Clearview Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$155,593
Net value change ($000)
+14,212 (10.1%)
New positions
3
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPHQ 5,607 18.3%
XMHQ 1,167 8.8%
XLK 1,116 40.7%
MTUM 1,066 32.4%
IQLT 752 8.2%
SPYM 669 11.6%
LOAR 630 40.7%
SPY 549 13.8%
GOOGL 467 22.5%
VOO 418 14.9%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -1,824 -14.0%
TMDX -231 -100.0%
SDSI -122 -4.4%
FBND -93 -1.6%
PDO -68 -32.2%
XLE -58 -13.2%
AGG -58 -1.9%
DFNS -22 -75.9%
TIP -12 -2.3%
ORCL -5 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type