CW
Clearview Wealth Management LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Clearview Wealth Management LLCCIK: 0001857588
Diversified strategySector-focusedLong-term holder
Total reported value
$155.6M
Reporting period: 2026-06-30 · Number of holdings: 62
Clearview Wealth Management LLC disclosed 62 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $155.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 33.03
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 79.54
Clearview Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.083 — mathematically equivalent to about 12 equally-sized positions, well below its 62 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.05), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim JAAA
-14.2% -$1.8M
Add SPHQ
-1.3% $5.6M
Add XLK
-1.9% $1.1M
Add MTUM
-7.3% $1.1M
Trim FBND
-1.4% -$93.2K
Add LOAR
0.0% $629.7K
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 23.34% | +1.62% | -1.31% | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 9.30% | -0.11% | -0.39% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.22% | -2.01% | -14.18% | |
| 4 | IQLT | Ishares Msci International Q | ETF-Other | 6.35% | -0.11% | +0.99% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | +0.06% | -2.76% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.60% | -0.42% | -1.36% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.91% | +0.10% | -0.85% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.80% | +0.47% | -7.33% | |
| 9 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 2.78% | -0.28% | -1.61% | |
| 10 | USEW | Cambria US Ew ETF | ETF-Other | 2.51% | +0.02% | -3.09% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.48% | +0.54% | -1.88% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.09% | — | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.91% | -0.24% | -1.60% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.82% | -0.07% | -0.53% | |
| 15 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 1.72% | -0.26% | -4.46% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.17% | -0.53% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.61% | +0.06% | -0.10% | |
| 18 | LOAR | Loar Holdings Inc | Stock-Other | 1.40% | +0.31% | — | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.37% | +0.14% | -1.69% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.33% | +0.03% | +300.00% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.02% | -0.11% | +0.02% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.03% | -1.07% | |
| 23 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.92% | -0.03% | -1.87% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.89% | -0.08% | +0.03% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.06% | -1.26% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | +0.25% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | +0.08% | +3.42% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.03% | +0.55% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.03% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.04% | -0.05% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.07% | -0.15% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.62% | -0.02% | -2.64% | |
| 33 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.60% | +0.03% | -1.62% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.02% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | +0.04% | +2.44% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.04% | -8.36% | |
| 37 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.48% | -0.01% | +0.41% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | -0.04% | -7.89% | |
| 39 | TAXF | American Century Diver Muni | ETF-Other | 0.42% | -0.04% | -0.71% | |
| 40 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.42% | +0.01% | -2.41% | |
| 41 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.39% | -0.03% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | — | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.01% | -1.34% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | -0.05% | -1.52% | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.30% | +0.04% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.03% | — | |
| 47 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.25% | — | — | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.24% | -0.07% | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.23% | -0.02% | — | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | +0.22% | NEW |
1–50 of 62
Portfolio Performance
Performance for Q3 2026
+0.5%
Performance Last 4 Quarters
+0.5%
Based on 3 months of available history
- Stdev
- +5.9%
- Beta
- +0.54
- Alpha
- -1.2%
- Max Drawdown
- -1.7%
- Annualized Perf
- +2%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +0.64
- Stutzer
- —
- Treynor
- +0.04
- Sterling
- —
- Calmar
- +1.23
- Information Ratio
- -0.73
- Tracking Error
- +5.6%
- Stdev Down
- +3.3%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.13
- Sharpe
- +0.36
- Stdev Sectors
- +19.1%
- Skewness
- -0.36
- Kurtosis
- -1.5
- Upside Potential
- +2.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Clearview Wealth Management LLC's most significant position changes for 2026-06-30: New buy: Applied Materials Inc (AMAT); Sold out: Transmedics Group Inc (TMDX); New buy: Alphabet Inc-cl A (GOOGL); New buy: Virtus Terranova US Qual Mom (JOET); Trim: Janus Henderson Aaa Clo ETF (JAAA) — shares -14.18%.
1–50 of 63
Filing History
FAQ
What is Clearview Wealth Management LLC and what type of investor is it?
Clearview Wealth Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $155.6M, spread across 62 disclosed positions.
What are Clearview Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Clearview Wealth Management LLC's top holdings by market value are:
1. Invesco S&p 500 Quality ETF (SPHQ) — $36.3M (23.3%)
2. Invesco S&p Midcap Qual ETF (XMHQ) — $14.5M (9.3%)
3. Janus Henderson Aaa Clo ETF (JAAA) — $11.2M (7.2%)
4. Ishares Msci International Q (IQLT) — $9.9M (6.3%)
5. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $6.4M (4.1%)
What changes did Clearview Wealth Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Clearview Wealth Management LLC made 44 notable position adjustments: 3 new positions were initiated, 9 existing holdings were added to, 31 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Applied Materials Inc (AMAT); Sold out: Transmedics Group Inc (TMDX); New buy: Alphabet Inc-cl A (GOOGL); New buy: Virtus Terranova US Qual Mom (JOET); Trim: Janus Henderson Aaa Clo ETF (JAAA) — shares -14.18%
What sectors does Clearview Wealth Management LLC focus on?
Clearview Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 57.0%
• Communication Services: 21.7%
• Consumer Discretionary: 12.3%
• Financials: 9.0%
Investment Profile
Clearview Wealth Management LLC returned an annualized 2.0% over the trailing 3 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.54 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 57.0% of the portfolio concentrated in Information Technology.
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Developer Access
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