Q3 2026 13F · SEC CIK 1857588

Clearview Wealth Management LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $133.4M
Reported positions: 61
Holdings vs S&P 500, 3 yrs: —
Assets under management: $182.4M

Clearview Wealth Management LLC is a wealth manager that reported 61 positions worth $133.4M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Invesco Exchange Traded Fd T (SPHQ, 19.1%), Invesco Exchange Traded Fd T (XMHQ, 8.0%), Janus Detroit Str Tr (JAAA, 7.3%).

Clearview Wealth Management LLC holdings largest 50 of 61 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Clearview Wealth Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPHQInvesco Exchange Traded Fd T	19.1%	23.3%	297,474	-26.2%	$25.4M
XMHQInvesco Exchange Traded Fd T	8.0%	9.3%	92,537	-27.8%	$10.6M
JAAAJanus Detroit Str Tr	7.3%	7.2%	193,279	-13.1%	$9.8M
SPLGSpdr Series Trust	7.1%	4.1%	103,118	+41.3%	$9.4M
IQLTIshares Tr	5.5%	6.4%	148,150	-25.7%	$7.4M
JBBBJanus Detroit Str Tr	3.3%	2.8%	92,955	+1.6%	$4.4M
XLKSelect Sector Spdr Tr	3.0%	2.5%	20,463	+1.0%	$4.0M
MTUMIshares Tr	3.0%	2.8%	12,668	-0.4%	$4.0M
FBNDFidelity Merrimack Str Tr	2.6%	3.6%	80,642	-34.4%	$3.5M
VOOVanguard Index Fds	2.5%	2.1%	4,635	-1.1%	$3.3M
AGGIshares Tr	2.2%	1.9%	30,339	+0.9%	$2.9M
USEWEa Series Trust	2.2%	2.5%	50,858	-27.2%	$2.9M
SDSIAmerican Centy ETF Tr	2.1%	1.7%	55,586	+6.6%	$2.8M
IEFAIshares Tr	2.1%	1.8%	28,397	-3.3%	$2.7M
AAPLApple Inc	2.0%	1.6%	7,894	-8.7%	$2.7M
SPYState Str Spdr S&p 500 ETF T	1.9%	2.9%	3,243	-46.4%	$2.5M
GOOGAlphabet Inc	1.8%	1.6%	6,847	-4.7%	$2.4M
CGGRCapital Group Growth ETF	1.6%	0.8%	44,104	+72.2%	$2.1M
SCHASchwab Strategic Tr	1.5%	1.4%	62,063	+5.2%	$2.0M
VOVanguard Index Fds	1.5%	1.3%	24,081	-6.2%	$2.0M
LOARLoar Holdings Inc	1.3%	1.4%	27,001	+0.0%	$1.7M
MSFTMicrosoft Corp	1.2%	0.8%	2,967	-9.2%	$1.6M
NVDANvidia Corporation	1.1%	0.9%	6,408	-13.1%	$1.5M
XLRESelect Sector Spdr Tr	0.9%	0.9%	29,439	-9.2%	$1.2M
IJRIshares Tr	0.9%	0.8%	8,808	-0.8%	$1.2M
VVisa Inc	0.9%	0.7%	3,044	-7.7%	$1.2M
AMZNAmazon Com Inc	0.8%	0.7%	4,039	-5.8%	$1.0M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	1,919	-5.4%	$999K
CGDVCapital Group Dividend Value	0.7%	—	19,751	—	$981K
CGNGCapital Group New Geography	0.7%	0.6%	26,362	+5.3%	$949K
AOAIshares Tr	0.7%	0.6%	9,672	-2.5%	$947K
VVVanguard Index Fds	0.7%	0.6%	2,519	+0.0%	$904K
VCSHVanguard Scottsdale Fds	0.6%	1.0%	10,820	-46.2%	$837K
IJHIshares Tr	0.6%	0.6%	11,254	-3.6%	$824K
VTEBVanguard Mun Bd Fds	0.6%	0.9%	17,121	-37.4%	$816K
SPEMSpdr Index Shs Fds	0.5%	0.5%	13,783	-0.4%	$719K
TAXFAmerican Centy ETF Tr	0.5%	0.4%	14,929	+14.8%	$709K
RODMLattice Strategies Tr	0.5%	0.4%	15,015	+0.0%	$620K
SMLVSpdr Series Trust	0.5%	0.4%	3,980	-3.8%	$605K
XLVSelect Sector Spdr Tr	0.4%	0.4%	3,501	-2.3%	$594K
VTVVanguard Index Fds	0.4%	0.5%	2,493	-27.3%	$550K
XLESelect Sector Spdr Tr	0.4%	0.2%	7,251	+1.4%	$487K
TSLATesla Inc	0.4%	0.3%	1,255	-0.1%	$471K
NULGNuveen Esg	0.3%	0.3%	3,976	+0.0%	$454K
TIPIshares Tr	0.3%	0.3%	4,142	-10.2%	$433K
AORIshares Tr	0.3%	0.5%	5,993	-44.0%	$412K
AVGOBroadcom Inc	0.3%	0.3%	1,151	+0.0%	$411K
ORCLOracle Corp	0.3%	0.6%	2,737	-59.7%	$392K
NULVNushares ETF Tr	0.3%	0.2%	7,075	-8.2%	$384K
USMVIshares Tr	0.3%	0.2%	3,778	+0.0%	$380K

What Clearview Wealth Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$133.4M	61
Q2 2026	$155.6M	62
Q1 2026	$141.4M	60

Questions about Clearview Wealth Management LLC's portfolio

What stocks does Clearview Wealth Management LLC own?

Clearview Wealth Management LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 61 positions worth $133.4M. The largest are Invesco Exchange Traded Fd T (SPHQ) at 19.1%, Invesco Exchange Traded Fd T (XMHQ) at 8.0%, Janus Detroit Str Tr (JAAA) at 7.3%, Spdr Series Trust (SPLG) at 7.1% and Ishares Tr (IQLT) at 5.5%.

What did Clearview Wealth Management LLC buy last quarter?

In Q3 2026, Clearview Wealth Management LLC added Capital Group Growth ETF (CGGR) (+72.2% shares), Spdr Series Trust (SPLG) (+41.3% shares) and American Centy ETF Tr (TAXF) (+14.8% shares), compared with its Q2 2026 filing.

What did Clearview Wealth Management LLC sell last quarter?

In Q3 2026, Clearview Wealth Management LLC cut from its top 50 Applied Matls Inc (AMAT), Oracle Corp (ORCL) (-59.7% shares), State Str Spdr S&p 500 ETF T (SPY) (-46.4% shares) and Vanguard Scottsdale Fds (VCSH) (-46.2% shares), compared with its Q2 2026 filing.

When is Clearview Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Clearview Wealth Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Clearview Wealth Management LLC manage?

Clearview Wealth Management LLC reported $182.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $133.4M.