Clearview Wealth Advisors LLC

CIK 1840306 · View on SEC EDGAR ↗

Portfolio value QoQ: +1.0% 13F does not disclose cash

Top 10 holdings weight49.48%

Top 25 holdings weight71.85%

Positions above 1%25

Effective number of positions29.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q4 2025: 4.48% Est. buys $7,036,169 · sells $7,569,768

Median holding: 4.0 quarters Tracked Q1 2025–Q4 2025 · 92.8% still held

New positions3

Increased33

Decreased63

Closed2

Portfolio value $157.8M #7,288 of 9,337 by 13F value · top 78.1%

Positions 103

As of Dec. 31, 2025 Data as of Q4 2025

Sector breakdown

Financials 4.7%

Technology 3.2%

Industrials 2.1%

Retail 1.6%

Healthcare 1.5%

Energy 1.4%

Communication Services 0.6%

Consumer Discretionary 0.5%

Consumer Staples 0.5%

Materials 0.4%

Consumer products 0.4%

Utilities 0.3%

Real Estate 0.1%

Other/Unmapped 82.7%

Full portfolio 103 positions

Search positions by ticker or company name

					Streak
CGCP Capital Group Fixed Income ETF Trust	$13,659,326	8.66%	603,327	$-5,869	Up ×3
SCHZ SCHWAB STRATEGIC TRUST	$11,820,015	7.49%	505,777	$141,616	Up ×2
CGDV Capital Group Dividend Value ETF	$11,664,690	7.39%	267,294	$66,283	Down ×1
CGGR Capital Group Growth ETF	$9,322,245	5.91%	209,630	$146,870	Up ×3
JAAA Janus Henderson AAA CLO ETF	$6,836,672	4.33%	135,166	$463,851	Up ×2
SPYM State Street SPDR Portfolio S&P 500 ETF	$6,502,892	4.12%	81,063	$230,510	Up ×1
SCHX SCHWAB STRATEGIC TRUST	$5,707,738	3.62%	212,105	$100,705	Down ×1
CGXU Capital Group International Focus Equity ETF	$4,926,937	3.12%	166,732	$-116,960	Down ×1
APO Apollo Global Management, Inc. (New) Common Stock	$3,889,117	2.46%	26,866	$596,654	Up ×4
SCHF SCHWAB STRATEGIC TRUST	$3,747,585	2.37%	155,890	$75,875	Down ×1
FNDX SCHWAB STRATEGIC TRUST	$3,738,890	2.37%	137,409	$129,511	Up ×3
SCHG SCHWAB STRATEGIC TRUST	$3,273,442	2.07%	100,351	$59,818	Down ×1
IVE iShares Trust	$2,932,820	1.86%	13,829	$862,714	Up ×4
DYNF BlackRock ETF Trust	$2,896,813	1.84%	47,637	$277,435	Up ×2
IVW iShares S&P 500 Growth ETF	$2,858,924	1.81%	23,194	$18,280	Down ×1
XLG Invesco Exchange-Traded Fund Trust	$2,285,497	1.45%	38,554	$1,128,129	Up ×3
IUSB iShares Core Universal USD Bond ETF	$2,130,133	1.35%	45,770	$-524,098	Down ×1
FNDF SCHWAB STRATEGIC TRUST	$2,063,112	1.31%	45,634	$83,726	Down ×1
XTEN BondBloxx ETF Trust	$2,047,833	1.30%	44,306	$28,162	Up ×3
MSFT Microsoft Corporation - Common Stock	$2,015,873	1.28%	4,168	$-317,963	Down ×4
EFV iShares Trust	$1,994,907	1.26%	27,936	$-601,394	Down ×1
VOO Vanguard S&P 500 ETF	$1,949,747	1.24%	3,109	$-2,520	Down ×1
QUAL iShares Trust	$1,774,638	1.12%	8,935	$-1,569,319	Down ×1
ESGU iShares ESG Aware MSCI USA ETF	$1,745,040	1.11%	11,713	$47,140	Up ×1
MBB iShares MBS ETF	$1,600,572	1.01%	16,809	$68,698	Up ×2
SCHO SCHWAB STRATEGIC TRUST	$1,563,677	0.99%	64,164	$112,072	Up ×3
CVX Chevron Corporation Common Stock	$1,540,167	0.98%	10,105	$-69,980	Down ×4
IEMG iShares, Inc.	$1,503,452	0.95%	22,366	$-243,612	Down ×1
AAPL Apple Inc. - Common Stock	$1,453,142	0.92%	5,345	$50,252	Down ×2
SCHH SCHWAB STRATEGIC TRUST	$1,216,354	0.77%	58,227	$-42,435	Down ×1
BINC iShares Flexible Income Active ETF	$1,200,043	0.76%	22,741	$56,395	Up ×4
BAI iShares A.I. Innovation and Tech Active ETF	$1,149,017	0.73%	34,505	$664,389	Up ×2
SPMO Invesco S&P 500 Momentum ETF	$1,131,764	0.72%	9,485	$406,363	Up ×3
THRO iShares U.S. Thematic Rotation Active ETF	$1,062,253	0.67%	27,548	$42,606	Up ×2
ESGV VANGUARD WORLD FUND	$1,059,368	0.67%	8,758	$-196	Down ×1
SCHA SCHWAB STRATEGIC TRUST	$995,983	0.63%	34,971	$36,395	Up ×4
JPM JP Morgan Chase & Co. Common Stock	$941,262	0.60%	2,921	$-16,298	Down ×2
IAGG iShares International Aggregate Bond Fund	$938,615	0.59%	18,769	$37,633	Up ×2
GLDM SPDR Gold MiniShares Trust	$902,532	0.57%	10,572	$325,946	Up ×2
AVEM AMERICAN CENTURY ETF TRUST	$877,489	0.56%	11,393		Up ×1
COST Costco Wholesale Corporation - Common Stock	$851,045	0.54%	987	$-166,327	Down ×1
SCHC SCHWAB STRATEGIC TRUST	$846,472	0.54%	18,592	$21,819	Up ×2
ABBV AbbVie Inc. Common Stock	$821,330	0.52%	3,595	$-47,784	Down ×4
IVV iShares Trust	$784,161	0.50%	1,145	$16,983	Down ×3
SCHD SCHWAB STRATEGIC TRUST	$727,635	0.46%	26,527	$-222,307	Down ×4
SCHE SCHWAB STRATEGIC TRUST	$682,188	0.43%	20,830	$-20,702	Down ×1
AMZN Amazon.com, Inc. - Common Stock	$667,762	0.42%	2,893	$-15,759	Down ×1
JNJ Johnson & Johnson Common Stock	$666,020	0.42%	3,218	$42,657	Down ×3
BAC Bank of America Corporation Common Stock	$665,121	0.42%	12,093	$3,422	Down ×4
WMT Walmart Inc. - Common Stock	$649,443	0.41%	5,829	$4,467	Down ×2
NVDA NVIDIA Corporation - Common Stock	$647,911	0.41%	3,474	$-123,479	Down ×4
GLD SPDR Gold Shares	$611,110	0.39%	1,542	$62,975
NUE Nucor Corporation Common Stock	$608,368	0.39%	3,730	$78,999	Down ×4
CSCO Cisco Systems, Inc. - Common Stock	$601,543	0.38%	7,809	$29,581	Down ×4
ACWI iShares MSCI ACWI ETF	$529,448	0.34%	3,742	$12,161
NSC Norfolk Southern Corporation Common Stock	$521,313	0.33%	1,806	$-46,943	Down ×4
QCOM QUALCOMM Incorporated - Common Stock	$504,109	0.32%	2,947	$-9,549	Down ×4
FNDA SCHWAB STRATEGIC TRUST	$496,743	0.31%	15,765	$10,072	Up ×4
MCD McDonald's Corporation Common Stock	$490,475	0.31%	1,605	$-15,745	Down ×4
LMT Lockheed Martin Corporation Common Stock	$479,828	0.30%	992	$-37,881	Down ×4
SCYB SCHWAB STRATEGIC TRUST	$474,952	0.30%	17,977	$232,778	Up ×1
WM Waste Management, Inc. Common Stock	$469,784	0.30%	2,138	$-25,140	Down ×2
PPL PPL Corporation Common Stock	$454,959	0.29%	12,991	$-53,182	Down ×4
FNDE SCHWAB STRATEGIC TRUST	$447,897	0.28%	12,421	$-20,265	Down ×1
TEL TE Connectivity plc Ordinary Shares	$429,539	0.27%	1,888	$-5,350	Down ×4
EMR Emerson Electric Company Common Stock	$425,208	0.27%	3,204	$-16,998	Down ×4
CB Chubb Limited Common Stock	$417,677	0.26%	1,338	$23,678	Down ×4
VYM Vanguard High Dividend Yield ETF	$416,502	0.26%	2,902	$57,073	Up ×1
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$415,296	0.26%	4,313	$26,825	Up ×4
MTB M&T Bank Corporation Common Stock	$414,122	0.26%	2,055	$-12,844	Down ×2
KMI Kinder Morgan, Inc. Common Stock	$400,219	0.25%	14,559	$-30,771	Down ×4
SHLD Global X Funds	$398,912	0.25%	6,157		Up ×1
SCHW Charles Schwab Corporation (The) Common Stock	$395,943	0.25%	3,963	$-1,021	Down ×4
HON Honeywell International Inc. - Common Stock	$381,167	0.24%	1,954	$-49,053	Down ×4
PNC PNC Financial Services Group, Inc. (The) Common Stock	$367,907	0.23%	1,763	$-3,130	Down ×4
DELL Dell Technologies Inc. Class C Common Stock	$363,793	0.23%	2,890	$-64,778	Down ×2
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$363,416	0.23%	723	$-30,229	Down ×2
LOW Lowe's Companies, Inc. Common Stock	$356,434	0.23%	1,478	$-32,845	Down ×4
GOOGL Alphabet Inc. - Class A Common Stock	$331,847	0.21%	1,060	$20,319	Down ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$323,131	0.20%	3,613	$89,751	Up ×1
PG Procter & Gamble Company (The) Common Stock	$320,086	0.20%	2,234	$-34,598	Down ×4
DE Deere & Company Common Stock	$315,656	0.20%	678	$-9,456	Down ×4
VIG Vanguard Div Appreciation ETF	$313,090	0.20%	1,425	$33,521	Up ×1
SCHP SCHWAB STRATEGIC TRUST	$309,721	0.20%	11,692	$40,733	Up ×1
ABT Abbott Laboratories Common Stock	$303,427	0.19%	2,422	$-36,352	Down ×4
LEN Lennar Corporation Class A Common Stock	$300,279	0.19%	2,921	$-89,563	Down ×2
AOS A.O. Smith Corporation Common Stock	$288,855	0.18%	4,319	$-43,178	Down ×2
PEP PepsiCo, Inc. - Common Stock	$287,448	0.18%	2,003	$-4,365	Down ×4
BMY Bristol-Myers Squibb Company Common Stock	$287,284	0.18%	5,326	$33,925	Down ×4
HSY The Hershey Company Common Stock	$285,130	0.18%	1,567	$-19,129	Down ×2
CI The Cigna Group Common Stock	$283,487	0.18%	1,030	$-13,411
EOG EOG Resources, Inc. Common Stock	$274,811	0.17%	2,617	$-36,098	Down ×2
TSLA Tesla, Inc. - Common Stock	$268,033	0.17%	596	$2,980
SPY SPY	$265,084	0.17%	389	$10,277	Up ×2
BND Vanguard Total Bond Market ETF	$264,060	0.17%	3,565	$32,695	Up ×1
AGG iShares Trust	$255,094	0.16%	2,554	$-38,739	Down ×1
MDLZ Mondelez International, Inc. - Class A Common Stock	$243,419	0.15%	4,522	$-53,501	Down ×4
USMV iShares MSCI USA Min Vol Factor ETF	$227,967	0.14%	2,421	$-34,366	Down ×4
SPLV Invesco S&P 500 Low Volatility ETF	$221,862	0.14%	3,106	$-53,975	Down ×4
SCHI SCHWAB STRATEGIC TRUST	$213,359	0.14%	9,289
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
CGCP	$13,659,326	8.66%	up ×3
CGGR	$9,322,245	5.91%	up ×3
APO	$3,889,117	2.46%	up ×4
FNDX	$3,738,890	2.37%	up ×3
IVE	$2,932,820	1.86%	up ×4
XLG	$2,285,497	1.45%	up ×3
XTEN	$2,047,833	1.30%	up ×3
SCHO	$1,563,677	0.99%	up ×3
BINC	$1,200,043	0.76%	up ×4
SPMO	$1,131,764	0.72%	up ×3
SCHA	$995,983	0.63%	up ×4
FNDA	$496,743	0.31%	up ×4
EMB	$415,296	0.26%	up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
AVEM	$877,489	11,393	0.56%
SHLD	$398,912	6,157	0.25%
SCHI	$213,359	9,289	0.14%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
QUAL	Trimmed	-8K	-$1.6M
XLG	Bought more	+18K	+$1.1M
IVE	Bought more	+4K	+$863K
BAI	Bought more	+20K	+$664K
EFV	Trimmed	-10K	-$601K
APO	Bought more	+2K	+$597K
IUSB	Trimmed	-11K	-$524K
JAAA	Bought more	+10K	+$464K
SPMO	Bought more	+3K	+$406K
GLDM	Bought more	+3K	+$326K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
EFG	Dec. 31, 2025	8,938	$1,017,812
IYW	Dec. 31, 2025	4,906	$960,931	36.0%
EMXC	June 30, 2025	13,537	$745,737
MRK	June 30, 2025	3,540	$317,737	76.3%
AVGO	Sept. 30, 2025	944	$260,132	9.9%
HEFA	June 30, 2025	6,984	$253,449
IJR	June 30, 2025	2,109	$220,502	26.5%
GIS	June 30, 2025	3,684	$220,292	-38.9%
SCHI	Sept. 30, 2025	9,410	$214,174	-6.4%