Clearview Wealth Management LLC
Long book
$141.4M
Q1 2026
Positions
60
Top-10 weight
66%
concentration
Last quarter
+11.9%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsClearview Wealth Management LLC is a wealth-management firm allocating client money, specialised in technology (60% of the long book), running a $141.4M US long book across 60 positions.
The portfolio is concentrated: the top 10 names carry 66% of the portfolio. Current anchor positions: INVESCO S&P 500 QUALITY ETF, INVESCO S&P MIDCAP QUAL ETF, JANUS HENDERSON AAA CLO ETF, ISHARES MSCI INTERNATIONAL Q, STE STR SPDR PT S&P 500 ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 60%
Industrials 15%
Services media 8%
Financials 7%
Consumer discretionary 7%
Healthcare 2%
Communications 2%
Long book by quarter
What does Clearview Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 8.7K | $2.2M | 1.6% | Held |
| GOOG ALPHABET INC-CL C | Technology | 7.2K | $2.1M | 1.5% | Held |
| LOAR LOAR HOLDINGS INC | Industrials | 27.0K | $1.5M | 1.1% | Held |
| NVDA NVIDIA CORP | Technology | 7.5K | $1.3M | 0.9% | Held |
| MSFT MICROSOFT CORP | Technology | 3.3K | $1.2M | 0.9% | Held |
| ORCL ORACLE CORP | Technology | 6.8K | $999K | 0.7% | Held |
| V VISA INC-CLASS A SHARES | Services media | 3.3K | $991K | 0.7% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.0K | $972K | 0.7% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.3K | $893K | 0.6% | Held |
| TSLA TESLA INC | Industrials | 1.3K | $473K | 0.3% | Held |
| AVGO BROADCOM INC | Technology | 1.2K | $356K | 0.3% | Held |
| TMDX TRANSMEDICS GROUP INC | Healthcare | 2.3K | $231K | 0.2% | Held |
| ASTS AST SPACEMOBILE INC | Communications | 2.5K | $207K | 0.1% | Held |
| DFNS T3 DEFENSE INC | Services media | 41.0K | $29K | 0.0% | Held |
| REKR REKOR SYSTEMS INC | Technology | 15.0K | $12K | 0.0% | Held |
| HUMA HUMACYTE INC | Healthcare | 13.0K | $8K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 60 | $141.4M | canonical | SEC ↗ |