312026-05-15

FREL FIDELITY COVINGTON TRUST11.5K sharesnew addition2026-03-312026-05-15

NUDM NUSHARES ETF TR8.4K sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS3.9K sharesnew addition2026-03-312026-05-15

TMDX TRANSMEDICS GROUP INC2.3K sharesnew addition2026-03-312026-05-15

NUBD NUSHARES ETF TR10.0K sharesnew addition2026-03-312026-05-15

PDO PIMCO DYNAMIC INCOME OPRNTS16.4K sharesnew addition2026-03-312026-05-15

ASTS AST SPACEMOBILE INC2.5K sharesnew addition2026-03-312026-05-15

Sponsored

EOD ALLSPRING GLOBAL DIVIDEND OP12.1K sharesnew addition2026-03-312026-05-15

T3 DEFENSE INC T3 DEFENSE INC41.0K sharesnew addition2026-03-312026-05-15

REKR REKOR SYSTEMS INC15.0K sharesnew addition2026-03-312026-05-15

HUMA HUMACYTE INC13.0K sharesnew addition2026-03-312026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares408.3K

Event2026-03-31

Filed2026-05-15

XMHQ

INVESCO EXCHANGE TRADED FD T

New

Shares128.7K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

New

Shares259.2K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

New

Shares197.5K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

New

Shares75.0K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY MERRIMACK STR TR

New

Shares124.7K

Event2026-03-31

Filed2026-05-15

JBBB

JANUS DETROIT STR TR

New

Shares92.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

EA SERIES TRUST

New

Shares72.1K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

New

Shares13.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

New

Shares30.6K

Event2026-03-31

Filed2026-05-15

SDSI

AMERICAN CENTY ETF TR

New

Shares54.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

New

Shares20.6K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

New

Shares29.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

New

Shares60.0K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares20.1K

Event2026-03-31

Filed2026-05-15

LOAR

LOAR HOLDINGS INC

New

Shares27.0K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

New

Shares27.4K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

New

Shares33.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares24.8K

Event2026-03-31

Filed2026-05-15

VISA INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares25.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares11.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

New

Shares15.0K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-15

TAXF

AMERICAN CENTY ETF TR

New

Shares13.1K

Event2026-03-31

Filed2026-05-15

RODM

LATTICE STRATEGIES TR

New

Shares15.0K

Event2026-03-31

Filed2026-05-15

SMLV

SPDR SERIES TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

New

Shares3.6K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

New

Shares7.1K

Event2026-03-31

Filed2026-05-15

NULG

NUSHARES ETF TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

FREL

FIDELITY COVINGTON TRUST

New

Shares11.5K

Event2026-03-31

Filed2026-05-15

NUDM

NUSHARES ETF TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

TMDX

TRANSMEDICS GROUP INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

NUBD

NUSHARES ETF TR

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares16.4K

Event2026-03-31

Filed2026-05-15

ASTS

AST SPACEMOBILE INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

EOD

ALLSPRING GLOBAL DIVIDEND OP

New

Shares12.1K

Event2026-03-31

Filed2026-05-15

T3 DEFENSE INC

New

Shares41.0K

Event2026-03-31

Filed2026-05-15

REKR

REKOR SYSTEMS INC

New

Shares15.0K

Event2026-03-31

Filed2026-05-15

HUMA

HUMACYTE INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available