Clearview Wealth Advisors LLC
Filing Date
Global Rank
#7,214
/ 8,755
▼ 441
· as of Dec 2025
Top Industry
Asset Management
14.2%
3Y Alpha vs SPY
-0.9%
Period ended 8 months ago
Filed Feb 17, 2026 · 7mo
21 quarters · since Dec 2020
Clone Performance
Sep 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+64.8%
SPY
+68.5%
Annualised alpha
-0.9%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.Clearview Wealth Advisors LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
55 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
20.5%
−0.1 pts
Top 5
55.9%
+0.1 pts
Top 10
66.4%
+0.3 pts
HHI
874
Diversified+4
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.1% | $29,651,750 |
| Financial Services | 13.1% | $7,454,446 |
| Technology | 10.6% | $6,015,662 |
| Industrials | 5.1% | $2,881,916 |
| Consumer Defensive | 4.7% | $2,684,389 |
| Healthcare | 4.1% | $2,361,608 |
| Energy | 3.9% | $2,215,140 |
| Consumer Cyclical | 3.7% | $2,083,043 |
| Basic Materials | 1.1% | $608,400 |
| Utilities | 0.8% | $454,944 |
| Communication Services | 0.6% | $331,780 |
| Real Estate | 0.4% | $202,991 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | +20,318 | 34,505 | $1,149,016 | |
| GLDM | World Gold Trust | +3,030 | 10,572 | $902,531 | |
| APO | Apollo Global Management, Inc. | +2,161 | 26,866 | $3,889,122 | |
| CGGR | Capital Group Growth ETF | +719 | 209,630 | $9,322,246 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +147 | 15,765 | $496,755 | |
| VIG | Vanguard Dividend Appreciation ETF | +129 | 1,425 | $313,186 | |
| WVVI | Willamette Valley Vineyards Inc | +98 | 15,622 | $47,647 | |
| SPY | Spdr S&P 500 ETF Trust | +7 | 389 | $265,266 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | −8,661 | 267,294 | $11,664,710 | |
| CGXU | Capital Group International Focus Equity ETF | −3,555 | 166,732 | $4,926,930 | |
| 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 | |
| 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.
55 tracked positions ·
$56,946,069 total
· filing declares
103 positions · $157,808,702
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CGDV |
Capital Group Dividend Value ETF
|
Reduced | 267,294 | $11,664,710 | 20.48% | |
| CGGR |
Capital Group Growth ETF
|
Added | 209,630 | $9,322,246 | 16.37% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Reduced | 166,732 | $4,926,930 | 8.65% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 26,866 | $3,889,122 | 6.83% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,168 | $2,015,728 | 3.54% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,105 | $1,540,103 | 2.70% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,345 | $1,453,091 | 2.55% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Added | 34,505 | $1,149,016 | 2.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,921 | $941,204 | 1.65% | |
| GLDM |
World Gold Trust
|
Added | 10,572 | $902,531 | 1.58% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 987 | $851,129 | 1.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,595 | $821,421 | 1.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,893 | $667,762 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,218 | $665,965 | 1.17% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 12,093 | $665,115 | 1.17% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 5,829 | $649,408 | 1.14% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,474 | $647,901 | 1.14% | |
| GLD |
Spdr Gold Trust
|
Held | 1,542 | $611,110 | 1.07% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 3,730 | $608,400 | 1.07% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,809 | $601,527 | 1.06% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 1,806 | $521,428 | 0.92% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,947 | $504,084 | 0.89% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 15,765 | $496,755 | 0.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 1,605 | $490,536 | 0.86% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 992 | $479,800 | 0.84% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 2,138 | $469,739 | 0.82% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 12,991 | $454,944 | 0.80% | |
| TEL |
TE Connectivity plc
Technology
|
Reduced | 1,888 | $429,538 | 0.75% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 3,204 | $425,234 | 0.75% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,338 | $417,616 | 0.73% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 2,055 | $414,041 | 0.73% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 14,559 | $400,226 | 0.70% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 3,963 | $395,943 | 0.70% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,954 | $381,205 | 0.67% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 1,763 | $367,990 | 0.65% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 2,890 | $363,793 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 723 | $363,415 | 0.64% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,478 | $356,434 | 0.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,060 | $331,780 | 0.58% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,234 | $320,154 | 0.56% | |
| DE |
Deere & Co
Industrials
|
Reduced | 678 | $315,656 | 0.55% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 1,425 | $313,186 | 0.55% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,422 | $303,452 | 0.53% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Reduced | 2,921 | $300,278 | 0.53% | |
| AOS |
Smith A O Corp
Industrials
|
Reduced | 4,319 | $288,854 | 0.51% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,003 | $287,470 | 0.50% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 5,326 | $287,284 | 0.50% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,567 | $285,162 | 0.50% | |
| CI |
Cigna Group
Healthcare
|
Held | 1,030 | $283,486 | 0.50% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 2,617 | $274,811 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.