← Back to Discover
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
- CAPITAL GRP FIXED INCM ETF T · CORE PLUS INCM · 14020Y102 · shares: $13,659,326
- SCHWAB STRATEGIC TR · US AGGREGATE B · 808524839 · shares: $11,820,015
- CAPITAL GROUP DIVIDEND VALUE · SHS CREATION UNI · 14020W106 · shares: $11,664,690
- CAPITAL GROUP GROWTH ETF · SHS CREATION UNI · 14020G101 · shares: $9,322,245
- JANUS DETROIT STR TR · HENDRSON AAA CL · 47103U845 · shares: $6,836,672
- SPDR SERIES TRUST · STATE STREET SPD · 78464A854 · shares: $6,502,892
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $5,707,738
- CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI · 14019W109 · shares: $4,926,937
- APOLLO GLOBAL MGMT INC · COM · 03769M106 · shares: $3,889,117
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $3,747,585
Reported holdings
103 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 929 shares | $208,606 |
| WP CAREY INC | COM | 92936U109 | — | 3,154 shares | $202,991 |
| WILLAMETTE VY VINEYARD INC | COM | 969136100 | — | 15,622 shares | $47,647 |