Institutions / Clearview Wealth Advisors LLC

Clearview Wealth Advisors LLC

CIK 1840306 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$157.81M
Positions
103
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Capital Grp Fixed Incm ETF Tโ€”$13.66M603,3278.7%
Schwab Strategic Trโ€”$11.82M505,7777.5%
Capital Group Dividend Valueโ€”$11.66M267,2947.4%
Capital Group Growth ETFโ€”$9.32M209,6305.9%
Janus Detroit Str Trโ€”$6.84M135,1664.3%
SPDR Series Trustโ€”$6.50M81,0634.1%
Schwab Strategic Trโ€”$5.71M212,1053.6%
Capital Group Intl Focus Eqtโ€”$4.93M166,7323.1%
Apollo Global Management, Inc.โ€”$3.89M26,8662.5%
Schwab Strategic Trโ€”$3.75M155,8902.4%
Schwab Strategic Trโ€”$3.74M137,4092.4%
Schwab Strategic Trโ€”$3.27M100,3512.1%
iShares Trโ€”$2.93M13,8291.9%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$2.90M47,6371.8%
iShares Trโ€”$2.86M23,1941.8%
Invesco Exchange Traded Fd Tโ€”$2.29M38,5541.4%
iShares Trโ€”$2.13M45,7701.3%
Schwab Strategic Trโ€”$2.06M45,6341.3%
Bondbloxx ETF Trustโ€”$2.05M44,3061.3%
Microsoft Corpโ€”$2.02M4,1681.3%
iShares Trโ€”$1.99M27,9361.3%
Vanguard Index Fdsโ€”$1.95M3,1091.2%
iShares MSCI UAE ETFโ€”$1.77M8,9351.1%
iShares Trโ€”$1.75M11,7131.1%
iShares Trโ€”$1.60M16,8091.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.