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Clearview Wealth Management LLC

13F filer · CIK 0001857588
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 14, 202621 positions
SPYSPDR S&P 500 ETF Trust$4.52M2.91%Not reported-0.9%Q1 2026
GOOGAlphabet Inc.$2.54M1.63%Not reported-0.5%Q1 2026
AAPLApple Inc.$2.5M1.61%0.00%-0.1%Q1 2026
LOARLoar Holdings Inc.$2.18M1.40%0.03%Not reportedQ1 2026
NVDANvidia Corp$1.47M0.95%0.00%-1.1%Q1 2026
MSFTMicrosoft Corp$1.22M0.78%0.00%+0.3%Q1 2026
VVisa Inc.$1.13M0.73%0.00%+0.6%Q1 2026
AMZNAmazon Com Inc$1.02M0.66%0.00%Not reportedQ1 2026
BRK.BBerkshire Hathaway Inc$1.01M0.65%Not reported-0.1%Q1 2026
ORCLOracle Corp$994K0.64%0.00%-0.2%Q1 2026
RODMDirect Markets Holdings Corp.$607K0.39%Not reportedNot reportedQ1 2026
TSLATesla, Inc.$528K0.34%0.00%-1.3%Q1 2026
AVGOBroadcom Inc.$435K0.28%0.00%Not reportedQ1 2026
AMATApplied Materials Inc$348K0.22%0.00%NewQ2 2026
ASTSAST SpaceMobile, Inc.$222K0.14%Not reportedNot reportedQ1 2026
GOOGLAlphabet Inc.$203K0.13%0.00%NewQ2 2026
PDOPIMCO Dynamic Income Opportunities Fund$143K0.09%Not reported-33.9%Q1 2026
EODAllspring Global Dividend Opportunity Fund$79K0.05%Not reportedNot reportedQ1 2026
REKRRekor Systems, Inc.$10.4K0.01%0.01%Not reportedQ1 2026
HUMAHumacyte, Inc.$10.1K0.01%0.00%Not reportedQ1 2026
DFNST3 Defense Inc.$7K0.00%5.40%Not reportedQ1 2026
Q1 2026Reported May 15, 202620 positions
SPYSPDR S&P 500 ETF Trust$3.97M2.81%Not reportedNewQ1 2026
AAPLApple Inc.$2.2M1.55%0.00%NewQ1 2026
GOOGAlphabet Inc.$2.07M1.46%Not reportedNewQ1 2026
LOARLoar Holdings Inc.$1.55M1.09%0.03%NewQ1 2026
NVDANvidia Corp$1.3M0.92%0.00%NewQ1 2026
MSFTMicrosoft Corp$1.21M0.85%0.00%NewQ1 2026
ORCLOracle Corp$999K0.71%0.00%NewQ1 2026
VVisa Inc.$991K0.70%0.00%NewQ1 2026
BRK.BBerkshire Hathaway Inc$972K0.69%Not reportedNewQ1 2026
AMZNAmazon Com Inc$893K0.63%0.00%NewQ1 2026
RODMDirect Markets Holdings Corp.$592K0.42%Not reportedNewQ1 2026
TSLATesla, Inc.$473K0.33%0.00%NewQ1 2026
AVGOBroadcom Inc.$356K0.25%0.00%NewQ1 2026
TMDXTransMedics Group, Inc.$231K0.16%0.01%NewQ1 2026
PDOPIMCO Dynamic Income Opportunities Fund$211K0.15%Not reportedNewQ1 2026
ASTSAST SpaceMobile, Inc.$207K0.15%Not reportedNewQ1 2026
EODAllspring Global Dividend Opportunity Fund$70.6K0.05%Not reportedNewQ1 2026
DFNST3 Defense Inc.$29.4K0.02%0.11%NewQ1 2026
REKRRekor Systems, Inc.$12.3K0.01%0.01%NewQ1 2026
HUMAHumacyte, Inc.$7.89K0.01%0.01%NewQ1 2026
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