Clearview Wealth Management
Clearview Wealth Management reported 61 stocks worth $133M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPHQ (19.1%), XMHQ (8.0%) and JAAA (7.3%). Compared with Q2 2026, the fund opened new positions in CGDV, JIII and PLTR, added to SPYM, JBBB and XLK, trimmed SPHQ, XMHQ and JAAA and sold out of VEA, ASTS and JOET.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPHQ Invesco Exchange Traded FD T | $25.4M | 19.1% | 297K | −106K (−26%) | 3 of 3 | |
| 2 |  XMHQ Invesco S&P | $10.6M | 8.0% | 93K | −36K (−28%) | 3 of 3 | |
| 3 |  JAAA Janus Detroit Str TR | $9.8M | 7.3% | 193K | −29K (−13%) | 3 of 3 | |
| 4 |  SPYM Spdr Series Trust | $9.4M | 7.1% | 103K | +30K (+41%) | 3 of 3 | |
| 5 |  IQLT Ishares Msci Intl Quality Factor ETF | $7.4M | 5.5% | 148K | −51K (−26%) | 3 of 3 | |
| 6 |  JBBB Janus Detroit Str TR | $4.4M | 3.3% | 93K | +1,506 (+2%) | 3 of 3 | |
| 7 |  XLK Select Sector Spdr TR | $4M | 3.0% | 20K | +204 (+1%) | 3 of 3 | |
| 8 |  MTUM Ishares Msci USA Momntum | $4M | 3.0% | 13K | −47 (−0%) | 3 of 3 | |
| 9 |  FBND Fidelity Total Bond ETF | $3.5M | 2.6% | 81K | −42K (−34%) | 3 of 3 | |
| 10 |  VOO Vanguard S&P 500 ETF | $3.3M | 2.5% | 4,635 | −50 (−1%) | 3 of 3 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clearview Wealth Management 13F FAQ
What does Clearview Wealth Management own?
Clearview Wealth Management reported 61 stocks worth $133M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SPHQ (19.1%), XMHQ (8.0%) and JAAA (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Clearview Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 11 added to, 32 trimmed and 5 sold out. New positions include CGDV, JIII and PLTR. It sold all of VEA, ASTS and JOET.
When will Clearview Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Clearview Wealth Management's portfolio worth?
The Q3 2026 filing reports $133M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.