Clearview Wealth Advisors LLC
13F Reported Value
ⓘ$157.8M
Holdings
103
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Clearview Wealth Advisors LLC disclosed 103 positions worth $157.8M in its Form 13F-HR for Q4 2025. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (79.2% of disclosed assets). All figures are sourced directly from Clearview Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1840306.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
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CAPITAL GRP FIXED INCM ETF T
—Quality
$13.7M603,327 shSCHWAB STRATEGIC TR
—Quality
$11.8M505,777 shCAPITAL GROUP DIVIDEND VALUE
—Quality
$11.7M267,294 shCAPITAL GROUP GROWTH ETF
—Quality
$9.3M209,630 shJANUS DETROIT STR TR
—Quality
$6.8M135,166 shSPDR SERIES TRUST
—Quality
$6.5M81,063 shSCHWAB STRATEGIC TR
—Quality
$5.7M212,105 shCAPITAL GROUP INTL FOCUS EQT
—Quality
$4.9M166,732 sh- 55.7
Quality
$3.9M26,866 sh SCHWAB STRATEGIC TR
—Quality
$3.7M155,890 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | — | $13.7M | 603,327 |
| SCHWAB STRATEGIC TR | — | $11.8M | 505,777 |
| CAPITAL GROUP DIVIDEND VALUE | — | $11.7M | 267,294 |
| CAPITAL GROUP GROWTH ETF | — | $9.3M | 209,630 |
| JANUS DETROIT STR TR | — | $6.8M | 135,166 |
| SPDR SERIES TRUST | — | $6.5M | 81,063 |
| SCHWAB STRATEGIC TR | — | $5.7M | 212,105 |
| CAPITAL GROUP INTL FOCUS EQT | — | $4.9M | 166,732 |
 Apollo Global Management, Inc.$APO | 55.7 | $3.9M | 26,866 |
| SCHWAB STRATEGIC TR | — | $3.7M | 155,890 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clearview Wealth Advisors LLC's 103 positions.
Showing top 10 of 103 holdings.
Sector Allocation
Other
$125.0M
Financials
$12.9M
Technology
$7.1M
Consumer Discretionary
$3.0M
Healthcare
$2.4M
Industrials
$2.3M
Energy
$2.2M
Consumer Staples
$1.2M
Full Holdings — Clearview Wealth Advisors LLC (Q4 2025)
All 103 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GRP FIXED INCM ETF T | $13.7M | 8.7% | +0% | — |
| 2 | — | SCHWAB STRATEGIC TR | $11.8M | 7.5% | +2% | — |
| 3 | — | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 7.4% | -3% | — |
| 4 | — | CAPITAL GROUP GROWTH ETF | $9.3M | 5.9% | +0% | — |
| 5 | — | JANUS DETROIT STR TR | $6.8M | 4.3% | +8% | — |
| 6 | — | SPDR SERIES TRUST | $6.5M | 4.1% | +1% | — |
| 7 | — | SCHWAB STRATEGIC TR | $5.7M | 3.6% | -0% | — |
| 8 | — | CAPITAL GROUP INTL FOCUS EQT | $4.9M | 3.1% | -2% | — |
| 9 | $APO | Apollo Global Management, Inc. | $3.9M | 2.5% | +9% | 55.7 |
| 10 | — | SCHWAB STRATEGIC TR | $3.7M | 2.4% | -1% | — |
| 11 | — | SCHWAB STRATEGIC TR | $3.7M | 2.4% | +0% | — |
| 12 | — | SCHWAB STRATEGIC TR | $3.3M | 2.1% | -0% | — |
| 13 | — | ISHARES TR | $2.9M | 1.9% | +38% | — |
| 14 | — | BLACKROCK ETF TRUST | $2.9M | 1.8% | +8% | — |
| 15 | — | ISHARES TR | $2.9M | 1.8% | -1% | — |
| 16 |  $IVZ | Invesco Ltd. | $2.3M | 1.4% | +92% | — |
| 17 | — | ISHARES TR | $2.1M | 1.4% | -19% | — |
| 18 | — | SCHWAB STRATEGIC TR | $2.1M | 1.3% | -1% | — |
| 19 | — | BONDBLOXX ETF TRUST | $2.0M | 1.3% | +2% | — |
| 20 |  $MSFT | MICROSOFT CORP | $2.0M | 1.3% | -8% | 83.7 |
| 21 | — | ISHARES TR | $2.0M | 1.3% | -27% | — |
| 22 | — | VANGUARD INDEX FDS | $1.9M | 1.2% | -2% | — |
| 23 | — | ISHARES TR | $1.8M | 1.1% | -48% | — |
| 24 | — | ISHARES TR | $1.7M | 1.1% | +0% | — |
| 25 | — | ISHARES TR | $1.6M | 1.0% | +4% | — |
| 26 | — | SCHWAB STRATEGIC TR | $1.6M | 1.0% | +8% | — |
| 27 |  $CVX | CHEVRON CORP | $1.5M | 1.0% | -3% | 54.7 |
| 28 | — | ISHARES INC | $1.5M | 0.9% | -16% | — |
| 29 |  $AAPL | Apple Inc. | $1.5M | 0.9% | -3% | 76.1 |
| 30 | — | SCHWAB STRATEGIC TR | $1.2M | 0.8% | -0% | — |
| 31 | — | BLACKROCK ETF TRUST II | $1.2M | 0.8% | +6% | — |
| 32 | — | BLACKROCK ETF TRUST | $1.1M | 0.7% | +143% | — |
| 33 | $IVZ | Invesco Ltd. | $1.1M | 0.7% | +58% | — |
| 34 | — | BLACKROCK ETF TRUST | $1.1M | 0.7% | +2% | — |
| 35 | — | VANGUARD WORLD FD | $1.1M | 0.7% | -2% | — |
| 36 | — | SCHWAB STRATEGIC TR | $995,983 | 0.6% | +2% | — |
| 37 |  $JPM | JPMORGAN CHASE & CO | $941,262 | 0.6% | -4% | 35.6 |
| 38 | — | ISHARES TR | $938,615 | 0.6% | +7% | — |
| 39 |  $GLDM | World Gold Trust | $902,532 | 0.6% | +40% | — |
| 40 | — | AMERICAN CENTY ETF TR | $877,489 | 0.6% | NEW | — |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $851,045 | 0.5% | -10% | 67 |
| 42 | — | SCHWAB STRATEGIC TR | $846,472 | 0.5% | +3% | — |
| 43 |  $ABBV | AbbVie Inc. | $821,330 | 0.5% | -4% | 59.3 |
| 44 | — | ISHARES TR | $784,161 | 0.5% | -0% | — |
| 45 | — | SCHWAB STRATEGIC TR | $727,635 | 0.5% | -24% | — |
| 46 | — | SCHWAB STRATEGIC TR | $682,188 | 0.4% | -1% | — |
| 47 |  $AMZN | AMAZON COM INC | $667,762 | 0.4% | -7% | 74.6 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $666,020 | 0.4% | -4% | 72.8 |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $665,121 | 0.4% | -6% | 68.4 |
| 50 |  $WMT | Walmart Inc. | $649,443 | 0.4% | -7% | 63.2 |
| 51 |  $NVDA | NVIDIA CORP | $647,911 | 0.4% | -16% | 90.2 |
| 52 |  $GLD | SPDR GOLD TRUST | $611,110 | 0.4% | +0% | — |
| 53 |  $NUE | NUCOR CORP | $608,368 | 0.4% | -5% | 58.9 |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $601,543 | 0.4% | -7% | 72.3 |
| 55 | — | ISHARES TR | $529,448 | 0.3% | +0% | — |
| 56 |  $NSC | NORFOLK SOUTHERN CORP | $521,313 | 0.3% | -5% | 70.8 |
| 57 |  $QCOM | QUALCOMM INC/DE | $504,109 | 0.3% | -5% | 81.9 |
| 58 | — | SCHWAB STRATEGIC TR | $496,743 | 0.3% | +1% | — |
| 59 |  $MCD | MCDONALDS CORP | $490,475 | 0.3% | -4% | 73.9 |
| 60 |  $LMT | LOCKHEED MARTIN CORP | $479,828 | 0.3% | -4% | 65 |
| 61 | — | SCHWAB STRATEGIC TR | $474,952 | 0.3% | +98% | — |
| 62 |  $WM | WASTE MANAGEMENT INC | $469,784 | 0.3% | -5% | 70.7 |
| 63 |  $PPL | PPL Corp | $454,959 | 0.3% | -5% | 70.3 |
| 64 | — | SCHWAB STRATEGIC TR | $447,897 | 0.3% | -4% | — |
| 65 |  $TEL | TE Connectivity plc | $429,539 | 0.3% | -5% | — |
| 66 |  $EMR | EMERSON ELECTRIC CO | $425,208 | 0.3% | -5% | 65.9 |
| 67 |  $CB | Chubb Ltd | $417,677 | 0.3% | -4% | — |
| 68 | — | VANGUARD WHITEHALL FDS | $416,502 | 0.3% | +14% | — |
| 69 | — | ISHARES TR | $415,296 | 0.3% | +6% | — |
| 70 |  $MTB | M&T BANK CORP | $414,122 | 0.3% | -5% | 64.1 |
| 71 |  $KMI | KINDER MORGAN, INC. | $400,219 | 0.3% | -4% | 74.6 |
| 72 | — | GLOBAL X FDS | $398,912 | 0.3% | NEW | — |
| 73 |  $SCHW | SCHWAB CHARLES CORP | $395,943 | 0.3% | -5% | 77.2 |
| 74 |  $HON | HONEYWELL INTERNATIONAL INC | $381,167 | 0.2% | -4% | 65.7 |
| 75 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $367,907 | 0.2% | -5% | 70.9 |
| 76 |  $DELL | Dell Technologies Inc. | $363,793 | 0.2% | -4% | 76 |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $363,416 | 0.2% | -8% | 64.5 |
| 78 |  $LOW | LOWES COMPANIES INC | $356,434 | 0.2% | -5% | 63.5 |
| 79 |  $GOOG | Alphabet Inc. | $331,847 | 0.2% | -17% | 80.2 |
| 80 |  $WT | WisdomTree, Inc. | $323,131 | 0.2% | +38% | 62.9 |
| 81 |  $PG | PROCTER & GAMBLE Co | $320,086 | 0.2% | -3% | 72.9 |
| 82 |  $DE | DEERE & CO | $315,656 | 0.2% | -5% | 57.4 |
| 83 | — | VANGUARD SPECIALIZED FUNDS | $313,090 | 0.2% | +10% | — |
| 84 | — | SCHWAB STRATEGIC TR | $309,721 | 0.2% | +17% | — |
| 85 |  $ABT | ABBOTT LABORATORIES | $303,427 | 0.2% | -5% | 67 |
| 86 |  $LEN | LENNAR CORP /NEW/ | $300,279 | 0.2% | -6% | 49.2 |
| 87 |  $AOS | SMITH A O CORP | $288,855 | 0.2% | -5% | 66.7 |
| 88 |  $PEP | PEPSICO INC | $287,448 | 0.2% | -4% | 62.7 |
| 89 |  $BMY | BRISTOL MYERS SQUIBB CO | $287,284 | 0.2% | -5% | 70.1 |
| 90 |  $HSY | HERSHEY CO | $285,130 | 0.2% | -4% | 59.4 |
| 91 |  $CI | Cigna Group | $283,487 | 0.2% | +0% | 66.8 |
| 92 |  $EOG | EOG RESOURCES INC | $274,811 | 0.2% | -6% | 71.1 |
| 93 |  $TSLA | Tesla, Inc. | $268,033 | 0.2% | +0% | 50.1 |
| 94 |  $SPY | SPDR S&P 500 ETF TRUST | $265,084 | 0.2% | +2% | — |
| 95 | — | VANGUARD BD INDEX FDS | $264,060 | 0.2% | +15% | — |
| 96 | — | ISHARES TR | $255,094 | 0.2% | -13% | — |
| 97 |  $MDLZ | Mondelez International, Inc. | $243,419 | 0.1% | -5% | 53.9 |
| 98 | — | ISHARES TR | $227,967 | 0.1% | -12% | — |
| 99 | $IVZ | Invesco Ltd. | $221,862 | 0.1% | -17% | — |
| 100 | — | SCHWAB STRATEGIC TR | $213,359 | 0.1% | -41% | — |
| 101 | — | FIDELITY COVINGTON TRUST | $208,606 | 0.1% | +0% | — |
| 102 |  $WPC | W. P. Carey Inc. | $202,991 | 0.1% | -5% | 62.1 |
| 103 |  $WVVI | WILLAMETTE VALLEY VINEYARDS INC | $47,647 | 0.0% | +1% | 24.4 |
New Positions (2)
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