13F Insight
DOSSIER · 13F-HR · Q1 2026

Clearview Wealth Management LLC

Clearview Wealth's holding co. based in Omaha, NE — $141M in tracked AUM across 60 positions as of Q1 2026.

CW
Clearview Wealth·Omaha, NE·Holding Co.
CIK 0001857588 · last filed Mar 31, 2026
Total AUM
$141M
▼ 12.3%
vs prior
Holdings
60
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clearview Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPHQ
INVESCO EXCHANGE TRADED FD T
$31M408K21.7%
02
XMHQ
INVESCO EXCHANGE TRADED FD T
$13M129K9.4%
03
JAAA
JANUS DETROIT STR TR
$13M259K9.2%
04
IQLT
ISHARES TR
$9M197K6.5%
05
SPYM
SPDR SERIES TRUST
$6M75K4.1%
06
FBND
FIDELITY MERRIMACK STR TR
$6M125K4.0%
07
JBBB
JANUS DETROIT STR TR
$4M93K3.1%
08
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K2.8%
09
USEW
EA SERIES TRUST
$4M72K2.5%
10
MTUM
ISHARES TR
$3M14K2.3%

Filing history

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