AI Portfolio Summary
In 2025 Q4, Clearview Wealth Advisors LLC maintained a portfolio of 105 distinct positions. They heavily accumulated shares in CAPITAL GRP FIXED IN, increasing their position by 0.3%. Conversely, Clearview Wealth Advisors LLC completely exited their position in ISHARES TR.
Total Positions
105
Quarter
2025 Q4
Top Holding
CGCP (8.7%)
Top 10 Concentration
49.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 105
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CGCP
CAPITAL GRP FIX...
|
ETF | 8.66% | 8.75% |
#1
Prev: #1
|
5.5 | 1,866 | 0.3% |
P
S
|
603,327 | $13,659,326 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 7.49% | 7.48% |
#2
Prev: #2
|
5.0 | 8,189 | 1.6% |
P
S
|
505,777 | $11,820,015 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 7.39% | 7.42% |
#3
Prev: #3
|
3.0 | -8,661 | -3.1% |
P
S
|
267,294 | $11,664,690 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 5.91% | 5.87% |
#4
Prev: #4
|
4.4 | 719 | 0.3% |
P
S
|
209,630 | $9,322,245 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 4.33% | 4.08% |
#5
Prev: #5
|
3.8 | 9,667 | 7.7% |
P
S
|
135,166 | $6,836,672 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 4.12% | 4.02% |
#6
Prev: #6
|
3.7 | 997 | 1.2% |
P
S
|
81,063 | $6,502,892 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 3.62% | 3.59% |
#7
Prev: #7
|
1.4 | -766 | -0.4% |
P
S
|
212,105 | $5,707,738 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 3.12% | 3.23% |
#8
Prev: #8
|
1.3 | -3,555 | -2.1% |
P
S
|
166,732 | $4,926,937 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 2.46% | 2.11% |
#9
3
Prev: #12
|
3.0 | 2,161 | 8.7% |
P
S
|
26,866 | $3,889,117 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 2.37% | 2.35% |
#10
1
Prev: #9
|
1.0 | -1,829 | -1.2% |
P
S
|
155,890 | $3,747,585 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 2.37% | 2.31% |
#11
1
Prev: #10
|
2.9 | 170 | 0.1% |
P
S
|
137,409 | $3,738,890 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.07% | 2.06% |
#12
1
Prev: #13
|
0.8 | -358 | -0.4% |
P
S
|
100,351 | $3,273,442 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 1.86% | 1.33% |
#13
6
Prev: #19
|
2.9 | 3,805 | 38.0% |
P
S
|
13,829 | $2,932,820 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.84% | 1.68% |
#14
2
Prev: #16
|
2.8 | 3,391 | 7.7% |
P
S
|
47,637 | $2,896,813 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 1.81% | 1.82% |
#15
1
Prev: #14
|
0.7 | -337 | -1.4% |
P
S
|
23,194 | $2,858,924 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 1.45% | 0.74% |
#16
14
Prev: #30
|
2.9 | 18,433 | 91.6% |
P
S
|
38,554 | $2,285,497 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 1.35% | 1.70% |
#17
2
Prev: #15
|
0.6 | -11,054 | -19.5% |
P
S
|
45,770 | $2,130,133 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 1.31% | 1.27% |
#18
3
Prev: #21
|
0.5 | -441 | -1.0% |
P
S
|
45,634 | $2,063,112 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XTEN
BONDBLOXX ETF T...
|
ETF | 1.30% | 1.29% |
#19
1
Prev: #20
|
2.5 | 993 | 2.3% |
P
S
|
44,306 | $2,047,833 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.28% | 1.49% |
#20
2
Prev: #18
|
0.5 | -338 | -7.5% |
P
S
|
4,168 | $2,015,873 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 1.26% | 1.66% |
#21
4
Prev: #17
|
0.6 | -10,341 | -27.0% |
P
S
|
27,936 | $1,994,907 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.24% | 1.25% |
#22
Prev: #22
|
0.5 | -79 | -2.5% |
P
S
|
3,109 | $1,949,747 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 1.12% | 2.14% |
#23
12
Prev: #11
|
0.6 | -8,258 | -48.0% |
P
S
|
8,935 | $1,774,638 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 1.11% | 1.09% |
#24
Prev: #24
|
2.4 | 52 | 0.4% |
P
S
|
11,713 | $1,745,040 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MBB
ISHARES TR
|
ETF | 1.01% | 0.98% |
#25
1
Prev: #26
|
2.4 | 709 | 4.4% |
P
S
|
16,809 | $1,600,572 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFG
ISHARES TR
|
Warrant | 0.00% | 0.65% |
Sold All 😨
(Was: #34) |
0.3 | -8,938 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
ISHARES TR
|
ETF | 0.00% | 0.62% |
Sold All 😨
(Was: #36) |
0.3 | -4,906 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 105 holdings