Clearview Wealth Management LLC
Clearview Wealth Management LLC reported 62 positions worth $155.6M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPHQ (23.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPHQ | SH | $36.3M | 23.34% | 402,989 | — | — | |
| ▸ 2 | XMHQ | SH | $14.5M | 9.30% | 128,187 | — | — | |
| ▸ 3 | JAAA | SH | $11.2M | 7.22% | 222,426 | — | — | |
| ▸ 4 | IQLT | SH | $9.9M | 6.35% | 199,418 | — | — | |
| ▸ 5 | SPYM | SH | $6.4M | 4.12% | 72,958 | — | — | |
| ▸ 6 | FBND | SH | $5.6M | 3.60% | 123,015 | — | — | |
| ▸ 7 | SPY | SH | $4.5M | 2.91% | 6,055 | — | — | |
| ▸ 8 | MTUM | SH | $4.4M | 2.80% | 12,715 | — | — | |
| ▸ 9 | JBBB | SH | $4.3M | 2.78% | 91,449 | — | — | |
| ▸ 10 | USEW | SH | $3.9M | 2.51% | 69,865 | — | — |
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Frequently Asked Questions
What stocks does Clearview Wealth Management LLC hold as of Q2 2026?
Clearview Wealth Management LLC reported 62 positions worth $155.6M in its Q2 2026 13F filing. Largest positions: SPHQ (23.3%), XMHQ (9.3%), JAAA (7.2%), IQLT (6.4%) and SPYM (4.1%).
What did Clearview Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clearview Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.