Clearview Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1840306 · latest 13F-HR filed 2026-02-17
Clearview Wealth Advisors LLC manages $157.8M in 13F-reported U.S. long-equity assets across 103 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are CGCP (8.66%), SCHZ (7.49%), CGDV (7.39%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 3 new positions, exited 2, added to 23, and trimmed 30.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$157.8M
Long-equity book
103
Distinct positions
2025-12-31
Filed 2026-02-17
+3 / −2 / ↑23 / ↓30
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO EXCHANGE TRADED FD T$1.1M +97.5%
- ISHARES TR$862.7K +41.7%
- BLACKROCK ETF TRUST$664.4K +137.1%
- APOLLO GLOBAL MGMT INC$596.7K +18.1%
- JANUS DETROIT STR TR$463.9K +7.3%
Top Trims
- ISHARES TR-$1.6M -46.9%
- ISHARES TR-$601.4K -23.2%
- ISHARES TR-$524.1K -19.7%
- MICROSOFT CORP-$318.0K -13.6%
- ISHARES INC-$243.6K -13.9%
New Positions
- AMERICAN CENTY ETF TR$877.5K
- GLOBAL X FDS$398.9K
- SCHWAB STRATEGIC TR$213.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL GRP FIXED INCM ETF T | CGCP | 14020Y102 | $13.7M | 8.66% | 603,327 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $11.8M | 7.49% | 505,777 | SH |
| 3 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $11.7M | 7.39% | 267,294 | SH |
| 4 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $9.3M | 5.91% | 209,630 | SH |
| 5 | JANUS DETROIT STR TR | JAAA | 47103U845 | $6.8M | 4.33% | 135,166 | SH |
| 6 | SPDR SERIES TRUST | SPYM | 78464A854 | $6.5M | 4.12% | 81,063 | SH |
| 7 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $5.7M | 3.62% | 212,105 | SH |
| 8 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $4.9M | 3.12% | 166,732 | SH |
| 9 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $3.9M | 2.46% | 26,866 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $3.7M | 2.37% | 155,890 | SH |
| 11 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $3.7M | 2.37% | 137,409 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.3M | 2.07% | 100,351 | SH |
| 13 | ISHARES TR | IVE | 464287408 | $2.9M | 1.86% | 13,829 | SH |
| 14 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $2.9M | 1.84% | 47,637 | SH |
| 15 | ISHARES TR | IVW | 464287309 | $2.9M | 1.81% | 23,194 | SH |
| 16 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $2.3M | 1.45% | 38,554 | SH |
| 17 | ISHARES TR | IUSB | 46434V613 | $2.1M | 1.35% | 45,770 | SH |
| 18 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $2.1M | 1.31% | 45,634 | SH |
| 19 | BONDBLOXX ETF TRUST | XTEN | 09789C812 | $2.0M | 1.30% | 44,306 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $2.0M | 1.28% | 4,168 | SH |
| 21 | ISHARES TR | EFV | 464288877 | $2.0M | 1.26% | 27,936 | SH |
| 22 | VANGUARD INDEX FDS | VOO | 922908363 | $1.9M | 1.24% | 3,109 | SH |
| 23 | ISHARES TR | QUAL | 46432F339 | $1.8M | 1.12% | 8,935 | SH |
| 24 | ISHARES TR | ESGU | 46435G425 | $1.7M | 1.11% | 11,713 | SH |
| 25 | ISHARES TR | MBB | 464288588 | $1.6M | 1.01% | 16,809 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $1.6M | 0.99% | 64,164 | SH |
| 27 | CHEVRON CORP NEW | CVX | 166764100 | $1.5M | 0.98% | 10,105 | SH |
| 28 | ISHARES INC | IEMG | 46434G103 | $1.5M | 0.95% | 22,366 | SH |
| 29 | APPLE INC | AAPL | 037833100 | $1.5M | 0.92% | 5,345 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $1.2M | 0.77% | 58,227 | SH |
| 31 | BLACKROCK ETF TRUST II | BINC | 092528603 | $1.2M | 0.76% | 22,741 | SH |
| 32 | BLACKROCK ETF TRUST | BAI | 09290C780 | $1.1M | 0.73% | 34,505 | SH |
| 33 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $1.1M | 0.72% | 9,485 | SH |
| 34 | BLACKROCK ETF TRUST | THRO | 09290C806 | $1.1M | 0.67% | 27,548 | SH |
| 35 | VANGUARD WORLD FD | ESGV | 921910733 | $1.1M | 0.67% | 8,758 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $996.0K | 0.63% | 34,971 | SH |
| 37 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $941.3K | 0.60% | 2,921 | SH |
| 38 | ISHARES TR | IAGG | 46435G672 | $938.6K | 0.59% | 18,769 | SH |
| 39 | WORLD GOLD TR | GLDM | 98149E303 | $902.5K | 0.57% | 10,572 | SH |
| 40 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $877.5K | 0.56% | 11,393 | SH |
| 41 | COSTCO WHSL CORP NEW | COST | 22160K105 | $851.0K | 0.54% | 987 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $846.5K | 0.54% | 18,592 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $821.3K | 0.52% | 3,595 | SH |
| 44 | ISHARES TR | IVV | 464287200 | $784.2K | 0.50% | 1,145 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $727.6K | 0.46% | 26,527 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $682.2K | 0.43% | 20,830 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $667.8K | 0.42% | 2,893 | SH |
| 48 | JOHNSON & JOHNSON | JNJ | 478160104 | $666.0K | 0.42% | 3,218 | SH |
| 49 | BANK AMERICA CORP | BAC | 060505104 | $665.1K | 0.42% | 12,093 | SH |
| 50 | WALMART INC | WMT | 931142103 | $649.4K | 0.41% | 5,829 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-17 | $157.8M | 103 | 0001840306-26-000001 |
| 2025-09-30 | 2025-10-24 | $156.2M | 102 | 0001840306-25-000002 |