Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- Latest filing
- Feb 17, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.
- Positions
- 635
- No 13F data for Q4 2020
- Portfolio value
- $154.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 436,817 | $11.4M | 7.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 112,903 | $10.3M | 6.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 175,724 | $8.19M | 5.3% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 142,691 | $7.27M | 4.7% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 82,992 | $4.23M | 2.7% | – | – | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 167,652 | $4.21M | 2.7% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 88,177 | $3.59M | 2.3% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 115,536 | $3.54M | 2.3% | – | – | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 65,460 | $3.36M | 2.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33,297 | $3.35M | 2.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 27,344 | $2.80M | 1.8% | – | – | – |
| iShares Tr464288588 | MBS ETF | 23,875 | $2.59M | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,215 | $2.41M | 1.6% | – | – | History |
| iShares Tr464289511 | 10+ YR INVST GRD | 33,160 | $2.21M | 1.4% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 21,713 | $2.16M | 1.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 37,489 | $2.05M | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 15,587 | $1.90M | 1.2% | – | – | History |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 36,912 | $1.85M | 1.2% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 16,720 | $1.77M | 1.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 58,431 | $1.71M | 1.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,586 | $1.69M | 1.1% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 53,643 | $1.68M | 1.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 14,917 | $1.63M | 1.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 24,771 | $1.44M | 0.9% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 19,781 | $1.37M | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 12,991 | $1.36M | 0.9% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 28,791 | $1.32M | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,159 | $1.26M | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,831 | $1.22M | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 3,416 | $1.20M | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 387 | $1.20M | 0.8% | – | – | History |
| BACBank of America Corp | Stock | 30,802 | $1.19M | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,282 | $1.11M | 0.7% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,643 | $1.07M | 0.7% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 21,745 | $1.07M | 0.7% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 27,802 | $1.01M | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,098 | $1.00M | 0.7% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 2,888 | $954.0K | 0.6% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 33,015 | $944.0K | 0.6% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 3,447 | $926.0K | 0.6% | – | – | History |
| INTCIntel Corp | Stock | 14,327 | $917.0K | 0.6% | – | – | History |
| iShares Tr464289883 | CORE 30 70 ETF | 23,199 | $897.0K | 0.6% | – | – | – |
| WMTWalmart Inc. | Stock | 5,924 | $805.0K | 0.5% | – | – | History |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 29,475 | $804.0K | 0.5% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,547 | $795.0K | 0.5% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,206 | $744.0K | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,300 | $731.0K | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 6,024 | $722.0K | 0.5% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 13,642 | $705.0K | 0.5% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 4,000 | $702.0K | 0.5% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,999 | $683.0K | 0.4% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 13,397 | $672.0K | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 6,102 | $660.0K | 0.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 9,697 | $612.0K | 0.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,380 | $608.0K | 0.4% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,211 | $605.0K | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 4,168 | $590.0K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,269 | $578.0K | 0.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,565 | $578.0K | 0.4% | – | – | History |
| EMREmerson Electric Co | Stock | 6,332 | $571.0K | 0.4% | – | – | History |
| QCOMQualcomm Inc | Stock | 3,963 | $526.0K | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 890 | $475.0K | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 15,630 | $473.0K | 0.3% | – | – | History |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 14,620 | $467.0K | 0.3% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 11,233 | $463.0K | 0.3% | – | – | – |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 13,715 | $459.0K | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,478 | $453.0K | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,863 | $452.0K | 0.3% | – | – | History |
| HONHoneywell International Inc | COM | 2,042 | $443.0K | 0.3% | – | – | History |
| NUENucor Corp | COM | 5,498 | $441.0K | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 1,741 | $433.0K | 0.3% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 4,483 | $427.0K | 0.3% | – | – | – |
| VVisa Inc. | Stock | 2,003 | $424.0K | 0.3% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,877 | $423.0K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 11,520 | $417.0K | 0.3% | – | – | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,350 | $414.0K | 0.3% | – | – | – |
| WMWaste Management Inc | Stock | 3,167 | $409.0K | 0.3% | – | – | History |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 13,392 | $404.0K | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,121 | $380.0K | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 6,185 | $379.0K | 0.2% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,638 | $373.0K | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,403 | $369.0K | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,701 | $351.0K | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,447 | $351.0K | 0.2% | – | – | History |
| PPLPPL Corp | COM | 12,046 | $347.0K | 0.2% | – | – | History |
| LEGLeggett & Platt Inc | Stock | 7,483 | $342.0K | 0.2% | – | – | History |
| KMBKimberly Clark Corp | Stock | 2,401 | $334.0K | 0.2% | – | – | History |
| WPCW. P. Carey Inc. | COM | 4,681 | $331.0K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 12,706 | $328.0K | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,557 | $325.0K | 0.2% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 19,411 | $323.0K | 0.2% | – | – | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,430 | $322.0K | 0.2% | – | – | – |
| MTBM&T Bank Corp | COM | 2,023 | $307.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,178 | $301.0K | 0.2% | – | – | History |
| ALKAlaska Air Group, Inc. | COM | 4,333 | $300.0K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 1,831 | $289.0K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 935 | $285.0K | 0.2% | – | – | History |
| DGDollar General Corp | COM | 1,405 | $285.0K | 0.2% | – | – | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,638 | $265.0K | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 17,330 | $260.0K | 0.2% | – | – | – |