Clearview Wealth Advisors

Clearview Wealth Advisors as of Dec. 31, 2025

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