Latest Clearview Wealth Advisors LLC Stock Portfolio

Clearview Wealth Advisors LLC Performance:

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

Performance for 2025 Q4 is 1.33%, and YTD is 11.98%, and 2024 is -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.

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.

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 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 tr	877,489
global x fds	398,912
schwab strategic tr	213,359

New stocks bought by Clearview Wealth Advisors LLC

Additions

Ticker	% Inc.
blackrock etf trust	143
schwab strategic tr	98.42
invesco exchange traded fd t	91.61
invesco exch traded fd tr ii	58.29
world gold tr	40.18
ishares tr	37.96
wisdomtree tr	37.74
schwab strategic tr	17.14

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.

Sector	%
Others	85.3
Technology	3.7
Financial Services	2
Industrials	1.8
Consumer Defensive	1.7
Healthcare	1.5
Energy	1.4
Consumer Cyclical	1.3

Market Cap. Distribution

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

Category	%
UNALLOCATED	85.3
MEGA-CAP	8.4
LARGE-CAP	5.9

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.

Index	%
Others	85.7
S&P 500	13.9

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.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.92	5,345	1,453,140	reduced	-2.99

AAXJ	ishares tr	1.26	27,936	1,994,910	reduced	-27.02

AAXJ	ishares tr	1.01	16,809	1,600,570	added	4.4

AAXJ	ishares tr	0.34	3,742	529,448	unchanged	0.00

AAXJ	ishares tr	0.26	4,313	415,296	added	5.68

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.52	3,595	821,330	reduced	-4.24

ABT	abbott labs	0.19	2,422	303,427	reduced	-4.53

ACWF	ishares tr	1.35	45,770	2,130,130	reduced	-19.45

AEMB	american centy etf tr	0.56	11,393	877,489	new

AGT	ishares tr	1.11	11,713	1,745,040	added	0.45

AGT	ishares tr	0.60	18,769	938,615	added	6.72

AMPS	ishares tr	0.14	2,421	227,967	reduced	-12.19

AMZN	amazon com inc	0.42	2,893	667,762	reduced	-7.07

AOS	smith a o corp	0.18	4,319	288,855	reduced	-4.51

BAC	bank america corp	0.42	12,093	665,121	reduced	-5.71

BECO	blackrock etf trust	1.84	47,637	2,896,810	added	7.66

BECO	blackrock etf trust	0.73	34,505	1,149,020	added	143

BECO	blackrock etf trust	0.67	27,548	1,062,250	added	2.29

BIL	spdr series trust	4.12	81,063	6,502,890	added	1.25