CW
Clearview Wealth Management LLC
13F filer · CIK 0001857588Reported Jul 14, 2026
Net buyer this quarter
13F portfolio value$156MU.S. long equity reported on 13F
Positions212 new · 1 closed
Net flow last quarter+$253KBuys minus sells
Top 10 positions weight12.0%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 14, 202621 positions | |||||
| $4.52M | 2.91% | Not reported | -0.9% | Q1 2026 | |
| $2.54M | 1.63% | Not reported | -0.5% | Q1 2026 | |
| $2.5M | 1.61% | 0.00% | -0.1% | Q1 2026 | |
| $2.18M | 1.40% | 0.03% | Not reported | Q1 2026 | |
| $1.47M | 0.95% | 0.00% | -1.1% | Q1 2026 | |
| $1.22M | 0.78% | 0.00% | +0.3% | Q1 2026 | |
| $1.13M | 0.73% | 0.00% | +0.6% | Q1 2026 | |
| $1.02M | 0.66% | 0.00% | Not reported | Q1 2026 | |
| $1.01M | 0.65% | Not reported | -0.1% | Q1 2026 | |
| $994K | 0.64% | 0.00% | -0.2% | Q1 2026 | |
| $607K | 0.39% | Not reported | Not reported | Q1 2026 | |
| $528K | 0.34% | 0.00% | -1.3% | Q1 2026 | |
| $435K | 0.28% | 0.00% | Not reported | Q1 2026 | |
| $348K | 0.22% | 0.00% | New | Q2 2026 | |
| $222K | 0.14% | Not reported | Not reported | Q1 2026 | |
| $203K | 0.13% | 0.00% | New | Q2 2026 | |
| $143K | 0.09% | Not reported | -33.9% | Q1 2026 | |
| AGEODAllspring Global Dividend Opportunity Fund | $79K | 0.05% | Not reported | Not reported | Q1 2026 |
| $10.4K | 0.01% | 0.01% | Not reported | Q1 2026 | |
| $10.1K | 0.01% | 0.00% | Not reported | Q1 2026 | |
| $7K | 0.00% | 5.40% | Not reported | Q1 2026 | |
| Q1 2026Reported May 15, 202620 positions | |||||
| $3.97M | 2.81% | Not reported | New | Q1 2026 | |
| $2.2M | 1.55% | 0.00% | New | Q1 2026 | |
| $2.07M | 1.46% | Not reported | New | Q1 2026 | |
| $1.55M | 1.09% | 0.03% | New | Q1 2026 | |
| $1.3M | 0.92% | 0.00% | New | Q1 2026 | |
| $1.21M | 0.85% | 0.00% | New | Q1 2026 | |
| $999K | 0.71% | 0.00% | New | Q1 2026 | |
| $991K | 0.70% | 0.00% | New | Q1 2026 | |
| $972K | 0.69% | Not reported | New | Q1 2026 | |
| $893K | 0.63% | 0.00% | New | Q1 2026 | |
| $592K | 0.42% | Not reported | New | Q1 2026 | |
| $473K | 0.33% | 0.00% | New | Q1 2026 | |
| $356K | 0.25% | 0.00% | New | Q1 2026 | |
| $231K | 0.16% | 0.01% | New | Q1 2026 | |
| $211K | 0.15% | Not reported | New | Q1 2026 | |
| $207K | 0.15% | Not reported | New | Q1 2026 | |
| AGEODAllspring Global Dividend Opportunity Fund | $70.6K | 0.05% | Not reported | New | Q1 2026 |
| $29.4K | 0.02% | 0.11% | New | Q1 2026 | |
| $12.3K | 0.01% | 0.01% | New | Q1 2026 | |
| $7.89K | 0.01% | 0.01% | New | Q1 2026 | |
Premium opens every quarter this fund has filed