Clearview Wealth Management LLC - Portfolio Stock Holdings
Clearview Wealth Management LLC disclosed 66 stock positions in a recent SEC 13F filing. $131,535,721 of stock holdings were filed, with the largest holdings including SPHQ, XMHQ, and JAAA. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $178,543,412 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
66Est. Stock Holding Value:
$131,535,721Top Stock Holdings By Sector
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Portfolio Stock Holdings - Clearview Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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