Clearview Wealth Advisors LLC - Portfolio overview

Clearview Wealth Advisors LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-02-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. CGCP - CAPITAL GRP FIXED INCM ETF T, 8.23%
2. SCHZ - SCHWAB STRATEGIC TR, 7.12%
3. CGDV - CAPITAL GROUP DIVIDEND VALUE, 7.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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