Clearview Wealth Advisors LLC
CIK 1840306 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- CGCP8.66%
- SCHZ7.49%
- CGDV7.39%
- CGGR5.91%
- JAAA4.33%
- SPYM4.12%
- SCHX3.62%
- CGXU3.12%
- APO2.46%
- SCHF2.37%
Share classes counted separately49.47%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QUALWeight decreased · -1.02 pp2.14% → 1.12%Shares -8.26K (-48.03%)
- XLGWeight increased · +0.71 pp0.74% → 1.45%Shares +18.43K (+91.61%)
- IVEWeight increased · +0.53 pp1.33% → 1.86%Shares +3.81K (+37.96%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $13.66M | 8.66% | 603.33K shares | 8.75% → 8.66%-0.09 pp +1.87K (+0.31%) | Added | ↗▾ |
| 02 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $11.82M | 7.49% | 505.78K shares | 7.48% → 7.49%+0.01 pp +8.19K (+1.65%) | Added | ↗▾ |
| 03 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $11.66M | 7.39% | 267.29K shares | 7.42% → 7.39%-0.03 pp -8.66K (-3.14%) | Reduced | ↗▾ |
| 04 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $9.32M | 5.91% | 209.63K shares | 5.87% → 5.91%+0.04 pp +719 (+0.34%) | Added | ↗▾ |
| 05 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $6.84M | 4.33% | 135.17K shares | 4.08% → 4.33%+0.25 pp +9.67K (+7.70%) | Added | ↗▾ |
| 06 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $6.50M | 4.12% | 81.06K shares | 4.02% → 4.12%+0.10 pp +997 (+1.25%) | Added | ↗▾ |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $5.71M | 3.62% | 212.10K shares | 3.59% → 3.62%+0.03 pp -766 (-0.36%) | Reduced | ↗▾ |
| 08 | CGXUCAP GROUP INTL FOCUSSHS CREATION UNI View history and evidence | $4.93M | 3.12% | 166.73K shares | 3.23% → 3.12%-0.11 pp -3.56K (-2.09%) | Reduced | ↗▾ |
| 09 | APOAPOLLO GLOBAL MANAGEMENT INC View history and evidence | $3.89M | 2.46% | 26.87K shares | 2.11% → 2.46%+0.35 pp +2.16K (+8.75%) | Added | ↗▾ |
| 10 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $3.75M | 2.37% | 155.89K shares | 2.35% → 2.37%+0.02 pp -1.83K (-1.16%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EFG ISHARES MSCI EAFE GROWTH ETF | Non-derivative | -8,938 | -$1.02M | SEC filing ↗ | SEC filing ↗ |
| IYW ISHARES USTECHNOLOGY ETF | Non-derivative | -4,906 | -$960.93K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1840306 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 157808702
}Research all 103 reported holdings.
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