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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 30, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
669
+34 vs. Q1 2021
Portfolio value
$162.0M
+$7.82M (+5.1%) vs. Q1 2021
Filed
Jul 30, 2021
SEC
Holdings of Clearview Wealth Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares U.S. Treasury Bond ETF46429B267ETF457,352$12.2M7.5%+20,535+4.7%Added–
iShares Tr46435G425ESG AWR MSCI USA108,095$10.6M6.6%−4,808−4.3%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF177,167$8.92M5.5%+1,443+0.8%Added–
Schwab Strategic Tr8085247141 5YR CORP BD170,335$8.72M5.4%+27,644+19.4%Added–
iShares Tr464288877EAFE VALUE ETF99,153$5.13M3.2%+16,161+19.5%Added–
WisdomTree Tr97717X628FLOATNG RAT TREA157,934$3.97M2.4%−9,718−5.8%Reduced–
WisdomTree Tr97717X578EM EX ST-OWNED91,517$3.85M2.4%+3,340+3.8%Added–
iShares Tr464288885EAFE GRWTH ETF32,386$3.47M2.1%−911−2.7%Reduced–
iShares Tr46434V613CORE UNIVRSL USD54,981$2.94M1.8%+54,981New–
iShares Tr46432F388MSCI USA VALUE27,816$2.92M1.8%+472+1.7%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF90,352$2.77M1.7%−25,184−21.8%Reduced–
MSFTMicrosoft CorpStock10,033$2.72M1.7%−182−1.8%ReducedHistory
iShares Tr464288588MBS ETF24,792$2.68M1.7%+917+3.8%Added–
Schwab U.S. Small-Cap ETF808524607ETF24,767$2.58M1.6%+3,054+14.1%Added–
iShares Tr46435G474FALN ANGLS USD76,047$2.28M1.4%+17,616+30.1%Added–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF63,337$2.19M1.3%+63,337New–
AAPLApple Inc.Stock15,794$2.16M1.3%+207+1.3%AddedHistory
iShares Tr464287333GLOBAL FINLS ETF26,972$2.09M1.3%+26,972New–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF55,095$1.72M1.1%+1,452+2.7%Added–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL28,025$1.71M1.1%+3,254+13.1%Added–
iShares Tr46434V4070-5YR HI YL CP36,160$1.67M1.0%+7,369+25.6%Added–
iShares Tr46428951110+ YR INVST GRD21,885$1.54M0.9%−11,275−34.0%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF26,233$1.41M0.9%+4,488+20.6%Added–
CVXChevron CorpStock13,048$1.37M0.8%+57+0.4%AddedHistory
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD51,462$1.35M0.8%+38,756+305.0%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF18,317$1.35M0.8%−1,464−7.4%Reduced–
COSTCostco Wholesale CorpStock3,367$1.33M0.8%−49−1.4%ReducedHistory
AMZNAmazon Com IncStock378$1.30M0.8%−9−2.3%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF11,557$1.28M0.8%−3,360−22.5%Reduced–
BACBank of America CorpStock30,746$1.27M0.8%−56−0.2%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF7,263$1.26M0.8%+620+9.3%Added–
Schwab US Dividend Equity ETF808524797ETF15,861$1.20M0.7%+5,655+55.4%Added–
JPMJPMorgan Chase & CoStock7,642$1.19M0.7%+360+4.9%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF10,691$1.12M0.7%+6,213+138.7%Added–
iShares Tr4642874571 3 YR TREAS BD12,785$1.10M0.7%−6,801−34.7%Reduced–
iShares Tr464289883CORE 30 70 ETF26,839$1.07M0.7%+3,640+15.7%Added–
JNJJohnson & JohnsonStock6,149$1.01M0.6%+51+0.8%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF8,442$994.0K0.6%−8,278−49.5%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF20,039$928.0K0.6%+20,039New–
NSCNorfolk Southern CorpStock3,445$915.0K0.6%−2−0.1%ReducedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF18,134$911.0K0.6%−18,778−50.9%Reduced–
WMTWalmart Inc.Stock5,882$830.0K0.5%−42−0.7%ReducedHistory
MCDMcDonalds CorpStock3,546$819.0K0.5%−10.0%ReducedHistory
INTCIntel CorpStock14,333$805.0K0.5%+60.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock3,998$763.0K0.5%−2−0.1%ReducedHistory
New York Life Invts Active E45409F843MACK MU INSD ETF27,500$761.0K0.5%−1,975−6.7%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF10,631$744.0K0.5%+632+6.3%Added–
iShares Core S&P 500 ETF464287200ETF1,721$740.0K0.5%−1,438−45.5%Reduced–
ABBVAbbVie Inc.Stock6,483$730.0K0.5%+381+6.2%AddedHistory
NVDANVIDIA CorpStock891$713.0K0.4%+1+0.1%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY7,040$705.0K0.4%−260−3.6%Reduced–
ABTAbbott LaboratoriesStock6,016$698.0K0.4%−8−0.1%ReducedHistory
CSCOCisco Systems, Inc.Stock12,978$688.0K0.4%−664−4.9%ReducedHistory
iShares Tr46435G243ESG AWRE 1 5 YR26,126$680.0K0.4%+22,737+670.9%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD8,195$678.0K0.4%−6,636−44.7%Reduced–
BMYBristol Myers Squibb CoStock10,062$672.0K0.4%+365+3.8%AddedHistory
BRK.BBerkshire Hathaway IncStock2,380$661.0K0.4%00.0%UnchangedHistory
PEPPepsiCo IncStock4,259$631.0K0.4%+91+2.2%AddedHistory
iShares Tr464288414NATIONAL MUN ETF5,213$611.0K0.4%+20.0%Added–
EMREmerson Electric CoStock6,324$609.0K0.4%−8−0.1%ReducedHistory
LMTLockheed Martin CorpStock1,583$599.0K0.4%+18+1.2%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF5,575$593.0K0.4%+3,603+182.7%Added–
PGProcter & Gamble CoStock4,273$577.0K0.4%+4+0.1%AddedHistory
QCOMQualcomm IncStock3,955$565.0K0.3%−8−0.2%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT9,398$561.0K0.3%+4,760+102.6%Added–
iShares Tr46435U853BROAD USD HIGH12,543$523.0K0.3%+1,310+11.7%Added–
NUENucor CorpCOM5,389$517.0K0.3%−109−2.0%ReducedHistory
Alpha Architect ETF Tr02072L706MERLYN AI BULL13,585$487.0K0.3%−130−0.9%Reduced–
PFEPfizer IncStock12,293$481.0K0.3%+773+6.7%AddedHistory
MRKMerck & Co., Inc.Stock5,857$456.0K0.3%−6−0.1%ReducedHistory
TAT&T Inc.Stock15,833$456.0K0.3%+203+1.3%AddedHistory
VVisa Inc.Stock1,944$455.0K0.3%−59−2.9%ReducedHistory
HONHoneywell International IncCOM2,043$448.0K0.3%+10.0%AddedHistory
WMWaste Management IncStock3,169$444.0K0.3%+2+0.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF2,856$442.0K0.3%−21−0.7%Reduced–
LEGLeggett & Platt IncStock8,480$439.0K0.3%+997+13.3%AddedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT7,601$432.0K0.3%+963+14.5%Added–
iShares Tr464288646ISHS 1-5YR INVS7,860$431.0K0.3%−29,629−79.0%Reduced–
PYPLPayPal Holdings, Inc.Stock1,459$425.0K0.3%+12+0.8%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF11,362$417.0K0.3%−16,440−59.1%Reduced–
iShares U S ETF Tr46431W507SHOR DURA BD ETF7,907$397.0K0.2%−5,490−41.0%Reduced–
GISGeneral Mills IncStock6,238$380.0K0.2%+53+0.9%AddedHistory
AMGNAmgen IncStock1,551$378.0K0.2%−190−10.9%ReducedHistory
iShares Tr464288257MSCI ACWI ETF3,671$372.0K0.2%−812−18.1%Reduced–
KMIKinder Morgan, Inc.Stock19,474$355.0K0.2%+63+0.3%AddedHistory
WPCW. P. Carey Inc.COM4,674$349.0K0.2%−7−0.1%ReducedHistory
PPLPPL CorpCOM12,009$336.0K0.2%−37−0.3%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,557$325.0K0.2%00.0%Unchanged–
iShares MSCI USA Quality Factor ETF46432F339ETF2,431$323.0K0.2%−690−22.1%Reduced–
KMBKimberly Clark CorpStock2,403$322.0K0.2%+2+0.1%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF6,400$317.0K0.2%−1,950−23.4%Reduced–
iShares Core S&P Small Cap ETF464287804ETF2,796$316.0K0.2%−607−17.8%Reduced–
HDHome Depot, Inc.Stock981$313.0K0.2%+46+4.9%AddedHistory
DGDollar General CorpCOM1,390$301.0K0.2%−15−1.1%ReducedHistory
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF5,289$297.0K0.2%+5,289New–
MTBM&T Bank CorpCOM2,025$294.0K0.2%+2+0.1%AddedHistory
CBChubb LtdStock1,831$291.0K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock118$288.0K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock4,555$277.0K0.2%+343+8.1%AddedHistory
ProShares Tr74347B607INVT INT RT HG3,582$274.0K0.2%+3,582New–

Sold out since Q1 2021 (32)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Kraneshares Tr500767736QUADRTC INT RT33,015$944.0K0.6%–
VanEck Vectors Energy Income ETF92189F288ETF2,532$124.0K0.1%–
RFRegions Financial CorpCOM2,010$42.0K<0.1%History
Flir Sys Inc302445101COM500$28.0K<0.1%–
CAHCardinal Health IncStock380$23.0K<0.1%History
Inphi Corp45772F107COM113$20.0K<0.1%–
Silvercrest Metals Inc828363101COM2,222$18.0K<0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM36$17.0K<0.1%History
MYRGMyr Group Inc.COM100$7.00K<0.1%History
Aphria Inc03765K104COM400$7.00K<0.1%–
FIRYFiry Inc.COM362$7.00K<0.1%History
OCOwens CorningStock65$6.00K<0.1%History
SAMBoston Beer Co IncCL A5$6.00K<0.1%History
iShares S&P Small-Cap 600 Value ETF464287879ETF50$5.00K<0.1%–
BOXBox IncCL A200$5.00K<0.1%History
HRLHormel Foods CorpCOM100$5.00K<0.1%History
DRIDarden Restaurants IncCOM25$4.00K<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A COM400$4.00K<0.1%History
MMacy's, Inc.COM200$3.00K<0.1%History
BLUEbluebird bio, Inc.COM100$3.00K<0.1%History
EEFTEuronet Worldwide, Inc.COM15$2.00K<0.1%History
Schwab Strategic Tr808524680LONG TERM US39$2.00K<0.1%–
ALXNAlexion Pharmaceuticals, Inc.COM14$2.00K<0.1%History
Atlas Technical Consultants, Inc.049430101COM CLS A200$2.00K<0.1%–
Hexo Corp Com New428304109Stock250$2.00K<0.1%–
NVTAInvitae CorpCOM50$2.00K<0.1%History
ROVRRover Group, Inc.COM CL A200$2.00K<0.1%History
American Centy ETF Tr025072877US SML CP VALU14$1.00K<0.1%–
iShares Inc464286509MSCI CDA ETF31$1.00K<0.1%–
Perspecta Inc715347100COM25$1.00K<0.1%–
PSFEPaysafe LtdORD100$1.00K<0.1%History
MNKTQKeenova Therapeutics plcStock28$00.0%History