Filed: 7/14/2026ACC: 0001754960-26-000483
📋 What this filing means
CLEARVIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $155.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$155.59M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
S&P500 QUALITY$36.31M23.3%
S&P MDCP QUALITY$14.47M9.3%
HENDRSON AAA CL$11.23M7.2%
MSCI INTL QUALTY$9.88M6.4%
COM$8.62M5.5%
ST STR P500ETF$6.41M4.1%
TOTAL BD ETF$5.60M3.6%
Portfolio Concentration
Top 3$62.01M39.9%
4–10$39.00M25.1%
11–25$34.18M22.0%
Rest$20.41M13.1%
Top 3 weight
39.9%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares402.99K
TypeSH
Market value$36.31M
23.34%
Sole
0.00
Shared
0.00
None
402.99K
INVESCO EXCHANGE TRADED FD T
SOLEShares128.19K
TypeSH
Market value$14.47M
9.30%
Sole
0.00
Shared
0.00
None
128.19K
JANUS DETROIT STR TR
SOLEShares222.43K
TypeSH
Market value$11.23M
7.22%
Sole
0.00
Shared
0.00
None
222.43K
ISHARES TR
SOLEShares199.42K
TypeSH
Market value$9.88M
6.35%
Sole
0.00
Shared
0.00
None
199.42K
SPDR SERIES TRUST
SOLEShares72.96K
TypeSH
Market value$6.41M
4.12%
Sole
0.00
Shared
0.00
None
72.96K
FIDELITY MERRIMACK STR TR
SOLEShares123.02K
TypeSH
Market value$5.60M
3.60%
Sole
0.00
Shared
0.00
None
123.02K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.05K
TypeSH
Market value$4.52M
2.91%
Sole
0.00
Shared
0.00
None
6.05K
ISHARES TR
SOLEShares12.71K
TypeSH
Market value$4.36M
2.80%
Sole
0.00
Shared
0.00
None
12.71K
JANUS DETROIT STR TR
SOLEShares91.45K
TypeSH
Market value$4.33M
2.78%
Sole
0.00
Shared
0.00
None
91.45K
EA SERIES TRUST
SOLEShares69.86K
TypeSH
Market value$3.90M
2.51%
Sole
0.00
Shared
0.00
None
69.86K
SELECT SECTOR SPDR TR
SOLEShares20.26K
TypeSH
Market value$3.86M
2.48%
Sole
0.00
Shared
0.00
None
20.26K
VANGUARD INDEX FDS
SOLEShares4.68K
TypeSH
Market value$3.22M
2.07%
Sole
0.00
Shared
0.00
None
4.68K
ISHARES TR
SOLEShares30.07K
TypeSH
Market value$2.98M
1.91%
Sole
0.00
Shared
0.00
None
30.07K
ISHARES TR
SOLEShares29.38K
TypeSH
Market value$2.84M
1.82%
Sole
0.00
Shared
0.00
None
29.38K
AMERICAN CENTY ETF TR
SOLEShares52.16K
TypeSH
Market value$2.68M
1.72%
Sole
0.00
Shared
0.00
None
52.16K
ALPHABET INC
SOLEShares7.18K
TypeSH
Market value$2.54M
1.63%
Sole
0.00
Shared
0.00
None
7.18K
APPLE INC
SOLEShares8.65K
TypeSH
Market value$2.50M
1.61%
Sole
0.00
Shared
0.00
None
8.65K
LOAR HOLDINGS INC
SOLEShares27K
TypeSH
Market value$2.18M
1.40%
Sole
0.00
Shared
0.00
None
27K
SCHWAB STRATEGIC TR
SOLEShares58.97K
TypeSH
Market value$2.13M
1.37%
Sole
0.00
Shared
0.00
None
58.97K
VANGUARD INDEX FDS
SOLEShares25.66K
TypeSH
Market value$2.07M
1.33%
Sole
0.00
Shared
0.00
None
25.66K
VANGUARD SCOTTSDALE FDS
SOLEShares20.10K
TypeSH
Market value$1.59M
1.02%
Sole
0.00
Shared
0.00
None
20.10K
NVIDIA CORPORATION
SOLEShares7.37K
TypeSH
Market value$1.47M
0.95%
Sole
0.00
Shared
0.00
None
7.37K
SELECT SECTOR SPDR TR
SOLEShares32.41K
TypeSH
Market value$1.43M
0.92%
Sole
0.00
Shared
0.00
None
32.41K
VANGUARD MUN BD FDS
SOLEShares27.37K
TypeSH
Market value$1.38M
0.89%
Sole
0.00
Shared
0.00
None
27.37K
ISHARES TR
SOLEShares8.88K
TypeSH
Market value$1.32M
0.85%
Sole
0.00
Shared
0.00
None
8.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 402.99K | SH | $36.31M 23.34% | 0.00 | 0.00 | 402.99K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 128.19K | SH | $14.47M 9.30% | 0.00 | 0.00 | 128.19K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 222.43K | SH | $11.23M 7.22% | 0.00 | 0.00 | 222.43K |
ISHARES TRSOLE | MSCI INTL QUALTY | 199.42K | SH | $9.88M 6.35% | 0.00 | 0.00 | 199.42K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 72.96K | SH | $6.41M 4.12% | 0.00 | 0.00 | 72.96K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 123.02K | SH | $5.60M 3.60% | 0.00 | 0.00 | 123.02K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.05K | SH | $4.52M 2.91% | 0.00 | 0.00 | 6.05K |
ISHARES TRSOLE | MSCI USA MMENTM | 12.71K | SH | $4.36M 2.80% | 0.00 | 0.00 | 12.71K |
JANUS DETROIT STR TRSOLE | B-BBB CLO ETF | 91.45K | SH | $4.33M 2.78% | 0.00 | 0.00 | 91.45K |
EA SERIES TRUSTSOLE | CAMB US EQUA ETF | 69.86K | SH | $3.90M 2.51% | 0.00 | 0.00 | 69.86K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 20.26K | SH | $3.86M 2.48% | 0.00 | 0.00 | 20.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.68K | SH | $3.22M 2.07% | 0.00 | 0.00 | 4.68K |
ISHARES TRSOLE | CORE US AGGBD ET | 30.07K | SH | $2.98M 1.91% | 0.00 | 0.00 | 30.07K |
ISHARES TRSOLE | CORE MSCI EAFE | 29.38K | SH | $2.84M 1.82% | 0.00 | 0.00 | 29.38K |
AMERICAN CENTY ETF TRSOLE | SHORT DURTN STRG | 52.16K | SH | $2.68M 1.72% | 0.00 | 0.00 | 52.16K |
ALPHABET INCSOLE | CAP STK CL C | 7.18K | SH | $2.54M 1.63% | 0.00 | 0.00 | 7.18K |
APPLE INCSOLE | COM | 8.65K | SH | $2.50M 1.61% | 0.00 | 0.00 | 8.65K |
LOAR HOLDINGS INCSOLE | COM SHS | 27K | SH | $2.18M 1.40% | 0.00 | 0.00 | 27K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 58.97K | SH | $2.13M 1.37% | 0.00 | 0.00 | 58.97K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 25.66K | SH | $2.07M 1.33% | 0.00 | 0.00 | 25.66K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 20.10K | SH | $1.59M 1.02% | 0.00 | 0.00 | 20.10K |
NVIDIA CORPORATIONSOLE | COM | 7.37K | SH | $1.47M 0.95% | 0.00 | 0.00 | 7.37K |
SELECT SECTOR SPDR TRSOLE | ST STR REAL ETF | 32.41K | SH | $1.43M 0.92% | 0.00 | 0.00 | 32.41K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 27.37K | SH | $1.38M 0.89% | 0.00 | 0.00 | 27.37K |
ISHARES TRSOLE | CORE S&P SCP ETF | 8.88K | SH | $1.32M 0.85% | 0.00 | 0.00 | 8.88K |
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