Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- Latest filing
- Feb 17, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 688
- +7 vs. Q3 2021
- Portfolio value
- $164.0M
- +$6.17M (+3.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G425 | ESG AWR MSCI USA | 113,437 | $12.2M | 7.5% | +2,784+2.5% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 213,979 | $11.9M | 7.3% | +33,357+18.5% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 285,918 | $7.63M | 4.7% | −1,856−0.6% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 107,150 | $5.40M | 3.3% | +5,528+5.4% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 48,649 | $5.37M | 3.3% | +4,177+9.4% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 159,201 | $4.77M | 2.9% | −2,012−1.2% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 74,783 | $4.70M | 2.9% | +42,984+135.2% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 87,830 | $4.65M | 2.8% | +30,312+52.7% | Added | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 89,542 | $4.53M | 2.8% | −34,839−28.0% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 42,211 | $3.42M | 2.1% | +18,403+77.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 9,644 | $3.24M | 2.0% | −741−7.1% | Reduced | History |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 115,424 | $2.90M | 1.8% | −27,556−19.3% | Reduced | – |
| AAPLApple Inc. | Stock | 14,535 | $2.58M | 1.6% | −542−3.6% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,084 | $2.57M | 1.6% | +922+3.8% | Added | – |
| iShares Tr46432F388 | MSCI USA VALUE | 22,792 | $2.50M | 1.5% | −3,827−14.4% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 33,268 | $2.28M | 1.4% | +2,498+8.1% | Added | – |
| iShares Tr464288588 | MBS ETF | 21,183 | $2.28M | 1.4% | −21,694−50.6% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 53,117 | $1.96M | 1.2% | −12,590−19.2% | Reduced | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 69,451 | $1.80M | 1.1% | −9,067−11.5% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 15,671 | $1.80M | 1.1% | −3,833−19.7% | Reduced | – |
| CVXChevron Corp | Stock | 14,549 | $1.71M | 1.0% | +840+6.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,749 | $1.56M | 1.0% | −539−16.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 11,033 | $1.55M | 0.9% | +4,888+79.5% | Added | History |
| BACBank of America Corp | Stock | 32,993 | $1.47M | 0.9% | +1,094+3.4% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,621 | $1.42M | 0.9% | +666+2.7% | Added | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 17,236 | $1.38M | 0.8% | −4,629−21.2% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 8,243 | $1.30M | 0.8% | +406+5.2% | Added | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 41,949 | $1.28M | 0.8% | −25,144−37.5% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 27,485 | $1.25M | 0.8% | −10,409−27.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 370 | $1.23M | 0.8% | −9−2.4% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,302 | $1.23M | 0.8% | +739+9.8% | Added | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 26,511 | $1.21M | 0.7% | +3,261+14.0% | Added | – |
| iShares Tr464289883 | CORE 30 70 ETF | 28,471 | $1.14M | 0.7% | −3,094−9.8% | Reduced | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 10,698 | $1.13M | 0.7% | +3,622+51.2% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 15,850 | $1.04M | 0.6% | +4,371+38.1% | Added | – |
| NVDANVIDIA Corp | Stock | 3,517 | $1.03M | 0.6% | −164−4.5% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 12,576 | $970.0K | 0.6% | +1,124+9.8% | Added | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 30,824 | $952.0K | 0.6% | −4,320−12.3% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 8,354 | $914.0K | 0.6% | −2,733−24.7% | Reduced | – |
| NSCNorfolk Southern Corp | Stock | 3,032 | $903.0K | 0.6% | −527−14.8% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 4,448 | $892.0K | 0.5% | +270+6.5% | Added | History |
| QCOMQualcomm Inc | Stock | 4,852 | $887.0K | 0.5% | −72−1.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 5,153 | $882.0K | 0.5% | −1,116−17.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 6,423 | $870.0K | 0.5% | +293+4.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 13,288 | $842.0K | 0.5% | −385−2.8% | Reduced | History |
| WMTWalmart Inc. | Stock | 5,806 | $840.0K | 0.5% | −327−5.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,707 | $814.0K | 0.5% | −17−1.0% | Reduced | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 28,542 | $785.0K | 0.5% | −2,201−7.2% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 5,936 | $767.0K | 0.5% | +3,504+144.1% | Added | – |
| PFEPfizer Inc | Stock | 12,410 | $733.0K | 0.4% | −1,489−10.7% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,274 | $730.0K | 0.4% | +1,068+20.5% | Added | – |
| PEPPepsiCo Inc | Stock | 4,142 | $720.0K | 0.4% | −400−8.8% | Reduced | History |
| Global X FDS37954Y475 | S&P 500 COVERED | 13,896 | $702.0K | 0.4% | +13,896 | New | – |
| NUENucor Corp | COM | 6,094 | $696.0K | 0.4% | +260+4.5% | Added | History |
| MCDMcDonalds Corp | Stock | 2,510 | $673.0K | 0.4% | −1,229−32.9% | Reduced | History |
| STAGSTAG Industrial, Inc. | COM | 14,005 | $672.0K | 0.4% | +3,251+30.2% | Added | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 21,533 | $667.0K | 0.4% | −17,806−45.3% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 10,379 | $647.0K | 0.4% | −110−1.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,767 | $631.0K | 0.4% | +978+14.4% | Added | – |
| INTCIntel Corp | Stock | 12,143 | $625.0K | 0.4% | −2,707−18.2% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 1,683 | $598.0K | 0.4% | +89+5.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,970 | $589.0K | 0.4% | −410−17.2% | Reduced | History |
| WMWaste Management Inc | Stock | 3,468 | $579.0K | 0.4% | +206+6.3% | Added | History |
| PGProcter & Gamble Co | Stock | 3,538 | $579.0K | 0.4% | −845−19.3% | Reduced | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 21,729 | $557.0K | 0.3% | −9,078−29.5% | Reduced | – |
| EMREmerson Electric Co | Stock | 5,628 | $523.0K | 0.3% | −1,116−16.5% | Reduced | History |
| LEGLeggett & Platt Inc | Stock | 12,555 | $517.0K | 0.3% | +5,195+70.6% | Added | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 5,010 | $501.0K | 0.3% | −1,520−23.3% | Reduced | – |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 8,667 | $486.0K | 0.3% | −1,035−10.7% | Reduced | – |
| HONHoneywell International Inc | COM | 2,260 | $471.0K | 0.3% | +128+6.0% | Added | History |
| TAT&T Inc. | Stock | 19,118 | $470.0K | 0.3% | −108−0.6% | Reduced | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 17,289 | $469.0K | 0.3% | +7,195+71.3% | Added | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 21,105 | $468.0K | 0.3% | +4,682+28.5% | Added | – |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 12,659 | $467.0K | 0.3% | −1,387−9.9% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 161 | $466.0K | 0.3% | +43+36.4% | Added | History |
| HDHome Depot, Inc. | Stock | 1,090 | $452.0K | 0.3% | +31+2.9% | Added | History |
| VVisa Inc. | Stock | 1,981 | $429.0K | 0.3% | +37+1.9% | Added | History |
| GISGeneral Mills Inc | Stock | 6,323 | $426.0K | 0.3% | −222−3.4% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 7,586 | $426.0K | 0.3% | −1,055−12.2% | Reduced | – |
| WPCW. P. Carey Inc. | COM | 5,183 | $425.0K | 0.3% | +302+6.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 5,451 | $418.0K | 0.3% | −950−14.8% | Reduced | History |
| CBChubb Ltd | Stock | 2,164 | $418.0K | 0.3% | +116+5.7% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,347 | $403.0K | 0.2% | +246+11.7% | Added | – |
| PPLPPL Corp | COM | 13,350 | $401.0K | 0.2% | +807+6.4% | Added | History |
| iShares Tr464288257 | MSCI ACWI ETF | 3,695 | $391.0K | 0.2% | +34+0.9% | Added | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 7,811 | $390.0K | 0.2% | −109−1.4% | Reduced | – |
| AMGNAmgen Inc | Stock | 1,643 | $370.0K | 0.2% | +83+5.3% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 22,825 | $362.0K | 0.2% | +2,665+13.2% | Added | History |
| KMBKimberly Clark Corp | Stock | 2,525 | $361.0K | 0.2% | +31+1.2% | Added | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 9,594 | $347.0K | 0.2% | −1,533−13.8% | Reduced | – |
| MTBM&T Bank Corp | COM | 2,241 | $344.0K | 0.2% | +129+6.1% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,214 | $322.0K | 0.2% | +6+0.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,788 | $319.0K | 0.2% | −17−0.6% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,615 | $309.0K | 0.2% | −4,555−55.8% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,645 | $304.0K | 0.2% | −2,166−27.7% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,667 | $296.0K | 0.2% | −294−7.4% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,942 | $275.0K | 0.2% | +1,392+39.2% | Added | – |
| TSCOTractor Supply Co | COM | 1,069 | $255.0K | 0.2% | +38+3.7% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,675 | $245.0K | 0.1% | −882−24.8% | Reduced | – |
| COPConocoPhillips | Stock | 3,314 | $239.0K | 0.1% | −1,825−35.5% | Reduced | History |
Sold out since Q3 2021 (65)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| ProShares Tr74347B607 | INVT INT RT HG | 3,697 | $280.0K | 0.2% | – |
| SEDGSolaredge Technologies, Inc. | COM | 273 | $72.0K | <0.1% | History |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 1,800 | $59.0K | <0.1% | – |
| Innovator ETFs Tr II45783G201 | S&P INVSTMNT GRD | 2,300 | $55.0K | <0.1% | – |
| TFCTruist Financial Corp | COM | 900 | $53.0K | <0.1% | History |
| NVSNovartis AG | ADR | 600 | $49.0K | <0.1% | History |
| IPInternational Paper Co | COM | 830 | $46.0K | <0.1% | History |
| DBIDesigner Brands Inc. | CL A | 3,077 | $43.0K | <0.1% | History |
| ASANAsana, Inc. | CL A | 382 | $40.0K | <0.1% | History |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 1,390 | $38.0K | <0.1% | – |
| RYRoyal Bank of Canada | Stock | 350 | $35.0K | <0.1% | History |
| KKellanova | Stock | 400 | $26.0K | <0.1% | History |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 910 | $23.0K | <0.1% | History |
| UNPUnion Pacific Corp | Stock | 100 | $20.0K | <0.1% | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 130 | $20.0K | <0.1% | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 800 | $20.0K | <0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 256 | $17.0K | <0.1% | History |
| WYWeyerhaeuser Co | COM NEW | 420 | $15.0K | <0.1% | History |
| ProShares Tr74348A145 | PET CARE ETF | 193 | $15.0K | <0.1% | – |
| EQNREquinor ASA | SPONSORED ADR | 505 | $13.0K | <0.1% | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 106 | $13.0K | <0.1% | History |
| CTVACorteva, Inc. | Stock | 256 | $11.0K | <0.1% | History |
| ALCAlcon Inc | Stock | 120 | $10.0K | <0.1% | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 195 | $10.0K | <0.1% | – |
| iShares Tr46432F875 | MRNGSTR INC ETF | 400 | $10.0K | <0.1% | – |
| TOVXTheriva Biologics, Inc. | COM NEW | 20,418 | $9.00K | <0.1% | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 200 | $8.00K | <0.1% | – |
| PCARPaccar Inc | COM | 104 | $8.00K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 20 | $8.00K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 200 | $7.00K | <0.1% | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 50 | $7.00K | <0.1% | – |
| DELLDell Technologies Inc. | Stock | 56 | $6.00K | <0.1% | History |
| AMTXAemetis, Inc | COM NEW | 300 | $5.00K | <0.1% | History |
| TITNTitan Machinery Inc. | COM | 200 | $5.00K | <0.1% | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 100 | $5.00K | <0.1% | History |
| UAAUnder Armour, Inc. | Stock | 200 | $4.00K | <0.1% | History |
| RUNSunrun Inc. | COM | 100 | $4.00K | <0.1% | History |
| JEFJefferies Financial Group Inc. | COM | 101 | $4.00K | <0.1% | History |
| DNPDNP Select Income Fund Inc | COM | 400 | $4.00K | <0.1% | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 250 | $4.00K | <0.1% | – |
| LORLLoral Space & Communications Inc. | COM | 100 | $4.00K | <0.1% | History |
| RVTRoyce Small-Cap Trust, Inc. | COM | 183 | $3.00K | <0.1% | History |
| TRIPTripAdvisor, Inc. | COM | 100 | $3.00K | <0.1% | History |
| Exchange Listed FDS Tr30151E780 | QRAFT AI US MMTM | 100 | $3.00K | <0.1% | – |
| KMFKayne Anderson NextGen Energy & Infrastructure, Inc. | COM | 400 | $3.00K | <0.1% | History |
| BKNGBooking Holdings Inc. | Stock | 1 | $2.00K | <0.1% | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 100 | $2.00K | <0.1% | – |
| GLWCorning Inc | COM | 60 | $2.00K | <0.1% | History |
| DMRCDigimarc Corp | COM | 50 | $2.00K | <0.1% | History |
| Direxion Shs ETF Tr25490K281 | DLY EMG MK BL 3X | 25 | $2.00K | <0.1% | – |
| ETF Ser Solutions26922B600 | DEFIANCE NEXT | 100 | $2.00K | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 100 | $2.00K | <0.1% | History |
| ATIAti Inc | Stock | 50 | $1.00K | <0.1% | History |
| MKLMarkel Group Inc. | COM | 1 | $1.00K | <0.1% | History |
| PHMPultegroup Inc | COM | 20 | $1.00K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 20 | $1.00K | <0.1% | History |
| ADMSAdamas Pharmaceuticals Inc | COM | 300 | $1.00K | <0.1% | History |
| DSKEDaseke, Inc. | COM | 100 | $1.00K | <0.1% | History |
| Fiduciary Claymore Engry Inf31647Q205 | COM | 140 | $1.00K | <0.1% | – |
| Flagstar Bank, National Association649445103 | COM | 105 | $1.00K | <0.1% | – |
| DNOWDNOW Inc. | COM | 25 | $0 | 0.0% | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 2 | $0 | 0.0% | History |
| ZGZillow Group, Inc. | CL A | 1 | $0 | 0.0% | History |
| FWDIForward Industries, Inc. | COM NEW | 100 | $0 | 0.0% | History |
| RGTRoyce Global Trust, Inc. | COM | 24 | $0 | 0.0% | History |