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Clearview Wealth Management LLC — 13F Holdings & Portfolio

CIK 1857588 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Clearview Wealth Management LLC manages $133.4M in 13F-reported U.S. long-equity assets across 61 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPHQ (19.05%), XMHQ (7.96%), JAAA (7.32%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 5; 7 existing positions rose in reported value and 29 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$133.4M

Long-equity book

Holdings
61

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+4 / −5 / ↑7 / ↓29

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPHQ19.1% · -26%XMHQ8.0% · -28%JAAA7.3% · -13%SPYM7.1% · +41%IQLT5.5% · -26%JBBB3.3% · +2%XLK3.0% · +1%MTUM3.0% · -0%FBND2.6% · -34%VOO2.5% · -1%AGG2.2% · +1%USEW2.2% · -27%SDSI2.1% · +7%IEFA2.1% · -3%AAPL2.0% · -9%SPY1.9% · -46%GOOG1.8% · -5%CGGR1.6% · +72%SCHA1.5% · +5%VO1.5% · -6%LOAR1.3% · 0%MSFT1.2% · -9%NVDA1.1% · -13%XLRE0.9% · -9%IJR0.9% · -1%V0.9% · -8%AMZN0.8% · -6%BRK.B0.7% · -5%CGDV0.7% · newCGNG0.7% · +5%AOA0.7% · -2%VV0.7% · 0%VCSH0.6% · -46%IJH0.6% · -4%VTEB0.6% · -37%SPEM0.5% · -0%TAXF0.5% · +15%RODM0.5% · 0%SMLV0.5% · -4%XLV0.4% · -2%VTV0.4% · -27%XLE0.4% · +1%TSLA0.4% · -0%NULG0.3% · 0%TIP0.3% · -10%AOR0.3% · -44%AVGO0.3% · 0%ORCL0.3% · -60%NULV0.3% · -8%USMV0.3% · 0%JIII0.3% · newNUDM0.2% · 0%FREL0.2% · 0%PLTR0.2% · newAMAT0.2% · 0%VLUE0.2% · newNUBD0.2% · 0%GOOGL0.2% · +1%PDO0.1% · 0%REKR0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 17, 2026.

Assets Under Management
$201.8M
Discretionary
$201.8M
Employees
5
Accounts
823
Address
2035 MADRONA AVE SE
STE 100
SALEM, OR 97302
Phone
(503) 400-7800
Website
Mailing Address
P.O. BOX 4551, SALEM, OR, 97302
Name Title / Status Ownership Type
COURSEY WEALTH ADVISING, P.C. ControlMEMBER
since Jul 2019
75% or moreDomestic Entity
COURSEY, MICHAEL, BERT ControlMANAGER
since Jul 2019
Less than 5%Individual
THOMAS, DAWN, LEIGH ControlCHIEF COMPLIANCE OFFICER
since Jul 2019
Less than 5%Individual
COURSEY, MICHAEL, BERT Control
Indirect owner via COURSEY WEALTH ADVISING, P.C.
MEMBER
since Sep 2012
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Sep 23, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 16, 2023 filing
  • No longer listedBOUCHER WEALTH MANAGEMENT, P.C. · MEMBER · 25–50% · control person · listed since Jul 2019
  • No longer listedBOUCHER, RONALD, RAY · MANAGER · Less than 5% · control person · listed since Jul 2019
  • No longer listedBOUCHER, RONALD, RAY · MEMBER · 75% or more · indirect via BOUCHER WEALTH MANAGEMENT, P.C. · control person · listed since Feb 2015
  • ChangedCOURSEY WEALTH ADVISING, P.C. · ownership 25–50% → 75% or more
Mar 22, 2022 filing
  • No longer listedARCHSTONE ENTERPRISES, P.C. · MEMBER · 25–50% · control person · listed since Jul 2019
  • No longer listedWON, WING, BENNY · MANAGER · Less than 5% · control person · listed since Jul 2019
  • No longer listedWON, WING, BENNY · MEMBER · 75% or more · indirect via ARCHSTONE ENTERPRISES, P.C. · control person · listed since Sep 2012
Sep 23, 2019 filing (earliest on record)
  • ListedARCHSTONE ENTERPRISES, P.C. · MEMBER · 25–50% · control person
  • ListedBOUCHER WEALTH MANAGEMENT, P.C. · MEMBER · 25–50% · control person
  • ListedBOUCHER, RONALD, RAY · MANAGER · Less than 5% · control person
  • ListedBOUCHER, RONALD, RAY · MEMBER · 75% or more · indirect via BOUCHER WEALTH MANAGEMENT, P.C. · control person
  • ListedCOURSEY WEALTH ADVISING, P.C. · MEMBER · 25–50% · control person
  • ListedCOURSEY, MICHAEL, BERT · MANAGER · Less than 5% · control person
  • ListedCOURSEY, MICHAEL, BERT · MEMBER · 75% or more · indirect via COURSEY WEALTH ADVISING, P.C. · control person
  • ListedTHOMAS, DAWN, LEIGH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedWON, WING, BENNY · MANAGER · Less than 5% · control person
  • ListedWON, WING, BENNY · MEMBER · 75% or more · indirect via ARCHSTONE ENTERPRISES, P.C. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Clearview Wealth Management LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $25.4M 19.05% 297,474 SH
2 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $10.6M 7.96% 92,537 SH
3 JANUS DETROIT STR TR JAAA 47103U845 $9.8M 7.32% 193,279 SH
4 SPDR SERIES TRUST SPYM 78464A854 $9.4M 7.08% 103,118 SH
5 ISHARES TR IQLT 46434V456 $7.4M 5.54% 148,150 SH
6 JANUS DETROIT STR TR JBBB 47103U753 $4.4M 3.29% 92,955 SH
7 SELECT SECTOR SPDR TR XLK 81369Y803 $4.0M 3.01% 20,463 SH
8 ISHARES TR MTUM 46432F396 $4.0M 2.97% 12,668 SH
9 FIDELITY MERRIMACK STR TR FBND 316188309 $3.5M 2.63% 80,642 SH
10 VANGUARD INDEX FDS VOO 922908363 $3.3M 2.49% 4,635 SH
11 ISHARES TR AGG 464287226 $2.9M 2.15% 30,339 SH
12 EA SERIES TRUST USEW 02072Q572 $2.9M 2.15% 50,858 SH
13 AMERICAN CENTY ETF TR SDSI 025072257 $2.8M 2.11% 55,586 SH
14 ISHARES TR IEFA 46432F842 $2.7M 2.06% 28,397 SH
15 APPLE INC AAPL 037833100 $2.7M 2.02% 7,894 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.5M 1.89% 3,243 SH
17 ALPHABET INC GOOG 02079K107 $2.4M 1.79% 6,847 SH
18 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $2.1M 1.59% 44,104 SH
19 SCHWAB STRATEGIC TR SCHA 808524607 $2.0M 1.51% 62,063 SH
20 VANGUARD INDEX FDS VO 922908629 $2.0M 1.46% 24,081 SH
21 LOAR HOLDINGS INC LOAR 53947R105 $1.7M 1.25% 27,001 SH
22 MICROSOFT CORP MSFT 594918104 $1.6M 1.21% 2,967 SH
23 NVIDIA CORPORATION NVDA 67066G104 $1.5M 1.10% 6,408 SH
24 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.2M 0.92% 29,439 SH
25 ISHARES TR IJR 464287804 $1.2M 0.91% 8,808 SH
26 VISA INC V 92826C839 $1.2M 0.90% 3,044 SH
27 AMAZON COM INC AMZN 023135106 $1.0M 0.78% 4,039 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $999.0K 0.75% 1,919 SH
29 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $981.2K 0.74% 19,751 SH
30 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $949.3K 0.71% 26,362 SH
31 ISHARES TR AOA 464289859 $947.0K 0.71% 9,672 SH
32 VANGUARD INDEX FDS VV 922908637 $903.8K 0.68% 2,519 SH
33 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $836.6K 0.63% 10,820 SH
34 ISHARES TR IJH 464287507 $824.5K 0.62% 11,254 SH
35 VANGUARD MUN BD FDS VTEB 922907746 $815.8K 0.61% 17,121 SH
36 SPDR INDEX SHS FDS SPEM 78463X509 $718.8K 0.54% 13,783 SH
37 AMERICAN CENTY ETF TR TAXF 025072505 $708.7K 0.53% 14,929 SH
38 LATTICE STRATEGIES TR RODM 518416102 $620.3K 0.47% 15,015 SH
39 SPDR SERIES TRUST SMLV 78468R887 $605.3K 0.45% 3,980 SH
40 SELECT SECTOR SPDR TR XLV 81369Y209 $594.0K 0.45% 3,501 SH
41 VANGUARD INDEX FDS VTV 922908744 $550.1K 0.41% 2,493 SH
42 SELECT SECTOR SPDR TR XLE 81369Y506 $487.3K 0.37% 7,251 SH
43 TESLA INC TSLA 88160R101 $470.7K 0.35% 1,255 SH
44 NUSHARES ETF TR NULG 67092P201 $453.8K 0.34% 3,976 SH
45 ISHARES TR TIP 464287176 $433.1K 0.32% 4,142 SH
46 ISHARES TR AOR 464289867 $412.2K 0.31% 5,993 SH
47 BROADCOM INC AVGO 11135F101 $411.4K 0.31% 1,151 SH
48 ORACLE CORP ORCL 68389X105 $391.9K 0.29% 2,737 SH
49 NUSHARES ETF TR NULV 67092P300 $384.2K 0.29% 7,075 SH
50 ISHARES TR USMV 46429B697 $380.3K 0.29% 3,778 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $133.4M 61 0001754960-26-000895
2026-06-30 2026-07-14 $155.6M 62 0001754960-26-000483
2026-03-31 2026-05-15 $141.4M 60 0001754960-26-000388
Filer Information
Address
4 VENTURE
STE 120
IRVINE, CA 92618
Phone
(949) 333-6394
Filing Manager
Clearview Wealth Management LLC
IRVINE, CA
Signatory
Aryn Sands
Agent