Clearview Wealth Management LLC

CIK

1857588

Location

IRVINE, CA

Portfolio Value

Small $155,593,033

Diversification

Diversified

Filing Date

Global Rank

#7,269 / 8,794 ▼ 35 · as of Jun 2026

Top Industry

Internet Content & Information 17.1%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

2 quarters · since Mar 2026

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

23.3%

−2.4 pts

Top 5

61.9%

+0.8 pts

Top 10

79.1%

+0.5 pts

HHI

1,056

Diversified−78

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.7%	$139,534,698	24
Technology	4.6%	$7,205,950	8
Communication Services	1.8%	$2,740,244	1
Financial Services	1.5%	$2,367,936	4
Industrials	1.4%	$2,183,552	2
Consumer Cyclical	1.0%	$1,550,513	2
Healthcare	0.0%	$10,140	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+18,995	36,299	$6,899,478
CGGR	Capital Group Growth ETF	+847	25,617	$1,209,122
GOOGL	Alphabet Inc.	+529	7,749	$2,740,244
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+115	300,517	$23,139,224
V	Visa Inc.	+18	3,297	$1,131,167
VCRM	Vanguard Core Tax-Exempt Bond ETF	+9	27,366	$1,384,172
MSFT	Microsoft Corp	+8	3,267	$1,218,656
BNDW	Vanguard Total World Bond ETF	+4	20,103	$1,588,740
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
JA	Janus Henderson AA-A CLO ETF	−38,236	313,875	$15,560,398
PDO	PIMCO Dynamic Income Opportunities Fund	−5,541	10,813	$142,947
CVY	Invesco Zacks Multi-Asset Income ETF	−5,339	402,989	$36,309,308
ACSG	American Century Small Cap Growth Insights ETF	−2,526	65,156	$3,339,129
AAAA	Amplius Aggressive Asset Allocation ETF	−2,228	69,865	$3,900,423
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,072	72,958	$6,411,549
FAAA	Fidelity AAA CLO ETF	−1,692	123,015	$5,595,952
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,186	13,840	$716,635
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,012	58,968	$2,130,513
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−1,006	63,405	$6,235,093
ABI	VictoryShares Pioneer Asset-Based Income ETF	−504	128,187	$14,469,748
CGNG	Capital Group New Geography Equity ETF	−412	25,031	$937,661
—		−225	20,626	$1,712,146
NCLO	Nuveen AA-BBB CLO ETF	−125	30,008	$1,404,357
—		−102	4,137	$650,998
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

2 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	482	$348,486
ASGM	Virtus AlphaSimplex Global Macro ETF	4,331	$200,460
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TMDX	TransMedics Group, Inc.	2,326	$231,227
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $155,593,033 total · filing declares 62 positions · $155,592,561 · 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
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	402,989	-5,339	$36,309,308	+18.3%	23.34%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	300,517	+115	$23,139,224	—	14.87%
JA	Janus Henderson AA-A CLO ETF	Reduced	313,875	-38,236	$15,560,398	−10.5%	10.00%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	128,187	-504	$14,469,748	+8.8%	9.30%
VB	Vanguard Morningstar Small-Cap ETF	Added	36,299	+18,995	$6,899,478	+45.9%	4.43%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	72,958	-2,072	$6,411,549	+11.6%	4.12%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	63,405	-1,006	$6,235,093	+23.3%	4.01%
FAAA	Fidelity AAA CLO ETF	Reduced	123,015	-1,692	$5,595,952	−1.6%	3.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,055	-52	$4,521,692	+13.8%	2.91%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	69,865	-2,228	$3,900,423	+10.7%	2.51%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	65,156	-2,526	$3,339,129	−3.4%	2.15%
GOOGL	Alphabet Inc. Communication Services	Added	7,749	+529	$2,740,244	+32.3%	1.76%
AAPL	Apple Inc. Technology	Reduced	8,648	-9	$2,502,385	+13.9%	1.61%
LOAR	Loar Holdings Inc. Industrials	Held	27,001	0	$2,176,550	+40.7%	1.40%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	58,968	-1,012	$2,130,513	+22.1%	1.37%
		Reduced	20,626	-225	$1,712,146	+7.8%	1.10%
BNDW	Vanguard Total World Bond ETF	Added	20,103	+4	$1,588,740	−0.3%	1.02%
NVDA	Nvidia Corp Technology	Reduced	7,371	-80	$1,474,863	+13.5%	0.95%
NCLO	Nuveen AA-BBB CLO ETF	Reduced	30,008	-125	$1,404,357	+13.4%	0.90%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	27,366	+9	$1,384,172	+1.4%	0.89%
MSFT	Microsoft Corp Technology	Added	3,267	+8	$1,218,656	+1.0%	0.78%
CGGR	Capital Group Growth ETF	Added	25,617	+847	$1,209,122	+21.5%	0.78%
V	Visa Inc. Financial Services	Added	3,297	+18	$1,131,167	+14.1%	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,289	0	$1,022,240	+14.4%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,028	-1	$1,014,790	+4.4%	0.65%
ORCL	Oracle Corp Technology	Reduced	6,784	-10	$994,195	−0.5%	0.64%
CGNG	Capital Group New Geography Equity ETF	Reduced	25,031	-412	$937,661	+16.7%	0.60%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	13,840	-1,186	$716,635	+1.7%	0.46%
		Reduced	4,137	-102	$650,998	+12.0%	0.42%
HDUS	Hartford Disciplined US Equity ETF	Held	15,015	0	$606,756	+2.5%	0.39%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,256	-17	$528,273	+11.6%	0.34%
AVGO	Broadcom Inc. Technology	Held	1,151	0	$434,790	+22.0%	0.28%
AMAT	Applied Materials Inc /De Technology	NEW	482	NEW	$348,486	NEW	0.22%
FBCG	Fidelity Blue Chip Growth ETF	Held	11,496	0	$336,832	+8.9%	0.22%
VEA	Vanguard FTSE Developed Markets ETF	Held	3,850	0	$274,312	+11.2%	0.18%
ASTS	AST SpaceMobile, Inc. Technology	Held	2,500	0	$222,150	+7.2%	0.14%
ASGM	Virtus AlphaSimplex Global Macro ETF	NEW	4,331	NEW	$200,460	NEW	0.13%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	10,813	-5,541	$142,947	−32.4%	0.09%
EOD	Allspring Global Dividend Opportunity Fund Financial Services	Held	12,103	0	$79,032	+12.0%	0.05%
REKR	Rekor Systems, Inc. Technology	Held	15,000	0	$10,425	−15.2%	0.01%
HUMA	Humacyte, Inc. Healthcare	Held	13,000	0	$10,140	+28.5%	0.01%
DFNS	T3 Defense Inc. Industrials	Held	40,952	0	$7,002	−76.2%	0.00%

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.