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Clearview Wealth Advisors

Latest statistics and disclosures from Clearview Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGCP, SCHZ, CGDV, CGGR, JAAA, and represent 33.60% of Clearview Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CGCP, JAAA, CGGR, SCHZ, CGDV, SCHX, APO, TSLA, SCYB, CGXU.
Started 3 new stock positions in FTEC, TSLA, SCYB.
Reduced shares in these 10 stocks: AVGO, SCHI, ESGU, IYW, SPLG, EFG, SCHD, MSFT, IVV, CVX.
Sold out of its positions in AVGO, SCHI.
Clearview Wealth Advisors was a net buyer of stock by $5.2M.
Clearview Wealth Advisors has $156M in assets under management (AUM), dropping by 8.82%.
Central Index Key (CIK): 0001840306

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Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 102 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	8.7	$14M	+9%	602k	22.72	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.5	$12M	+3%	498k	23.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.4	$12M	+3%	276k	42.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.9	$9.2M	+5%	209k	43.92	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.1	$6.4M	+7%	126k	50.78	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.0	$6.3M		80k	78.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$5.6M	+5%	213k	26.34	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.2	$5.0M	+4%	170k	29.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$3.7M	+4%	158k	23.28	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.3	$3.6M	+5%	137k	26.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$3.3M	+4%	17k	194.50	View chart
Apollo Global Mgmt (APO)	2.1	$3.3M	+9%	25k	133.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$3.2M	+4%	101k	31.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$2.8M		24k	120.72	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$2.7M	+2%	57k	46.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.7	$2.6M	+4%	44k	59.20	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$2.6M	+5%	38k	67.83	View chart
Microsoft Corporation (MSFT)	1.5	$2.3M		4.5k	517.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$2.1M	+7%	10k	206.51	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.3	$2.0M	+5%	43k	46.63	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$2.0M	+3%	46k	42.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.0M		3.2k	612.38	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$1.7M	+4%	27k	65.92	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$1.7M	-4%	12k	145.60	View chart
Chevron Corporation (CVX)	1.0	$1.6M		10k	155.28	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.5M	+3%	16k	95.15	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$1.5M	+4%	60k	24.40	View chart
Apple (AAPL)	0.9	$1.4M		5.5k	254.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.3M		58k	21.57	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$1.2M	+15%	20k	57.52	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.7	$1.1M	+4%	22k	53.24	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$1.1M		8.9k	118.44	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$1.0M	+4%	27k	37.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$1.0M	-4%	8.9k	113.87	View chart
Costco Wholesale Corporation (COST)	0.7	$1.0M		1.1k	925.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$961k	-6%	4.9k	195.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$960k	+2%	34k	27.90	View chart
JPMorgan Chase & Co. (JPM)	0.6	$958k	-2%	3.0k	315.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$950k	-4%	35k	27.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$901k	+6%	18k	51.23	View chart
Abbvie (ABBV)	0.6	$869k	-2%	3.8k	231.52	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$825k	+6%	18k	45.51	View chart
NVIDIA Corporation (NVDA)	0.5	$771k		4.1k	186.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$767k	-4%	1.1k	669.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$725k	+2%	6.0k	121.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$703k	+3%	21k	33.37	View chart
Amazon (AMZN)	0.4	$684k		3.1k	219.57	View chart
Bank of America Corporation (BAC)	0.4	$662k	-2%	13k	51.59	View chart
Wal-Mart Stores (WMT)	0.4	$645k		6.3k	103.06	View chart
Johnson & Johnson (JNJ)	0.4	$623k		3.4k	185.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$577k	+7%	7.5k	76.45	View chart
Cisco Systems (CSCO)	0.4	$572k	-2%	8.4k	68.42	View chart
Norfolk Southern (NSC)	0.4	$568k	-2%	1.9k	300.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$548k		1.5k	355.47	View chart
Nucor Corporation (NUE)	0.3	$529k	-2%	3.9k	135.42	View chart
Lockheed Martin Corporation (LMT)	0.3	$518k	-2%	1.0k	499.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$517k		3.7k	138.24	View chart
Qualcomm (QCOM)	0.3	$514k	-2%	3.1k	166.34	View chart
PPL Corporation (PPL)	0.3	$508k	-2%	14k	37.16	View chart
McDonald's Corporation (MCD)	0.3	$506k	-2%	1.7k	303.85	View chart
Waste Management (WM)	0.3	$495k	-2%	2.2k	220.85	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$487k	+5%	16k	31.16	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$485k	+17%	14k	34.16	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$468k	+4%	13k	36.16	View chart
Emerson Electric (EMR)	0.3	$442k	-2%	3.4k	131.18	View chart
Te Connectivity Ord Shs (TEL)	0.3	$435k	-2%	2.0k	219.53	View chart
Kinder Morgan (KMI)	0.3	$431k	-2%	15k	28.31	View chart
Honeywell International (HON)	0.3	$430k	-2%	2.0k	210.48	View chart
Dell Technologies CL C (DELL)	0.3	$429k	-2%	3.0k	141.77	View chart
M&T Bank Corporation (MTB)	0.3	$427k	-2%	2.2k	197.58	View chart
Charles Schwab Corporation (SCHW)	0.3	$397k	-2%	4.2k	95.47	View chart
Chubb (CB)	0.3	$394k	-2%	1.4k	282.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$394k	-4%	783.00	502.74	View chart
Lennar Corp Cl A (LEN)	0.2	$390k		3.1k	126.04	View chart
Lowe's Companies (LOW)	0.2	$389k	-2%	1.5k	251.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$389k	+7%	4.1k	95.19	View chart
PNC Financial Services (PNC)	0.2	$371k	-2%	1.8k	200.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$359k		2.6k	140.95	View chart
Procter & Gamble Company (PG)	0.2	$355k	-3%	2.3k	153.68	View chart
Abbott Laboratories (ABT)	0.2	$340k	-2%	2.5k	133.93	View chart
A. O. Smith Corporation (AOS)	0.2	$332k	-2%	4.5k	73.41	View chart
Deere & Company (DE)	0.2	$325k	-2%	711.00	457.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$312k	+3%	1.3k	243.19	View chart
EOG Resources (EOG)	0.2	$311k		2.8k	112.12	View chart
Hershey Company (HSY)	0.2	$304k		1.6k	187.01	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$297k	-2%	4.8k	62.47	View chart
Cigna Corp (CI)	0.2	$297k		1.0k	288.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$294k	+9%	2.9k	100.25	View chart
Pepsi (PEP)	0.2	$292k	-2%	2.1k	140.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$280k		1.3k	215.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$276k	-3%	3.8k	73.48	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$269k	-4%	10k	26.95	View chart
Tesla Motors (TSLA)	0.2	$265k	NEW	596.00	444.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$262k	-5%	2.8k	95.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$255k		382.00	667.03	View chart
Bristol Myers Squibb (BMY)	0.2	$253k	-2%	5.6k	45.10	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.2	$242k	NEW	9.1k	26.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$233k	-10%	2.6k	88.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$231k		3.1k	74.37	View chart
Wp Carey (WPC)	0.1	$223k	-2%	3.3k	67.57	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$206k	NEW	928.00	222.27	View chart
Willamette Valley Vineyards (WVVI)	0.0	$57k		16k	3.64	View chart

Past Filings by Clearview Wealth Advisors

SEC 13F filings are viewable for Clearview Wealth Advisors going back to 2020

Clearview Wealth Advisors 2025 Q3 filed Oct. 24, 2025
Clearview Wealth Advisors 2025 Q2 filed July 29, 2025
Clearview Wealth Advisors 2025 Q1 filed April 23, 2025
Clearview Wealth Advisors 2024 Q4 filed Jan. 24, 2025
Clearview Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Clearview Wealth Advisors 2024 Q2 filed Aug. 1, 2024
Clearview Wealth Advisors 2024 Q1 filed April 10, 2024
Clearview Wealth Advisors 2023 Q4 filed Jan. 12, 2024
Clearview Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Clearview Wealth Advisors 2023 Q2 filed Aug. 7, 2023
Clearview Wealth Advisors 2023 Q1 filed April 12, 2023
Clearview Wealth Advisors 2022 Q4 filed Jan. 31, 2023
Clearview Wealth Advisors 2022 Q3 filed Oct. 18, 2022
Clearview Wealth Advisors 2022 Q2 filed Aug. 5, 2022
Clearview Wealth Advisors 2022 Q1 filed April 29, 2022
Clearview Wealth Advisors 2021 Q4 filed Feb. 2, 2022

View all past filings

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