Clearview Wealth Management LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,593
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 62 | 155,593 | 13F-HR | Clearview Wealth Management LLC |
| Q1 2026 | 5/15/2026 | 60 | 141,381 | 13F-HR | Clearview Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.23 K | 18.1% | 0 | 2.929 K | -2.929 K |
| ETFs | 127.4 K | 81.9% | 17.14 K | 0 | 17.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
155,593
Holdings
62
QoQ value change ($000)
14,212
(10.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.