Clearview Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Clearview Wealth Advisors LLC held in its portfolio 103 assets valued at $157,808,702 (i.e. $157.81M).
The most valuable assets in the portfolio included: CAPITAL GRP FIXED INCM ETF T ($13.66M), SCHWAB STRATEGIC TR ($11.82M), and CAPITAL GROUP DIVIDEND VALUE ($11.67M).
The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Clearview Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | 603327 | 13659326 | CORE PLUS INCM |
| SCHWAB STRATEGIC TR | 505777 | 11820015 | US AGGREGATE B |
| CAPITAL GROUP DIVIDEND VALUE | 267294 | 11664690 | SHS CREATION UNI |
| CAPITAL GROUP GROWTH ETF | 209630 | 9322245 | SHS CREATION UNI |
| JANUS DETROIT STR TR | 135166 | 6836672 | HENDRSON AAA CL |
| SPDR SERIES TRUST | 81063 | 6502892 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 212105 | 5707738 | US LRG CAP ETF |
| CAPITAL GROUP INTL FOCUS EQT | 166732 | 4926937 | SHS CREATION UNI |
| APOLLO GLOBAL MGMT INC | 26866 | 3889117 | COM |
| SCHWAB STRATEGIC TR | 155890 | 3747585 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 137409 | 3738890 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 100351 | 3273442 | US LCAP GR ETF |
| ISHARES TR | 13829 | 2932820 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 47637 | 2896813 | ISHARES US EQUIT |
| ISHARES TR | 23194 | 2858924 | S&P 500 GRWT ETF |
| INVESCO EXCHANGE TRADED FD T | 38554 | 2285497 | S&P 500 TOP 50 |
| ISHARES TR | 45770 | 2130133 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 45634 | 2063112 | FUNDAMENTAL INTL |
| BONDBLOXX ETF TRUST | 44306 | 2047833 | BLOOMBERG TEN YR |
| MICROSOFT CORP | 4168 | 2015873 | COM |
| ISHARES TR | 27936 | 1994907 | EAFE VALUE ETF |
| VANGUARD INDEX FDS | 3109 | 1949747 | S&P 500 ETF SHS |
| ISHARES TR | 8935 | 1774638 | MSCI USA QLT FCT |
| ISHARES TR | 11713 | 1745040 | ESG AWR MSCI USA |
| ISHARES TR | 16809 | 1600572 | MBS ETF |
| SCHWAB STRATEGIC TR | 64164 | 1563677 | SHT TM US TRES |
| CHEVRON CORP NEW | 10105 | 1540167 | COM |
| ISHARES INC | 22366 | 1503452 | CORE MSCI EMKT |
| APPLE INC | 5345 | 1453142 | COM |
| SCHWAB STRATEGIC TR | 58227 | 1216354 | US REIT ETF |
| BLACKROCK ETF TRUST II | 22741 | 1200043 | ISHARES FLEXIBLE |
| BLACKROCK ETF TRUST | 34505 | 1149017 | ISHARES A I INNO |
| INVESCO EXCH TRADED FD TR II | 9485 | 1131764 | S&P 500 MOMNTM |
| BLACKROCK ETF TRUST | 27548 | 1062253 | ISHARES US THEMA |
| VANGUARD WORLD FD | 8758 | 1059368 | ESG US STK ETF |
| SCHWAB STRATEGIC TR | 34971 | 995983 | US SML CAP ETF |
| JPMORGAN CHASE & CO. | 2921 | 941262 | COM |
| ISHARES TR | 18769 | 938615 | CORE INTL AGGR |
| WORLD GOLD TR | 10572 | 902532 | SPDR GLD MINIS |
| AMERICAN CENTY ETF TR | 11393 | 877489 | AVANTIS EMGMKT |
| COSTCO WHSL CORP NEW | 987 | 851045 | COM |
| SCHWAB STRATEGIC TR | 18592 | 846472 | INTL SCEQT ETF |
| ABBVIE INC | 3595 | 821330 | COM |
| ISHARES TR | 1145 | 784161 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 26527 | 727635 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 20830 | 682188 | EMRG MKTEQ ETF |
| AMAZON COM INC | 2893 | 667762 | COM |
| JOHNSON & JOHNSON | 3218 | 666020 | COM |
| BANK AMERICA CORP | 12093 | 665121 | COM |
| WALMART INC | 5829 | 649443 | COM |
| NVIDIA CORPORATION | 3474 | 647911 | COM |
| SPDR GOLD TR | 1542 | 611110 | GOLD SHS |
| NUCOR CORP | 3730 | 608368 | COM |
| CISCO SYS INC | 7809 | 601543 | COM |
| ISHARES TR | 3742 | 529448 | MSCI ACWI ETF |
| NORFOLK SOUTHN CORP | 1806 | 521313 | COM |
| QUALCOMM INC | 2947 | 504109 | COM |
| SCHWAB STRATEGIC TR | 15765 | 496743 | FUNDAMENTAL US S |
| MCDONALDS CORP | 1605 | 490475 | COM |
| LOCKHEED MARTIN CORP | 992 | 479828 | COM |
| SCHWAB STRATEGIC TR | 17977 | 474952 | HIGH YIELD BD ET |
| WASTE MGMT INC DEL | 2138 | 469784 | COM |
| PPL CORP | 12991 | 454959 | COM |
| SCHWAB STRATEGIC TR | 12421 | 447897 | FUNDAMENTAL EMER |
| TE CONNECTIVITY PLC | 1888 | 429539 | ORD SHS |
| EMERSON ELEC CO | 3204 | 425208 | COM |
| CHUBB LIMITED | 1338 | 417677 | COM |
| VANGUARD WHITEHALL FDS | 2902 | 416502 | HIGH DIV YLD |
| ISHARES TR | 4313 | 415296 | JPMORGAN USD EMG |
| M & T BK CORP | 2055 | 414122 | COM |
| KINDER MORGAN INC DEL | 14559 | 400219 | COM |
| GLOBAL X FDS | 6157 | 398912 | DEFENSE TECH ETF |
| SCHWAB CHARLES CORP | 3963 | 395943 | COM |
| HONEYWELL INTL INC | 1954 | 381167 | COM |
| PNC FINL SVCS GROUP INC | 1763 | 367907 | COM |
| DELL TECHNOLOGIES INC | 2890 | 363793 | CL C |
| BERKSHIRE HATHAWAY INC DEL | 723 | 363416 | CL B NEW |
| LOWES COS INC | 1478 | 356434 | COM |
| ALPHABET INC | 1060 | 331847 | CAP STK CL A |
| WISDOMTREE TR | 3613 | 323131 | US QTLY DIV GRT |
| PROCTER AND GAMBLE CO | 2234 | 320086 | COM |
| DEERE & CO | 678 | 315656 | COM |
| VANGUARD SPECIALIZED FUNDS | 1425 | 313090 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 11692 | 309721 | US TIPS ETF |
| ABBOTT LABS | 2422 | 303427 | COM |
| LENNAR CORP | 2921 | 300279 | CL A |
| SMITH A O CORP | 4319 | 288855 | COM |
| PEPSICO INC | 2003 | 287448 | COM |
| BRISTOL-MYERS SQUIBB CO | 5326 | 287284 | COM |
| HERSHEY CO | 1567 | 285130 | COM |
| THE CIGNA GROUP | 1030 | 283487 | COM |
| EOG RES INC | 2617 | 274811 | COM |
| TESLA INC | 596 | 268033 | COM |
| SPDR S&P 500 ETF TR | 389 | 265084 | TR UNIT |
| VANGUARD BD INDEX FDS | 3565 | 264060 | TOTAL BND MRKT |
| ISHARES TR | 2554 | 255094 | CORE US AGGBD ET |
| MONDELEZ INTL INC | 4522 | 243419 | CL A |
| ISHARES TR | 2421 | 227967 | MSCI USA MIN VOL |
| INVESCO EXCH TRADED FD TR II | 3106 | 221862 | S&P500 LOW VOL |
| SCHWAB STRATEGIC TR | 9289 | 213359 | 5 10YR CORP BD |
| FIDELITY COVINGTON TRUST | 929 | 208606 | MSCI INFO TECH I |
| WP CAREY INC | 3154 | 202991 | COM |
| WILLAMETTE VY VINEYARD INC | 15622 | 47647 | COM |
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