Clearview Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Clearview Wealth Management Llc disclosed 61 stock positions valued at approximately $133.39M as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, INVESCO EXCHANGE TRADED FD T, and JANUS DETROIT STR TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 61
- Portfolio Value
- $133.39M
Holdings by Sector
Clearview Wealth Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 19.05% | 297,474 | -105,515 | -26.18% | $25,413,179 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 7.96% | 92,537 | -35,650 | -27.81% | $10,612,162 |
| JANUS DETROIT STR TR | JAAA | Other | 7.32% | 193,279 | -29,147 | -13.10% | $9,770,247 |
| SPDR SERIES TRUST | SPLG | Other | 7.08% | 103,118 | +30,160 | +41.34% | $9,440,438 |
| ISHARES TR | IQLT | Other | 5.54% | 148,150 | -51,268 | -25.71% | $7,391,219 |
| JANUS DETROIT STR TR | JBBB | Other | 3.29% | 92,955 | +1,506 | +1.65% | $4,388,428 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.01% | 20,463 | +204 | +1.01% | $4,016,519 |
| ISHARES TR | MTUM | Other | 2.97% | 12,668 | -47 | -0.37% | $3,966,477 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.63% | 80,642 | -42,373 | -34.45% | $3,509,556 |
| VANGUARD INDEX FDS | VOO | Other | 2.49% | 4,635 | -50 | -1.07% | $3,314,952 |
| ISHARES TR | AGG | Other | 2.15% | 30,339 | +268 | +0.89% | $2,873,408 |
| EA SERIES TRUST | USEW | Other | 2.15% | 50,858 | -19,007 | -27.21% | $2,868,558 |
| AMERICAN CENTY ETF TR | SDSI | Other | 2.11% | 55,586 | +3,431 | +6.58% | $2,809,314 |
| ISHARES TR | IEFA | Other | 2.06% | 28,397 | -982 | -3.34% | $2,744,286 |
| APPLE INC | AAPL | Technology | 2.02% | 7,894 | -754 | -8.72% | $2,694,045 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.89% | 3,243 | -2,812 | -46.44% | $2,522,898 |
| ALPHABET INC | GOOG | Communication Services | 1.79% | 6,847 | -335 | -4.66% | $2,393,023 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.59% | 44,104 | +18,487 | +72.17% | $2,123,618 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.51% | 62,063 | +3,095 | +5.25% | $2,020,771 |
| VANGUARD INDEX FDS | VO | Other | 1.46% | 24,081 | -1,583 | -6.17% | $1,951,016 |
| LOAR HOLDINGS INC | LOAR | Industrials | 1.25% | 27,001 | - | - | $1,670,012 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 2,967 | -300 | -9.18% | $1,612,472 |
| NVIDIA CORPORATION | NVDA | Technology | 1.10% | 6,408 | -963 | -13.06% | $1,464,410 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.92% | 29,439 | -2,975 | -9.18% | $1,231,433 |
| ISHARES TR | IJR | Other | 0.91% | 8,808 | -67 | -0.75% | $1,211,917 |
| VISA INC | V | Financial Services | 0.90% | 3,044 | -253 | -7.67% | $1,205,508 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.78% | 4,039 | -250 | -5.83% | $1,044,405 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.75% | 1,919 | -109 | -5.37% | $999,012 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.74% | 19,751 | +19,751 | +100.00% | $981,207 |
| CAPITAL GROUP NEW GEOGRAPHY | CGNG | Other | 0.71% | 26,362 | +1,331 | +5.32% | $949,296 |
Showing 30 of 61 holdings in the latest reporting period.