Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025

Clearview Wealth Advisors LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $13.7M, Schwab Us Aggregate Bond ETF with a value of $11.7M, Capital Group Divid Value ETF with a value of $11.6M, Capital Group Growth ETF Shs C with a value of $9.18M, and Janus Detroit Str Tr Janus Hen with a value of $6.37M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $139M to 150M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
ETFs: $123 Million
Financial Services: $6.89 Million
Technology: $6.02 Million
Industrials: $3.11 Million
Consumer Defensive: $2.96 Million
Healthcare: $2.38 Million
Energy: $2.35 Million
Consumer Cyclical: $2.23 Million
Other: $1.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$548,000 0.36% of portfolio
1,542
Q2 2025 Reduced 6.09%
$37.1B
$529,000 0.35% of portfolio
3,909
Q3 2025 Reduced 2.76%
$26.7B
$508,000 0.34% of portfolio
13,674
Q3 2025 Reduced 2.7%
$220B
$506,000 0.34% of portfolio
1,666
Q3 2025 Reduced 2.46%
$127B
$517,000 0.34% of portfolio
1,037
Q3 2025 Reduced 2.63%
$0
$517,000 0.34% of portfolio
3,742
Q1 2024 Reduced 1.19%
$194B
$513,000 0.34% of portfolio
3,088
Q3 2025 Reduced 2.4%
$82.4B
$494,000 0.33% of portfolio
2,241
Q3 2025 Reduced 2.82%
$0
$486,000 0.32% of portfolio
15,618
Q3 2025 Added 5.33%
$0
$468,000 0.31% of portfolio
12,947
Q3 2025 Added 4.94%
$132B
$430,000 0.29% of portfolio
2,044
Q3 2025 Reduced 2.53%
$81.4B
$442,000 0.29% of portfolio
3,371
Q3 2025 Reduced 2.74%
$58.1B
$430,000 0.29% of portfolio
15,224
Q3 2025 Reduced 2.66%
$31.3B
$427,000 0.28% of portfolio
2,161
Q3 2025 Reduced 2.44%
$40.1B
$428,000 0.28% of portfolio
3,023
Q3 2025 Reduced 2.2%
$148B
$389,000 0.26% of portfolio
1,549
Q3 2025 Reduced 2.64%
$621B
$393,000 0.26% of portfolio
783
Q3 2025 Reduced 4.28%
$31B
$389,000 0.26% of portfolio
3,093
Q3 2025 Reduced 1.09%
$171B
$396,000 0.26% of portfolio
4,158
Q3 2025 Reduced 2.62%
$119B
$394,000 0.26% of portfolio
1,396
Q3 2025 Reduced 2.65%
$73.9B
$371,000 0.25% of portfolio
1,847
Q3 2025 Reduced 2.64%
$0
$359,000 0.24% of portfolio
2,550
Q2 2025 Reduced 1.77%
$349B
$354,000 0.24% of portfolio
2,308
Q3 2025 Reduced 3.15%
$220B
$339,000 0.23% of portfolio
2,537
Q3 2025 Reduced 2.8%
$141B
$325,000 0.22% of portfolio
711
Q3 2025 Reduced 2.47%
$8.27B
$332,000 0.22% of portfolio
4,523
Q3 2025 Reduced 2.71%
$61.7B
$310,000 0.21% of portfolio
2,773
Q3 2025 Reduced 1.84%
$1.66T
$311,000 0.21% of portfolio
1,281
Q3 2025 Added 3.31%
$76.9B
$296,000 0.2% of portfolio
4,753
Q3 2025 Reduced 2.6%
$80.8B
$296,000 0.2% of portfolio
1,030
Q4 2021 Reduced 2.0%
$24.4B
$304,000 0.2% of portfolio
1,627
Q3 2025 Reduced 1.93%
$0
$293,000 0.19% of portfolio
2,931
Q3 2025 Added 9.53%
$197B
$291,000 0.19% of portfolio
2,078
Q3 2025 Reduced 2.21%
$1.4T
$265,000 0.18% of portfolio
596
Q3 2025 New
$0
$268,000 0.18% of portfolio
9,981
Q3 2025 Reduced 4.04%
$0
$275,000 0.18% of portfolio
3,754
Q3 2025 Reduced 3.89%
$0
$262,000 0.17% of portfolio
2,757
Q3 2025 Reduced 5.65%
$0
$254,000 0.17% of portfolio
382
Q3 2025 Added 0.26%
$96.9B
$253,000 0.17% of portfolio
5,618
Q3 2025 Reduced 2.85%
$0
$236,000 0.16% of portfolio
1,296
Q3 2025 Reduced 0.46%
$0
$233,000 0.15% of portfolio
2,623
Q3 2025 Reduced 10.42%
$0
$231,000 0.15% of portfolio
3,111
Q2 2025 Reduced 1.74%
$13.6B
$223,000 0.15% of portfolio
3,305
Q3 2025 Reduced 2.77%
$0
$206,000 0.14% of portfolio
928
Q3 2025 New
$14.9M
$56,000 0.04% of portfolio
15,524
Q3 2025 Reduced 0.32%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.61%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.42%
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.79%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.06%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $150 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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