Grufity logo
Grufity logo

Latest Clearview Wealth Advisors LLC Stock Portfolio

$157Million | No. of Holdings #103

Clearview Wealth Advisors LLC Performance

2025 Q4+1.33%
YTD+11.98%
2024-10.71%

About Clearview Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clearview Wealth Advisors LLC reported an equity portfolio of $157.8 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of Clearview Wealth Advisors LLC are CGCP, FNDA, CGDV. The fund has invested 8.7% of it's portfolio in CAPITAL GRP FIXED INCM ETF T and 7.5% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and SCHWAB STRATEGIC TR (FNDA). Clearview Wealth Advisors LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), GLOBAL X FDS (BITS) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), SCHWAB STRATEGIC TR (FNDA) and INVESCO EXCHANGE TRADED FD T (CSD).
Clearview Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 17 Feb, 2026
$157Million
  as of Feb 17, 2026

Clearview Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clearview Wealth Advisors LLC made a return of 1.33% in the last quarter. In trailing 12 months, it's portfolio return was 11.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr877,489
global x fds398,912
schwab strategic tr213,359
New stocks bought by Clearview Wealth Advisors LLC

Additions

Ticker% Inc.
blackrock etf trust143
schwab strategic tr98.42
invesco exchange traded fd t91.61
invesco exch traded fd tr ii58.29
world gold tr40.18
ishares tr37.96
wisdomtree tr37.74
schwab strategic tr17.14
Additions to existing portfolio by Clearview Wealth Advisors LLC

Reductions

Ticker% Reduced
ishares tr-48.03
ishares tr-27.02
schwab strategic tr-23.76
ishares tr-19.45
invesco exch traded fd tr ii-17.26
alphabet inc-17.25
nvidia corporation-15.97
ishares inc-15.61
Clearview Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,017,810
ishares tr-960,931
Clearview Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Clearview Wealth Advisors LLC has about 85.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Energy
  • Consumer Cyclical
Sector%
Others85.3
Technology3.7
Financial Services2
Industrials1.8
Consumer Defensive1.7
Healthcare1.5
Energy1.4
Consumer Cyclical1.3

Market Cap. Distribution

Clearview Wealth Advisors LLC has about 14.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED85.3
MEGA-CAP8.4
LARGE-CAP5.9

Stocks belong to which Index?

About 13.9% of the stocks held by Clearview Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.7
S&P 50013.9
Top 5 Winners (%)%
GOOG
alphabet inc
26.3 %
NUE
nucor corp
20.0 %
BMY
bristol-myers squibb co
19.1 %
CSCO
cisco sys inc
12.2 %
GLD
spdr gold tr
11.5 %
Top 5 Winners ($)$
CGDV
capital group dividend value
0.4 M
apollo global mgmt inc
0.3 M
BIL
spdr series trust
0.2 M
FNDA
schwab strategic tr
0.1 M
FNDA
schwab strategic tr
0.1 M
Top 5 Losers (%)%
LEN
lennar corp
-17.9 %
WVVI
willamette vy vineyard inc
-16.2 %
MDLZ
mondelez intl inc
-13.5 %
DELL
dell technologies inc
-11.0 %
AOS
smith a o corp
-8.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.1 M
LEN
lennar corp
-0.1 M
COST
costco whsl corp new
-0.1 M
FNDA
schwab strategic tr
-0.1 M
CGCP
capital grp fixed incm etf t
0.0 M

Clearview Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clearview Wealth Advisors LLC

Clearview Wealth Advisors LLC has 103 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CGDV was the most profitable stock for Clearview Wealth Advisors LLC last quarter.

$157.81MTotal Value
105Positions
17 Feb, 2026Last Reported
Current holdings of Current Stock Holdings of Clearview Wealth Advisors LLC, last reported on 17 Feb, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
1.26%27,936
$1.99M
1.26%
decreased 27.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
1.01%16,809
$1.60M
1.01%
increased 4.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
0.34%3,742
$529.4K
0.34%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
0.26%4,313
$415.3K
0.26%
increased 5.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
1.35%45,770
$2.13M
1.35%
decreased 19.45 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clearview Wealth Advisors LLC's holding in American Centy Etf Tr over time
0.56%11,393
$877.5K
0.56%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
1.11%11,713
$1.75M
1.11%
increased 0.45 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Clearview Wealth Advisors LLC's holding in Ishares Tr over time
0.6%18,769
$938.6K
0.6%
increased 6.72 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Clearview Wealth Advisors LLC's holding in Blackrock Etf Trust over time
1.84%47,637
$2.90M
1.84%
increased 7.66 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Clearview Wealth Advisors LLC's holding in Blackrock Etf Trust over time
0.73%34,505
$1.15M
0.73%
increased 143.22 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Clearview Wealth Advisors LLC's holding in Blackrock Etf Trust over time
0.67%27,548
$1.06M
0.67%
increased 2.29 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Clearview Wealth Advisors LLC's holding in Spdr Series Trust over time
4.12%81,063
$6.50M
4.12%
increased 1.25 percentadded