☆Clearview Wealth Management LLC
Quality Q
0.563
AUM ($M)
156
Positions
62
Turnover
0.04
Top-10 wt
65%
Herfindahl
0.083
History (qtrs)
2
Excess Return
not eligible
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Holdings · 63 positions · portfolio value $156M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 23.3% | +1.6% | 36.3 | 402,989 | -5,339 | 1 | — |
| ☆XMHQ funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 9.3% | -0.1% | 14.5 | 128,187 | -504 | 1 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | TRIM | — | 7.2% | -2.0% | 11.2 | 222,426 | -36,741 | 1 | — |
| ☆IQLT funds › | ISHARES TR | ADD | — | 6.4% | -0.1% | 9.9 | 199,418 | +1,951 | 1 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 4.1% | +0.1% | 6.4 | 72,958 | -2,072 | 1 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | TRIM | — | 3.6% | -0.4% | 5.6 | 123,015 | -1,692 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 2.9% | +0.1% | 4.5 | 6,055 | -52 | 1 | — |
| ☆MTUM funds › | ISHARES TR | TRIM | — | 2.8% | +0.5% | 4.4 | 12,715 | -1,006 | 1 | — |
| ☆JBBB funds › | JANUS DETROIT STR TR | TRIM | — | 2.8% | -0.3% | 4.3 | 91,449 | -1,495 | 1 | — |
| ☆USEW funds › | EA SERIES TRUST | TRIM | — | 2.5% | +0.0% | 3.9 | 69,865 | -2,228 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 2.5% | +0.5% | 3.9 | 20,259 | -388 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 2.1% | +0.1% | 3.2 | 4,685 | +0 | 1 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 1.9% | -0.2% | 3.0 | 30,071 | -490 | 1 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 1.8% | -0.1% | 2.8 | 29,379 | -156 | 1 | — |
| ☆SDSI funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.7% | -0.3% | 2.7 | 52,155 | -2,433 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.6% | +0.2% | 2.5 | 7,182 | -38 | 1 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.6% | +0.1% | 2.5 | 8,648 | -9 | 1 | — |
| ☆LOAR funds › | LOAR HOLDINGS INC | HOLD | — | 1.4% | +0.3% | 2.2 | 27,001 | +0 | 1 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.4% | +0.1% | 2.1 | 58,968 | -1,012 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | +0.0% | 2.1 | 25,664 | +19,248 | 1 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.0% | -0.1% | 1.6 | 20,103 | +4 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.9% | +0.0% | 1.5 | 7,371 | -80 | 1 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.9% | -0.0% | 1.4 | 32,414 | -618 | 1 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 0.9% | -0.1% | 1.4 | 27,366 | +9 | 1 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.8% | +0.1% | 1.3 | 8,875 | -113 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.8% | -0.1% | 1.2 | 3,267 | +8 | 1 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | ADD | — | 0.8% | +0.1% | 1.2 | 25,617 | +847 | 1 | — |
| ☆V funds › | VISA INC | ADD | — | 0.7% | +0.0% | 1.1 | 3,297 | +18 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.7% | +0.0% | 1.0 | 4,289 | +0 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.7% | -0.0% | 1.0 | 2,028 | -1 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.6% | -0.1% | 1.0 | 6,784 | -10 | 1 | — |
| ☆AOA funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 1.0 | 9,916 | -269 | 1 | — |
| ☆CGNG funds › | CAPITAL GROUP NEW GEOGRAPHY | TRIM | — | 0.6% | +0.0% | 0.9 | 25,031 | -412 | 1 | — |
| ☆IJH funds › | ISHARES TR | HOLD | — | 0.6% | +0.0% | 0.9 | 11,670 | +0 | 1 | — |
| ☆VV funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 0.9 | 2,519 | +60 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.5% | -0.0% | 0.7 | 3,431 | -313 | 1 | — |
| ☆AOR funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 0.7 | 10,710 | +44 | 1 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 0.5% | -0.0% | 0.7 | 13,840 | -1,186 | 1 | — |
| ☆TAXF funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.4% | -0.0% | 0.7 | 13,001 | -93 | 1 | — |
| ☆SMLV funds › | SPDR SERIES TRUST | TRIM | — | 0.4% | +0.0% | 0.7 | 4,137 | -102 | 1 | — |
| ☆RODM funds › | LATTICE STRATEGIES TR | HOLD | — | 0.4% | -0.0% | 0.6 | 15,015 | +0 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.4% | -0.0% | 0.6 | 3,583 | +0 | 1 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.3% | +0.0% | 0.5 | 1,256 | -17 | 1 | — |
| ☆TIP funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.5 | 4,611 | -71 | 1 | — |
| ☆NULG funds › | NUSHARES ETF TR | HOLD | — | 0.3% | +0.0% | 0.5 | 3,976 | +0 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | HOLD | — | 0.3% | +0.0% | 0.4 | 1,151 | +0 | 1 | — |
| ☆NULV funds › | NUSHARES ETF TR | HOLD | — | 0.2% | -0.0% | 0.4 | 7,705 | +0 | 1 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | -0.1% | 0.4 | 7,149 | +0 | 1 | — |
| ☆USMV funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.4 | 3,778 | +0 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.2% | +0.2% | 0.3 | 482 | +482 | 1 | — |
| ☆FREL funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.2% | -0.0% | 0.3 | 11,496 | +0 | 1 | — |
| ☆NUDM funds › | NUSHARES ETF TR | TRIM | — | 0.2% | -0.0% | 0.3 | 8,280 | -125 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.2% | +0.0% | 0.3 | 3,850 | +0 | 1 | — |
| ☆NUBD funds › | NUSHARES ETF TR | HOLD | — | 0.1% | -0.0% | 0.2 | 10,047 | +0 | 1 | — |
| ☆ASTS funds › | AST SPACEMOBILE INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,500 | +0 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | NEW | — | 0.1% | +0.1% | 0.2 | 567 | +567 | 1 | — |
| ☆JOET funds › | VIRTUS ETF TR II | NEW | — | 0.1% | +0.1% | 0.2 | 4,331 | +4,331 | 1 | — |
| ☆PDO funds › | PIMCO DYNAMIC INCOME OPRNTS | TRIM | — | 0.1% | -0.1% | 0.1 | 10,813 | -5,541 | 1 | — |
| ☆EOD funds › | ALLSPRING GLOBAL DIVIDEND OP | HOLD | — | 0.1% | +0.0% | 0.1 | 12,103 | +0 | 1 | — |
| ☆REKR funds › | REKOR SYSTEMS INC | HOLD | — | 0.0% | -0.0% | 0.0 | 15,000 | +0 | 1 | — |
| ☆HUMA funds › | HUMACYTE INC | HOLD | — | 0.0% | +0.0% | 0.0 | 13,000 | +0 | 1 | — |
| ☆DFNS funds › | T3 DEFENSE INC | HOLD | — | 0.0% | -0.0% | 0.0 | 40,952 | +0 | 1 | — |
| ☆TMDX funds › | TRANSMEDICS GROUP INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,326 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 156 | 62 | 0.04 | 65% | 0.083 | 0.563 | — | entered |
| 2026Q1 | 141 | 60 | 0.00 | 66% | 0.079 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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