Clearview Wealth Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 99Value: $133.8MLatest: 2025Q1

Clearview Wealth Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 99 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  null,
  "SCHH",
  "LOW",
  null,
  null,
  null,
  null,
  "EOG",
  "GIS",
  null,
  "HON",
  "MCD",
  null,
  "QCOM",
  null,
  "EMXC",
  "EMR",
  null,
  "HEFA",
  "IVW",
  null,
  null,
  "KMI",
  "MSFT",
  "MDLZ",
  "HSY",
  "IJR",
  "EFG",
  null,
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "FNDX",
  null,
  null,
  null,
  "SCHX",
  null,
  "GLD",
  "SPLG",
  "TEL",
  "CI",
  "SCHW",
  null,
  "VIG",
  "VYM",
  null,
  "WM",
  "AOS",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "ESGV",
  "BND",
  "VOO",
  "WMT",
  "WVVI",
  null,
  "WPC",
  "MTB",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "PPL",
  null,
  "ESGU",
  "NUE",
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "COST",
  "DELL",
  "DE",
  "USMV",
  "JNJ",
  "APO",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 99
Total Value: 133844592
Accession Number: 0001754960-25-000241
Form Type: 13F-HR
CIK: clearview-wealth-advisors
Manager Name: Clearview-Wealth-Advisors

Data Enrichment

73% identified

72 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

99 positions • $133.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

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14020Y102

Shares:532.7K

Value:$12.0M

% of Portfolio:8.9% ($12.0M/$133.8M)

808524839

Shares:485.7K

Value:$11.2M

% of Portfolio:8.4% ($11.2M/$133.8M)

14020W106

Shares:260.2K

Value:$9.3M

% of Portfolio:6.9% ($9.3M/$133.8M)

78464A854

SPLG|78464A854

Shares:125.0K

Value:$8.2M

% of Portfolio:6.1% ($8.2M/$133.8M)

14020G101

Shares:185.0K

Value:$6.3M

% of Portfolio:4.7% ($6.3M/$133.8M)

47103U845

Shares:117.5K

Value:$6.0M

% of Portfolio:4.5% ($6.0M/$133.8M)

808524201

SCHX|808524201

Shares:200.4K

Value:$4.4M

% of Portfolio:3.3% ($4.4M/$133.8M)

14019W109

Shares:161.7K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$133.8M)

46434V613

Shares:67.1K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$133.8M)

808524805

SCHF|808524805

Shares:155.5K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$133.8M)

808524771

FNDX|808524771

Shares:128.5K

Value:$3.0M

% of Portfolio:2.3% ($3.0M/$133.8M)

Apollo Global Management, Inc.

APO|03769M106

Shares:21.6K

Value:$3.0M

% of Portfolio:2.2% ($3.0M/$133.8M)

46432F339

QUAL|46432F339

Shares:15.8K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$133.8M)

808524300

SCHG|808524300

Shares:94.5K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$133.8M)

464287309

IVW|464287309

Shares:25.1K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$133.8M)

09290C103

Shares:42.7K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$133.8M)

CHEVRON CORP

CVX|166764100

Shares:10.6K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$133.8M)

MICROSOFT CORP

MSFT|594918104

Shares:4.6K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$133.8M)

464287408

IVE|464287408

Shares:8.9K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$133.8M)

922908363

VOO|922908363

Shares:3.2K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$133.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020Y102)✕	532.7K	QoQ -2.10% (-11.4K) YoY NEW(+532.7K)	All Managers (Combined)	$12.0M	8.9% ($12.0M/$133.8M)	QoQ -1.00% (-$120.9K) YoY NEW(+$12.0M)
(cusip808524839)✕	485.7K	QoQ -0.61% (-3.0K) YoY +364.51% (+381.1K)	All Managers (Combined)	$11.2M	8.4% ($11.2M/$133.8M)	QoQ +1.39% (-$155.0K) YoY +133.87% (+$6.4M)
(cusip14020W106)✕	260.2K	QoQ -4.45% (-12.1K) YoY NEW(+260.2K)	All Managers (Combined)	$9.3M	6.9% ($9.3M/$133.8M)	QoQ -3.42% (-$329.0K) YoY NEW(+$9.3M)
(SPLGcusip78464A854)	125.0K	QoQ -6.26% (-8.3K) YoY -53.74% (-145.2K)	All Managers (Combined)	$8.2M	6.1% ($8.2M/$133.8M)	QoQ -10.58% (-$972.7K) YoY -50.56% (-$8.4M)
(cusip14020G101)✕	185.0K	QoQ -6.79% (-13.5K) YoY NEW(+185.0K)	All Managers (Combined)	$6.3M	4.7% ($6.3M/$133.8M)	QoQ -14.12% (-$1.0M) YoY NEW(+$6.3M)
(cusip47103U845)✕	117.5K	QoQ +260.53% (+84.9K) YoY NEW(+117.5K)	All Managers (Combined)	$6.0M	4.5% ($6.0M/$133.8M)	QoQ +260.53% (+$4.3M) YoY NEW(+$6.0M)
(SCHXcusip808524201)	200.4K	QoQ -4.95% (-10.4K) YoY NEW(+200.4K)	All Managers (Combined)	$4.4M	3.3% ($4.4M/$133.8M)	QoQ -9.46% (-$462.5K) YoY NEW(+$4.4M)
(cusip14019W109)✕	161.7K	QoQ +3.06% (+4.8K) YoY NEW(+161.7K)	All Managers (Combined)	$4.0M	3.0% ($4.0M/$133.8M)	QoQ +2.27% (+$88.1K) YoY NEW(+$4.0M)
(cusip46434V613)✕	67.1K	QoQ -23.64% (-20.8K) YoY -42.98% (-50.6K)	All Managers (Combined)	$3.1M	2.3% ($3.1M/$133.8M)	QoQ -22.15% (-$879.6K) YoY -42.36% (-$2.3M)
(SCHFcusip808524805)	155.5K	QoQ +2.83% (+4.3K) YoY NEW(+155.5K)	All Managers (Combined)	$3.1M	2.3% ($3.1M/$133.8M)	QoQ +9.94% (+$278.2K) YoY NEW(+$3.1M)
(FNDXcusip808524771)	128.5K	QoQ -0.04% (-58) YoY NEW(+128.5K)	All Managers (Combined)	$3.0M	2.3% ($3.0M/$133.8M)	QoQ -0.34% (-$10.4K) YoY NEW(+$3.0M)
Apollo Global Management, Inc.(APOcusip03769M106)	21.6K	QoQ +420.72% (+17.4K) YoY NEW(+21.6K)	All Managers (Combined)	$3.0M	2.2% ($3.0M/$133.8M)	QoQ +331.74% (+$2.3M) YoY NEW(+$3.0M)
(QUALcusip46432F339)	15.8K	QoQ +3.63% (-554) YoY +5.83% (+872)	All Managers (Combined)	$2.7M	2.0% ($2.7M/$133.8M)	QoQ -0.55% (-$15.1K) YoY +10.04% (+$246.8K)
(SCHGcusip808524300)	94.5K	QoQ -6.37% (-6.4K) YoY NEW(+94.5K)	All Managers (Combined)	$2.4M	1.8% ($2.4M/$133.8M)	QoQ -15.87% (-$446.9K) YoY NEW(+$2.4M)
(IVWcusip464287309)	25.1K	QoQ -9.99% (-2.8K) YoY +559.95% (+21.3K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$133.8M)	QoQ -17.70% (-$502.0K) YoY +625.50% (+$2.0M)
(cusip09290C103)✕	42.7K	QoQ -3.31% (-1.5K) YoY +34.90% (+11.0K)	All Managers (Combined)	$2.1M	1.6% ($2.1M/$133.8M)	QoQ -8.01% (-$181.3K) YoY +48.14% (+$676.1K)
CHEVRON CORP(CVXcusip166764100)	10.6K	QoQ -1.27% (-137) YoY -6.70% (-760)	All Managers (Combined)	$1.8M	1.3% ($1.8M/$133.8M)	QoQ +14.01% (-$217.7K) YoY -1.04% (-$18.7K)
MICROSOFT CORP(MSFTcusip594918104)	4.6K	QoQ -1.03% (-48) YoY -14.18% (-760)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$133.8M)	QoQ -11.84% (-$231.8K) YoY -23.42% (-$528.0K)
(IVEcusip464287408)	8.9K	QoQ +24.44% (+1.7K) YoY -3.07% (-281)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$133.8M)	QoQ +24.25% (+$329.9K) YoY -1.11% (-$19.1K)
(VOOcusip922908363)	3.2K	QoQ -3.17% (-105) YoY -10.81% (-388)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$133.8M)	QoQ -7.65% (-$136.3K) YoY -4.65% (-$80.2K)