Clearview Wealth Management LLC reported 16 positions worth $15.02M for the quarter ended Sep 30, 2026, down 5.1% on the prior quarter. It opened 1 new position, added to 1, trimmed 9 and exited 2. Its largest holding is Apple Inc. at 17.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ORCL Oracle Corp | -4,047 | -59.7% | $579.53K | 2.61% |
| AAPL Apple Inc. | -754 | -8.7% | $257.32K | 17.93% |
| ASTS AST SpaceMobile, Inc. | -2,500 | -100.0% | $222.15K | Exited |
| NVDA Nvidia Corp | -963 | -13.1% | $220.07K | 9.75% |
| MSFT Microsoft Corp | -300 | -9.2% | $163.04K | 10.73% |
| GOOG Alphabet Inc. | -335 | -4.7% | $117.08K | 15.93% |
| V Visa Inc. | -253 | -7.7% | $100.19K | 8.02% |
| AMZN Amazon Com Inc | -250 | -5.8% | $64.65K | 6.95% |
| BRK-B Berkshire Hathaway Inc | -109 | -5.4% | $56.74K | 6.65% |
| DFNS T3 Defense Inc. | -328 | -100.0% | $7.00K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +1,111 | $231.83K | 1.54% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,894 | $2.69M | 17.93% | -754 | -8.7% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 6,847 | $2.39M | 15.93% | -335 | -4.7% | Reduced | 0% |
| 3 | LOAR Loar Holdings Inc. | Industrials | 27.0K | $1.67M | 11.12% | 0 | 0.0% | Unchanged | 0.03% |
| 4 | MSFT Microsoft Corp | Technology | 2,967 | $1.61M | 10.73% | -300 | -9.2% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 6,408 | $1.46M | 9.75% | -963 | -13.1% | Reduced | 0% |
| 6 | V Visa Inc. | Financial Services | 3,044 | $1.21M | 8.02% | -253 | -7.7% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 4,039 | $1.04M | 6.95% | -250 | -5.8% | Reduced | 0% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,919 | $999.01K | 6.65% | -109 | -5.4% | Reduced | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 1,255 | $470.73K | 3.13% | -1 | -0.1% | Reduced | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 1,151 | $411.37K | 2.74% | 0 | 0.0% | Unchanged | 0% |
| 11 | ORCL Oracle Corp | Technology | 2,737 | $391.94K | 2.61% | -4,047 | -59.7% | Reduced | 0% |
| 12 | PLTR Palantir Technologies Inc. | Technology | 1,111 | $231.83K | 1.54% | +1,111 | – | New | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 482 | $223.76K | 1.49% | 0 | 0.0% | Unchanged | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 571 | $202.01K | 1.34% | +4 | +0.7% | Added | 0% |
| 15 | REKR Rekor Systems, Inc. | Technology | 15.0K | $5.36K | 0.036% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Clearview Wealth Management.
As of its Q3 2026 13F filing, Clearview Wealth Management LLC’s five largest positions were Apple Inc. (AAPL) at 17.9%, Alphabet Inc. (GOOG) at 15.9%, Loar Holdings Inc. (LOAR) at 11.1%, Microsoft Corp (MSFT) at 10.7%, Nvidia Corp (NVDA) at 9.7% of the reported portfolio.
Clearview Wealth Management LLC reported a 13F portfolio worth $15.02M across 16 positions for Q3 2026. That is down 5.1% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($231.83K), Alphabet Inc. ($1.42K). It opened 1 new positions.
Its largest sales by value were Oracle Corp ($579.53K), Apple Inc. ($257.32K), AST SpaceMobile, Inc. ($222.15K). It exited 2 positions entirely.
From the Form 13F-HR reports Clearview Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.