Clearview Wealth Management LLC

CIK

1857588

Location

IRVINE, CA

Portfolio Value

Micro $18,042,411

Diversification

Diversified

Filing Date

Global Rank

#7,843 / 8,517 ▲ 279

Top Industry

Consumer Electronics 18.5%

3Y Alpha vs SPY

-6.8%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

2 quarters · since Mar 2026

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+3.5%

SPY

+5.0%

Annualised alpha

-6.8%

Max drawdown

−7.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.1%

+5.8 pts

Top 5

65.9%

+12.3 pts

Top 10

91.9%

+13.3 pts

HHI

1,234

Diversified+363

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$7,205,950	8
Unclassified	25.1%	$4,521,692	1
Financial Services	13.1%	$2,367,936	4
Industrials	12.1%	$2,183,552	2
Consumer Cyclical	8.6%	$1,550,513	2
Communication Services	1.1%	$202,628	1
Healthcare	0.1%	$10,140	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
V	Visa Inc.	+18	3,297	$1,131,167
MSFT	Microsoft Corp	+8	3,267	$1,218,656
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−6,653	567	$202,628
PDO	PIMCO Dynamic Income Opportunities Fund	−5,541	10,813	$142,947
NVDA	Nvidia Corp	−80	7,371	$1,474,863
SPY	Spdr S&P 500 ETF Trust	−52	6,055	$4,521,692
TSLA	Tesla, Inc.	−17	1,256	$528,273
ORCL	Oracle Corp	−10	6,784	$994,195
AAPL	Apple Inc.	−9	8,648	$2,502,385
BRK-B	Berkshire Hathaway Inc	−1	2,028	$1,014,790
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AMAT	Applied Materials Inc /De	482	$348,486
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	24,770	$995,506
AOA	iShares Core 80/20 Aggressive Allocation ETF	10,185	$901,270
CGNG	Capital Group New Geography Equity ETF	25,443	$803,235
VEA	Vanguard FTSE Developed Markets ETF	3,850	$246,708
TMDX	TransMedics Group, Inc.	2,326	$231,227
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 tracked positions · $18,042,411 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	6,055	-52	$4,521,692	+13.8%	25.06%
AAPL	Apple Inc. Technology	Reduced	8,648	-9	$2,502,385	+13.9%	13.87%
LOAR	Loar Holdings Inc. Industrials	Held	27,001	0	$2,176,550	+40.7%	12.06%
NVDA	Nvidia Corp Technology	Reduced	7,371	-80	$1,474,863	+13.5%	8.17%
MSFT	Microsoft Corp Technology	Added	3,267	+8	$1,218,656	+1.0%	6.75%
V	Visa Inc. Financial Services	Added	3,297	+18	$1,131,167	+14.1%	6.27%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,289	0	$1,022,240	+14.4%	5.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,028	-1	$1,014,790	+4.4%	5.62%
ORCL	Oracle Corp Technology	Reduced	6,784	-10	$994,195	−0.5%	5.51%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,256	-17	$528,273	+11.6%	2.93%
AVGO	Broadcom Inc. Technology	Held	1,151	0	$434,790	+22.0%	2.41%
AMAT	Applied Materials Inc /De Technology	NEW	482	NEW	$348,486	NEW	1.93%
ASTS	AST SpaceMobile, Inc. Technology	Held	2,500	0	$222,150	+7.2%	1.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	567	-6,653	$202,628	−90.2%	1.12%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	10,813	-5,541	$142,947	−32.4%	0.79%
EOD	Allspring Global Dividend Opportunity Fund Financial Services	Held	12,103	0	$79,032	+12.0%	0.44%
REKR	Rekor Systems, Inc. Technology	Held	15,000	0	$10,425	−15.2%	0.06%
HUMA	Humacyte, Inc. Healthcare	Held	13,000	0	$10,140	+28.5%	0.06%
DFNS	T3 Defense Inc. Industrials	Held	40,952	0	$7,002	+2892.3%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.