Clearview Wealth Management LLC - Portfolio overview

Clearview Wealth Management LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPHQ - INVESCO EXCHANGE TRADED FD T, 21.72%
2. XMHQ - INVESCO EXCHANGE TRADED FD T, 9.41%
3. JAAA - JANUS DETROIT STR TR, 9.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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