StockDriftsStockDriftsTop 50 Clearview Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 23.34% | 403.0K | $36.3M | -1.31%(-5.34K) | $75.12(+14.95%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 9.3% | 128.2K | $14.5M | -0.39%(-504) | $102.90(+15.74%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 7.22% | 222.4K | $11.2M | -14.18%(-36.74K) | $50.48(+0.20%) | 2026-06-30 | |
| IQLT | ISHARES TR | 6.35% | 199.4K | $9.9M | +0.99%(+1.95K) | $45.85(+13.12%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.12% | 73.0K | $6.4M | -2.76%(-2.07K) | $78.38(+16.15%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.6% | 123.0K | $5.6M | -1.36%(-1.69K) | $45.83(-1.97%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.91% | 6.1K | $4.5M | -0.85%(-52) | $666.13(+16.12%) | 2026-06-30 | |
| MTUM | ISHARES TR | 2.8% | 12.7K | $4.4M | -7.33%(-1.01K) | $245.15(+25.93%) | 2026-06-30 | |
| JBBB | JANUS DETROIT STR TR | 2.78% | 91.4K | $4.3M | -1.61%(-1.50K) | $47.15(+0.42%) | 2026-06-30 | |
| USEW | EA SERIES TRUST | 2.51% | 69.9K | $3.9M | -3.09%(-2.23K) | $49.82(+14.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +12.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.13% |
Clearview Wealth Management LLC reports $155.59M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (23.3%), XMHQ (9.3%) and JAAA (7.2%). The top 20 holdings account for 82.27% of reported assets. Its disclosed equity book has returned +12.57% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearview Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1857588). View Clearview Wealth Management LLC’s 13F filings on SEC