StockDriftsStockDriftsTop 50 Clearview Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | 8.66% | 603.3K | $13.7M | +0.31%(+1.87K) | $22.42(+0.54%) | 2025-12-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 7.49% | 505.8K | $11.8M | +1.65%(+8.19K) | $23.48(-0.71%) | 2025-12-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.39% | 267.3K | $11.7M | -3.14%(-8.66K) | $33.39(+35.91%) | 2025-12-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 5.91% | 209.6K | $9.3M | +0.34%(+719) | $33.49(+31.86%) | 2025-12-31 | |
| JAAA | JANUS DETROIT STR TR | 4.33% | 135.2K | $6.8M | +7.70%(+9.67K) | $50.73(-0.30%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 4.12% | 81.1K | $6.5M | +1.25%(+997) | $54.49(+51.18%) | 2025-12-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.62% | 212.1K | $5.7M | -0.36%(-766) | $21.42(+28.83%) | 2025-12-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.12% | 166.7K | $4.9M | -2.09%(-3.56K) | $25.90(+23.61%) | 2025-12-31 | |
| APO | APOLLO GLOBAL MGMT INC | 2.46% | 26.9K | $3.9M | +8.75%(+2.16K) | $147.65(-18.36%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.37% | 155.9K | $3.7M | -1.16%(-1.83K) | $19.56(+35.51%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.62% | +35.35% | +4.44% | +24.29% |
| Top 20 Holdings Unweighted | +10.44% | +34.70% | +4.47% | +24.46% |
Clearview Wealth Advisors Llc reports $157.81M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are CGCP (8.7%), SCHZ (7.5%) and CGDV (7.4%). The top 20 holdings account for 66.11% of reported assets. Its disclosed equity book has returned +35.35% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clearview Wealth Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840306). View Clearview Wealth Advisors Llc’s 13F filings on SEC