CW
Clearview Wealth Advisors LLC 13F Filing (Q4 2025) — Top Positions & Stock Picks
Clearview Wealth Advisors LLCCIK: 0001840306
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$157.8M
Reporting period: 2025-12-31 · Number of holdings: 103
Clearview Wealth Advisors LLC disclosed 103 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $157.8M and a quarterly turnover rate of 10.0%.
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Personality snowflake
- Concentration
- 13.62
- Portfolio Stability
- 9.98
- Momentum
- 100
- Sector conviction
- 58.66
- Diversification
- 100
- Sizing Uniformity
- 84.09
Clearview Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 103 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.59), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 13% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim QUAL
-48.0% -$1.6M
Add XLG
+91.6% $1.1M
Add IVE
+38.0% $862.7K
Add BAI
+143.2% $664.4K
Trim EFV
-27.0% -$601.4K
Add APO
+8.7% $596.7K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.66% | — | +0.31% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.49% | +0.01% | +1.65% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.39% | -0.03% | -3.14% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 5.91% | +0.04% | +0.34% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.33% | +0.25% | +7.70% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | +0.10% | +1.25% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.62% | +0.03% | -0.36% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 3.12% | -0.11% | -2.09% | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 2.46% | +0.35% | +8.75% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.37% | +0.02% | -1.16% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.37% | +0.06% | +0.12% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.07% | +0.01% | -0.36% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | +0.53% | +37.96% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.84% | +0.16% | +7.66% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.81% | — | -1.43% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.45% | +0.71% | +91.61% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.35% | -0.35% | -19.45% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.31% | +0.04% | -0.96% | |
| 19 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.30% | — | +2.29% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.21% | -7.50% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.26% | -0.40% | -27.02% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | — | -2.48% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.12% | -1.02% | -48.03% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.11% | +0.02% | +0.45% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | +0.03% | +4.40% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.99% | +0.06% | +7.85% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.98% | -0.05% | -2.55% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.95% | -0.17% | -15.61% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.92% | +0.02% | -2.99% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 0.77% | — | -0.22% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.76% | +0.03% | +5.87% | |
| 32 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.73% | +0.42% | +143.22% | |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.72% | +0.26% | +58.29% | |
| 34 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.67% | — | +2.29% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.67% | — | -2.10% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | — | +1.68% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -3.79% | |
| 38 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.59% | — | +6.72% | |
| 39 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.57% | +0.20% | +40.17% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.56% | +0.56% | NEW | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.11% | -10.19% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.54% | — | +2.60% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.04% | -4.24% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | — | -0.09% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | -0.15% | -23.76% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.43% | — | -1.11% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | -7.07% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | — | -4.28% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | — | -5.71% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | — | -6.86% |
1–50 of 103
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+16.1%
- Stdev
- +9.9%
- Beta
- +0.72
- Alpha
- +0.3%
- Max Drawdown
- -4.3%
- Annualized Perf
- +15.3%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +2.87
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.09
- Calmar
- +3.57
- Information Ratio
- -1.09
- Tracking Error
- +4.8%
- Stdev Down
- +5.1%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +25.3%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.5
- Stdev Sectors
- +9.4%
- Skewness
- -0.25
- Kurtosis
- -0.4
- Upside Potential
- +4.43
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2025 Q4 | 103 | $157.8M | 10 | ||
| 2025 Q3 | 102 | $156.2M | 22 | ||
| 2025 Q2 | 101 | $143.5M | 0 | ||
| 2025 Q1 | 99 | $133.8M | 100 | ||
| 2024 Q4 | 95 | $131.6M | 0 | ||
| 2024 Q3 | 95 | $129.7M | 0 | ||
| 2024 Q2 | 95 | $114.6M | 0 | ||
| 2024 Q1 | 104 | $98.0M | 0 | ||
| 2023 Q4 | 111 | $85.8M | 0 | ||
| 2023 Q3 | 115 | $80.8M | 0 | ||
| 2023 Q2 | 689 | $98.4M | 0 | ||
| 2023 Q1 | 673 | $98.7M | 0 | ||
| 2022 Q4 | 628 | $129.4M | 0 | ||
| 2022 Q3 | 633 | $126.2M | 0 | ||
| 2022 Q2 | 641 | $133.5M | 0 | ||
| 2022 Q1 | 639 | $152.3M | 0 | ||
| 2021 Q4 | 688 | $164.1M | 0 | ||
| 2021 Q3 | 684 | $157.9M | 0 | ||
| 2021 Q2 | 670 | $162.0M | 98 | ||
| 2021 Q1 | 635 | $154.1M | 47 | ||
| 2020 Q4 | 595 | $148.9M | 0 |
Holding changes this quarter
Clearview Wealth Advisors LLC's most significant position changes for 2025-12-31: Sold out: Ishares Msci Eafe Growth ETF (EFG); Sold out: Ishares Ustechnology ETF (IYW); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Global X Defense Tech ETF (SHLD); New buy: Schwab 5-10 Year Corporate B (SCHI).
Filing History
FAQ
What is Clearview Wealth Advisors LLC and what type of investor is it?
Clearview Wealth Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately $157.8M, spread across 103 disclosed positions.
What are Clearview Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Clearview Wealth Advisors LLC's top holdings by market value are:
1. Cap Group Core Plus Income (CGCP) — $13.7M (8.7%)
2. Schwab US Aggregate Bond ETF (SCHZ) — $11.8M (7.5%)
3. Cap Group Dividend Value (CGDV) — $11.7M (7.4%)
4. Cap Group Growth Equity (CGGR) — $9.3M (5.9%)
5. Janus Henderson Aaa Clo ETF (JAAA) — $6.8M (4.3%)
What changes did Clearview Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Clearview Wealth Advisors LLC made 49 notable position adjustments: 3 new positions were initiated, 19 existing holdings were added to, 25 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Ishares Msci Eafe Growth ETF (EFG); Sold out: Ishares Ustechnology ETF (IYW); New buy: Avantis Emerging Markets Eq (AVEM); New buy: Global X Defense Tech ETF (SHLD); New buy: Schwab 5-10 Year Corporate B (SCHI)
What sectors does Clearview Wealth Advisors LLC focus on?
Clearview Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 29.6%
• Information Technology: 26.4%
• Health Care: 11.2%
• Consumer Staples: 10.0%
• Consumer Discretionary: 8.4%
• Energy: 7.3%
Investment Profile
Clearview Wealth Advisors LLC returned an annualized 15.3% over the trailing 36 months — outperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.72 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its XLG position over the past two quarters (+$1.4M, now $2.3M), while trimming SCHD over the same stretch (-$238.5K, still holding $727.6K).
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Developer Access
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