Clearview Wealth Advisors LLC
CIK 1840306 · View on SEC EDGAR ↗
- Portfolio value
- $157.8M
- Positions
- 103
- As of
- Dec. 31, 2025 Data as of Q4 2025
#7,229 of 9,443 by 13F value · top 76.6%
Portfolio value QoQ: +1.0% 13F does not disclose cash
- Top 10 holdings weight
- 49.48%
- Top 25 holdings weight
- 71.85%
- Positions above 1%
- 25
- Effective number of positions
- 29.4
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: 5.0 quarters Tracked Q4 2024–Q4 2025 · 91.2% still held
- New positions
- 3
- Increased
- 33
- Decreased
- 63
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
3.2%
Financial Services
2.7%
Industrials
2.1%
Financials
1.8%
Retail
1.6%
Healthcare
1.5%
Energy
1.4%
Consumer Discretionary
0.5%
Consumer Staples
0.5%
Materials
0.4%
Communications
0.4%
Consumer products
0.4%
Utilities
0.3%
Communication Services
0.2%
Real Estate
0.1%
Other/Unmapped
82.9%
Full portfolio 103 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CGCP | $13,659,326 | 8.66% | 603,327 | $-5,869 | Up ×3 | ||
| SCHZ | $11,820,015 | 7.49% | 505,777 | $141,616 | Up ×2 | ||
| CGDV | $11,664,690 | 7.39% | 267,294 | $66,283 | Down ×1 | ||
| CGGR | $9,322,245 | 5.91% | 209,630 | $146,870 | Up ×3 | ||
| JAAA | $6,836,672 | 4.33% | 135,166 | $463,851 | Up ×2 | ||
| SPYM | $6,502,892 | 4.12% | 81,063 | $230,510 | Up ×1 | ||
| SCHX | $5,707,738 | 3.62% | 212,105 | $100,705 | Down ×1 | ||
| CGXU | $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 | $3,747,585 | 2.37% | 155,890 | $75,875 | Down ×1 | ||
| FNDX | $3,738,890 | 2.37% | 137,409 | $129,511 | Up ×3 | ||
| SCHG | $3,273,442 | 2.07% | 100,351 | $59,818 | Down ×1 | ||
| IVE | $2,932,820 | 1.86% | 13,829 | $862,714 | Up ×4 | ||
| DYNF | $2,896,813 | 1.84% | 47,637 | $277,435 | Up ×2 | ||
| IVW | $2,858,924 | 1.81% | 23,194 | $18,280 | Down ×1 | ||
| XLG | $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 | $2,063,112 | 1.31% | 45,634 | $83,726 | Down ×1 | ||
| XTEN | $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 | $1,994,907 | 1.26% | 27,936 | $-601,394 | Down ×1 | ||
| VOO | $1,949,747 | 1.24% | 3,109 | $-2,520 | Down ×1 | ||
| QUAL | $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 | $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 | $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 | $1,216,354 | 0.77% | 58,227 | $-42,435 | Down ×1 | ||
| BINC | $1,200,043 | 0.76% | 22,741 | $56,395 | Up ×4 | ||
| BAI | $1,149,017 | 0.73% | 34,505 | $664,389 | Up ×2 | ||
| SPMO | $1,131,764 | 0.72% | 9,485 | $406,363 | Up ×3 | ||
| THRO | $1,062,253 | 0.67% | 27,548 | $42,606 | Up ×2 | ||
| ESGV | $1,059,368 | 0.67% | 8,758 | $-196 | Down ×1 | ||
| SCHA | $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 | $938,615 | 0.59% | 18,769 | $37,633 | Up ×2 | ||
| GLDM | $902,532 | 0.57% | 10,572 | $325,946 | Up ×2 | ||
| AVEM | $877,489 | 0.56% | 11,393 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $851,045 | 0.54% | 987 | $-166,327 | Down ×1 | ||
| SCHC | $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 | $784,161 | 0.50% | 1,145 | $16,983 | Down ×3 | ||
| SCHD | $727,635 | 0.46% | 26,527 | $-222,307 | Down ×4 | ||
| SCHE | $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 | $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 | $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 | $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 | $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 | $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 | $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 | ||
| BRKB | $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 | $313,090 | 0.20% | 1,425 | $33,521 | Up ×1 | ||
| SCHP | $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 | $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 | $227,967 | 0.14% | 2,421 | $-34,366 | Down ×4 | ||
| SPLV | $221,862 | 0.14% | 3,106 | $-53,975 | Down ×4 | ||
| SCHI | $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 | No longer tracked |
| IYW | Dec. 31, 2025 | 4,906 | $960,931 | No longer tracked |
| EMXC | June 30, 2025 | 13,537 | $745,737 | |
| TLT | March 31, 2025 | 8,131 | $710,043 | |
| MRK | June 30, 2025 | 3,540 | $317,737 | 91.2% |
| AVGO | Sept. 30, 2025 | 944 | $260,132 | 9.6% |
| HEFA | June 30, 2025 | 6,984 | $253,449 | No longer tracked |
| IFRA | March 31, 2025 | 5,142 | $238,018 | No longer tracked |
| GOOGL | March 31, 2025 | 1,237 | $234,124 | 121.1% |
| IJR | June 30, 2025 | 2,109 | $220,502 | No longer tracked |
| GIS | June 30, 2025 | 3,684 | $220,292 | -24.1% |
| AVGO | March 31, 2025 | 941 | $218,136 | 116.0% |
| SCHI | Sept. 30, 2025 | 9,410 | $214,174 | No longer tracked |
| SPY | March 31, 2025 | 363 | $212,882 | No longer tracked |