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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 33.78% of Clearview Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: XLG, AVEM, IVE, BAI, JAAA, SPMO, SHLD, APO, GLDM, SCYB.
Started 3 new stock positions in SHLD, SCHI, AVEM.
Reduced shares in these 10 stocks: QUAL, EFG, IYW, EFV, IUSB, CGDV, IEMG, SCHD, MSFT, NVDA.
Sold out of its positions in IYW, EFG.
Clearview Wealth Advisors was a net seller of stock by $-534k.
Clearview Wealth Advisors has $158M in assets under management (AUM), dropping by 1.02%.
Central Index Key (CIK): 0001840306

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Positions held by Clearview Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 103 positions in its portfolio as reported in the December 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		603k	22.64	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	7.5	$12M		506k	23.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.4	$12M	-3%	267k	43.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	5.9	$9.3M		210k	44.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.3	$6.8M	+7%	135k	50.58	View chart
Spdr Series Trust State Street Spd (SPYM)	4.1	$6.5M		81k	80.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$5.7M		212k	26.91	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.1	$4.9M	-2%	167k	29.55	View chart
Apollo Global Mgmt (APO)	2.5	$3.9M	+8%	27k	144.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$3.7M		156k	24.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.4	$3.7M		137k	27.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$3.3M		100k	32.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$2.9M	+37%	14k	212.08	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$2.9M	+7%	48k	60.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$2.9M		23k	123.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.4	$2.3M	+91%	39k	59.28	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.3	$2.1M	-19%	46k	46.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$2.1M		46k	45.21	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.3	$2.0M	+2%	44k	46.22	View chart
Microsoft Corporation (MSFT)	1.3	$2.0M	-7%	4.2k	483.65	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$2.0M	-27%	28k	71.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.9M	-2%	3.1k	627.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$1.8M	-48%	8.9k	198.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$1.7M		12k	148.98	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.6M	+4%	17k	95.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$1.6M	+7%	64k	24.37	View chart
Chevron Corporation (CVX)	1.0	$1.5M	-2%	10k	152.42	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.5M	-15%	22k	67.22	View chart
Apple (AAPL)	0.9	$1.5M	-2%	5.3k	271.87	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.8	$1.2M		58k	20.89	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.8	$1.2M	+5%	23k	52.77	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.7	$1.1M	+143%	35k	33.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.1M	+58%	9.5k	119.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$1.1M	+2%	28k	38.56	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.7	$1.1M	-2%	8.8k	120.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$996k		35k	28.48	View chart
JPMorgan Chase & Co. (JPM)	0.6	$941k	-3%	2.9k	322.24	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$939k	+6%	19k	50.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$903k	+40%	11k	85.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$878k	NEW	11k	77.02	View chart
Costco Wholesale Corporation (COST)	0.5	$851k	-10%	987.00	862.25	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$847k	+2%	19k	45.53	View chart
Abbvie (ABBV)	0.5	$821k	-4%	3.6k	228.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$784k		1.1k	684.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$728k	-23%	27k	27.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$682k		21k	32.75	View chart
Amazon (AMZN)	0.4	$668k	-7%	2.9k	230.82	View chart
Johnson & Johnson (JNJ)	0.4	$666k	-4%	3.2k	206.97	View chart
Bank of America Corporation (BAC)	0.4	$665k	-5%	12k	55.00	View chart
Wal-Mart Stores (WMT)	0.4	$649k	-6%	5.8k	111.42	View chart
NVIDIA Corporation (NVDA)	0.4	$648k	-15%	3.5k	186.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$611k		1.5k	396.31	View chart
Nucor Corporation (NUE)	0.4	$608k	-4%	3.7k	163.10	View chart
Cisco Systems (CSCO)	0.4	$602k	-6%	7.8k	77.03	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$529k		3.7k	141.49	View chart
Norfolk Southern (NSC)	0.3	$521k	-4%	1.8k	288.66	View chart
Qualcomm (QCOM)	0.3	$504k	-4%	2.9k	171.06	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$497k		16k	31.51	View chart
McDonald's Corporation (MCD)	0.3	$491k	-3%	1.6k	305.59	View chart
Lockheed Martin Corporation (LMT)	0.3	$480k	-4%	992.00	483.70	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.3	$475k	+98%	18k	26.42	View chart
Waste Management (WM)	0.3	$470k	-4%	2.1k	219.73	View chart
PPL Corporation (PPL)	0.3	$455k	-4%	13k	35.02	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$448k	-4%	12k	36.06	View chart
Te Connectivity Ord Shs (TEL)	0.3	$430k	-4%	1.9k	227.51	View chart
Emerson Electric (EMR)	0.3	$425k	-4%	3.2k	132.71	View chart
Chubb (CB)	0.3	$418k	-4%	1.3k	312.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$417k	+13%	2.9k	143.52	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$415k	+5%	4.3k	96.29	View chart
M&T Bank Corporation (MTB)	0.3	$414k	-4%	2.1k	201.52	View chart
Kinder Morgan (KMI)	0.3	$400k	-4%	15k	27.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$399k	NEW	6.2k	64.79	View chart
Charles Schwab Corporation (SCHW)	0.3	$396k	-4%	4.0k	99.91	View chart
Honeywell International (HON)	0.2	$381k	-4%	2.0k	195.07	View chart
PNC Financial Services (PNC)	0.2	$368k	-4%	1.8k	208.68	View chart
Dell Technologies CL C (DELL)	0.2	$364k	-4%	2.9k	125.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$363k	-7%	723.00	502.65	View chart
Lowe's Companies (LOW)	0.2	$356k	-4%	1.5k	241.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$332k	-17%	1.1k	313.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$323k	+37%	3.6k	89.44	View chart
Procter & Gamble Company (PG)	0.2	$320k	-3%	2.2k	143.28	View chart
Deere & Company (DE)	0.2	$316k	-4%	678.00	465.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$313k	+9%	1.4k	219.71	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$310k	+17%	12k	26.49	View chart
Abbott Laboratories (ABT)	0.2	$303k	-4%	2.4k	125.28	View chart
Lennar Corp Cl A (LEN)	0.2	$300k	-5%	2.9k	102.80	View chart
A. O. Smith Corporation (AOS)	0.2	$289k	-4%	4.3k	66.88	View chart
Pepsi (PEP)	0.2	$287k	-3%	2.0k	143.51	View chart
Bristol Myers Squibb (BMY)	0.2	$287k	-5%	5.3k	53.94	View chart
Hershey Company (HSY)	0.2	$285k	-3%	1.6k	181.96	View chart
Cigna Corp (CI)	0.2	$284k		1.0k	275.23	View chart
EOG Resources (EOG)	0.2	$275k	-5%	2.6k	105.01	View chart
Tesla Motors (TSLA)	0.2	$268k		596.00	449.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$265k		389.00	681.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$264k	+14%	3.6k	74.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$255k	-12%	2.6k	99.88	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$243k	-4%	4.5k	53.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$228k	-12%	2.4k	94.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$222k	-17%	3.1k	71.43	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$213k	NEW	9.3k	22.97	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$209k		929.00	224.55	View chart
Wp Carey (WPC)	0.1	$203k	-4%	3.2k	64.36	View chart
Willamette Valley Vineyards (WVVI)	0.0	$48k		16k	3.05	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 Q4 filed Feb. 17, 2026
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

View all past filings

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