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Clearview Wealth Management LLC

hedge fundUpdated 20 days ago

Managed by Clearview Wealth Management Llc • Latest filing Q3 2026

Portfolio value
$133.4M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-11.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 3 quarters

Show data table
PeriodPortfolio value
Q1 2026$141.4M
Q2 2026$155.6M
Q3 2026$133.4M

Top holdings

61 positions as of Q3 2026

View filing
E

INVESCO EXCHANGE TRADED FD T

-26.2%
Value
$25.4M
Shares
297.5K
% Port
19.05%
I

INVESCO EXCHANGE TRADED FD T

-27.8%
Value
$10.6M
Shares
92.5K
% Port
7.96%
N

JANUS DETROIT STR TR

-13.1%
Value
$9.8M
Shares
193.3K
% Port
7.32%
S

SPDR SERIES TRUST

+41.3%
Value
$9.4M
Shares
103.1K
% Port
7.08%
E

ISHARES TR

-25.7%
Value
$7.4M
Shares
148.2K
% Port
5.54%
?
6.N/A

JANUS DETROIT STR TR

+1.6%
Value
$4.4M
Shares
93.0K
% Port
3.29%
S

SELECT SECTOR SPDR TR

+1.0%
Value
$4M
Shares
20.5K
% Port
3.01%
E

ISHARES TR

-0.4%
Value
$4M
Shares
12.7K
% Port
2.97%
F

FIDELITY MERRIMACK STR TR

-34.5%
Value
$3.5M
Shares
80.6K
% Port
2.63%
V

VANGUARD INDEX FDS

-1.1%
Value
$3.3M
Shares
4.6K
% Port
2.49%
E

ISHARES TR

+0.9%
Value
$2.9M
Shares
30.3K
% Port
2.15%
?
12.N/A

EA SERIES TRUST

-27.2%
Value
$2.9M
Shares
50.9K
% Port
2.15%
?
13.N/A

AMERICAN CENTY ETF TR

+6.6%
Value
$2.8M
Shares
55.6K
% Port
2.11%
E

ISHARES TR

-3.3%
Value
$2.7M
Shares
28.4K
% Port
2.06%
A

APPLE INC

-8.7%
Value
$2.7M
Shares
7.9K
% Port
2.02%
S

STATE STR SPDR S&P 500 ETF T

-46.4%
Value
$2.5M
Shares
3.2K
% Port
1.89%
G

ALPHABET INC

-4.7%
Value
$2.4M
Shares
6.8K
% Port
1.79%
C

CAPITAL GROUP GROWTH ETF

+72.2%
Value
$2.1M
Shares
44.1K
% Port
1.59%
S

SCHWAB STRATEGIC TR

+5.3%
Value
$2M
Shares
62.1K
% Port
1.51%
V

VANGUARD INDEX FDS

-6.2%
Value
$2M
Shares
24.1K
% Port
1.46%

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