Clearview Wealth Advisors LLC
CIK: 0001840306SEC EDGAR →
Portfolio Value
$157.8M
Holdings
103
As of
Q4 2025
New Positions
103
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | 603,327 | $13.7M | 8.66% |
| 2 | SCHWAB STRATEGIC TR | 505,777 | $11.8M | 7.49% |
| 3 | CAPITAL GROUP DIVIDEND VALUE | 267,294 | $11.7M | 7.39% |
| 4 | CAPITAL GROUP GROWTH ETF | 209,630 | $9.3M | 5.91% |
| 5 | JANUS DETROIT STR TR | 135,166 | $6.8M | 4.33% |
| 6 | SPDR SERIES TRUST | 81,063 | $6.5M | 4.12% |
| 7 | SCHWAB STRATEGIC TR | 212,105 | $5.7M | 3.62% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 166,732 | $4.9M | 3.12% |
| 9 | APOLLO GLOBAL MGMT INC | 26,866 | $3.9M | 2.46% |
| 10 | SCHWAB STRATEGIC TR | 155,890 | $3.7M | 2.37% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (103)
$13.7M · 603K shares
$11.8M · 506K shares
$11.7M · 267K shares
$9.3M · 210K shares
$6.8M · 135K shares
$6.5M · 81K shares
$5.7M · 212K shares
$4.9M · 167K shares
$3.9M · 27K shares
$3.7M · 156K shares
$3.7M · 137K shares
$3.3M · 100K shares
$2.9M · 14K shares
$2.9M · 48K shares
$2.9M · 23K shares
$2.3M · 39K shares
$2.1M · 46K shares
$2.1M · 46K shares
$2.0M · 44K shares
$2.0M · 4K shares
$2.0M · 28K shares
$1.9M · 3K shares
$1.8M · 9K shares
$1.7M · 12K shares
$1.6M · 17K shares
$1.6M · 64K shares
$1.5M · 10K shares
$1.5M · 22K shares
$1.5M · 5K shares
$1.2M · 58K shares
$1.2M · 23K shares
$1.1M · 35K shares
$1.1M · 9K shares
$1.1M · 28K shares
$1.1M · 9K shares
$995K · 35K shares
$941K · 3K shares
$938K · 19K shares
$902K · 11K shares
$877K · 11K shares
$851K · 987 shares
$846K · 19K shares
$821K · 4K shares
$784K · 1K shares
$727K · 27K shares
$682K · 21K shares
$667K · 3K shares
$666K · 3K shares
$665K · 12K shares
$649K · 6K shares
$647K · 3K shares
$611K · 2K shares
$608K · 4K shares
$601K · 8K shares
$529K · 4K shares
$521K · 2K shares
$504K · 3K shares
$496K · 16K shares
$490K · 2K shares
$479K · 992 shares
$474K · 18K shares
$469K · 2K shares
$454K · 13K shares
$447K · 12K shares
$429K · 2K shares
$425K · 3K shares
$417K · 1K shares
$416K · 3K shares
$415K · 4K shares
$414K · 2K shares
$400K · 15K shares
$398K · 6K shares
$395K · 4K shares
$381K · 2K shares
$367K · 2K shares
$363K · 3K shares
$363K · 723 shares
$356K · 1K shares
$331K · 1K shares
$323K · 4K shares
$320K · 2K shares
$315K · 678 shares
$313K · 1K shares
$309K · 12K shares
$303K · 2K shares
$300K · 3K shares
$288K · 4K shares
$287K · 5K shares
$287K · 2K shares
$285K · 2K shares
$283K · 1K shares
$274K · 3K shares
$268K · 596 shares
$265K · 389 shares
$264K · 4K shares
$255K · 3K shares
$243K · 5K shares
$227K · 2K shares
$221K · 3K shares
$213K · 9K shares
$208K · 929 shares
$202K · 3K shares
$47K · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $134.9M | 85.5% |
| Technology | 8 | $6.9M | 4.4% |
| Industrials | 7 | $2.9M | 1.8% |
| Consumer Defensive | 7 | $2.7M | 1.7% |
| Healthcare | 5 | $2.4M | 1.5% |
| Energy | 3 | $2.2M | 1.4% |
| Unknown | 3 | $2.1M | 1.3% |
| Consumer Cyclical | 5 | $2.1M | 1.3% |
| Basic Materials | 1 | $608K | 0.4% |
| Utilities | 1 | $454K | 0.3% |
| Communication Services | 1 | $331K | 0.2% |
| Real Estate | 1 | $202K | 0.1% |