CLEARVIEW WEALTH ADVISORS LLC

Filed: 2/17/2026ACC: 0001840306-26-000001

📋 What this filing means

CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $157.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

103

Positions

$157.81M

Total AUM (reported)

3.60M

Total Shares

Allocation by class

SHS CREATION UNI$25.91M16.4%

COM$25.26M16.0%

CORE PLUS INCM$13.66M8.7%

US AGGREGATE B$11.82M7.5%

HENDRSON AAA CL$6.84M4.3%

STATE STREET SPD$6.50M4.1%

US LRG CAP ETF$5.71M3.6%

Portfolio Concentration

Top 3$37.14M23.5%

4–10$40.93M25.9%

11–25$35.31M22.4%

Rest$44.42M28.2%

Top 3 weight

23.5%

Top 10 weight

49.5%

Voting Authority Distribution

Total shares with voting rights: 3.60M

Sole

Full voting authority

3.60M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole103

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings103

Rows:

CAPITAL GRP FIXED INCM ETF T

SOLE

CORE PLUS INCM

Shares603.33K

TypeSH

Market value$13.66M

8.66%

Sole

603.33K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares505.78K

TypeSH

Market value$11.82M

7.49%

Sole

505.78K

Shared

0.00

None

0.00

CAPITAL GROUP DIVIDEND VALUE

SOLE

SHS CREATION UNI

Shares267.29K

TypeSH

Market value$11.66M

7.39%

Sole

267.29K

Shared

0.00

None

0.00

CAPITAL GROUP GROWTH ETF

SOLE

SHS CREATION UNI

Shares209.63K

TypeSH

Market value$9.32M

5.91%

Sole

209.63K

Shared

0.00

None

0.00

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares135.17K

TypeSH

Market value$6.84M

4.33%

Sole

135.17K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares81.06K

TypeSH

Market value$6.50M

4.12%

Sole

81.06K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares212.10K

TypeSH

Market value$5.71M

3.62%

Sole

212.10K

Shared

0.00

None

0.00

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares166.73K

TypeSH

Market value$4.93M

3.12%

Sole

166.73K

Shared

0.00

None

0.00

APOLLO GLOBAL MGMT INC

SOLE

COM

Shares26.87K

TypeSH

Market value$3.89M

2.46%

Sole

26.87K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares155.89K

TypeSH

Market value$3.75M

2.37%

Sole

155.89K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares137.41K

TypeSH

Market value$3.74M

2.37%

Sole

137.41K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares100.35K

TypeSH

Market value$3.27M

2.07%

Sole

100.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares13.83K

TypeSH

Market value$2.93M

1.86%

Sole

13.83K

Shared

0.00

None

0.00

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares47.64K

TypeSH

Market value$2.90M

1.84%

Sole

47.64K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares23.19K

TypeSH

Market value$2.86M

1.81%

Sole

23.19K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares38.55K

TypeSH

Market value$2.29M

1.45%

Sole

38.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares45.77K

TypeSH

Market value$2.13M

1.35%

Sole

45.77K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares45.63K

TypeSH

Market value$2.06M

1.31%

Sole

45.63K

Shared

0.00

None

0.00

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG TEN YR

Shares44.31K

TypeSH

Market value$2.05M

1.30%

Sole

44.31K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares4.17K

TypeSH

Market value$2.02M

1.28%

Sole

4.17K

Shared

0.00

None

0.00

ISHARES TR

SOLE

EAFE VALUE ETF

Shares27.94K

TypeSH

Market value$1.99M

1.26%

Sole

27.94K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.11K

TypeSH

Market value$1.95M

1.24%

Sole

3.11K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares8.94K

TypeSH

Market value$1.77M

1.12%

Sole

8.94K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares11.71K

TypeSH

Market value$1.75M

1.11%

Sole

11.71K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MBS ETF

Shares16.81K

TypeSH

Market value$1.60M

1.01%

Sole

16.81K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
CAPITAL GRP FIXED INCM ETF TSOLE	CORE PLUS INCM	603.33K	SH	$13.66M 8.66%	603.33K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	505.78K	SH	$11.82M 7.49%	505.78K
CAPITAL GROUP DIVIDEND VALUESOLE	SHS CREATION UNI	267.29K	SH	$11.66M 7.39%	267.29K
CAPITAL GROUP GROWTH ETFSOLE	SHS CREATION UNI	209.63K	SH	$9.32M 5.91%	209.63K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	135.17K	SH	$6.84M 4.33%	135.17K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	81.06K	SH	$6.50M 4.12%	81.06K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	212.10K	SH	$5.71M 3.62%	212.10K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	166.73K	SH	$4.93M 3.12%	166.73K
APOLLO GLOBAL MGMT INCSOLE	COM	26.87K	SH	$3.89M 2.46%	26.87K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	155.89K	SH	$3.75M 2.37%	155.89K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	137.41K	SH	$3.74M 2.37%	137.41K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	100.35K	SH	$3.27M 2.07%	100.35K
ISHARES TRSOLE	S&P 500 VAL ETF	13.83K	SH	$2.93M 1.86%	13.83K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	47.64K	SH	$2.90M 1.84%	47.64K
ISHARES TRSOLE	S&P 500 GRWT ETF	23.19K	SH	$2.86M 1.81%	23.19K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	38.55K	SH	$2.29M 1.45%	38.55K
ISHARES TRSOLE	CORE UNIVRSL USD	45.77K	SH	$2.13M 1.35%	45.77K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	45.63K	SH	$2.06M 1.31%	45.63K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG TEN YR	44.31K	SH	$2.05M 1.30%	44.31K
MICROSOFT CORPSOLE	COM	4.17K	SH	$2.02M 1.28%	4.17K
ISHARES TRSOLE	EAFE VALUE ETF	27.94K	SH	$1.99M 1.26%	27.94K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.11K	SH	$1.95M 1.24%	3.11K
ISHARES TRSOLE	MSCI USA QLT FCT	8.94K	SH	$1.77M 1.12%	8.94K
ISHARES TRSOLE	ESG AWR MSCI USA	11.71K	SH	$1.75M 1.11%	11.71K
ISHARES TRSOLE	MBS ETF	16.81K	SH	$1.60M 1.01%	16.81K

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