Clearview Wealth Advisors LLC
CIK: 0001840306Latest portfolio: $157.8M · Q4 2025
Holdings
103
Total Value
$157.8M
New Positions
103
Closed Positions
0
Top Holdings
View All 103 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CGCPCAPITAL GRP FIXED INCM ETF T | 603,327 | $13.7M | 8.66% | NEW | |
| 2 | SCHZSCHWAB STRATEGIC TR | 505,777 | $11.8M | 7.49% | NEW | |
| 3 | CGDGCAPITAL GROUP DIVIDEND VALUE | 267,294 | $11.7M | 7.39% | NEW | |
| 4 | CGGRCAPITAL GROUP GROWTH ETF | 209,630 | $9.3M | 5.91% | NEW | |
| 5 | JAAAJANUS DETROIT STR TR | 135,166 | $6.8M | 4.33% | NEW | |
| 6 | SPYMSPDR SERIES TRUST | 81,063 | $6.5M | 4.12% | NEW | |
| 7 | SCHXSCHWAB STRATEGIC TR | 212,105 | $5.7M | 3.62% | NEW | |
| 8 | CGXUCAPITAL GROUP INTL FOCUS EQT | 166,732 | $4.9M | 3.12% | NEW | |
| 9 | APOAPOLLO GLOBAL MGMT INC | 26,866 | $3.9M | 2.46% | NEW | |
| 10 | SCHFSCHWAB STRATEGIC TR | 155,890 | $3.7M | 2.37% | NEW | |
| 11 | FNDXSCHWAB STRATEGIC TR | 137,409 | $3.7M | 2.37% | NEW | |
| 12 | SCHGSCHWAB STRATEGIC TR | 100,351 | $3.3M | 2.07% | NEW | |
| 13 | IVEISHARES TR | 13,829 | $2.9M | 1.86% | NEW | |
| 14 | DYNFBLACKROCK ETF TRUST | 47,637 | $2.9M | 1.84% | NEW | |
| 15 | IVWISHARES TR | 23,194 | $2.9M | 1.81% | NEW | |
| 16 | XLGINVESCO EXCHANGE TRADED FD T | 38,554 | $2.3M | 1.45% | NEW | |
| 17 | IUSBISHARES TR | 45,770 | $2.1M | 1.35% | NEW | |
| 18 | FNDFSCHWAB STRATEGIC TR | 45,634 | $2.1M | 1.31% | NEW | |
| 19 | XTENBONDBLOXX ETF TRUST | 44,306 | $2.0M | 1.30% | NEW | |
| 20 | MSFTMICROSOFT CORP | 4,168 | $2.0M | 1.28% | NEW | |
| 21 | EFVISHARES TR | 27,936 | $2.0M | 1.26% | NEW | |
| 22 | VOOVANGUARD INDEX FDS | 3,109 | $1.9M | 1.24% | NEW | |
| 23 | QUALISHARES TR | 8,935 | $1.8M | 1.12% | NEW | |
| 24 | ESGUISHARES TR | 11,713 | $1.7M | 1.11% | NEW | |
| 25 | MBBISHARES TR | 16,809 | $1.6M | 1.01% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.3659118201166494e+207T)
Technology0.0% ($20151453902647604.0T)
Industrials0.0% ($521479469425.4T)
Consumer Defensive0.0% ($85164932028.7T)
Healthcare0.0% ($821666.3T)
Consumer Cyclical0.0% ($667490.4T)
Energy0.0% ($1.5T)
Unknown0.0% ($1.1T)
Basic Materials0.0% ($608K)
Utilities0.0% ($454K)
Communication Services0.0% ($331K)
Real Estate0.0% ($202K)
Filing History
Fund Information
Clearview Wealth Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $157.8M across 103 holdings. The largest position is CAPITAL GRP FIXED INCM ETF T (CGCP), representing 8.7% of the portfolio. Compared to the previous quarter, the fund opened 103 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.