Clearview Wealth Management LLC holds a focused book of 62 stocks worth $155.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Invesco S&P 500 Quality ETF. Their largest long position is Invesco S&P 500 Quality ETF at 23% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1857588/holdings"
Use Arkolith to show Clearview Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 QUALITY | $36.3M | 403.0K | 23.3% | ▼−1.3% Reduced · −5K sh | |
| 2 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $14.5M | 128.2K | 9.3% | ▼−0.4% Reduced · −504 sh | |
| 3 | Janus Detroit STR TR HENDRSON AAA CL | $11.2M | 222.4K | 7.2% | ▼−14% Reduced · −37K sh | |
| 4 | Ishares TR MSCI INTL QUALTY | $9.9M | 199.4K | 6.4% | ▲+1.0% Added · +2K sh | |
| 5 | SPDR Series Trust ST STR P500ETF | $6.4M | 73.0K | 4.1% | ▼−2.8% Reduced · −2K sh | |
| 6 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.6M | 123.0K | 3.6% | ▼−1.4% Reduced · −2K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $4.5M | 6.1K | 2.9% | ▼−0.8% Reduced · −52 sh | |
| 8 | Ishares TR MSCI USA MMENTM | $4.4M | 12.7K | 2.8% | ▼−7.3% Reduced · −1K sh | |
| 9 | Janus Detroit STR TR B-BBB CLO ETF | $4.3M | 91.4K | 2.8% | ▼−1.6% Reduced · −1K sh | |
| 10 | Ea Series Trust CAMB US EQUA ETF | $3.9M | 69.9K | 2.5% | ▼−3.1% Reduced · −2K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $3.9M | 20.3K | 2.5% | ▼−1.9% Reduced · −388 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $3.2M | 4.7K | 2.1% | —Held | |
| 13 | Ishares TR CORE US AGGBD ET | $3.0M | 30.1K | 1.9% | ▼−1.6% Reduced · −490 sh | |
| 14 | Ishares TR CORE MSCI EAFE | $2.8M | 29.4K | 1.8% | ▼−0.5% Reduced · −156 sh | |
| 15 | American Centy ETF TR SHORT DURTN STRG | $2.7M | 52.2K | 1.7% | ▼−4.5% Reduced · −2K sh | |
| 16 | Alphabet Inc CAP STK CL C | $2.5M | 7.2K | 1.6% | ▼−0.5% Reduced · −38 sh | |
| 17 | Apple Inc COM | $2.5M | 8.6K | 1.6% | ▼−0.1% Reduced · −9 sh | |
| 18 | Loar Holdings Inc COM SHS | $2.2M | 27.0K | 1.4% | —Held | |
| 19 | Schwab Strategic TR US SML CAP ETF | $2.1M | 59.0K | 1.4% | ▼−1.7% Reduced · −1K sh | |
| 20 | Vanguard Index FDS MID CAP ETF | $2.1M | 25.7K | 1.3% | ▲+300% Added · +19K sh | |
| 21 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.6M | 20.1K | 1.0% | ▲~0% Added · +4 sh | |
| 22 | Nvidia Corporation COM | $1.5M | 7.4K | 0.9% | ▼−1.1% Reduced · −80 sh | |
| 23 | Select Sector SPDR TR ST STR REAL ETF | $1.4M | 32.4K | 0.9% | ▼−1.9% Reduced · −618 sh | |
| 24 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.4M | 27.4K | 0.9% | ▲~0% Added · +9 sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $1.3M | 8.9K | 0.8% | ▼−1.3% Reduced · −113 sh | |
| 26 | Microsoft Corp COM | $1.2M | 3.3K | 0.8% | ▲+0.2% Added · +8 sh | |
| 27 | Capital Group Growth ETF SHS CREAT UNIT | $1.2M | 25.6K | 0.8% | ▲+3.4% Added · +847 sh | |
| 28 | Visa Inc COM CL A | $1.1M | 3.3K | 0.7% | ▲+0.5% Added · +18 sh | |
| 29 | Amazon Com Inc COM | $1.0M | 4.3K | 0.7% | —Held | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $1.0M | 2.0K | 0.7% | ▼~0% Reduced · −1 sh | |
| 31 | Oracle Corp COM | $994K | 6.8K | 0.6% | ▼−0.1% Reduced · −10 sh | |
| 32 | Ishares TR CORE 80 20 ETF | $968K | 9.9K | 0.6% | ▼−2.6% Reduced · −269 sh | |
| 33 | Capital Group New Geography SHS | $938K | 25.0K | 0.6% | ▼−1.6% Reduced · −412 sh | |
| 34 | Ishares TR CORE S&P MCP ETF | $900K | 11.7K | 0.6% | —Held | |
| 35 | Vanguard Index FDS LARGE CAP ETF | $866K | 2.5K | 0.6% | ▲+2.4% Added · +60 sh | |
| 36 | Vanguard Index FDS VALUE ETF | $748K | 3.4K | 0.5% | ▼−8.4% Reduced · −313 sh | |
| 37 | Ishares TR CORE 60 BALA ETF | $744K | 10.7K | 0.5% | ▲+0.4% Added · +44 sh | |
| 38 | SPDR Index SHS FDS ST PORT MARK ETF | $717K | 13.8K | 0.5% | ▼−7.9% Reduced · −1K sh | |
| 39 | American Centy ETF TR DIVERSIFIED MU | $661K | 13.0K | 0.4% | ▼−0.7% Reduced · −93 sh | |
| 40 | SPDR Series Trust ST STR R2K LOWV | $651K | 4.1K | 0.4% | ▼−2.4% Reduced · −102 sh | |
| 41 | Lattice Strategies TR HARTFORD MLT ETF | $607K | 15.0K | 0.4% | —Held | |
| 42 | Select Sector SPDR TR ST STR CARE ETF | $568K | 3.6K | 0.4% | —Held | |
| 43 | Tesla Inc COM | $528K | 1.3K | 0.3% | ▼−1.3% Reduced · −17 sh | |
| 44 | Ishares TR TIPS BD ETF | $505K | 4.6K | 0.3% | ▼−1.5% Reduced · −71 sh | |
| 45 | Nushares ETF TR NUVEEN ESG LRGCP | $465K | 4.0K | 0.3% | —Held | |
| 46 | Broadcom Inc COM | $435K | 1.2K | 0.3% | —Held | |
| 47 | Nushares ETF TR NUVEEN ESG LRGVL | $385K | 7.7K | 0.2% | —Held | |
| 48 | Select Sector SPDR TR ST STR ENERG ETF | $380K | 7.1K | 0.2% | —Held | |
| 49 | Ishares TR MSCI USA MIN ETF | $364K | 3.8K | 0.2% | —Held | |
| 50 | Applied Matls Inc COM | $348K | 482 | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.