DOSSIER · 13F-HR · Q4 2025

Clearview Wealth Advisors LLC

$158M in tracked AUM across 103 positions as of Q4 2025.

CW
CIK 0001840306 · last filed Dec 31, 2025
Total AUM
$158M
as of Q4 2025
Holdings
103
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Clearview Wealth Advisors LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
CGCP
CAPITAL GRP FIXED INCM ETF T
$14M603K8.7%
02
SCHZ
SCHWAB STRATEGIC TR
$12M506K7.5%
03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$12M267K7.4%
04
CGGR
CAPITAL GROUP GROWTH ETF
$9M210K5.9%
05
JAAA
JANUS DETROIT STR TR
$7M135K4.3%
06
SPYM
SPDR SERIES TRUST
$7M81K4.1%
07
SCHX
SCHWAB STRATEGIC TR
$6M212K3.6%
08
CGXU
CAPITAL GROUP INTL FOCUS EQT
$5M167K3.1%
09
APO
APOLLO GLOBAL MGMT INC
$4M27K2.5%
10
SCHF
SCHWAB STRATEGIC TR
$4M156K2.4%

Filing history

2025Q4Dec 31
$158M 90.6%
103 positionsView →
2025Q3Sep 30
$83M 42.3%
37 positionsView →
2025Q2Jun 30
$144M 7.2%
101 positionsLocked
2025Q1Mar 31
$134M 1.7%
99 positionsLocked
2024Q4Dec 31
$132M 1.4%
95 positionsLocked
2024Q3Sep 30
$130M 13.3%
95 positionsLocked
2024Q2Jun 30
$115M 16.9%
95 positionsLocked
2024Q1Mar 31
$98M 14.2%
104 positionsLocked
2023Q4Dec 31
$86M 6.2%
111 positionsLocked
2023Q3Sep 30
$81M 17.7%
115 positionsLocked
2023Q2Jun 30
$98M 0.6%
689 positionsLocked
2023Q1Mar 31
$99M 23.7%
673 positionsLocked
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