Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- Latest filing
- Feb 17, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 29, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 638
- −50 vs. Q4 2021
- Portfolio value
- $152.3M
- −$11.8M (−7.2%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 344,276 | $18.3M | 12.0% | +130,297+60.9% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 145,108 | $14.7M | 9.7% | +31,671+27.9% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 361,213 | $9.00M | 5.9% | +75,295+26.3% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 169,619 | $8.58M | 5.6% | +169,619 | New | – |
| iShares Tr464288877 | EAFE VALUE ETF | 124,554 | $6.26M | 4.1% | +17,404+16.2% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 110,534 | $5.49M | 3.6% | +22,704+25.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 50,025 | $3.95M | 2.6% | +46,358+1,264.2% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 131,991 | $3.66M | 2.4% | −27,210−17.1% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 35,921 | $3.46M | 2.3% | −12,728−26.2% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 52,389 | $3.18M | 2.1% | −22,394−29.9% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 74,104 | $2.42M | 1.6% | +20,987+39.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 7,725 | $2.38M | 1.6% | −1,919−19.9% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 22,986 | $2.34M | 1.5% | +1,803+8.5% | Added | – |
| CVXChevron Corp | Stock | 14,267 | $2.32M | 1.5% | −282−1.9% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 47,206 | $2.24M | 1.5% | −2,962−5.9% | ReducedConverted for a 2-for-1 split | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 49,359 | $1.98M | 1.3% | +18,535+60.1% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,134 | $1.77M | 1.2% | −2,487−9.7% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,226 | $1.72M | 1.1% | −19,985−47.3% | Reduced | – |
| iShares Tr46432F388 | MSCI USA VALUE | 15,499 | $1.62M | 1.1% | −7,293−32.0% | Reduced | – |
| AAPLApple Inc. | Stock | 8,954 | $1.56M | 1.0% | −5,581−38.4% | Reduced | History |
| BACBank of America Corp | Stock | 35,842 | $1.48M | 1.0% | +2,849+8.6% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 13,936 | $1.44M | 0.9% | −1,735−11.1% | Reduced | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,204 | $1.37M | 0.9% | +1,902+22.9% | Added | – |
| ABTAbbott Laboratories | Stock | 11,145 | $1.32M | 0.9% | +112+1.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 7,921 | $1.08M | 0.7% | −322−3.9% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 6,275 | $1.02M | 0.7% | −148−2.3% | Reduced | History |
| NUENucor Corp | COM | 6,575 | $977.0K | 0.6% | +481+7.9% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,311 | $944.0K | 0.6% | +279+9.2% | Added | History |
| JNJJohnson & Johnson | Stock | 5,317 | $942.0K | 0.6% | +164+3.2% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 4,879 | $900.0K | 0.6% | +431+9.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,868 | $848.0K | 0.6% | +161+9.4% | Added | – |
| WMTWalmart Inc. | Stock | 5,632 | $839.0K | 0.6% | −174−3.0% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,422 | $833.0K | 0.5% | −20,846−62.7% | Reduced | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,508 | $830.0K | 0.5% | +16,508 | New | – |
| COSTCostco Wholesale Corp | Stock | 1,428 | $823.0K | 0.5% | −1,321−48.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 1,832 | $809.0K | 0.5% | +149+8.9% | Added | History |
| QCOMQualcomm Inc | Stock | 5,265 | $805.0K | 0.5% | +413+8.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 13,979 | $779.0K | 0.5% | +691+5.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 10,412 | $760.0K | 0.5% | +33+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 219 | $714.0K | 0.5% | −151−40.8% | Reduced | History |
| INTCIntel Corp | Stock | 13,896 | $689.0K | 0.5% | +1,753+14.4% | Added | History |
| MCDMcDonalds Corp | Stock | 2,682 | $663.0K | 0.4% | +172+6.9% | Added | History |
| PEPPepsiCo Inc | Stock | 3,823 | $640.0K | 0.4% | −319−7.7% | Reduced | History |
| PFEPfizer Inc | Stock | 12,177 | $630.0K | 0.4% | −233−1.9% | Reduced | History |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 32,435 | $607.0K | 0.4% | +29,617+1,051.0% | Added | – |
| WMWaste Management Inc | Stock | 3,799 | $602.0K | 0.4% | +331+9.5% | Added | History |
| EMREmerson Electric Co | Stock | 5,936 | $582.0K | 0.4% | +308+5.5% | Added | History |
| PGProcter & Gamble Co | Stock | 3,670 | $561.0K | 0.4% | +132+3.7% | Added | History |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 21,877 | $527.0K | 0.3% | +19,131+696.7% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 8,113 | $517.0K | 0.3% | −7,737−48.8% | Reduced | – |
| CBChubb Ltd | Stock | 2,352 | $503.0K | 0.3% | +188+8.7% | Added | History |
| LEGLeggett & Platt Inc | Stock | 13,947 | $485.0K | 0.3% | +1,392+11.1% | Added | History |
| HONHoneywell International Inc | COM | 2,470 | $481.0K | 0.3% | +210+9.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 5,824 | $478.0K | 0.3% | +373+6.8% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 24,875 | $470.0K | 0.3% | +2,050+9.0% | Added | History |
| WPCW. P. Carey Inc. | COM | 5,665 | $458.0K | 0.3% | +482+9.3% | Added | History |
| TAT&T Inc. | Stock | 18,891 | $446.0K | 0.3% | −227−1.2% | Reduced | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 10,144 | $446.0K | 0.3% | −17,341−63.1% | Reduced | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 9,122 | $443.0K | 0.3% | −80,420−89.8% | Reduced | – |
| GISGeneral Mills Inc | Stock | 6,465 | $438.0K | 0.3% | +142+2.2% | Added | History |
| MTBM&T Bank Corp | COM | 2,529 | $429.0K | 0.3% | +288+12.9% | Added | History |
| Alpha Architect ETF Tr02072L706 | MERLYN AI BULL | 12,427 | $429.0K | 0.3% | −232−1.8% | Reduced | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,592 | $424.0K | 0.3% | −6,984−55.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 1,552 | $423.0K | 0.3% | −1,965−55.9% | Reduced | History |
| PPLPPL Corp | COM | 14,640 | $418.0K | 0.3% | +1,290+9.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,150 | $406.0K | 0.3% | −820−41.6% | Reduced | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,774 | $394.0K | 0.3% | −17,737−66.9% | Reduced | – |
| AMGNAmgen Inc | Stock | 1,618 | $391.0K | 0.3% | −25−1.5% | Reduced | History |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 15,271 | $373.0K | 0.2% | −54,180−78.0% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,697 | $369.0K | 0.2% | +2+0.1% | Added | – |
| iShares Tr464289883 | CORE 30 70 ETF | 9,394 | $354.0K | 0.2% | −19,077−67.0% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 2,708 | $334.0K | 0.2% | +183+7.2% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,899 | $318.0K | 0.2% | −3,375−53.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 113 | $314.0K | 0.2% | −48−29.8% | Reduced | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 6,203 | $308.0K | 0.2% | −1,608−20.6% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,791 | $301.0K | 0.2% | +3+0.1% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,220 | $299.0K | 0.2% | +6+0.3% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,775 | $291.0K | 0.2% | −7,923−74.1% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,476 | $289.0K | 0.2% | −1,118−11.7% | Reduced | – |
| COPConocoPhillips | Stock | 2,751 | $275.0K | 0.2% | −563−17.0% | Reduced | History |
| ALKAlaska Air Group, Inc. | COM | 4,333 | $251.0K | 0.2% | −200−4.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,030 | $250.0K | 0.2% | +258+9.3% | Added | History |
| CICigna Group | Stock | 1,030 | $247.0K | 0.2% | 00.0% | Unchanged | History |
| STAGSTAG Industrial, Inc. | COM | 5,685 | $235.0K | 0.2% | −8,320−59.4% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,333 | $231.0K | 0.2% | −609−12.3% | Reduced | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,160 | $231.0K | 0.2% | +2,152+53.7% | Added | – |
| HDHome Depot, Inc. | Stock | 693 | $208.0K | 0.1% | −397−36.4% | Reduced | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 6,540 | $194.0K | 0.1% | −35,409−84.4% | Reduced | – |
| KOCoca Cola Co | Stock | 2,945 | $183.0K | 0.1% | −796−21.3% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,115 | $181.0K | 0.1% | −1,232−52.5% | Reduced | – |
| BROSDutch Bros Inc. | CL A | 3,059 | $169.0K | 0.1% | +1,080+54.6% | Added | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,638 | $167.0K | 0.1% | −6,716−80.4% | Reduced | – |
| DISWalt Disney Co | Stock | 1,199 | $165.0K | 0.1% | −8−0.7% | Reduced | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 1,650 | $165.0K | 0.1% | −3,360−67.1% | Reduced | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 6,302 | $161.0K | 0.1% | −22,240−77.9% | Reduced | – |
| VVisa Inc. | Stock | 714 | $158.0K | 0.1% | −1,267−64.0% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,277 | $157.0K | 0.1% | −86−6.3% | Reduced | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 3,318 | $156.0K | 0.1% | +91+2.8% | Added | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 3,470 | $149.0K | 0.1% | −1,182−25.4% | Reduced | – |
| BABoeing Co | Stock | 765 | $146.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (90)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 115,424 | $2.90M | 1.8% | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 21,105 | $468.0K | 0.3% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,570 | $96.0K | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 650 | $70.0K | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1,190 | $63.0K | <0.1% | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,423 | $62.0K | <0.1% | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 394 | $57.0K | <0.1% | – |
| STORStore Capital LLC | COM | 1,340 | $46.0K | <0.1% | History |
| BlackRock TCP Capital Corp.87238QAD5 | NOTE 4.625% 3/0 | 40,000 | $40.0K | <0.1% | – |
| NUANNuance Communications, Inc. | COM | 703 | $39.0K | <0.1% | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 125 | $38.0K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 429 | $34.0K | <0.1% | – |
| Invesco Actively Managed ETF46090A200 | BLNCD MLTI AST | 1,864 | $32.0K | <0.1% | – |
| RWTRedwood Trust Inc | COM | 2,055 | $27.0K | <0.1% | History |
| Innovator ETFs Tr II S&P High45783Y822 | ETF | 940 | $23.0K | <0.1% | – |
| NOWServiceNow, Inc. | Stock | 32 | $21.0K | <0.1% | History |
| ORCLOracle Corp | Stock | 246 | $21.0K | <0.1% | History |
| HFCHollyFrontier Corp | COM | 504 | $17.0K | <0.1% | History |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 367 | $16.0K | <0.1% | – |
| APAMArtisan Partners Asset Management Inc. | CL A | 340 | $16.0K | <0.1% | History |
| RSReliance, Inc. | COM | 100 | $16.0K | <0.1% | History |
| ACLSAxcelis Technologies Inc | Stock | 200 | $15.0K | <0.1% | History |
| ORIOld Republic International Corp | COM | 600 | $15.0K | <0.1% | History |
| JJacobs Solutions Inc. | COM | 104 | $14.0K | <0.1% | History |
| SCHWSchwab Charles Corp | Stock | 141 | $12.0K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 200 | $11.0K | <0.1% | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 100 | $11.0K | <0.1% | – |
| XLNXXilinx Inc | COM | 51 | $11.0K | <0.1% | History |
| EVRGEvergy, Inc. | Stock | 150 | $10.0K | <0.1% | History |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 76 | $10.0K | <0.1% | – |
| NVVENuvve Holding Corp. | COM | 775 | $10.0K | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 100 | $9.00K | <0.1% | History |
| BURLBurlington Stores, Inc. | COM | 30 | $9.00K | <0.1% | History |
| First Tr Exch Traded FD III33739P871 | HORIZON MNGD ETF | 273 | $9.00K | <0.1% | – |
| PSMTPricesmart Inc | COM | 120 | $9.00K | <0.1% | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 170 | $9.00K | <0.1% | – |
| SNYSanofi | SPONSORED ADR | 151 | $8.00K | <0.1% | History |
| LNTAlliant Energy Corp | Stock | 114 | $7.00K | <0.1% | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 200 | $7.00K | <0.1% | – |
| CLFCleveland-Cliffs Inc. | COM | 300 | $7.00K | <0.1% | History |
| WDCWestern Digital Corp | COM | 100 | $7.00K | <0.1% | History |
| FEFirstenergy Corp | COM | 150 | $6.00K | <0.1% | History |
| STLDSteel Dynamics Inc | COM | 100 | $6.00K | <0.1% | History |
| Freyr BatteryL4135L100 | COM | 500 | $6.00K | <0.1% | – |
| KRKroger Co | Stock | 100 | $5.00K | <0.1% | History |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 40 | $5.00K | <0.1% | – |
| HIGHartford Insurance Group, Inc. | Stock | 63 | $4.00K | <0.1% | History |
| CATCaterpillar Inc | Stock | 20 | $4.00K | <0.1% | History |
| OTISOtis Worldwide Corp | Stock | 50 | $4.00K | <0.1% | History |
| BEEMBeam Global | COM | 226 | $4.00K | <0.1% | History |
| WYNNWynn Resorts Ltd | COM | 50 | $4.00K | <0.1% | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 175 | $4.00K | <0.1% | – |
| EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc. | COM | 809 | $4.00K | <0.1% | History |
| TPGYTPG Pace Beneficial Finance Corp. | CL A COM | 438 | $4.00K | <0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 15 | $3.00K | <0.1% | – |
| CMICummins Inc | Stock | 15 | $3.00K | <0.1% | History |
| MCHPMicrochip Technology Inc | Stock | 40 | $3.00K | <0.1% | History |
| ACMRACM Research, Inc. | Stock | 40 | $3.00K | <0.1% | History |
| DOVDOVER Corp | COM | 16 | $3.00K | <0.1% | History |
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 191 | $3.00K | <0.1% | History |
| LEVILevi Strauss & Co | CL A COM STK | 100 | $3.00K | <0.1% | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 400 | $3.00K | <0.1% | History |
| CXCemex SAB de CV | SPON ADR NEW | 500 | $3.00K | <0.1% | History |
| GOGOGogo Inc. | COM | 200 | $3.00K | <0.1% | History |
| RYZRyerson Holding Corp | COM | 100 | $3.00K | <0.1% | History |
| iShares Inc464286715 | MSCI TURKEY ETF | 163 | $3.00K | <0.1% | – |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 70 | $3.00K | <0.1% | – |
| PENGPenguin Solutions, Inc. | SHS | 40 | $3.00K | <0.1% | History |
| ADIAnalog Devices Inc | Stock | 14 | $2.00K | <0.1% | History |
| CHTRCharter Communications, Inc. | CL A | 3 | $2.00K | <0.1% | History |
| First Tr Exch Traded FD III33739P202 | EME MRK BD ETF | 77 | $2.00K | <0.1% | – |
| AOSLAlpha & Omega Semiconductor Ltd | SHS | 40 | $2.00K | <0.1% | History |
| LXLexinFintech Holdings Ltd. | ADR | 500 | $2.00K | <0.1% | History |
| ULTAUlta Beauty, Inc. | Stock | 2 | $1.00K | <0.1% | History |
| GENGen Digital Inc. | Stock | 56 | $1.00K | <0.1% | History |
| Simplify Exchange Traded Fun82889N103 | US EQT PLS CNVEX | 40 | $1.00K | <0.1% | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 9 | $1.00K | <0.1% | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 30 | $1.00K | <0.1% | – |
| UPSTUpstart Holdings, Inc. | COM | 4 | $1.00K | <0.1% | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 2 | $1.00K | <0.1% | – |
| DOCNDigitalOcean Holdings, Inc. | COM | 9 | $1.00K | <0.1% | History |
| ROKURoku, Inc | COM CL A | 2 | $1.00K | <0.1% | History |
| KOPNKopin Corp | COM | 200 | $1.00K | <0.1% | History |
| CRONCronos Group Inc. | COM | 100 | $1.00K | <0.1% | History |
| PIPRPiper Sandler Companies | COM | 0 | $1.00K | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 1 | – | – | History |
| FIBKFirst Interstate Bancsystem Inc | COM | 6 | – | – | History |
| ACBAurora Cannabis Inc | COM | 40 | – | – | History |
| BATRAAtlanta Braves Holdings, Inc. | COM A BRAVES GRP | 10 | – | – | History |
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 10 | – | – | History |