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Manager record

Clearview Wealth Management LLC

Irvine, CA · CIK 1857588 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$133.39MReported 13F valueQ3 2026 · as filed
61Holdings listed
-14.3%vs prior quartervalue change includes market moves
3Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q1 2026 to Q3 2026Q1 2026: $141.4M$141.4MQ1 202660 holdingsQ2 2026: $155.6M$155.6MQ2 202662 holdingsQ3 2026: $133.4M$133.4MQ3 202661 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$133.39M · 61 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$155.59M · 62 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$141.38M · 60 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology