Clearview Wealth Management LLC
Top Portfolio Positions
17 positions ·
$14,704,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
6,107 | $3,971,626 | 27.01% | |
| AAPL |
Apple Inc.
Technology
|
8,657 | $2,197,060 | 14.94% | |
| LOAR |
Loar Holdings Inc.
Industrials
|
27,001 | $1,546,887 | 10.52% | |
| NVDA |
Nvidia Corp
Technology
|
7,451 | $1,299,454 | 8.84% | |
| MSFT |
Microsoft Corp
Technology
|
3,259 | $1,206,384 | 8.20% | |
| ORCL |
Oracle Corp
Technology
|
6,794 | $999,465 | 6.80% | |
| V |
Visa Inc.
Financial Services
|
3,279 | $991,044 | 6.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,289 | $893,270 | 6.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,273 | $473,237 | 3.22% | |
| AVGO |
Broadcom Inc.
Technology
|
1,151 | $356,246 | 2.42% |
Holdings in EOD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,560 | 12,103 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||