Clearview Wealth Advisors LLC 13F Holdings · last filed Q4 2025
Clearview Wealth Advisors LLC reported 103 securities worth $157.81M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: CGCP (8.66%), SCHZ (7.49%), CGDV (7.39%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $13.7M | 8.66% | 603,327 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $11.8M | 7.49% | 505,777 | Added |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.7M | 7.39% | 267,294 | Trimmed |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $9.3M | 5.91% | 209,630 | Added |
| 5 | JAAA | JANUS DETROIT STR TR | $6.8M | 4.33% | 135,166 | Added |
| 6 | SPYM | SPDR SERIES TRUST | $6.5M | 4.12% | 81,063 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $5.7M | 3.62% | 212,105 | Trimmed |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $4.9M | 3.12% | 166,732 | Trimmed |
| 9 | APO | APOLLO GLOBAL MGMT INC | $3.9M | 2.46% | 26,866 | Added |
| 10 | FNDX | SCHWAB STRATEGIC TR | $3.7M | 2.37% | 137,409 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $3.7M | 2.37% | 155,890 | Trimmed |
| 12 | SCHG | SCHWAB STRATEGIC TR | $3.3M | 2.07% | 100,351 | Trimmed |
| 13 | IVE | ISHARES TR | $2.9M | 1.86% | 13,829 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $2.9M | 1.84% | 47,637 | Added |
| 15 | IVW | ISHARES TR | $2.9M | 1.81% | 23,194 | Trimmed |
| 16 | XLG | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.45% | 38,554 | Added |
| 17 | IUSB | ISHARES TR | $2.1M | 1.35% | 45,770 | Trimmed |
| 18 | FNDF | SCHWAB STRATEGIC TR | $2.1M | 1.31% | 45,634 | Trimmed |
| 19 | XTEN | BONDBLOXX ETF TRUST | $2.0M | 1.30% | 44,306 | Added |
| 20 | MSFT | MICROSOFT CORP | $2.0M | 1.28% | 4,168 | Trimmed |
| 21 | EFV | ISHARES TR | $2.0M | 1.26% | 27,936 | Trimmed |
| 22 | VOO | VANGUARD INDEX FDS | $1.9M | 1.24% | 3,109 | Trimmed |
| 23 | QUAL | ISHARES TR | $1.8M | 1.12% | 8,935 | Trimmed |
| 24 | ESGU | ISHARES TR | $1.7M | 1.11% | 11,713 | Added |
| 25 | MBB | ISHARES TR | $1.6M | 1.01% | 16,809 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR