Clearview Wealth Advisors

Clearview Wealth Advisors as of Sept. 30, 2025

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