Institutional
Clearview Wealth Advisors LLC
CIK 0001840306
$157.8M
Reported AUM
103
Positions
Q4 2025
Period
2026-02-17
Filed
Editorial summary
Summary for Clearview Wealth Advisors LLC · Q4 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CGCP | CAPITAL GRP FIXED INCM ETF T | $21.91 | -0.68% | 1.75% | 6.34% | $13.7M | 8.66% | — | HELD |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $22.76 | -0.31% | 2.10% | -1.69% | $11.8M | 7.49% | — | HELD |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $49.54 | 0.63% | 24.31% | 103.36% | $11.7M | 7.39% | — | HELD |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $44.85 | 0.65% | 9.09% | 72.48% | $9.3M | 5.91% | — | HELD |
| 5 | JAAA | JANUS DETROIT STR TR | $50.50 | -0.34% | 4.48% | 25.61% | $6.8M | 4.33% | — | HELD |
| 6 | SPYM | SPDR SERIES TRUST | $87.91 | 0.69% | 20.71% | 76.35% | $6.5M | 4.12% | — | HELD |
| 7 | SCHX | SCHWAB STRATEGIC TR | $29.44 | 0.65% | 20.80% | 72.67% | $5.7M | 3.62% | — | HELD |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $33.47 | -0.53% | 33.38% | 51.39% | $4.9M | 3.12% | — | HELD |
| 9 | APO | APOLLO GLOBAL MGMT INC | $125.70 | 4.53% | -11.65% | 120.67% | $3.9M | 2.46% | — | HELD |
| 10 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | 31.63% | 60.69% | $3.7M | 2.37% | — | HELD |
| 11 | FNDX | SCHWAB STRATEGIC TR | $31.74 | 0.13% | 32.19% | 86.13% | $3.7M | 2.37% | — | HELD |
| 12 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | 14.66% | 76.29% | $3.3M | 2.07% | — | HELD |
| 13 | IVE | ISHARES TR | $231.71 | -0.19% | 21.16% | 68.48% | $2.9M | 1.86% | — | HELD |
| 14 | DYNF | BLACKROCK ETF TRUST | $67.45 | 0.79% | 23.65% | 95.40% | $2.9M | 1.84% | — | HELD |
| 15 | IVW | ISHARES TR | $135.21 | 1.41% | 21.55% | 77.84% | $2.9M | 1.81% | — | HELD |
| 16 | XLG | INVESCO EXCHANGE TRADED FD T | $60.77 | 1.06% | 15.28% | 81.85% | $2.3M | 1.45% | — | HELD |
| 17 | IUSB | ISHARES TR | $45.45 | -0.22% | 2.10% | -0.15% | $2.1M | 1.35% | — | HELD |
| 18 | FNDF | SCHWAB STRATEGIC TR | $54.01 | -0.59% | 39.39% | 92.27% | $2.1M | 1.31% | — | HELD |
| 19 | XTEN | BONDBLOXX ETF TRUST | $44.27 | -0.43% | 0.29% | 5.76% | $2.0M | 1.30% | — | HELD |
| 20 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $2.0M | 1.28% | — | HELD |
| 21 | EFV | ISHARES TR | $80.88 | -0.53% | 34.95% | 95.87% | $2.0M | 1.26% | — | HELD |
| 22 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $1.9M | 1.24% | — | HELD |
| 23 | QUAL | ISHARES TR | $219.26 | 0.16% | 21.21% | 64.41% | $1.8M | 1.12% | — | HELD |
| 24 | ESGU | ISHARES TR | $163.65 | 0.71% | 20.82% | 67.16% | $1.7M | 1.11% | — | HELD |
| 25 | MBB | ISHARES TR | $92.92 | -0.40% | 3.49% | 0.83% | $1.6M | 1.01% | — | HELD |
| 26 | SCHO | SCHWAB STRATEGIC TR | $24.10 | -0.04% | 2.63% | 9.74% | $1.6M | 0.99% | — | HELD |
| 27 | CVX | CHEVRON CORP NEW | $196.85 | 2.36% | 32.36% | 140.77% | $1.5M | 0.98% | — | HELD |
| 28 | IEMG | ISHARES INC | $77.61 | 0.73% | 31.92% | 39.04% | $1.5M | 0.95% | — | HELD |
| 29 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $1.5M | 0.92% | — | HELD |
| 30 | SCHH | SCHWAB STRATEGIC TR | $24.28 | -0.49% | 20.06% | 15.20% | $1.2M | 0.77% | — | HELD |
| 31 | BINC | BLACKROCK ETF TRUST II | $51.99 | -0.07% | — | — | $1.2M | 0.76% | — | HELD |
| 32 | BAI | BLACKROCK ETF TRUST | $41.34 | 0.63% | — | — | $1.1M | 0.73% | — | HELD |
| 33 | SPMO | INVESCO EXCH TRADED FD TR II | $143.83 | 0.29% | — | — | $1.1M | 0.72% | — | HELD |
| 34 | THRO | BLACKROCK ETF TRUST | $42.61 | 0.90% | — | — | $1.1M | 0.67% | — | HELD |
| 35 | ESGV | VANGUARD WORLD FD | $132.02 | 0.68% | — | — | $1.1M | 0.67% | — | HELD |
| 36 | SCHA | SCHWAB STRATEGIC TR | $33.54 | -0.45% | — | — | $996K | 0.63% | — | HELD |
| 37 | JPM | JPMORGAN CHASE & CO. | $351.86 | 0.29% | — | — | $941K | 0.60% | — | HELD |
| 38 | IAGG | ISHARES TR | $49.75 | -0.16% | — | — | $939K | 0.59% | — | HELD |
| 39 | GLDM | WORLD GOLD TR | $80.14 | -1.46% | — | — | $903K | 0.57% | — | HELD |
| 40 | AVEM | AMERICAN CENTY ETF TR | $89.51 | 0.10% | — | — | $877K | 0.56% | — | HELD |
| 41 | COST | COSTCO WHSL CORP NEW | $951.89 | -0.24% | — | — | $851K | 0.54% | — | HELD |
| 42 | SCHC | SCHWAB STRATEGIC TR | $48.34 | -0.41% | — | — | $846K | 0.54% | — | HELD |
| 43 | ABBV | ABBVIE INC | $250.88 | -2.54% | — | — | $821K | 0.52% | — | HELD |
| 44 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $784K | 0.50% | — | HELD |
| 45 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $728K | 0.46% | — | HELD |
| 46 | SCHE | SCHWAB STRATEGIC TR | $36.03 | 0.87% | — | — | $682K | 0.43% | — | HELD |
| 47 | AMZN | AMAZON COM INC | $271.42 | 15.25% | — | — | $668K | 0.42% | — | HELD |
| 48 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $666K | 0.42% | — | HELD |
| 49 | BAC | BANK AMERICA CORP | $61.97 | 0.39% | — | — | $665K | 0.42% | — | HELD |
| 50 | WMT | WALMART INC | $111.21 | 0.09% | — | — | $649K | 0.41% | — | HELD |
| 51 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | — | — | $648K | 0.41% | — | HELD |
| 52 | GLD | SPDR GOLD TR | $371.53 | -1.49% | — | — | $611K | 0.39% | — | HELD |
| 53 | NUE | NUCOR CORP | $257.42 | 0.15% | — | — | $608K | 0.39% | — | HELD |
| 54 | CSCO | CISCO SYS INC | $115.99 | 2.14% | — | — | $602K | 0.38% | — | HELD |
| 55 | ACWI | ISHARES TR | $156.43 | 0.49% | — | — | $529K | 0.34% | — | HELD |
| 56 | NSC | NORFOLK SOUTHN CORP | $335.48 | 0.46% | — | — | $521K | 0.33% | — | HELD |
| 57 | QCOM | QUALCOMM INC | $147.61 | -2.63% | — | — | $504K | 0.32% | — | HELD |
| 58 | FNDA | SCHWAB STRATEGIC TR | $37.17 | -0.09% | — | — | $497K | 0.31% | — | HELD |
| 59 | MCD | MCDONALDS CORP | $270.67 | 0.83% | — | — | $490K | 0.31% | — | HELD |
| 60 | LMT | LOCKHEED MARTIN CORP | $583.00 | 1.55% | — | — | $480K | 0.30% | — | HELD |
| 61 | SCYB | SCHWAB STRATEGIC TR | $26.01 | 0.08% | — | — | $475K | 0.30% | — | HELD |
| 62 | WM | WASTE MGMT INC DEL | $226.54 | 0.09% | — | — | $470K | 0.30% | — | HELD |
| 63 | PPL | PPL CORP | $35.21 | -0.98% | — | — | $455K | 0.29% | — | HELD |
| 64 | FNDE | SCHWAB STRATEGIC TR | $41.28 | 0.66% | — | — | $448K | 0.28% | — | HELD |
| 65 | TEL | TE CONNECTIVITY PLC | $205.71 | -0.42% | — | — | $430K | 0.27% | — | HELD |
| 66 | EMR | EMERSON ELEC CO | $149.82 | 0.79% | — | — | $425K | 0.27% | — | HELD |
| 67 | CB | CHUBB LIMITED | $350.70 | 0.16% | — | — | $418K | 0.26% | — | HELD |
| 68 | VYM | VANGUARD WHITEHALL FDS | $161.91 | -0.03% | — | — | $417K | 0.26% | — | HELD |
| 69 | EMB | ISHARES TR | $94.66 | -0.14% | — | — | $415K | 0.26% | — | HELD |
| 70 | MTB | M & T BK CORP | $246.29 | -0.29% | — | — | $414K | 0.26% | — | HELD |
| 71 | KMI | KINDER MORGAN INC DEL | $32.18 | 1.64% | — | — | $400K | 0.25% | — | HELD |
| 72 | SHLD | GLOBAL X FDS | $63.22 | 0.71% | — | — | $399K | 0.25% | — | HELD |
| 73 | SCHW | SCHWAB CHARLES CORP | $105.24 | 0.87% | — | — | $396K | 0.25% | — | HELD |
| 74 | HON | HONEYWELL INTL INC | $243.05 | 0.47% | — | — | $381K | 0.24% | — | HELD |
| 75 | PNC | PNC FINL SVCS GROUP INC | $249.87 | 0.47% | — | — | $368K | 0.23% | — | HELD |
| 76 | DELL | DELL TECHNOLOGIES INC | $405.06 | 0.06% | — | — | $364K | 0.23% | — | HELD |
| 77 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $363K | 0.23% | — | HELD |
| 78 | LOW | LOWES COS INC | $207.92 | -1.03% | — | — | $356K | 0.23% | — | HELD |
| 79 | GOOGL | ALPHABET INC | $355.99 | 6.69% | — | — | $332K | 0.21% | — | HELD |
| 80 | DGRW | WISDOMTREE TR | $96.46 | 0.49% | — | — | $323K | 0.20% | — | HELD |
| 81 | PG | PROCTER AND GAMBLE CO | $144.52 | 0.39% | — | — | $320K | 0.20% | — | HELD |
| 82 | DE | DEERE & CO | $592.75 | -1.12% | — | — | $316K | 0.20% | — | HELD |
| 83 | VIG | VANGUARD SPECIALIZED FUNDS | $239.14 | -0.38% | — | — | $313K | 0.20% | — | HELD |
| 84 | SCHP | SCHWAB STRATEGIC TR | $26.09 | -0.11% | — | — | $310K | 0.20% | — | HELD |
| 85 | ABT | ABBOTT LABS | $105.74 | 0.12% | — | — | $303K | 0.19% | — | HELD |
| 86 | LEN | LENNAR CORP | $82.35 | -1.67% | — | — | $300K | 0.19% | — | HELD |
| 87 | AOS | SMITH A O CORP | $60.13 | 0.54% | — | — | $289K | 0.18% | — | HELD |
| 88 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $287K | 0.18% | — | HELD |
| 89 | BMY | BRISTOL-MYERS SQUIBB CO | $65.31 | 0.69% | — | — | $287K | 0.18% | — | HELD |
| 90 | HSY | HERSHEY CO | $175.05 | -1.23% | — | — | $285K | 0.18% | — | HELD |
| 91 | CI | THE CIGNA GROUP | $279.05 | -2.99% | — | — | $283K | 0.18% | — | HELD |
| 92 | EOG | EOG RES INC | $148.69 | 2.19% | — | — | $275K | 0.17% | — | HELD |
| 93 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $268K | 0.17% | — | HELD |
| 94 | SPY | SPDR S&P 500 ETF TR | $746.85 | 0.70% | — | — | $265K | 0.17% | — | HELD |
| 95 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | — | — | $264K | 0.17% | — | HELD |
| 96 | AGG | ISHARES TR | $97.39 | -0.24% | — | — | $255K | 0.16% | — | HELD |
| 97 | MDLZ | MONDELEZ INTL INC | $62.31 | -1.22% | — | — | $243K | 0.15% | — | HELD |
| 98 | USMV | ISHARES TR | $97.93 | 0.09% | — | — | $228K | 0.14% | — | HELD |
| 99 | SPLV | INVESCO EXCH TRADED FD TR II | $76.23 | -0.20% | — | — | $222K | 0.14% | — | HELD |
| 100 | SCHI | SCHWAB STRATEGIC TR | $22.26 | -0.18% | — | — | $213K | 0.14% | — | HELD |
| 101 | FTEC | FIDELITY COVINGTON TRUST | — | — | — | — | $209K | 0.13% | — | HELD |
| 102 | WPC | WP CAREY INC | — | — | — | — | $203K | 0.13% | — | HELD |
| 103 | WVVI | WILLAMETTE VY VINEYARD INC | — | — | — | — | $48K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001840306-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.