Clearview Wealth Management LLC
CIK 0001857588 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$155.6M
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPHQ
INVESCO EXCHANGE TRADED FD T
23.3%
XMHQ
INVESCO EXCHANGE TRADED FD T
9.3%
JAAA
JANUS DETROIT STR TR
7.2%
IQLT
ISHARES TR
6.4%
SPYM
SPDR SERIES TRUST
4.1%
FBND
FIDELITY MERRIMACK STR TR
3.6%
SPY
STATE STR SPDR S&P 500 ETF T
2.9%
MTUM
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.