account_balance

Investment manager · 13F filer · SEC CIK 1857588

Clearview Wealth Management LLC

Reported value$133Mas of Sep 30, 2026
Positions61 4 new, 5 sold out
Top 10 weight61.3%SPHQ alone is 19%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPHQ Invesco Exchange Traded Fd T 19.1% Trimmed −26%
XMHQ Invesco Exchange Traded Fd T 8.0% Trimmed −28%
JAAA Janus Detroit STR Tr 7.3% Trimmed −13%
SPYM SPDR Series Trust 7.1% Added +41%
IQLT iShares Tr 5.5% Trimmed −26%
JBBB Janus Detroit STR Tr 3.3% Held
XLK Select Sector SPDR Tr 3.0% Held
MTUM iShares Tr 3.0% Held
FBND Fidelity Merrimack STR Tr 2.6% Trimmed −34%
VOO Vanguard Index FDS 2.5% Held
AGG iShares Tr 2.2% Held
USEW Ea Series Trust 2.2% Trimmed −27%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • CGDV $981K
  • JIII $374K
  • PLTR $232K
  • VLUE $218K
arrow_upwardAdded
  • CGGR +72%
  • SPYM +41%
  • TAXF +15%
  • SDSI +7%
arrow_downwardTrimmed
  • ORCL −60%
  • SPY −46%
  • VCSH −46%
  • AOR −44%
remove_circleSold out
  • VEA $274K
  • ASTS $222K
  • JOET $200K
  • EOD $79K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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