Clearview Wealth Advisors LLC
Reported holdings as of Q4 2025, from 21 quarterly filings.
This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CGCP | $13.7M | 603,327 | -0.09pp | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHZ | $11.8M | 505,777 | +0.01pp | 16q | +1.6%+$191.4K | |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | $11.7M | 267,294 | -0.03pp | 7q | -3.1%-$378.0K | |
| CAPITAL GROUP GROWTH ETF | CGGR | $9.3M | 209,630 | +0.03pp | 7q | HELD | |
| JANUS DETROIT STR TR | JAAA | $6.8M | 135,166 | +0.25pp | 5q | +7.7%+$489.0K | |
| SPDR SERIES TRUST | SPYM | $6.5M | 81,063 | +0.11pp | 21q | +1.2%+$80.0K | |
| SCHWAB STRATEGIC TR | SCHX | $5.7M | 212,105 | +0.03pp | 7q | HELD | |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | $4.9M | 166,732 | -0.11pp | 7q | -2.1%-$105.1K | |
| APOLLO GLOBAL MGMT INC | APO | $3.9M | 26,866 | +0.36pp | 5q | +8.7%+$312.8K | |
| SCHWAB STRATEGIC TR | SCHF | $3.7M | 155,890 | +0.02pp | 7q | -1.2%-$44.0K | |
| SCHWAB STRATEGIC TR | FNDX | $3.7M | 137,409 | +0.06pp | 7q | HELD | |
| SCHWAB STRATEGIC TR | SCHG | $3.3M | 100,351 | +0.02pp | 7q | HELD | |
| ISHARES TR | IVE | $2.9M | 13,829 | +0.53pp | 8q | +38.0%+$807.0K | |
| BLACKROCK ETF TRUST | DYNF | $2.9M | 47,637 | +0.16pp | 8q | +7.7%+$206.2K | |
| ISHARES TR | IVW | $2.9M | 23,194 | -0.01pp | 21q | -1.4%-$41.5K | |
| INVESCO EXCHANGE TRADED FD T | XLG | $2.3M | 38,554 | +0.71pp | 4q | +91.6%+$1.1M | |
| ISHARES TR | IUSB | $2.1M | 45,770 | -0.35pp | 19q | -19.5%-$514.5K | |
| SCHWAB STRATEGIC TR | FNDF | $2.1M | 45,634 | +0.04pp | 7q | -1.0%-$19.9K | |
| BONDBLOXX ETF TRUST | XTEN | $2.0M | 44,306 | flat | 4q | +2.3%+$45.9K | |
| MICROSOFT CORP | MSFT | $2.0M | 4,168 | -0.22pp | 21q | -7.5%-$163.5K | |
| ISHARES TR | EFV | $2.0M | 27,936 | -0.40pp | 20q | -27.0%-$738.4K | |
| VANGUARD INDEX FDS | VOO | $1.9M | 3,109 | -0.01pp | 21q | -2.5%-$49.5K | |
| ISHARES TR | QUAL | $1.8M | 8,935 | -1.02pp | 21q | -48.0%-$1.6M | |
| ISHARES TR | ESGU | $1.7M | 11,713 | +0.02pp | 21q | HELD | |
| ISHARES TR | MBB | $1.6M | 16,809 | +0.03pp | 21q | +4.4%+$67.5K | |
| SCHWAB STRATEGIC TR | SCHO | $1.6M | 64,164 | +0.06pp | 7q | +7.9%+$113.9K | |
| CHEVRON CORPORATION | CVX | $1.5M | 10,105 | -0.05pp | 21q | -2.5%-$40.2K | |
| ISHARES INC | IEMG | $1.5M | 22,366 | -0.17pp | 21q | -15.6%-$278.1K | |
| APPLE INC | AAPL | $1.5M | 5,345 | +0.02pp | 21q | -3.0%-$44.9K | |
| SCHWAB STRATEGIC TR | SCHH | $1.2M | 58,227 | -0.04pp | 7q | HELD | |
| BLACKROCK ETF TRUST II | BINC | $1.2M | 22,741 | +0.03pp | 8q | +5.9%+$66.5K | |
| BLACKROCK ETF TRUST | BAI | $1.1M | 34,505 | +0.42pp | 3q | +143.2%+$676.6K | |
| INVESCO EXCH TRADED FD TR II | SPMO | $1.1M | 9,485 | +0.25pp | 4q | +58.3%+$416.8K | |
| BLACKROCK ETF TRUST | THRO | $1.1M | 27,548 | +0.02pp | 3q | +2.3%+$23.8K | |
| VANGUARD WORLD FD | ESGV | $1.1M | 8,758 | -0.01pp | 13q | -2.1%-$22.7K | |
| SCHWAB STRATEGIC TR | SCHA | $996.0K | 34,971 | +0.02pp | 7q | +1.7%+$16.4K | |
| JPMORGAN CHASE & CO | JPM | $941.3K | 2,921 | -0.02pp | 21q | -3.8%-$37.1K | |
| ISHARES TR | IAGG | $938.6K | 18,769 | +0.02pp | 3q | +6.7%+$59.1K | |
| WORLD GOLD TR | GLDM | $902.5K | 10,572 | +0.20pp | 4q | +40.2%+$258.7K | |
| AMERICAN CENTY ETF TR | AVEM | $877.5K | 11,393 | - | new | NEW | |
| COSTCO WHOLESALE CORPORATION | COST | $851.0K | 987 | -0.11pp | 21q | -10.2%-$96.6K | |
| SCHWAB STRATEGIC TR | SCHC | $846.5K | 18,592 | +0.01pp | 7q | +2.6%+$21.5K | |
| ABBVIE INC | ABBV | $821.3K | 3,595 | -0.04pp | 21q | -4.2%-$36.3K | |
| ISHARES TR | IVV | $784.2K | 1,145 | +0.01pp | 21q | HELD | |
| SCHWAB STRATEGIC TR | SCHD | $727.6K | 26,527 | -0.15pp | 21q | -23.8%-$226.8K | |
| SCHWAB STRATEGIC TR | SCHE | $682.2K | 20,830 | -0.02pp | 7q | -1.1%-$7.7K | |
| AMAZON COM INC | AMZN | $667.8K | 2,893 | -0.01pp | 21q | -7.1%-$50.8K | |
| JOHNSON & JOHNSON | JNJ | $666.0K | 3,218 | +0.02pp | 21q | -4.3%-$29.8K | |
| BANK OF AMER CORP | BAC | $665.1K | 12,093 | flat | 21q | -5.7%-$40.3K | |
| WALMART INC | WMT | $649.4K | 5,829 | flat | 21q | -6.9%-$47.8K | |
| NVIDIA CORPORATION | NVDA | $647.9K | 3,474 | -0.08pp | 21q | -16.0%-$123.1K | |
| SPDR GOLD TR | GLD | $611.1K | 1,542 | +0.04pp | 21q | HELD | |
| NUCOR CORP | NUE | $608.4K | 3,730 | +0.05pp | 21q | -4.6%-$29.2K | |
| CISCO SYS INC | CSCO | $601.5K | 7,809 | +0.02pp | 21q | -6.6%-$42.4K | |
| ISHARES TR | ACWI | $529.4K | 3,742 | flat | 21q | HELD | |
| NORFOLK SOUTHN CORP | NSC | $521.3K | 1,806 | -0.03pp | 21q | -4.5%-$24.8K | |
| QUALCOMM INC | QCOM | $504.1K | 2,947 | -0.01pp | 21q | -4.6%-$24.1K | |
| SCHWAB STRATEGIC TR | FNDA | $496.7K | 15,765 | flat | 7q | +0.9%+$4.6K | |
| MCDONALDS CORP | MCD | $490.5K | 1,605 | -0.01pp | 21q | -3.7%-$18.6K | |
| LOCKHEED MARTIN CORP | LMT | $479.8K | 992 | -0.03pp | 21q | -4.3%-$21.8K | |
| SCHWAB STRATEGIC TR | SCYB | $475.0K | 17,977 | +0.15pp | 2q | +98.4%+$235.6K | |
| WASTE MGMT INC DEL | WM | $469.8K | 2,138 | -0.02pp | 21q | -4.6%-$22.6K | |
| PPL CORP | PPL | $455.0K | 12,991 | -0.04pp | 21q | -5.0%-$23.9K | |
| SCHWAB STRATEGIC TR | FNDE | $447.9K | 12,421 | -0.02pp | 7q | -4.1%-$19.0K | |
| TE CONNECTIVITY PLC | TEL | $429.5K | 1,888 | -0.01pp | 6q | -4.7%-$21.2K | |
| EMERSON ELEC CO | EMR | $425.2K | 3,204 | -0.01pp | 21q | -5.0%-$22.2K | |
| CHUBB LIMITED | CB | $417.7K | 1,338 | +0.01pp | 21q | -4.2%-$18.1K | |
| VANGUARD WHITEHALL FDS | VYM | $416.5K | 2,902 | +0.03pp | 21q | +13.8%+$50.5K | |
| ISHARES TR | EMB | $415.3K | 4,313 | +0.01pp | 8q | +5.7%+$22.3K | |
| M & T BK CORP | MTB | $414.1K | 2,055 | -0.01pp | 21q | -4.9%-$21.4K | |
| KINDER MORGAN INC DEL | KMI | $400.2K | 14,559 | -0.02pp | 21q | -4.4%-$18.3K | |
| GLOBAL X FDS | SHLD | $398.9K | 6,157 | - | new | NEW | |
| SCHWAB CHARLES CORP | SCHW | $395.9K | 3,963 | flat | 8q | -4.7%-$19.5K | |
| HONEYWELL INTL INC | HONZZZZ | $381.2K | 1,954 | -0.03pp | 21q | -4.4%-$17.6K | |
| PNC FINL SVCS GROUP INC | PNC | $367.9K | 1,763 | flat | 21q | -4.5%-$17.5K | |
| DELL TECHNOLOGIES INC | DELL | $363.8K | 2,890 | -0.04pp | 4q | -4.4%-$16.7K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $363.4K | 723 | -0.02pp | 21q | -7.7%-$30.2K | |
| LOWES COS INC | LOW | $356.4K | 1,478 | -0.02pp | 21q | -4.6%-$17.1K | |
| ALPHABET INC | GOOGL | $331.8K | 1,060 | +0.01pp | 3q | -17.3%-$69.2K | |
| WISDOMTREE TR | DGRW | $323.1K | 3,613 | +0.06pp | 21q | +37.7%+$88.5K | |
| PROCTER & GAMBLE CO | PG | $320.1K | 2,234 | -0.02pp | 21q | -3.2%-$10.6K | |
| DEERE & CO | DE | $315.7K | 678 | -0.01pp | 21q | -4.6%-$15.4K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $313.1K | 1,425 | +0.02pp | 21q | +10.0%+$28.3K | |
| SCHWAB STRATEGIC TR | SCHP | $309.7K | 11,692 | +0.02pp | 7q | +17.1%+$45.3K | |
| ABBOTT LABORATORIES | ABT | $303.4K | 2,422 | -0.03pp | 21q | -4.5%-$14.4K | |
| LENNAR CORP | LEN | $300.3K | 2,921 | -0.06pp | 3q | -5.6%-$17.7K | |
| SMITH A O CORP | AOS | $288.9K | 4,319 | -0.03pp | 4q | -4.5%-$13.6K | |
| PEPSICO INC | PEP | $287.4K | 2,003 | flat | 21q | -3.6%-$10.8K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $287.3K | 5,326 | +0.02pp | 21q | -5.2%-$15.8K | |
| HERSHEY CO | HSY | $285.1K | 1,567 | -0.01pp | 4q | -3.7%-$10.9K | |
| THE CIGNA GROUP | CI | $283.5K | 1,030 | -0.01pp | 21q | HELD | |
| EOG RES INC | EOG | $274.8K | 2,617 | -0.02pp | 11q | -5.6%-$16.4K | |
| TESLA INC | TSLA | $268.0K | 596 | flat | 2q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $265.1K | 389 | flat | 3q | +1.8%+$4.8K | |
| VANGUARD BD INDEX FDS | BND | $264.1K | 3,565 | +0.02pp | 13q | +14.6%+$33.6K | |
| ISHARES TR | AGG | $255.1K | 2,554 | -0.03pp | 9q | -12.9%-$37.7K | |
| MONDELEZ INTL INC | MDLZ | $243.4K | 4,522 | -0.04pp | 21q | -4.9%-$12.4K | |
| ISHARES TR | USMV | $228.0K | 2,421 | -0.02pp | 21q | -12.2%-$31.6K | |
| INVESCO EXCH TRADED FD TR II | SPLV | $221.9K | 3,106 | -0.04pp | 21q | -17.3%-$46.3K | |
| SCHWAB STRATEGIC TR | SCHI | $213.4K | 9,289 | - | new | NEW | |
| FIDELITY COVINGTON TRUST | FTEC | $208.6K | 929 | flat | 2q | HELD | |
| WP CAREY INC | WPC | $203.0K | 3,154 | -0.01pp | 4q | -4.6%-$9.7K | |
| WILLAMETTE VALLEY VINEYARDS | WVVI | $47.6K | 15,622 | -0.01pp | 21q | +0.6% |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $5.8M | 3.7% |
| Retail & Consumer | $3.0M | 1.9% |
| Computer Hardware | $2.4M | 1.5% |
| Banks & Lending | $2.4M | 1.5% |
| Other sectors | $15.1M | 9.6% |
| Not classified | $129.1M | 81.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $157.8M | 103 | 3 | 28 | 59 | 2 | 49.5% | 48 |
| Q3 2025 | $156.2M | 102 | 3 | 39 | 49 | 2 | 49.1% | 24 |
| Q2 2025 | $143.5M | 101 | 7 | 23 | 34 | 5 | 48.6% | 29 |
| Q1 2025 | $133.8M | 99 | 9 | 16 | 59 | 5 | 50.5% | 23 |
| Q4 2024 | $131.6M | 95 | 4 | 35 | 47 | 4 | 51.7% | 24 |
| Q3 2024 | $129.7M | 95 | 2 | 33 | 49 | 2 | 52.2% | 15 |
| Q2 2024 | $114.6M | 95 | 21 | 8 | 57 | 30 | 50.2% | 32 |
| Q1 2024 | $98.0M | 104 | 21 | 17 | 63 | 28 | 46.3% | 10 |
| Q4 2023 | $85.8M | 111 | 24 | 27 | 41 | 28 | 30.9% | 12 |
| Q3 2023 | $80.8M | 115 | 14 | 32 | 62 | 584 | 30.1% | 30 |
| Q2 2023 | $98.4M | 685 | 76 | 170 | 160 | 61 | 27.4% | 38 |
| Q1 2023 | $98.7M | 670 | 98 | 118 | 158 | 49 | 27.7% | 12 |
| Q4 2022 | $129.4M | 621 | 91 | 98 | 176 | 40 | 43.4% | 31 |
| Q3 2022 | $126.2M | 570 | 35 | 132 | 140 | 41 | 53.8% | 18 |
| Q2 2022 | $133.5M | 576 | 31 | 144 | 155 | 51 | 51.8% | 36 |
| Q1 2022 | $152.3M | 596 | 37 | 128 | 196 | 129 | 50.3% | 29 |
| Q4 2021 | $164.1M | 688 | 103 | 163 | 179 | 60 | 39.4% | 33 |
| Q3 2021 | $157.9M | 645 | 53 | 205 | 99 | 43 | 38.0% | 33 |
| Q2 2021 | $162.0M | 635 | 66 | 156 | 120 | 35 | 38.7% | 30 |
| Q1 2021 | $154.1M | 604 | 74 | 175 | 85 | 34 | 38.6% | 36 |
| Q4 2020 | $148.9M | 564 | 0 | 0 | 0 | 0 | 40.3% | 21 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.