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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

The latest 13F from Clearview Wealth Advisors LLC covers Q4 2025 (filed Feb 17, 2026): 103 long positions worth $157.8M. The top 10 holdings make up 49.5% of the portfolio, and the largest is Capital Grp Fixed Incm ETF T at 8.7%. Livermore has 21 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
3
Est. +$1.49M
Added
33
Est. +$5.55M
Reduced
63
Est. −$5.59M
Sold out
2
Est. −$1.98M

Top 5 holdings

Share of this quarter's portfolio value

  1. Capital Grp Fixed Incm ETF T14020Y102
    8.7%$13.7M
  2. Schwab US Aggregate Bond ETF808524839
    7.5%$11.8M
  3. Capital Group Dividend Value14020W106
    7.4%$11.7M
  4. Capital Group Growth ETF14020G101
    5.9%$9.32M
  5. Janus Detroit STR Tr47103U845
    4.3%$6.84M

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco Exchange Traded FD T46137V233
    +$1.09MAdded
  2. American Centy ETF Tr025072604
    +$877.5KNew
  3. iShares S&P 500 Value ETF464287408
    +$807.0KAdded
  4. BlackRock ETF Trust09290C780
    +$676.6KAdded
  5. Janus Detroit STR Tr47103U845
    +$489.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco Exchange Traded FD T46137V233
    +0.71 pp0.7% → 1.4%
  2. American Centy ETF Tr025072604
    +0.56 pp0.0% → 0.6%
  3. iShares S&P 500 Value ETF464287408
    +0.53 pp1.3% → 1.9%
  4. BlackRock ETF Trust09290C780
    +0.42 pp0.3% → 0.7%
  5. APOApollo Global Management, Inc.
    +0.36 pp2.1% → 2.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$1.64MReduced
  2. iShares Tr464288885
    −$1.02MSold out
  3. iShares Tr464287721
    −$960.9KSold out
  4. iShares Tr464288877
    −$738.4KReduced
  5. iShares Tr46434V613
    −$514.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares MSCI USA Quality Factor ETF46432F339
    −1.02 pp2.1% → 1.1%
  2. iShares Tr464288885
    −0.65 pp0.7% → 0.0%
  3. iShares Tr464287721
    −0.62 pp0.6% → 0.0%
  4. iShares Tr464288877
    −0.40 pp1.7% → 1.3%
  5. iShares Tr46434V613
    −0.35 pp1.7% → 1.3%

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$157.8M
+$1.60M (+1.0%) vs. prior quarter
Positions
103
+1 vs. prior quarter
Top 10 concentration
49.5%
Top 10 as share of value
Turnover
4.5%
Q4 2025, one quarter
Average holding period
11.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $164.0M (Q4 2021)

Q1 2021: $154.1MQ2 2021: $162.0MQ3 2021: $157.9MQ4 2021: $164.0MQ1 2022: $152.3MQ2 2022: $133.5MQ3 2022: $126.2MQ4 2022: $129.4MQ1 2023: $98.7MQ2 2023: $98.4MQ3 2023: $80.8MQ4 2023: $85.8MQ1 2024: $98.0MQ2 2024: $114.6MQ3 2024: $129.7MQ4 2024: $131.6MQ1 2025: $133.8MQ2 2025: $143.5MQ3 2025: $156.2MQ4 2025: $157.8M
Q1 2021Q4 2025
13F filings of Clearview Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 17, 2026103$157.8MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q3 2025SEC
Q3 2025Oct 24, 2025102$156.2MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q2 2025SEC
Q2 2025Jul 29, 2025101$143.5MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q1 2025SEC
Q1 2025Apr 23, 202599$133.8MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q4 2024SEC
Q4 2024Jan 24, 202595$131.6MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q3 2024SEC
Q3 2024Oct 15, 202495$129.7MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFCapital Group Dividend Valuevs. Q2 2024SEC
Q2 2024Aug 1, 202495$114.6MCapital Grp Fixed Incm ETF TSchwab US Aggregate Bond ETFState Street SPDR Portfolio S&P 500 ETFvs. Q1 2024SEC
Q1 2024Apr 10, 2024104$98.0MState Street SPDR Portfolio S&P 500 ETFiShares TrSchwab US Aggregate Bond ETFvs. Q4 2023SEC
Q4 2023Jan 12, 2024111$85.8MState Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFGLDvs. Q3 2023SEC
Q3 2023Oct 30, 2023115$80.8MState Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFGLDvs. Q2 2023SEC
Q2 2023Aug 7, 2023685$98.4MState Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFiShares Trvs. Q1 2023SEC
Q1 2023Apr 12, 2023670$98.7MState Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFiShares Trvs. Q4 2022SEC
Q4 2022Jan 31, 2023621$129.4MSchwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFiShares Trvs. Q3 2022SEC
Q3 2022Oct 18, 2022628$126.2MSchwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFiShares Trvs. Q2 2022SEC
Q2 2022Aug 5, 2022633$133.5MState Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFiShares Trvs. Q1 2022SEC
Q1 2022Apr 29, 2022638$152.3MState Street SPDR Portfolio S&P 500 ETFiShares TriShares U.S. Treasury Bond ETFvs. Q4 2021SEC
Q4 2021Feb 2, 2022688$164.0MiShares TrState Street SPDR Portfolio S&P 500 ETFiShares U.S. Treasury Bond ETFvs. Q3 2021SEC
Q3 2021Nov 2, 2021681$157.9MiShares TrState Street SPDR Portfolio S&P 500 ETFiShares U.S. Treasury Bond ETFvs. Q2 2021SEC
Q2 2021Jul 30, 2021669$162.0MiShares U.S. Treasury Bond ETFiShares TrState Street SPDR Portfolio S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 6, 2021Amended635$154.1MiShares U.S. Treasury Bond ETFiShares TrState Street SPDR Portfolio S&P 500 ETF–SEC