StockDriftsStockDriftsTop 50 Clearview Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 19.05% | 297.5K | $25.4M | -26.18%(-105.52K) | $75.12(+12.18%) | 2026-09-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 7.96% | 92.5K | $10.6M | -27.81%(-35.65K) | $102.90(+11.38%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 7.32% | 193.3K | $9.8M | -13.10%(-29.15K) | $50.48(+0.23%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 7.08% | 103.1K | $9.4M | +41.34%(+30.16K) | $81.43(+10.80%) | 2026-09-30 | |
| IQLT | ISHARES TR | 5.54% | 148.2K | $7.4M | -25.71%(-51.27K) | $45.85(+9.02%) | 2026-09-30 | |
| JBBB | JANUS DETROIT STR TR | 3.29% | 93.0K | $4.4M | +1.65%(+1.51K) | $47.15(+0.10%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.01% | 20.5K | $4.0M | +1.01%(+204) | $138.98(+33.80%) | 2026-09-30 | |
| MTUM | ISHARES TR | 2.97% | 12.7K | $4.0M | -0.37%(-47) | $245.15(+20.62%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.63% | 80.6K | $3.5M | -34.45%(-42.37K) | $45.83(-4.69%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.49% | 4.6K | $3.3M | -1.07%(-50) | $612.34(+15.07%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.72% |
Clearview Wealth Management LLC reports $133.39M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (19.1%), XMHQ (8.0%) and JAAA (7.3%). The top 20 holdings account for 80.07% of reported assets. Its disclosed equity book has returned +9.50% cumulatively over 2 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Clearview Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
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