Sponsored

The Analysis of Clearview Wealth Advisors LLC's Holdings & P&L

Currently, Clearview Wealth Advisors LLC holds 103 types of securities in its portfolio with a total value $157.8M. In the most recent quarter, they have increased their positions in XLG (+18.4K shares, valued at $1.1M), AVEM (+11.4K shares, valued at $877.5K), IVE (+3.8K shares, valued at $807.0K); decreased their positions in QUAL (-8.3K shares, valued at $1.6M), EFV (-10.3K shares, valued at $738.4K), IUSB (-11.1K shares, valued at $514.5K); initiated new positions in AVEM (+11.4K shares, valued at $877.5K), SHLD (+6.2K shares, valued at $398.9K), SCHI (+9.3K shares, valued at $213.4K).

1M P&L

+5.4M+3.50%

3M P&L

+6.6M+4.32%

HY P&L

+11.0M+7.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A128.3M

85.4%

2Software - Infrastructure2.0M

1.3%

3Drug Manufacturers - General1.8M

1.2%

Top Industries by Stock Count

1N/A55 stocks

57.3%

2Drug Manufacturers - General3 stocks

3.1%

3Semiconductors2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGCP CAPITAL GRP FIXED INCM ETF T603.3K shares0.31%2025-12-312026-02-17

SCHZ SCHWAB STRATEGIC TR505.8K shares1.65%2025-12-312026-02-17

CGDV CAPITAL GROUP DIVIDEND VALUE267.3K shares-3.14%2025-12-312026-02-17

CGGR CAPITAL GROUP GROWTH ETF209.6K shares0.34%2025-12-312026-02-17

JAAA JANUS DETROIT STR TR135.2K shares7.70%2025-12-312026-02-17

SPYM SPDR SERIES TRUST81.1K shares1.25%2025-12-312026-02-17

SCHX SCHWAB STRATEGIC TR212.1K shares-0.36%2025-12-312026-02-17

CGXU CAPITAL GROUP INTL FOCUS EQT166.7K shares-2.09%2025-12-312026-02-17

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC26.9K shares8.75%2025-12-312026-02-17

SCHF SCHWAB STRATEGIC TR155.9K shares-1.16%2025-12-312026-02-17

FNDX SCHWAB STRATEGIC TR137.4K shares0.12%2025-12-312026-02-17

SCHG SCHWAB STRATEGIC TR100.4K shares-0.36%2025-12-312026-02-17

IVE ISHARES TR13.8K shares37.96%2025-12-312026-02-17

DYNF BLACKROCK ETF TRUST47.6K shares7.66%2025-12-312026-02-17

IVW ISHARES TR23.2K shares-1.43%2025-12-312026-02-17

XLG INVESCO EXCHANGE TRADED FD T38.6K shares91.61%2025-12-312026-02-17

Sponsored

IUSB ISHARES TR45.8K shares-19.45%2025-12-312026-02-17

FNDF SCHWAB STRATEGIC TR45.6K shares-0.96%2025-12-312026-02-17

XTEN BONDBLOXX ETF TRUST44.3K shares2.29%2025-12-312026-02-17

MSFT MICROSOFT CORP4.2K shares-7.50%2025-12-312026-02-17

EFV ISHARES TR27.9K shares-27.02%2025-12-312026-02-17

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-2.48%2025-12-312026-02-17

QUAL ISHARES TR8.9K shares-48.03%2025-12-312026-02-17

ESGU ISHARES TR11.7K shares0.45%2025-12-312026-02-17

Sponsored

MBB ISHARES TR16.8K shares4.40%2025-12-312026-02-17

SCHO SCHWAB STRATEGIC TR64.2K shares7.85%2025-12-312026-02-17

CVX CHEVRON CORP NEW10.1K shares-2.55%2025-12-312026-02-17

IEMG ISHARES INC22.4K shares-15.61%2025-12-312026-02-17

AAPL APPLE INC5.3K shares-2.99%2025-12-312026-02-17

SCHH SCHWAB STRATEGIC TR58.2K shares-0.22%2025-12-312026-02-17

BINC BLACKROCK ETF TRUST II22.7K shares5.87%2025-12-312026-02-17

BAI BLACKROCK ETF TRUST34.5K shares143.22%2025-12-312026-02-17

Sponsored

SPMO INVESCO EXCH TRADED FD TR II9.5K shares58.29%2025-12-312026-02-17

THRO BLACKROCK ETF TRUST27.5K shares2.29%2025-12-312026-02-17

ESGV VANGUARD WORLD FD8.8K shares-2.10%2025-12-312026-02-17

SCHA SCHWAB STRATEGIC TR35.0K shares1.68%2025-12-312026-02-17

JPM JPMORGAN CHASE & CO.2.9K shares-3.79%2025-12-312026-02-17

IAGG ISHARES TR18.8K shares6.72%2025-12-312026-02-17

GLDM WORLD GOLD TR10.6K shares40.18%2025-12-312026-02-17

AVEM AMERICAN CENTY ETF TR11.4K sharesnew addition2025-12-312026-02-17

Sponsored

COST COSTCO WHSL CORP NEW987 shares-10.19%2025-12-312026-02-17

SCHC SCHWAB STRATEGIC TR18.6K shares2.60%2025-12-312026-02-17

ABBV ABBVIE INC3.6K shares-4.24%2025-12-312026-02-17

IVV ISHARES TR1.1K shares-0.09%2025-12-312026-02-17

SCHD SCHWAB STRATEGIC TR26.5K shares-23.76%2025-12-312026-02-17

SCHE SCHWAB STRATEGIC TR20.8K shares-1.11%2025-12-312026-02-17

AMZN AMAZON COM INC2.9K shares-7.07%2025-12-312026-02-17

JNJ JOHNSON & JOHNSON3.2K shares-4.28%2025-12-312026-02-17

Sponsored

BAC BANK AMERICA CORP12.1K shares-5.71%2025-12-312026-02-17

WMT WALMART INC5.8K shares-6.86%2025-12-312026-02-17

NVDA NVIDIA CORPORATION3.5K shares-15.97%2025-12-312026-02-17

GLD SPDR GOLD TR1.5K shares0.00%2025-12-312026-02-17

NUE NUCOR CORP3.7K shares-4.58%2025-12-312026-02-17

CSCO CISCO SYS INC7.8K shares-6.59%2025-12-312026-02-17

ACWI ISHARES TR3.7K shares0.00%2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP1.8K shares-4.55%2025-12-312026-02-17

Sponsored

QCOM QUALCOMM INC2.9K shares-4.57%2025-12-312026-02-17

FNDA SCHWAB STRATEGIC TR15.8K shares0.94%2025-12-312026-02-17

MCD MCDONALDS CORP1.6K shares-3.66%2025-12-312026-02-17

LMT LOCKHEED MARTIN CORP992 shares-4.34%2025-12-312026-02-17

SCYB SCHWAB STRATEGIC TR18.0K shares98.42%2025-12-312026-02-17

WM WASTE MGMT INC DEL2.1K shares-4.60%2025-12-312026-02-17

PPL PPL CORP13.0K shares-4.99%2025-12-312026-02-17

FNDE SCHWAB STRATEGIC TR12.4K shares-4.06%2025-12-312026-02-17

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares-4.69%2025-12-312026-02-17

EMR EMERSON ELEC CO3.2K shares-4.95%2025-12-312026-02-17

CB CHUBB LIMITED1.3K shares-4.15%2025-12-312026-02-17

VYM VANGUARD WHITEHALL FDS2.9K shares13.80%2025-12-312026-02-17

EMB ISHARES TR4.3K shares5.68%2025-12-312026-02-17

MTB M & T BK CORP2.1K shares-4.91%2025-12-312026-02-17

KMI KINDER MORGAN INC DEL14.6K shares-4.37%2025-12-312026-02-17

SHLD GLOBAL X FDS6.2K sharesnew addition2025-12-312026-02-17

Sponsored

SCHW SCHWAB CHARLES CORP4.0K shares-4.69%2025-12-312026-02-17

HON HONEYWELL INTL INC2.0K shares-4.40%2025-12-312026-02-17

PNC PNC FINL SVCS GROUP INC1.8K shares-4.55%2025-12-312026-02-17

DELL DELL TECHNOLOGIES INC2.9K shares-4.40%2025-12-312026-02-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL723 shares-7.66%2025-12-312026-02-17

LOW LOWES COS INC1.5K shares-4.58%2025-12-312026-02-17

ALPHABET INC ALPHABET INC1.1K shares-17.25%2025-12-312026-02-17

DGRW WISDOMTREE TR3.6K shares37.74%2025-12-312026-02-17

Sponsored

PG PROCTER AND GAMBLE CO2.2K shares-3.21%2025-12-312026-02-17

DE DEERE & CO678 shares-4.64%2025-12-312026-02-17

VIG VANGUARD SPECIALIZED FUNDS1.4K shares9.95%2025-12-312026-02-17

SCHP SCHWAB STRATEGIC TR11.7K shares17.14%2025-12-312026-02-17

ABT ABBOTT LABS2.4K shares-4.53%2025-12-312026-02-17

LEN LENNAR CORP2.9K shares-5.56%2025-12-312026-02-17

AOS SMITH A O CORP4.3K shares-4.51%2025-12-312026-02-17

PEP PEPSICO INC2.0K shares-3.61%2025-12-312026-02-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-5.20%2025-12-312026-02-17

HSY HERSHEY CO1.6K shares-3.69%2025-12-312026-02-17

THE CIGNA GROUP THE CIGNA GROUP1.0K shares0.00%2025-12-312026-02-17

EOG EOG RES INC2.6K shares-5.63%2025-12-312026-02-17

TSLA TESLA INC596 shares0.00%2025-12-312026-02-17

SPY SPDR S&P 500 ETF TR389 shares1.83%2025-12-312026-02-17

BND VANGUARD BD INDEX FDS3.6K shares14.59%2025-12-312026-02-17

AGG ISHARES TR2.6K shares-12.86%2025-12-312026-02-17

Sponsored

MDLZ MONDELEZ INTL INC4.5K shares-4.86%2025-12-312026-02-17

USMV ISHARES TR2.4K shares-12.19%2025-12-312026-02-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares-17.26%2025-12-312026-02-17

SCHI SCHWAB STRATEGIC TR9.3K sharesnew addition2025-12-312026-02-17

FTEC FIDELITY COVINGTON TRUST929 shares0.11%2025-12-312026-02-17

WPC WP CAREY INC3.2K shares-4.57%2025-12-312026-02-17

WVVI WILLAMETTE VY VINEYARD INC15.6K shares0.63%2025-12-312026-02-17

CGCP

CAPITAL GRP FIXED INCM ETF T

0.31%

Shares603.3K

Event2025-12-31

Filed2026-02-17

SCHZ

SCHWAB STRATEGIC TR

1.65%

Shares505.8K

Event2025-12-31

Filed2026-02-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.14%

Shares267.3K

Event2025-12-31

Filed2026-02-17

CGGR

CAPITAL GROUP GROWTH ETF

0.34%

Shares209.6K

Event2025-12-31

Filed2026-02-17

JAAA

JANUS DETROIT STR TR

7.70%

Shares135.2K

Event2025-12-31

Filed2026-02-17

SPYM

SPDR SERIES TRUST

1.25%

Shares81.1K

Event2025-12-31

Filed2026-02-17

SCHX

SCHWAB STRATEGIC TR

-0.36%

Shares212.1K

Event2025-12-31

Filed2026-02-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

-2.09%

Shares166.7K

Event2025-12-31

Filed2026-02-17

APOLLO GLOBAL MGMT INC

8.75%

Shares26.9K

Event2025-12-31

Filed2026-02-17

SCHF

SCHWAB STRATEGIC TR

-1.16%

Shares155.9K

Event2025-12-31

Filed2026-02-17

FNDX

SCHWAB STRATEGIC TR

0.12%

Shares137.4K

Event2025-12-31

Filed2026-02-17

SCHG

SCHWAB STRATEGIC TR

-0.36%

Shares100.4K

Event2025-12-31

Filed2026-02-17

IVE

ISHARES TR

37.96%

Shares13.8K

Event2025-12-31

Filed2026-02-17

DYNF

BLACKROCK ETF TRUST

7.66%

Shares47.6K

Event2025-12-31

Filed2026-02-17

IVW

ISHARES TR

-1.43%

Shares23.2K

Event2025-12-31

Filed2026-02-17

XLG

INVESCO EXCHANGE TRADED FD T

91.61%

Shares38.6K

Event2025-12-31

Filed2026-02-17

IUSB

ISHARES TR

-19.45%

Shares45.8K

Event2025-12-31

Filed2026-02-17

FNDF

SCHWAB STRATEGIC TR

-0.96%

Shares45.6K

Event2025-12-31

Filed2026-02-17

XTEN

BONDBLOXX ETF TRUST

2.29%

Shares44.3K

Event2025-12-31

Filed2026-02-17

MSFT

MICROSOFT CORP

-7.50%

Shares4.2K

Event2025-12-31

Filed2026-02-17

EFV

ISHARES TR

-27.02%

Shares27.9K

Event2025-12-31

Filed2026-02-17

VANGUARD INDEX FDS

-2.48%

Shares3.1K

Event2025-12-31

Filed2026-02-17

QUAL

ISHARES TR

-48.03%

Shares8.9K

Event2025-12-31

Filed2026-02-17

ESGU

ISHARES TR

0.45%

Shares11.7K

Event2025-12-31

Filed2026-02-17

MBB

ISHARES TR

4.40%

Shares16.8K

Event2025-12-31

Filed2026-02-17

SCHO

SCHWAB STRATEGIC TR

7.85%

Shares64.2K

Event2025-12-31

Filed2026-02-17

CVX

CHEVRON CORP NEW

-2.55%

Shares10.1K

Event2025-12-31

Filed2026-02-17

IEMG

ISHARES INC

-15.61%

Shares22.4K

Event2025-12-31

Filed2026-02-17

AAPL

APPLE INC

-2.99%

Shares5.3K

Event2025-12-31

Filed2026-02-17

SCHH

SCHWAB STRATEGIC TR

-0.22%

Shares58.2K

Event2025-12-31

Filed2026-02-17

BINC

BLACKROCK ETF TRUST II

5.87%

Shares22.7K

Event2025-12-31

Filed2026-02-17

BAI

BLACKROCK ETF TRUST

143.22%

Shares34.5K

Event2025-12-31

Filed2026-02-17

SPMO

INVESCO EXCH TRADED FD TR II

58.29%

Shares9.5K

Event2025-12-31

Filed2026-02-17

THRO

BLACKROCK ETF TRUST

2.29%

Shares27.5K

Event2025-12-31

Filed2026-02-17

ESGV

VANGUARD WORLD FD

-2.10%

Shares8.8K

Event2025-12-31

Filed2026-02-17

SCHA

SCHWAB STRATEGIC TR

1.68%

Shares35.0K

Event2025-12-31

Filed2026-02-17

JPM

JPMORGAN CHASE & CO.

-3.79%

Shares2.9K

Event2025-12-31

Filed2026-02-17

IAGG

ISHARES TR

6.72%

Shares18.8K

Event2025-12-31

Filed2026-02-17

GLDM

WORLD GOLD TR

40.18%

Shares10.6K

Event2025-12-31

Filed2026-02-17

AVEM

AMERICAN CENTY ETF TR

New

Shares11.4K

Event2025-12-31

Filed2026-02-17

COST

COSTCO WHSL CORP NEW

-10.19%

Shares987

Event2025-12-31

Filed2026-02-17

SCHC

SCHWAB STRATEGIC TR

2.60%

Shares18.6K

Event2025-12-31

Filed2026-02-17

ABBV

ABBVIE INC

-4.24%

Shares3.6K

Event2025-12-31

Filed2026-02-17

IVV

ISHARES TR

-0.09%

Shares1.1K

Event2025-12-31

Filed2026-02-17

SCHD

SCHWAB STRATEGIC TR

-23.76%

Shares26.5K

Event2025-12-31

Filed2026-02-17

SCHE

SCHWAB STRATEGIC TR

-1.11%

Shares20.8K

Event2025-12-31

Filed2026-02-17

AMZN

AMAZON COM INC

-7.07%

Shares2.9K

Event2025-12-31

Filed2026-02-17

JNJ

JOHNSON & JOHNSON

-4.28%

Shares3.2K

Event2025-12-31

Filed2026-02-17

BAC

BANK AMERICA CORP

-5.71%

Shares12.1K

Event2025-12-31

Filed2026-02-17

WMT

WALMART INC

-6.86%

Shares5.8K

Event2025-12-31

Filed2026-02-17

NVDA

NVIDIA CORPORATION

-15.97%

Shares3.5K

Event2025-12-31

Filed2026-02-17

GLD

SPDR GOLD TR

0.00%

Shares1.5K

Event2025-12-31

Filed2026-02-17

NUE

NUCOR CORP

-4.58%

Shares3.7K

Event2025-12-31

Filed2026-02-17

CSCO

CISCO SYS INC

-6.59%

Shares7.8K

Event2025-12-31

Filed2026-02-17

ACWI

ISHARES TR

0.00%

Shares3.7K

Event2025-12-31

Filed2026-02-17

NSC

NORFOLK SOUTHN CORP

-4.55%

Shares1.8K

Event2025-12-31

Filed2026-02-17

QCOM

QUALCOMM INC

-4.57%

Shares2.9K

Event2025-12-31

Filed2026-02-17

FNDA

SCHWAB STRATEGIC TR

0.94%

Shares15.8K

Event2025-12-31

Filed2026-02-17

MCD

MCDONALDS CORP

-3.66%

Shares1.6K

Event2025-12-31

Filed2026-02-17

LMT

LOCKHEED MARTIN CORP

-4.34%

Shares992

Event2025-12-31

Filed2026-02-17

SCYB

SCHWAB STRATEGIC TR

98.42%

Shares18.0K

Event2025-12-31

Filed2026-02-17

WASTE MGMT INC DEL

-4.60%

Shares2.1K

Event2025-12-31

Filed2026-02-17

PPL

PPL CORP

-4.99%

Shares13.0K

Event2025-12-31

Filed2026-02-17

FNDE

SCHWAB STRATEGIC TR

-4.06%

Shares12.4K

Event2025-12-31

Filed2026-02-17

TE CONNECTIVITY PLC

-4.69%

Shares1.9K

Event2025-12-31

Filed2026-02-17

EMR

EMERSON ELEC CO

-4.95%

Shares3.2K

Event2025-12-31

Filed2026-02-17

CHUBB LIMITED

-4.15%

Shares1.3K

Event2025-12-31

Filed2026-02-17

VYM

VANGUARD WHITEHALL FDS

13.80%

Shares2.9K

Event2025-12-31

Filed2026-02-17

EMB

ISHARES TR

5.68%

Shares4.3K

Event2025-12-31

Filed2026-02-17

MTB

M & T BK CORP

-4.91%

Shares2.1K

Event2025-12-31

Filed2026-02-17

KMI

KINDER MORGAN INC DEL

-4.37%

Shares14.6K

Event2025-12-31

Filed2026-02-17

SHLD

GLOBAL X FDS

New

Shares6.2K

Event2025-12-31

Filed2026-02-17

SCHW

SCHWAB CHARLES CORP

-4.69%

Shares4.0K

Event2025-12-31

Filed2026-02-17

HON

HONEYWELL INTL INC

-4.40%

Shares2.0K

Event2025-12-31

Filed2026-02-17

PNC

PNC FINL SVCS GROUP INC

-4.55%

Shares1.8K

Event2025-12-31

Filed2026-02-17

DELL

DELL TECHNOLOGIES INC

-4.40%

Shares2.9K

Event2025-12-31

Filed2026-02-17

BERKSHIRE HATHAWAY INC DEL

-7.66%

Shares723

Event2025-12-31

Filed2026-02-17

LOW

LOWES COS INC

-4.58%

Shares1.5K

Event2025-12-31

Filed2026-02-17

ALPHABET INC

-17.25%

Shares1.1K

Event2025-12-31

Filed2026-02-17

DGRW

WISDOMTREE TR

37.74%

Shares3.6K

Event2025-12-31

Filed2026-02-17

PROCTER AND GAMBLE CO

-3.21%

Shares2.2K

Event2025-12-31

Filed2026-02-17

DEERE & CO

-4.64%

Shares678

Event2025-12-31

Filed2026-02-17

VIG

VANGUARD SPECIALIZED FUNDS

9.95%

Shares1.4K

Event2025-12-31

Filed2026-02-17

SCHP

SCHWAB STRATEGIC TR

17.14%

Shares11.7K

Event2025-12-31

Filed2026-02-17

ABT

ABBOTT LABS

-4.53%

Shares2.4K

Event2025-12-31

Filed2026-02-17

LEN

LENNAR CORP

-5.56%

Shares2.9K

Event2025-12-31

Filed2026-02-17

AOS

SMITH A O CORP

-4.51%

Shares4.3K

Event2025-12-31

Filed2026-02-17

PEP

PEPSICO INC

-3.61%

Shares2.0K

Event2025-12-31

Filed2026-02-17

BMY

BRISTOL-MYERS SQUIBB CO

-5.20%

Shares5.3K

Event2025-12-31

Filed2026-02-17

HSY

HERSHEY CO

-3.69%

Shares1.6K

Event2025-12-31

Filed2026-02-17

THE CIGNA GROUP

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-17

EOG

EOG RES INC

-5.63%

Shares2.6K

Event2025-12-31

Filed2026-02-17

TSLA

TESLA INC

0.00%

Shares596

Event2025-12-31

Filed2026-02-17

SPY

SPDR S&P 500 ETF TR

1.83%

Shares389

Event2025-12-31

Filed2026-02-17

BND

VANGUARD BD INDEX FDS

14.59%

Shares3.6K

Event2025-12-31

Filed2026-02-17

AGG

ISHARES TR

-12.86%

Shares2.6K

Event2025-12-31

Filed2026-02-17

MDLZ

MONDELEZ INTL INC

-4.86%

Shares4.5K

Event2025-12-31

Filed2026-02-17

USMV

ISHARES TR

-12.19%

Shares2.4K

Event2025-12-31

Filed2026-02-17

INVESCO EXCH TRADED FD TR II

-17.26%

Shares3.1K

Event2025-12-31

Filed2026-02-17

SCHI

SCHWAB STRATEGIC TR

New

Shares9.3K

Event2025-12-31

Filed2026-02-17

FTEC

FIDELITY COVINGTON TRUST

0.11%

Shares929

Event2025-12-31

Filed2026-02-17

WPC

WP CAREY INC

-4.57%

Shares3.2K

Event2025-12-31

Filed2026-02-17

WVVI

WILLAMETTE VY VINEYARD INC

0.63%

Shares15.6K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available