Clearview Wealth Management LLC
Filing Date
Mar 31, 2026
Global Rank
#7,516
/ 8,232
Top Industry
Software - Infrastructure
18.9%
3Y Alpha vs SPY
+100.8%
Period ended 2 months ago
Filed May 15, 2026 · 29d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.2%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−6.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026Top Position
25.3%
of portfolio value
Top 5
65.2%
of portfolio value
Top 10
92.8%
of portfolio value
HHI
1,235
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.0% | $6,278,084 |
| Unclassified | 25.3% | $3,971,626 |
| Financial Services | 14.3% | $2,245,357 |
| Industrials | 10.1% | $1,576,249 |
| Consumer Cyclical | 8.7% | $1,366,507 |
| Healthcare | 1.5% | $239,118 |
18 positions ·
$15,676,941 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 6,107 | $3,971,626 | 25.33% | |
| AAPL |
Apple Inc.
Technology
|
First | 8,657 | $2,197,060 | 14.01% | |
| LOAR |
Loar Holdings Inc.
Industrials
|
First | 27,001 | $1,546,887 | 9.87% | |
| NVDA |
Nvidia Corp
Technology
|
First | 7,451 | $1,299,454 | 8.29% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,259 | $1,206,384 | 7.70% | |
| ORCL |
Oracle Corp
Technology
|
First | 6,794 | $999,465 | 6.38% | |
| V |
Visa Inc.
Financial Services
|
First | 3,279 | $991,044 | 6.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,029 | $972,296 | 6.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 4,289 | $893,270 | 5.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 1,273 | $473,237 | 3.02% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 1,151 | $356,246 | 2.27% | |
| TMDX |
TransMedics Group, Inc.
Healthcare
|
First | 2,326 | $231,227 | 1.47% | |
| PDO |
PIMCO Dynamic Income Opportunities Fund
Financial Services
|
First | 16,354 | $211,457 | 1.35% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
First | 2,500 | $207,175 | 1.32% | |
| EOD |
Allspring Global Dividend Opportunity Fund
Financial Services
|
First | 12,103 | $70,560 | 0.45% | |
| DFNS |
T3 Defense Inc.
Industrials
|
First | 40,952 | $29,362 | 0.19% | |
| REKR |
Rekor Systems, Inc.
Technology
|
First | 15,000 | $12,300 | 0.08% | |
| HUMA |
Humacyte, Inc.
Healthcare
|
First | 13,000 | $7,891 | 0.05% |