# Clearview Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q4 2025 on Form 13F. CIK 1840306. Source: https://holderbook.com/funds/1840306-clearview-wealth-advisors-llc/

- Reported value: $157.8M
- Positions: 103
- Weight of the ten largest: 49.5%
- Filed: 2026-02-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | [CGCP](https://holderbook.com/stocks/CGCP/) | $13.7M | 603,327 | 8.7% | 7 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $11.8M | 505,777 | 7.5% | 16 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $11.7M | 267,294 | 7.4% | 7 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $9.3M | 209,630 | 5.9% | 7 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $6.8M | 135,166 | 4.3% | 5 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $6.5M | 81,063 | 4.1% | 21 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $5.7M | 212,105 | 3.6% | 7 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $4.9M | 166,732 | 3.1% | 7 |
| APOLLO GLOBAL MGMT INC | [APO](https://holderbook.com/stocks/APO/) | $3.9M | 26,866 | 2.5% | 5 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $3.7M | 155,890 | 2.4% | 7 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $3.7M | 137,409 | 2.4% | 7 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $3.3M | 100,351 | 2.1% | 7 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.9M | 13,829 | 1.9% | 8 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $2.9M | 47,637 | 1.8% | 8 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $2.9M | 23,194 | 1.8% | 21 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $2.3M | 38,554 | 1.4% | 4 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $2.1M | 45,770 | 1.3% | 19 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $2.1M | 45,634 | 1.3% | 7 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $2.0M | 44,306 | 1.3% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.0M | 4,168 | 1.3% | 21 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $2.0M | 27,936 | 1.3% | 20 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.9M | 3,109 | 1.2% | 21 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.8M | 8,935 | 1.1% | 21 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $1.7M | 11,713 | 1.1% | 21 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $1.6M | 16,809 | 1.0% | 21 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $1.6M | 64,164 | 1.0% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.5M | 10,105 | 1.0% | 21 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.5M | 22,366 | 1.0% | 21 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.5M | 5,345 | 0.9% | 21 |
| SCHWAB STRATEGIC TR | [SCHH](https://holderbook.com/stocks/SCHH/) | $1.2M | 58,227 | 0.8% | 7 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $1.2M | 22,741 | 0.8% | 8 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $1.1M | 34,505 | 0.7% | 3 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.1M | 9,485 | 0.7% | 4 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $1.1M | 27,548 | 0.7% | 3 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $1.1M | 8,758 | 0.7% | 13 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $996.0K | 34,971 | 0.6% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $941.3K | 2,921 | 0.6% | 21 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $938.6K | 18,769 | 0.6% | 3 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $902.5K | 10,572 | 0.6% | 4 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $877.5K | 11,393 | 0.6% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $851.0K | 987 | 0.5% | 21 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $846.5K | 18,592 | 0.5% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $821.3K | 3,595 | 0.5% | 21 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $784.2K | 1,145 | 0.5% | 21 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $727.6K | 26,527 | 0.5% | 21 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $682.2K | 20,830 | 0.4% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $667.8K | 2,893 | 0.4% | 21 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $666.0K | 3,218 | 0.4% | 21 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $665.1K | 12,093 | 0.4% | 21 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $649.4K | 5,829 | 0.4% | 21 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $647.9K | 3,474 | 0.4% | 21 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $611.1K | 1,542 | 0.4% | 21 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $608.4K | 3,730 | 0.4% | 21 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $601.5K | 7,809 | 0.4% | 21 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $529.4K | 3,742 | 0.3% | 21 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $521.3K | 1,806 | 0.3% | 21 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $504.1K | 2,947 | 0.3% | 21 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $496.7K | 15,765 | 0.3% | 7 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $490.5K | 1,605 | 0.3% | 21 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $479.8K | 992 | 0.3% | 21 |
| SCHWAB STRATEGIC TR | [SCYB](https://holderbook.com/stocks/SCYB/) | $475.0K | 17,977 | 0.3% | 2 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $469.8K | 2,138 | 0.3% | 21 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $455.0K | 12,991 | 0.3% | 21 |
| SCHWAB STRATEGIC TR | [FNDE](https://holderbook.com/stocks/FNDE/) | $447.9K | 12,421 | 0.3% | 7 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $429.5K | 1,888 | 0.3% | 6 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $425.2K | 3,204 | 0.3% | 21 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $417.7K | 1,338 | 0.3% | 21 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $416.5K | 2,902 | 0.3% | 21 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $415.3K | 4,313 | 0.3% | 8 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $414.1K | 2,055 | 0.3% | 21 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $400.2K | 14,559 | 0.3% | 21 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $398.9K | 6,157 | 0.3% | 1 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $395.9K | 3,963 | 0.3% | 8 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $381.2K | 1,954 | 0.2% | 21 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $367.9K | 1,763 | 0.2% | 21 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $363.8K | 2,890 | 0.2% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $363.4K | 723 | 0.2% | 21 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $356.4K | 1,478 | 0.2% | 21 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $331.8K | 1,060 | 0.2% | 3 |
| WISDOMTREE TR | [DGRW](https://holderbook.com/stocks/DGRW/) | $323.1K | 3,613 | 0.2% | 21 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $320.1K | 2,234 | 0.2% | 21 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $315.7K | 678 | 0.2% | 21 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $313.1K | 1,425 | 0.2% | 21 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $309.7K | 11,692 | 0.2% | 7 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $303.4K | 2,422 | 0.2% | 21 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $300.3K | 2,921 | 0.2% | 3 |
| SMITH A O CORP | [AOS](https://holderbook.com/stocks/AOS/) | $288.9K | 4,319 | 0.2% | 4 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $287.4K | 2,003 | 0.2% | 21 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $287.3K | 5,326 | 0.2% | 21 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $285.1K | 1,567 | 0.2% | 4 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $283.5K | 1,030 | 0.2% | 21 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $274.8K | 2,617 | 0.2% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $268.0K | 596 | 0.2% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $265.1K | 389 | 0.2% | 3 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $264.1K | 3,565 | 0.2% | 13 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $255.1K | 2,554 | 0.2% | 9 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $243.4K | 4,522 | 0.2% | 21 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $228.0K | 2,421 | 0.1% | 21 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $221.9K | 3,106 | 0.1% | 21 |
| SCHWAB STRATEGIC TR | [SCHI](https://holderbook.com/stocks/SCHI/) | $213.4K | 9,289 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +5.2% | +7.8% | -2.6% | 100% |
| Q2 2025 | +7.2% | +10.5% | -3.2% | 100% |
| Q1 2025 | -0.9% | -4.6% | +3.7% | 100% |
| Q4 2024 | -1.5% | +2.1% | -3.7% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 100% |
| Q2 2024 | +0.9% | +4.0% | -3.1% | 100% |
| Q1 2024 | +5.5% | +10.0% | -4.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2025 | $157.8M | 103 |
| Q3 2025 | $156.2M | 102 |
| Q2 2025 | $143.5M | 101 |
| Q1 2025 | $133.8M | 99 |
| Q4 2024 | $131.6M | 95 |
| Q3 2024 | $129.7M | 95 |
| Q2 2024 | $114.6M | 95 |
| Q1 2024 | $98.0M | 104 |
| Q4 2023 | $85.8M | 111 |
| Q3 2023 | $80.8M | 115 |
| Q2 2023 | $98.4M | 685 |
| Q1 2023 | $98.7M | 670 |