Titelia

Holdings of Clearview Wealth Management LLC

52 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.8 % of the equity sleeve

Sector breakdown

  • Funds 14.7 %
  • Technology 4.9 %
  • Communication 1.7 %
  • Financials 1.6 %
  • Consumer discretionary 1.1 %
  • Unattributed 75.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US52122.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 408,32830.7M $
2Janus Detroit Street Trust 259,16713.1M $
3iShares MSCI International Quality Factor ETF 197,4679.1M $
4SPDR Series Trust 75,0305.7M $
5Fidelity Total Bond ETF 124,7075.7M $
6Janus Detroit Street Trust 92,9444.3M $
7State Street SPDR S&P 500 ETF Trust 6,1074M $
8iShares MSCI USA Momentum Factor ETF 13,7213.3M $
9iShares Core U.S. Aggregate Bond ETF 30,5613M $
10American Century Short Duration Strategic Income ETF 54,5882.8M $
11Vanguard S&P 500 ETF 4,6852.8M $
12SELECT SECTOR SPDR TRUST (THE) 20,6472.7M $
13iShares Core MSCI EAFE ETF 29,5352.7M $
14Apple Inc 8,6572.2M $
15Alphabet Inc 7,2202.1M $
16Vanguard Mid-Cap ETF 6,4161.8M $
17Schwab U.S. Small-Cap ETF 59,9801.7M $
18VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 20,0991.6M $
19Loar Holdings Inc 27,0011.5M $
20Vanguard Tax-Exempt Bond Index ETF 27,3571.4M $
21Select Sector Spdr Trust 33,0321.3M $
22NVIDIA Corp 7,4511.3M $
23Microsoft Corp 3,2591.2M $
24iShares Core S&P Small-Cap ETF 8,9881.1M $
25Oracle Corp 6,794999.5K $
26Capital Group Growth ETF 24,770995.5K $
27Visa Inc 3,279991K $
28Berkshire Hathaway Inc 2,029972.3K $
29iShares Core 80/20 Aggressive 10,185901.3K $
30Amazon.com Inc 4,289893.3K $
31Capital Group New Geography Equity ETF 25,443803.2K $
32iShares Core S&P Mid-Cap ETF 11,670788.1K $
33Vanguard Large-Cap ETF 2,459734.9K $
34Vanguard Value ETF 3,744734.6K $
35State Street SPDR Portfolio Emerging Markets ETF 15,026704.9K $
36iShares Core 60/40 Balanced Al 10,666686.4K $
37American Century Diversified Municipal Bond ETF 13,094655.4K $
38Hartford Multifactor Developed Markets ex-US ETF 15,015591.9K $
39State Street Health Care Select Sector SPDR ETF 3,583525.3K $
40iShares TIPS Bond ETF 4,682516.7K $
41Tesla Inc 1,273473.2K $
42Select Sector Spdr Trust 7,149437.9K $
43Broadcom Inc 1,151356.3K $
44iShares MSCI USA Min Vol Factor ETF 3,778350.4K $
45Vanguard FTSE Developed Markets ETF 3,850246.7K $
46TransMedics Group Inc 2,326231.2K $
47PIMCO Dynamic Income Opportunities Fund 16,354211.5K $
48AST SpaceMobile Inc 2,500207.2K $
49Allspring Global Dividend Opportunity Fund 12,10370.6K $
50T3 DEFENSE INC 40,95229.4K $
51REKOR SYSTEMS INC 15,00012.3K $
52Humacyte Inc 13,0007.9K $