Clearview Wealth Management LLC holds a focused book of 62 stocks worth $155.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Clearview Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 62 / 62 | $426.0B |
| UBS Group AG | 62 / 62 | $115.1B |
| Osaic Holdings, Inc. | 62 / 62 | $14.4B |
| LPL Financial LLC | 61 / 62 | $72.1B |
| Raymond James Financial Inc | 60 / 62 | $93.4B |
| HighTower Advisors, LLC | 60 / 62 | $20.7B |
| NewEdge Advisors, LLC | 60 / 62 | $8.1B |
| Bank Of America Corp | 59 / 62 | $323.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Clearview Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.