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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 2, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
681
+12 vs. Q2 2021
Portfolio value
$157.9M
−$4.09M (−2.5%) vs. Q2 2021
Filed
Nov 2, 2021
SEC
Holdings of Clearview Wealth Advisors LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46435G425ESG AWR MSCI USA110,653$10.9M6.9%+2,558+2.4%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF180,622$9.11M5.8%+3,455+2.0%Added–
iShares U.S. Treasury Bond ETF46429B267ETF287,774$7.63M4.8%−169,578−37.1%Reduced–
Schwab Strategic Tr8085247141 5YR CORP BD124,381$6.35M4.0%−45,954−27.0%Reduced–
iShares Tr464288877EAFE VALUE ETF101,622$5.17M3.3%+2,469+2.5%Added–
iShares Tr46435G474FALN ANGLS USD161,213$4.85M3.1%+85,166+112.0%Added–
iShares Tr464288885EAFE GRWTH ETF44,472$4.74M3.0%+12,086+37.3%Added–
iShares Tr464288588MBS ETF42,877$4.64M2.9%+18,085+72.9%Added–
WisdomTree Tr97717X628FLOATNG RAT TREA142,980$3.59M2.3%−14,954−9.5%Reduced–
iShares Tr46434V613CORE UNIVRSL USD57,518$3.06M1.9%+2,537+4.6%Added–
MSFTMicrosoft CorpStock10,385$2.93M1.9%+352+3.5%AddedHistory
iShares Tr46432F388MSCI USA VALUE26,619$2.68M1.7%−1,197−4.3%Reduced–
WisdomTree Tr97717X578EM EX ST-OWNED65,707$2.45M1.6%−25,810−28.2%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF24,162$2.42M1.5%−605−2.4%Reduced–
AAPLApple Inc.Stock15,077$2.13M1.4%−717−4.5%ReducedHistory
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD78,518$2.06M1.3%+27,056+52.6%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF67,093$2.06M1.3%−23,259−25.7%Reduced–
Schwab US Tips ETF808524870ETF31,799$1.99M1.3%+28,367+826.5%Added–
iShares Tr464287721U.S. TECH ETF19,504$1.98M1.3%+19,504New–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL30,770$1.87M1.2%+2,745+9.8%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF23,808$1.75M1.1%+5,491+30.0%Added–
iShares Tr46434V4070-5YR HI YL CP37,894$1.73M1.1%+1,734+4.8%Added–
iShares Tr464287333GLOBAL FINLS ETF21,865$1.72M1.1%−5,107−18.9%Reduced–
COSTCostco Wholesale CorpStock3,288$1.48M0.9%−79−2.3%ReducedHistory
CVXChevron CorpStock13,709$1.39M0.9%+661+5.1%AddedHistory
BACBank of America CorpStock31,899$1.35M0.9%+1,153+3.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF24,955$1.30M0.8%−1,278−4.9%Reduced–
JPMJPMorgan Chase & CoStock7,837$1.28M0.8%+195+2.6%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF35,144$1.26M0.8%−28,193−44.5%Reduced–
iShares Tr464289883CORE 30 70 ETF31,565$1.25M0.8%+4,726+17.6%Added–
AMZNAmazon Com IncStock379$1.25M0.8%+1+0.3%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF39,339$1.23M0.8%−15,756−28.6%Reduced–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF11,087$1.23M0.8%−470−4.1%Reduced–
iShares Tr46428865310-20 YR TRS ETF7,563$1.11M0.7%+7,563New–
Ssga Active ETF Tr78467V608ST STR BL LN ETF23,250$1.07M0.7%+3,211+16.0%Added–
JNJJohnson & JohnsonStock6,269$1.01M0.6%+120+2.0%AddedHistory
MCDMcDonalds CorpStock3,739$901.0K0.6%+193+5.4%AddedHistory
WMTWalmart Inc.Stock6,133$855.0K0.5%+251+4.3%AddedHistory
NSCNorfolk Southern CorpStock3,559$852.0K0.5%+114+3.3%AddedHistory
New York Life Invts Active E45409F843MACK MU INSD ETF30,743$843.0K0.5%+3,243+11.8%Added–
PNCPNC Financial Services Group, Inc.Stock4,178$817.0K0.5%+180+4.5%AddedHistory
iShares Tr46435G243ESG AWRE 1 5 YR30,807$800.0K0.5%+4,681+17.9%Added–
INTCIntel CorpStock14,850$791.0K0.5%+517+3.6%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,452$788.0K0.5%+821+7.7%Added–
NVDANVIDIA CorpStock3,681$763.0K0.5%+117+3.3%AddedConverted for a 4-for-1 splitHistory
iShares Tr46429B7470-5 YR TIPS ETF7,076$747.0K0.5%+1,501+26.9%Added–
CSCOCisco Systems, Inc.Stock13,673$744.0K0.5%+695+5.4%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,724$743.0K0.5%+3+0.2%Added–
ABTAbbott LaboratoriesStock6,145$726.0K0.5%+129+2.1%AddedHistory
iShares Tr4642874571 3 YR TREAS BD8,170$704.0K0.4%−4,615−36.1%Reduced–
PEPPepsiCo IncStock4,542$683.0K0.4%+283+6.6%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT11,479$675.0K0.4%+2,081+22.1%Added–
ABBVAbbVie Inc.Stock6,130$661.0K0.4%−353−5.4%ReducedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY6,530$654.0K0.4%−510−7.2%Reduced–
BRK.BBerkshire Hathaway IncStock2,380$650.0K0.4%00.0%UnchangedHistory
EMREmerson Electric CoStock6,744$635.0K0.4%+420+6.6%AddedHistory
QCOMQualcomm IncStock4,924$635.0K0.4%+969+24.5%AddedHistory
BMYBristol Myers Squibb CoStock10,489$621.0K0.4%+427+4.2%AddedHistory
PGProcter & Gamble CoStock4,383$613.0K0.4%+110+2.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF5,206$605.0K0.4%−7−0.1%Reduced–
PFEPfizer IncStock13,899$598.0K0.4%+1,606+13.1%AddedHistory
NUENucor CorpCOM5,834$575.0K0.4%+445+8.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,789$559.0K0.4%−1,406−17.2%Reduced–
LMTLockheed Martin CorpStock1,594$550.0K0.3%+11+0.7%AddedHistory
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF9,702$541.0K0.3%+4,413+83.4%Added–
TAT&T Inc.Stock19,226$519.0K0.3%+3,393+21.4%AddedHistory
Alpha Architect ETF Tr02072L706MERLYN AI BULL14,046$488.0K0.3%+461+3.4%Added–
WMWaste Management IncStock3,262$487.0K0.3%+93+2.9%AddedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT8,641$487.0K0.3%+1,040+13.7%Added–
MRKMerck & Co., Inc.Stock6,401$481.0K0.3%+544+9.3%AddedHistory
HONHoneywell International IncCOM2,132$453.0K0.3%+89+4.4%AddedHistory
VVisa Inc.Stock1,944$433.0K0.3%00.0%UnchangedHistory
iShares Tr464288646ISHS 1-5YR INVS7,811$427.0K0.3%−49−0.6%Reduced–
STAGSTAG Industrial, Inc.COM10,754$422.0K0.3%+4,694+77.5%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF11,127$406.0K0.3%−235−2.1%Reduced–
PYPLPayPal Holdings, Inc.Stock1,556$405.0K0.3%+97+6.6%AddedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF7,920$397.0K0.3%+13+0.2%Added–
GISGeneral Mills IncStock6,545$392.0K0.2%+307+4.9%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF7,621$382.0K0.2%−10,513−58.0%Reduced–
iShares Tr464288257MSCI ACWI ETF3,661$366.0K0.2%−10−0.3%Reduced–
Global X FDS37954Y483NASDAQ 100 COVER16,423$362.0K0.2%+16,423New–
WPCW. P. Carey Inc.COM4,881$357.0K0.2%+207+4.4%AddedHistory
CBChubb LtdStock2,048$355.0K0.2%+217+11.9%AddedHistory
PPLPPL CorpCOM12,543$350.0K0.2%+534+4.4%AddedHistory
HDHome Depot, Inc.Stock1,059$348.0K0.2%+78+8.0%AddedHistory
COPConocoPhillipsStock5,139$348.0K0.2%+584+12.8%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,334$345.0K0.2%−7,357−68.8%Reduced–
KMIKinder Morgan, Inc.Stock20,160$337.0K0.2%+686+3.5%AddedHistory
AMGNAmgen IncStock1,560$332.0K0.2%+9+0.6%AddedHistory
LEGLeggett & Platt IncStock7,360$330.0K0.2%−1,120−13.2%ReducedHistory
KMBKimberly Clark CorpStock2,494$330.0K0.2%+91+3.8%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,557$325.0K0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF2,101$323.0K0.2%−755−26.4%Reduced–
SPDR Series Trust78468R739ST NUVE TERM ETF6,400$316.0K0.2%00.0%Unchanged–
GOOGLAlphabet Inc.Stock118$315.0K0.2%00.0%UnchangedHistory
MTBM&T Bank CorpCOM2,112$315.0K0.2%+87+4.3%AddedHistory
iShares Tips Bond ETF464287176ETF2,432$311.0K0.2%+1,652+211.8%Added–
iShares Core S&P Small Cap ETF464287804ETF2,805$306.0K0.2%+9+0.3%Added–
Schwab US Dividend Equity ETF808524797ETF3,961$294.0K0.2%−11,900−75.0%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF2,208$291.0K0.2%−223−9.2%Reduced–

Sold out since Q2 2021 (39)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MPLXMPLX LPCOM UNIT REP LTD7,080$210.0K0.1%History
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL2,385$105.0K0.1%–
iShares Tr464288166AGENCY BOND ETF651$77.0K<0.1%–
WORKSlack Technologies, Inc.COM CL A900$40.0K<0.1%History
ETDEthan Allen Interiors IncCOM1,228$34.0K<0.1%History
WMBWilliams Companies, Inc.COM920$24.0K<0.1%History
METMetlife IncStock360$22.0K<0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF437$15.0K<0.1%–
BFHBread Financial Holdings, Inc.COM92$10.0K<0.1%History
DKNGDraftKings Inc.COM CL A200$10.0K<0.1%History
iShares Tr46434V696CORE MSCI PAC135$9.00K<0.1%–
Churchill Capital Corp IV171439102CL A300$9.00K<0.1%–
Companhia Paranaense Energ C20441B407SPON ADR PFD1,494$9.00K<0.1%–
SIXSix Flags Entertainment CorpCOM200$9.00K<0.1%History
WBDWarner Bros. Discovery, Inc.COM SER A200$6.00K<0.1%History
LLLL Flooring Holdings, Inc.COM300$6.00K<0.1%History
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF180$5.00K<0.1%–
GRWGGrowGeneration Corp.COM100$5.00K<0.1%History
CORECore-Mark Holding Company, LLCCOM121$5.00K<0.1%History
FSRFisker Inc.CL A COM STK200$4.00K<0.1%History
LAZRQLuminar Technologies, Inc.COM CL A200$4.00K<0.1%History
TMETencent Music Entertainment GroupSPON ADS200$3.00K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF40$2.00K<0.1%–
BWENBroadwind, Inc.COM NEW500$2.00K<0.1%History
Holicity Inc435063102COM CL A170$2.00K<0.1%–
Humanigen Inc Com New444863104Stock100$2.00K<0.1%–
MXIMMaxim Integrated Products IncCOM23$2.00K<0.1%History
PCHPotlatchdeltic CorpCOM40$2.00K<0.1%History
XMQualtrics International Inc.COM CL A40$2.00K<0.1%History
Paramount Global92556H206CL B50$2.00K<0.1%–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF11$1.00K<0.1%–
CPNGCoupang, Inc.CL A25$1.00K<0.1%History
LPXLouisiana-Pacific CorpCOM20$1.00K<0.1%History
iShares Tr46435G193ESG AWRE USD ETF49$1.00K<0.1%–
iShares Tr464287770U.S. FIN SVC ETF7$1.00K<0.1%–
MTUSMetallus Inc.COM100$1.00K<0.1%History
Hyperscale Data, Inc.05150X104COM300$1.00K<0.1%–
Decarbonization Plus Acqu Co242797108COM CL A100$1.00K<0.1%–
RENORenovare Environmental, Inc.COM100$00.0%History