CW

Clearview Wealth Advisors LLC

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%.

Personality snowflake

Concentration
13.62
Portfolio Stability
9.98
Momentum/Contrarian
100
Sector conviction
58.66
Diversification
100
Sizing Uniformity
84.09

Recent moves

  • Trim 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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1CGCPCap Group Core Plus IncomeETF-Other8.66%—+0.31%
2SCHZSchwab US Aggregate Bond ETFETF-Other7.49%+0.01%+1.65%
3CGDVCap Group Dividend ValueETF-Other7.39%-0.03%-3.14%
4CGGRCap Group Growth EquityETF-Other5.91%+0.04%+0.34%
5JAAAJanus Henderson Aaa Clo ETFETF-Other4.33%+0.25%+7.70%
6SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth4.12%+0.10%+1.25%
7SCHXSchwab US Large-cap ETFETF-Other3.62%+0.03%-0.36%
8CGXUCap Group Intl FocusETF-Other3.12%-0.11%-2.09%
9APOApollo Global Management INCStock-Financials2.46%+0.35%+8.75%
10SCHFSchwab Intl Equity ETFETF-Other2.37%+0.02%-1.16%
11FNDXSchwab Fndmntl US Lrg Co ETFETF-Other2.37%+0.06%+0.12%
12SCHGSchwab US Large-cap GrowthETF-Other2.07%+0.01%-0.36%
13IVEIshares S&p 500 Value ETFETF-Large Cap & Growth1.86%+0.53%+37.96%
14DYNFIshrs US E F R A Etf-usd INCETF-Other1.84%+0.16%+7.66%
15IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth1.81%—-1.43%
16XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth1.45%+0.71%+91.61%
17IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other1.35%-0.35%-19.45%
18FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other1.31%+0.04%-0.96%
19XTENBondbloxx Bbg 10y US Tsy ETFETF-Other1.30%—+2.29%
20MSFTMicrosoft CORPStock-Tech1.28%-0.21%-7.50%
21EFVIshares Msci Eafe Value ETFETF-Other1.26%-0.40%-27.02%
22VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.24%—-2.48%
23QUALIshares Msci USA Quality FacETF-Other1.12%-1.02%-48.03%
24ESGUIshares Esg Aware Msci USAETF-Other1.11%+0.02%+0.45%
25MBBIshares Mbs ETFETF-Other1.01%+0.03%+4.40%
26SCHOSchwab Short-term US TreasETF-Other0.99%+0.06%+7.85%
27CVXChevron CORPStock-Energy0.98%-0.05%-2.55%
28IEMGIshares Core Msci EmergingETF-Emerging Markets0.95%-0.17%-15.61%
29AAPLApple INCStock-Tech0.92%+0.02%-2.99%
30SCHHSchwab US Reit ETFETF-Other0.77%—-0.22%
31BINCIshares Flex I A Etf-usd INCETF-Other0.76%+0.03%+5.87%
32BAIIshrs Ai In And Tech Act ETFETF-Tech0.73%+0.42%+143.22%
33SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth0.72%+0.26%+58.29%
34THROIshares U.s. Thematic RotatiETF-Other0.67%—+2.29%
35ESGVVanguard Esg US Stock ETFETF-Other0.67%—-2.10%
36SCHASchwab US Small-cap ETFETF-Other0.63%—+1.68%
37JPMJpmorgan Chase & CoStock-Financials0.60%—-3.79%
38IAGGIshares Intl Aggregate BondETF-Other0.59%—+6.72%
39GLDMSpdr Gold Minishares TrustETF-Commodities0.57%+0.20%+40.17%
40AVEMAvantis Emerging Markets EqETF-Emerging Markets0.56%+0.56%NEW
41COSTCostco Wholesale CORPStock-Consumer Staples0.54%-0.11%-10.19%
42SCHCSchwab Intl Small-cap EquityETF-Other0.54%—+2.60%
43ABBVAbbvie INCStock-Healthcare0.52%-0.04%-4.24%
44IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.50%—-0.09%
45SCHDSchwab US Dvd Equity ETFETF-Other0.46%-0.15%-23.76%
46SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.43%—-1.11%
47AMZNAmazon.com INCStock-Consumer Disc0.42%—-7.07%
48JNJJohnson & JohnsonStock-Healthcare0.42%—-4.28%
49BACBank Of America CORPStock-Financials0.42%—-5.71%
50WMTWalmart INCStock-Consumer Staples0.41%—-6.86%
1–50 of 103

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).

Position changes disclosed by Clearview Wealth Advisors LLC for the quarter ending 2025-12-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XLGInvesco S&p 500 Top 50 ETF+0.7%+91.61%Add
2IVEIshares S&p 500 Value ETF+0.5%+37.96%Add
3BAIIshrs Ai In And Tech Act ETF+0.4%+143.22%Add
4APOApollo Global Management INC+0.4%+8.75%Add
5SPMOInvesco S&p 500 Momentum ETF+0.3%+58.29%Add
6JAAAJanus Henderson Aaa Clo ETF+0.3%+7.70%Add
7GLDMSpdr Gold Minishares Trust+0.2%+40.17%Add
8DYNFIshrs US E F R A Etf-usd INC+0.2%+7.66%Add
9SCYBSchwab High Yield Bond ETF+0.1%+98.42%Add
10SPYMSte Str Spdr Pt S&p 500 ETF+0.1%+1.25%Add
11FNDXSchwab Fndmntl US Lrg Co ETF+0.1%+0.12%Add
12SCHOSchwab Short-term US Treas+0.1%+7.85%Add
13DGRWWisdomtree U.s. Quality Divi+0.1%+37.74%Add
14NUENucor CORP+0.1%-4.58%Trim
15CGGRCap Group Growth Equity0%+0.34%Add
16FNDFSchwab Fndmn Intl Lrg Co ETF0%-0.96%Trim
17GLDSpdr Gold Shares0%—Unchanged
18SCHXSchwab US Large-cap ETF0%-0.36%Trim
19MBBIshares Mbs ETF0%+4.40%Add
20VYMVanguard High Dvd Yield ETF0%+13.80%Add
21BINCIshares Flex I A Etf-usd INC0%+5.87%Add
22SCHFSchwab Intl Equity ETF0%-1.16%Trim
23AAPLApple INC0%-2.99%Trim
24ESGUIshares Esg Aware Msci USA0%+0.45%Add
25SCHZSchwab US Aggregate Bond ETF0%+1.65%Add
26SCHGSchwab US Large-cap Growth0%-0.36%Trim
27CGDVCap Group Dividend Value0%-3.14%Trim
28NSCNorfolk Southern CORP0%-4.55%Trim
29DELLDell Technologies -c0%-4.40%Trim
30SPLVInvesco S&p 500 Low Volatili0%-17.26%Trim
31MDLZMondelez International Inc-a0%-4.86%Trim
32PPLPpl CORP0%-4.99%Trim
33HONHoneywell International INC0%-4.40%Trim
34ABBVAbbvie INC0%-4.24%Trim
35CVXChevron CORP-0.1%-2.55%Trim
36LENLennar Corp-a-0.1%-5.56%Trim
37NVDANvidia CORP-0.1%-15.97%Trim
38COSTCostco Wholesale CORP-0.1%-10.19%Trim
39CGXUCap Group Intl Focus-0.1%-2.09%Trim
40SCHDSchwab US Dvd Equity ETF-0.2%-23.76%Trim
41IEMGIshares Core Msci Emerging-0.2%-15.61%Trim
42MSFTMicrosoft CORP-0.2%-7.50%Trim
43IUSBIshr Cr Unvrse Usd Bd Etf-ui-0.4%-19.45%Trim
44EFVIshares Msci Eafe Value ETF-0.4%-27.02%Trim
45QUALIshares Msci USA Quality Fac-1%-48.03%Trim
46EFGIshares Msci Eafe Growth ETF—EXITSold out
47IYWIshares Ustechnology ETF—EXITSold out
48AVEMAvantis Emerging Markets Eq—NEWNew buy
49SHLDGlobal X Defense Tech ETF—NEWNew buy
50SCHISchwab 5-10 Year Corporate B—NEWNew buy

FAQ

What is Clearview Wealth Advisors LLC and what type of investor is it?
Clearview Wealth Advisors LLC is a 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%