Clearview Wealth Management LLC ETF holdings
Irvine, CA
Reported $139.5M in 43 ETFs in its Form 13F for June 30, 2026.
ETF value
$139.5M
ETFs held
43
Change from prior quarter
+9.3%
With price moves
ETFs as a share of its 13F
89.7%
of $155.6M
Top 10 of 43 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPHQ | Invesco S&P 500 Quality ETF | $36.3M | 402,989 | −5,339 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $14.5M | 128,187 | −504 shares |
| JAAA | Janus Henderson AAA CLO ETF | $11.2M | 222,426 | −36,741 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $9.9M | 199,418 | +1,951 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $6.4M | 72,958 | −2,072 shares |
| FBND | Fidelity Total Bond ETF | $5.6M | 123,015 | −1,692 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.5M | 6,055 | −52 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $4.4M | 12,715 | −1,006 shares |
| JBBB | Janus Henderson B-BBB CLO ETF | $4.3M | 91,449 | −1,495 shares |
| USEW | Cambria US EW ETF | $3.9M | 69,865 | −2,228 shares |
33 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001857588. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Clearview Wealth Management LLC own?
Clearview Wealth Management LLC reported 43 ETF positions worth $139.5M in its Form 13F for June 30, 2026. The largest was SPHQ, at $36.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.