Clearview Wealth Advisors LLC
Filing Date
Global Rank
#7,309
/ 8,420
▼ 254
Top Industry
Asset Management
14.2%
3Y Alpha vs SPY
-5.5%
Period ended 5 months ago
Filed Feb 17, 2026 · 4mo
21 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.0%
SPY
+76.5%
Annualised alpha
-5.4%
Max drawdown
−15.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
49 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
13.4%
+2.1 pts
Top 5
33.8%
+0.9 pts
Top 10
47.3%
+0.9 pts
HHI
407
Diversified+35
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 25.6% | $7,454,446 |
| Technology | 20.7% | $6,015,662 |
| Industrials | 9.9% | $2,881,916 |
| Consumer Defensive | 9.2% | $2,684,389 |
| Healthcare | 8.1% | $2,361,608 |
| Energy | 7.6% | $2,215,140 |
| Consumer Cyclical | 7.2% | $2,083,043 |
| Unclassified | 6.1% | $1,778,907 |
| Basic Materials | 2.1% | $608,400 |
| Utilities | 1.6% | $454,944 |
| Communication Services | 1.1% | $331,780 |
| Real Estate | 0.7% | $202,991 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −733 | 12,093 | $665,115 | |
| PPL | PPL Corp | −683 | 12,991 | $454,944 | |
| KMI | Kinder Morgan, Inc. | −665 | 14,559 | $400,226 | |
| NVDA | Nvidia Corp | −660 | 3,474 | $647,901 | |
| CSCO | Cisco Systems, Inc. | −551 | 7,809 | $601,527 | |
| WMT | Walmart Inc. | −429 | 5,829 | $649,408 | |
| MSFT | Microsoft Corp | −338 | 4,168 | $2,015,728 | |
| BMY | Bristol Myers Squibb Co | −292 | 5,326 | $287,284 | |
| CVX | Chevron Corp | −264 | 10,105 | $1,540,103 | |
| MDLZ | Mondelez International, Inc. | −231 | 4,522 | $243,419 | |
| GOOGL | Alphabet Inc. | −221 | 1,060 | $331,780 | |
| AMZN | Amazon Com Inc | −220 | 2,893 | $667,762 | |
| AOS | Smith A O Corp | −204 | 4,319 | $288,854 | |
| SCHW | Schwab Charles Corp | −195 | 3,963 | $395,943 | |
| NUE | Nucor Corp | −179 | 3,730 | $608,400 | |
| LEN | Lennar Corp /New/ | −172 | 2,921 | $300,278 | |
| EMR | Emerson Electric Co | −167 | 3,204 | $425,234 | |
| AAPL | Apple Inc. | −165 | 5,345 | $1,453,091 | |
| ABBV | AbbVie Inc. | −159 | 3,595 | $821,421 | |
| EOG | Eog Resources Inc | −156 | 2,617 | $274,811 | |
| WPC | W. P. Carey Inc. | −151 | 3,154 | $202,991 | |
| JNJ | Johnson & Johnson | −144 | 3,218 | $665,965 | |
| QCOM | Qualcomm Inc/De | −141 | 2,947 | $504,084 | |
| DELL | Dell Technologies Inc. | −133 | 2,890 | $363,793 | |
| JPM | Jpmorgan Chase & Co | −115 | 2,921 | $941,204 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
49 positions ·
$29,073,226 total
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 26,866 | $3,889,122 | 13.38% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,168 | $2,015,728 | 6.93% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,105 | $1,540,103 | 5.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,345 | $1,453,091 | 5.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,921 | $941,204 | 3.24% | |
| GLDM |
World Gold Trust
|
Added | 10,572 | $902,531 | 3.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 987 | $851,129 | 2.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,595 | $821,421 | 2.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,893 | $667,762 | 2.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,218 | $665,965 | 2.29% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 12,093 | $665,115 | 2.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,829 | $649,408 | 2.23% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,474 | $647,901 | 2.23% | |
| GLD |
Spdr Gold Trust
|
Held | 1,542 | $611,110 | 2.10% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 3,730 | $608,400 | 2.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,809 | $601,527 | 2.07% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,806 | $521,428 | 1.79% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,947 | $504,084 | 1.73% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,605 | $490,536 | 1.69% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 992 | $479,800 | 1.65% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 2,138 | $469,739 | 1.62% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 12,991 | $454,944 | 1.56% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 1,888 | $429,538 | 1.48% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 3,204 | $425,234 | 1.46% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,338 | $417,616 | 1.44% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 2,055 | $414,041 | 1.42% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 14,559 | $400,226 | 1.38% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 3,963 | $395,943 | 1.36% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,954 | $381,205 | 1.31% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 1,763 | $367,990 | 1.27% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 2,890 | $363,793 | 1.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 723 | $363,415 | 1.25% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,478 | $356,434 | 1.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,060 | $331,780 | 1.14% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,234 | $320,154 | 1.10% | |
| DE |
Deere & Co
Industrials
|
Reduced | 678 | $315,656 | 1.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,422 | $303,452 | 1.04% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 2,921 | $300,278 | 1.03% | |
| AOS |
Smith A O Corp
Industrials
|
Reduced | 4,319 | $288,854 | 0.99% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,003 | $287,470 | 0.99% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 5,326 | $287,284 | 0.99% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,567 | $285,162 | 0.98% | |
| CI |
Cigna Group
Healthcare
|
Held | 1,030 | $283,486 | 0.98% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 2,617 | $274,811 | 0.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 596 | $268,033 | 0.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 389 | $265,266 | 0.91% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 4,522 | $243,419 | 0.84% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Reduced | 3,154 | $202,991 | 0.70% | |
| WVVI |
Willamette Valley Vineyards Inc
Consumer Defensive
|
Added | 15,622 | $47,647 | 0.16% |