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
13fpro.ai/research/fund/clearview-wealth-advisors-llc-1840306
AUM History
13fpro.ai/research/fund/clearview-wealth-advisors-llc-1840306
Top Equity Holdings by Value
13fpro.ai/research/fund/clearview-wealth-advisors-llc-1840306
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- 51.8
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 |
| 51.8 | $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 | Apollo Global Management, Inc. | $3.9M | 2.5% | +9% | 51.8 | |
| 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 | 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 | MICROSOFT CORP | $2.0M | 1.3% | -8% | 79.7 | |
| 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 | CHEVRON CORP | $1.5M | 1.0% | -3% | 62.6 | |
| 28 | — | ISHARES INC | $1.5M | 0.9% | -16% | — |
| 29 | Apple Inc. | $1.5M | 0.9% | -3% | 76.3 | |
| 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 | 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 | JPMORGAN CHASE & CO | $941,262 | 0.6% | -4% | 70.3 | |
| 38 | — | ISHARES TR | $938,615 | 0.6% | +7% | — |
| 39 | World Gold Trust | $902,532 | 0.6% | +40% | — | |
| 40 | — | AMERICAN CENTY ETF TR | $877,489 | 0.6% | NEW | — |
| 41 | COSTCO WHOLESALE CORP /NEW | $851,045 | 0.5% | -10% | 65.9 | |
| 42 | — | SCHWAB STRATEGIC TR | $846,472 | 0.5% | +3% | — |
| 43 | AbbVie Inc. | $821,330 | 0.5% | -4% | 72.5 | |
| 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 | AMAZON COM INC | $667,762 | 0.4% | -7% | 68.4 | |
| 48 | JOHNSON & JOHNSON | $666,020 | 0.4% | -4% | 68.8 | |
| 49 | BANK OF AMERICA CORP /DE/ | $665,121 | 0.4% | -6% | 67.3 | |
| 50 | Walmart Inc. | $649,443 | 0.4% | -7% | 59.9 | |
| 51 | NVIDIA CORP | $647,911 | 0.4% | -16% | 85.9 | |
| 52 | SPDR GOLD TRUST | $611,110 | 0.4% | +0% | — | |
| 53 | NUCOR CORP | $608,368 | 0.4% | -5% | 61.5 | |
| 54 | CISCO SYSTEMS, INC. | $601,543 | 0.4% | -7% | 70.1 | |
| 55 | — | ISHARES TR | $529,448 | 0.3% | +0% | — |
| 56 | NORFOLK SOUTHERN CORP | $521,313 | 0.3% | -5% | 62.9 | |
| 57 | QUALCOMM INC/DE | $504,109 | 0.3% | -5% | 70.4 | |
| 58 | — | SCHWAB STRATEGIC TR | $496,743 | 0.3% | +1% | — |
| 59 | MCDONALDS CORP | $490,475 | 0.3% | -4% | 68.6 | |
| 60 | LOCKHEED MARTIN CORP | $479,828 | 0.3% | -4% | 65.4 | |
| 61 | — | SCHWAB STRATEGIC TR | $474,952 | 0.3% | +98% | — |
| 62 | WASTE MANAGEMENT INC | $469,784 | 0.3% | -5% | 67.2 | |
| 63 | PPL Corp | $454,959 | 0.3% | -5% | 55.3 | |
| 64 | — | SCHWAB STRATEGIC TR | $447,897 | 0.3% | -4% | — |
| 65 | TE Connectivity plc | $429,539 | 0.3% | -5% | — | |
| 66 | EMERSON ELECTRIC CO | $425,208 | 0.3% | -5% | 65.1 | |
| 67 | 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 | M&T BANK CORP | $414,122 | 0.3% | -5% | 58.3 | |
| 71 | KINDER MORGAN, INC. | $400,219 | 0.3% | -4% | 71.1 | |
| 72 | — | GLOBAL X FDS | $398,912 | 0.3% | NEW | — |
| 73 | SCHWAB CHARLES CORP | $395,943 | 0.3% | -5% | 79.3 | |
| 74 | HONEYWELL INTERNATIONAL INC | $381,167 | 0.2% | -4% | 66.5 | |
| 75 | PNC FINANCIAL SERVICES GROUP, INC. | $367,907 | 0.2% | -5% | 73.4 | |
| 76 | Dell Technologies Inc. | $363,793 | 0.2% | -4% | 71.1 | |
| 77 | BERKSHIRE HATHAWAY INC | $363,416 | 0.2% | -8% | 73.6 | |
| 78 | LOWES COMPANIES INC | $356,434 | 0.2% | -5% | 60.4 | |
| 79 | Alphabet Inc. | $331,847 | 0.2% | -17% | 78.1 | |
| 80 | WisdomTree, Inc. | $323,131 | 0.2% | +38% | 59.6 | |
| 81 | PROCTER & GAMBLE Co | $320,086 | 0.2% | -3% | 64.4 | |
| 82 | DEERE & CO | $315,656 | 0.2% | -5% | 55.3 | |
| 83 | — | VANGUARD SPECIALIZED FUNDS | $313,090 | 0.2% | +10% | — |
| 84 | — | SCHWAB STRATEGIC TR | $309,721 | 0.2% | +17% | — |
| 85 | ABBOTT LABORATORIES | $303,427 | 0.2% | -5% | 65.2 | |
| 86 | LENNAR CORP /NEW/ | $300,279 | 0.2% | -6% | 47 | |
| 87 | SMITH A O CORP | $288,855 | 0.2% | -5% | 59.8 | |
| 88 | PEPSICO INC | $287,448 | 0.2% | -4% | 63.2 | |
| 89 | BRISTOL MYERS SQUIBB CO | $287,284 | 0.2% | -5% | 70.1 | |
| 90 | HERSHEY CO | $285,130 | 0.2% | -4% | 65.6 | |
| 91 | Cigna Group | $283,487 | 0.2% | +0% | 66 | |
| 92 | EOG RESOURCES INC | $274,811 | 0.2% | -6% | 71.7 | |
| 93 | Tesla, Inc. | $268,033 | 0.2% | +0% | 53.6 | |
| 94 | 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 | Mondelez International, Inc. | $243,419 | 0.1% | -5% | 56.2 | |
| 98 | — | ISHARES TR | $227,967 | 0.1% | -12% | — |
| 99 | Invesco Ltd. | $221,862 | 0.1% | -17% | — | |
| 100 | — | SCHWAB STRATEGIC TR | $213,359 | 0.1% | +3% | — |
| 101 | — | FIDELITY COVINGTON TRUST | $208,606 | 0.1% | +0% | — |
| 102 | W. P. Carey Inc. | $202,991 | 0.1% | -5% | 65.9 | |
| 103 | WILLAMETTE VALLEY VINEYARDS INC | $47,647 | 0.0% | +1% | 24.1 |
New Positions (2)
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