Institutional Fund
Clearview Wealth Management LLC
Irvine, CACIK 18575881 filings on record
Portfolio Value
$141.38M
Q1 2026
Holdings
60
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T21.7%
- Invesco Exchange Traded Fd T9.4%
- Janus Detroit Str Tr9.2%
- Ishares Tr6.5%
- Spdr Series Trust4.1%
- Fidelity Merrimack Str Tr4.0%
- Other45.1%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 408.3K | $30.70M | 21.7% | +408.3K | First Filing |
| 2 | Invesco Exchange Traded Fd T | 128.7K | $13.30M | 9.4% | +128.7K | First Filing |
| 3 | Janus Detroit Str Tr | 259.2K | $13.05M | 9.2% | +259.2K | First Filing |
| 4 | Ishares Tr | 197.5K | $9.13M | 6.5% | +197.5K | First Filing |
| 5 | Spdr Series Trust | 75.0K | $5.74M | 4.1% | +75.0K | First Filing |
| 6 | Fidelity Merrimack Str Tr | 124.7K | $5.69M | 4.0% | +124.7K | First Filing |
| 7 | Janus Detroit Str Tr | 92.9K | $4.33M | 3.1% | +92.9K | First Filing |
| 8 | Spdr S&P 500 ETF Tr | 6.1K | $3.97M | 2.8% | +6.1K | First Filing |
| 9 | Ea Series Trust | 72.1K | $3.52M | 2.5% | +72.1K | First Filing |
| 10 | Ishares Tr | 13.7K | $3.29M | 2.3% | +13.7K | First Filing |
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