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Clearview Wealth Advisors LLC

Period ended Dec 31, 2025 · Latest filing Feb 17, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Dec 31, 2025: $157,808,702

More quarters will appear as history becomes available.

Top holdings

Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. CAPITAL GRP FIXED INCM ETF T · CORE PLUS INCM · 14020Y102 · shares: $13,659,326
  2. SCHWAB STRATEGIC TR · US AGGREGATE B · 808524839 · shares: $11,820,015
  3. CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI · 14020W106 · shares: $11,664,690
  4. CAPITAL GROUP GROWTH ETF · SHS CREATION UNI · 14020G101 · shares: $9,322,245
  5. JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $6,836,672
  6. SPDR SERIES TRUST · STATE STREET SPD · 78464A854 · shares: $6,502,892
  7. SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $5,707,738
  8. CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI · 14019W109 · shares: $4,926,937
  9. APOLLO GLOBAL MGMT INC · COM · 03769M106 · shares: $3,889,117
  10. SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $3,747,585

Reported holdings

103 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM14020Y102 — 603,327 shares $13,659,326
SCHWAB STRATEGIC TRUS AGGREGATE B808524839 — 505,777 shares $11,820,015
CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI14020W106 — 267,294 shares $11,664,690
CAPITAL GROUP GROWTH ETFSHS CREATION UNI14020G101 — 209,630 shares $9,322,245
JANUS DETROIT STR TRHENDRSON AAA CL47103U845 — 135,166 shares $6,836,672
SPDR SERIES TRUSTSTATE STREET SPD78464A854 — 81,063 shares $6,502,892
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201 — 212,105 shares $5,707,738
CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI14019W109 — 166,732 shares $4,926,937
APOLLO GLOBAL MGMT INCCOM03769M106 — 26,866 shares $3,889,117
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 155,890 shares $3,747,585
SCHWAB STRATEGIC TRFUNDAMENTAL US L808524771 — 137,409 shares $3,738,890
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 100,351 shares $3,273,442
ISHARES TRS&P 500 VAL ETF464287408 — 13,829 shares $2,932,820
BLACKROCK ETF TRUSTISHARES US EQUIT09290C103 — 47,637 shares $2,896,813
ISHARES TRS&P 500 GRWT ETF464287309 — 23,194 shares $2,858,924
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 5046137V233 — 38,554 shares $2,285,497
ISHARES TRCORE UNIVRSL USD46434V613 — 45,770 shares $2,130,133
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755 — 45,634 shares $2,063,112
BONDBLOXX ETF TRUSTBLOOMBERG TEN YR09789C812 — 44,306 shares $2,047,833
MICROSOFT CORPCOM594918104 — 4,168 shares $2,015,873
ISHARES TREAFE VALUE ETF464288877 — 27,936 shares $1,994,907
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 3,109 shares $1,949,747
ISHARES TRMSCI USA QLT FCT46432F339 — 8,935 shares $1,774,638
ISHARES TRESG AWR MSCI USA46435G425 — 11,713 shares $1,745,040
ISHARES TRMBS ETF464288588 — 16,809 shares $1,600,572
SCHWAB STRATEGIC TRSHT TM US TRES808524862 — 64,164 shares $1,563,677
CHEVRON CORP NEWCOM166764100 — 10,105 shares $1,540,167
ISHARES INCCORE MSCI EMKT46434G103 — 22,366 shares $1,503,452
APPLE INCCOM037833100 — 5,345 shares $1,453,142
SCHWAB STRATEGIC TRUS REIT ETF808524847 — 58,227 shares $1,216,354
BLACKROCK ETF TRUST IIISHARES FLEXIBLE092528603 — 22,741 shares $1,200,043
BLACKROCK ETF TRUSTISHARES A I INNO09290C780 — 34,505 shares $1,149,017
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM46138E339 — 9,485 shares $1,131,764
BLACKROCK ETF TRUSTISHARES US THEMA09290C806 — 27,548 shares $1,062,253
VANGUARD WORLD FDESG US STK ETF921910733 — 8,758 shares $1,059,368
SCHWAB STRATEGIC TRUS SML CAP ETF808524607 — 34,971 shares $995,983
JPMORGAN CHASE & CO.COM46625H100 — 2,921 shares $941,262
ISHARES TRCORE INTL AGGR46435G672 — 18,769 shares $938,615
WORLD GOLD TRSPDR GLD MINIS98149E303 — 10,572 shares $902,532
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604 — 11,393 shares $877,489
COSTCO WHSL CORP NEWCOM22160K105 — 987 shares $851,045
SCHWAB STRATEGIC TRINTL SCEQT ETF808524888 — 18,592 shares $846,472
ABBVIE INCCOM00287Y109 — 3,595 shares $821,330
ISHARES TRCORE S&P500 ETF464287200 — 1,145 shares $784,161
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 26,527 shares $727,635
SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706 — 20,830 shares $682,188
AMAZON COM INCCOM023135106 — 2,893 shares $667,762
JOHNSON & JOHNSONCOM478160104 — 3,218 shares $666,020
BANK AMERICA CORPCOM060505104 — 12,093 shares $665,121
WALMART INCCOM931142103 — 5,829 shares $649,443
NVIDIA CORPORATIONCOM67066G104 — 3,474 shares $647,911
SPDR GOLD TRGOLD SHS78463V107 — 1,542 shares $611,110
NUCOR CORPCOM670346105 — 3,730 shares $608,368
CISCO SYS INCCOM17275R102 — 7,809 shares $601,543
ISHARES TRMSCI ACWI ETF464288257 — 3,742 shares $529,448
NORFOLK SOUTHN CORPCOM655844108 — 1,806 shares $521,313
QUALCOMM INCCOM747525103 — 2,947 shares $504,109
SCHWAB STRATEGIC TRFUNDAMENTAL US S808524763 — 15,765 shares $496,743
MCDONALDS CORPCOM580135101 — 1,605 shares $490,475
LOCKHEED MARTIN CORPCOM539830109 — 992 shares $479,828
SCHWAB STRATEGIC TRHIGH YIELD BD ET808524631 — 17,977 shares $474,952
WASTE MGMT INC DELCOM94106L109 — 2,138 shares $469,784
PPL CORPCOM69351T106 — 12,991 shares $454,959
SCHWAB STRATEGIC TRFUNDAMENTAL EMER808524730 — 12,421 shares $447,897
TE CONNECTIVITY PLCORD SHSG87052109 — 1,888 shares $429,539
EMERSON ELEC COCOM291011104 — 3,204 shares $425,208
CHUBB LIMITEDCOMH1467J104 — 1,338 shares $417,677
VANGUARD WHITEHALL FDSHIGH DIV YLD921946406 — 2,902 shares $416,502
ISHARES TRJPMORGAN USD EMG464288281 — 4,313 shares $415,296
M & T BK CORPCOM55261F104 — 2,055 shares $414,122
KINDER MORGAN INC DELCOM49456B101 — 14,559 shares $400,219
GLOBAL X FDSDEFENSE TECH ETF37960A529 — 6,157 shares $398,912
SCHWAB CHARLES CORPCOM808513105 — 3,963 shares $395,943
HONEYWELL INTL INCCOM438516106 — 1,954 shares $381,167
PNC FINL SVCS GROUP INCCOM693475105 — 1,763 shares $367,907
DELL TECHNOLOGIES INCCL C24703L202 — 2,890 shares $363,793
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 723 shares $363,416
LOWES COS INCCOM548661107 — 1,478 shares $356,434
ALPHABET INCCAP STK CL A02079K305 — 1,060 shares $331,847
WISDOMTREE TRUS QTLY DIV GRT97717X669 — 3,613 shares $323,131
PROCTER AND GAMBLE COCOM742718109 — 2,234 shares $320,086
DEERE & COCOM244199105 — 678 shares $315,656
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 1,425 shares $313,090
SCHWAB STRATEGIC TRUS TIPS ETF808524870 — 11,692 shares $309,721
ABBOTT LABSCOM002824100 — 2,422 shares $303,427
LENNAR CORPCL A526057104 — 2,921 shares $300,279
SMITH A O CORPCOM831865209 — 4,319 shares $288,855
PEPSICO INCCOM713448108 — 2,003 shares $287,448
BRISTOL-MYERS SQUIBB COCOM110122108 — 5,326 shares $287,284
HERSHEY COCOM427866108 — 1,567 shares $285,130
THE CIGNA GROUPCOM125523100 — 1,030 shares $283,487
EOG RES INCCOM26875P101 — 2,617 shares $274,811
TESLA INCCOM88160R101 — 596 shares $268,033
SPDR S&P 500 ETF TRTR UNIT78462F103 — 389 shares $265,084
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 3,565 shares $264,060
ISHARES TRCORE US AGGBD ET464287226 — 2,554 shares $255,094
MONDELEZ INTL INCCL A609207105 — 4,522 shares $243,419
ISHARES TRMSCI USA MIN VOL46429B697 — 2,421 shares $227,967
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL46138E354 — 3,106 shares $221,862
SCHWAB STRATEGIC TR5 10YR CORP BD808524698 — 9,289 shares $213,359