CW
Clearview Wealth Management LLC 13F Filing (Q3 2026) — Top Positions & Stock Picks
Clearview Wealth Management LLCCIK: 0001857588
Diversified strategySector-focusedMomentum follower
Total reported value
$133.4M
Reporting period: 2026-09-30 · Number of holdings: 61
Clearview Wealth Management LLC disclosed 61 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $133.4M and a quarterly turnover rate of 25.2%.
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Personality snowflake
- Concentration
- 26.08
- Portfolio Stability
- 25.24
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 82.6
Clearview Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.065 — mathematically equivalent to about 15 equally-sized positions, well below its 61 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 1.74), 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 9% 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 SPHQ
-26.2% -$10.9M
Add SPYM
+41.3% $3.0M
Trim XMHQ
-27.8% -$3.9M
Trim SPY
-46.4% -$2.0M
Trim FBND
-34.4% -$2.1M
Trim IQLT
-25.7% -$2.5M
Holdings Map
New buyAddUnchangedTrim
💡
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 | 19.05% | -4.29% | -26.18% | |
| 2 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 7.96% | -1.34% | -27.81% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.32% | +0.10% | -13.10% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.08% | +2.96% | +41.34% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 5.54% | -0.81% | -25.71% | |
| 6 | JBBB | Janus Henderson B-bbb Clo Et | ETF-Other | 3.29% | +0.51% | +1.65% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.01% | +0.53% | +1.01% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.97% | +0.17% | -0.37% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.63% | -0.97% | -34.45% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.42% | -1.07% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | +0.24% | +0.89% | |
| 12 | USEW | Cambria US Ew ETF | ETF-Other | 2.15% | -0.36% | -27.21% | |
| 13 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 2.11% | +0.39% | +6.58% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.06% | +0.24% | -3.34% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.41% | -8.72% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | -1.02% | -46.44% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +0.16% | -4.66% | |
| 18 | CGGR | Cap Group Growth Equity | ETF-Other | 1.59% | +0.81% | +72.17% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.51% | +0.15% | +5.25% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | +0.13% | -6.17% | |
| 21 | LOAR | Loar Holdings Inc | Stock-Other | 1.25% | -0.15% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | +0.43% | -9.18% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.15% | -13.06% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.92% | — | -9.18% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.06% | -0.75% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.17% | -7.67% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.12% | -5.83% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | +0.10% | -5.37% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.74% | +0.74% | NEW | |
| 30 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.71% | +0.11% | +5.32% | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.71% | +0.09% | -2.46% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.68% | +0.12% | — | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | -0.39% | -46.18% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.62% | +0.04% | -3.56% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.61% | -0.28% | -37.44% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | +0.08% | -0.41% | |
| 37 | TAXF | American Century Diver Muni | ETF-Other | 0.53% | +0.11% | +14.83% | |
| 38 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.47% | +0.07% | — | |
| 39 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.45% | +0.03% | -3.79% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.45% | +0.08% | -2.29% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | -0.07% | -27.34% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.37% | +0.13% | +1.43% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | +0.01% | -0.08% | |
| 44 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.34% | +0.04% | — | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.32% | — | -10.17% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.31% | -0.17% | -44.04% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.03% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.35% | -59.66% | |
| 49 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.29% | +0.04% | -8.18% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.29% | +0.06% | — |
1–50 of 61
Portfolio Performance
Performance for Q4 2026
+0.4%
Performance Last 4 Quarters
-0.8%
Based on 5 months of available history
- Stdev
- +5%
- Beta
- +0.59
- Alpha
- -5.5%
- Max Drawdown
- -2.2%
- Annualized Perf
- -1.9%
- Batting Avg vs S&P
- +20%
- Sortino
- -0.48
- Stutzer
- —
- Treynor
- -0.03
- Sterling
- —
- Calmar
- -0.85
- Information Ratio
- -1.78
- Tracking Error
- +4.6%
- Stdev Down
- +3.8%
- Winning Months %
- +60%
- Losing Months %
- +40%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.13
- Sharpe
- -0.36
- Stdev Sectors
- +18.9%
- Skewness
- -0.33
- Kurtosis
- -1.79
- Upside Potential
- +1.71
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 2026-09-30: New buy: Cap Group Dividend Value (CGDV); New buy: Jns Hndrsn Incm ETF (JIII); Sold out: Vanguard Ftse Developed ETF (VEA); New buy: Palantir Technologies Inc-a (PLTR); Sold out: Ast Spacemobile Inc (ASTS).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3% | +41.34% | Add |
| 2 | CGGR | Cap Group Growth Equity | +0.8% | +72.17% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.7% | NEW | New buy |
| 4 | XLK | Ss Technology Select Sector | +0.5% | +1.01% | Add |
| 5 | JBBB | Janus Henderson B-bbb Clo Et | +0.5% | +1.65% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -9.18% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | -1.07% | Trim |
| 8 | AAPL | Apple Inc | +0.4% | -8.72% | Trim |
| 9 | SDSI | Amer Cent Sh Dur Strat Inc | +0.4% | +6.58% | Add |
| 10 | JIII | Jns Hndrsn Incm ETF | +0.3% | NEW | New buy |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.2% | +0.89% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -3.34% | Trim |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -0.37% | Trim |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | +0.2% | -7.67% | Trim |
| 16 | VLUE | Ishares Msci USA Value Facto | +0.2% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -4.66% | Trim |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +5.25% | Add |
| 19 | NVDA | Nvidia CORP | +0.2% | -13.06% | Trim |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | -6.17% | Trim |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +1.43% | Add |
| 22 | VV | Vanguard Large-cap ETF | +0.1% | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | +0.1% | -5.83% | Trim |
| 24 | TAXF | American Century Diver Muni | +0.1% | +14.83% | Add |
| 25 | CGNG | Cap Group New Geography Eq | +0.1% | +5.32% | Add |
| 26 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | -13.10% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -5.37% | Trim |
| 28 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | -2.46% | Trim |
| 29 | XLV | Ss Health Care Select Sector | +0.1% | -2.29% | Trim |
| 30 | SPEM | State Street Sp Ptf Em ETF | +0.1% | -0.41% | Trim |
| 31 | RODM | Hartford Multifact Dev Mrkt | +0.1% | — | Unchanged |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.75% | Trim |
| 33 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | — | Unchanged |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | -3.56% | Trim |
| 35 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | — | Unchanged |
| 36 | NULV | Nuveen Esg Large-cap Val ETF | 0% | -8.18% | Trim |
| 37 | SMLV | Ss Spdr US Sc Low Vol Idx | 0% | -3.79% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 39 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | — | Unchanged |
| 40 | FREL | Fidelity Msci Rl Est Indx | 0% | — | Unchanged |
| 41 | NUBD | Nuveen Esg US Aggregate Bond | 0% | — | Unchanged |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +0.71% | Add |
| 43 | TSLA | Tesla Inc | 0% | -0.08% | Trim |
| 44 | PDO | Pimco Dynamic Income Opport | 0% | — | Unchanged |
| 45 | XLRE | Ss Real Estate Select Sector | — | -9.18% | Trim |
| 46 | TIP | Ishares Tips Bond ETF | — | -10.17% | Trim |
| 47 | DFNS | T3 Defense Inc | — | EXIT | Sold out |
| 48 | HUMA | Humacyte Inc | 0% | — | Unchanged |
| 49 | REKR | Rekor Systems Inc | 0% | — | Unchanged |
| 50 | AMAT | Applied Materials Inc | -0.1% | — | Unchanged |
1–50 of 66
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 (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $133.4M, spread across 61 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) — $25.4M (19.1%)
2. Invesco S&p Midcap Qual ETF (XMHQ) — $10.6M (8.0%)
3. Janus Henderson Aaa Clo ETF (JAAA) — $9.8M (7.3%)
4. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $9.4M (7.1%)
5. Ishares Msci International Q (IQLT) — $7.4M (5.5%)
What changes did Clearview Wealth Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Clearview Wealth Management LLC made 53 notable position adjustments: 4 new positions were initiated, 11 existing holdings were added to, 33 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Cap Group Dividend Value (CGDV); New buy: Jns Hndrsn Incm ETF (JIII); Sold out: Vanguard Ftse Developed ETF (VEA); New buy: Palantir Technologies Inc-a (PLTR); Sold out: Ast Spacemobile Inc (ASTS)
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: 56.9%
• Communication Services: 21.0%
• Consumer Discretionary: 12.3%
• Financials: 9.8%
Investment Profile
Clearview Wealth Management LLC returned an annualized -1.9% over the trailing 5 months — underperforming the S&P 500 by 5.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.59 (less volatile than the market) and a 20% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 56.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 2 quarters — a shift toward more active trading.
It has added to its SPYM position over the past two quarters (+$3.7M, now $9.4M), while trimming JAAA over the same stretch (-$3.3M, still holding $9.8M).
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Developer Access
Access Clearview Wealth Management LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/clearview-wealth-management-llcCLI
npx alphasmo institutions get clearview-wealth-management-llc