Clearview Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Irvine, CA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$133,387
Net value change ($000)
-22,206 (-14.3%)
New positions
4
Sold out positions
5
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYM 3,028 47.2%
CGDV 981 NEW
CGGR 915 75.7%
MSFT 393 32.2%
JIII 374 NEW
PLTR 232 NEW
VLUE 218 NEW
AAPL 192 7.7%
XLK 157 4.1%
SDSI 131 4.9%
Top Reduces (Value $000, Stocks/ETFs)
SPHQ -10,896 -30.0%
XMHQ -3,858 -26.7%
IQLT -2,490 -25.2%
FBND -2,086 -37.3%
SPY -1,998 -44.2%
JAAA -1,460 -13.0%
USEW -1,031 -26.4%
VCSH -752 -47.3%
ORCL -602 -60.6%
VTEB -568 -41.0%
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