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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 5, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
633
−5 vs. Q1 2022
Portfolio value
$133.5M
−$18.8M (−12.3%) vs. Q1 2022
Filed
Aug 5, 2022
SEC
Holdings of Clearview Wealth Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF313,754$13.9M10.4%−30,522−8.9%Reduced–
Schwab US Dividend Equity ETF808524797ETF194,098$13.9M10.4%+144,073+288.0%Added–
iShares Tr46435G425ESG AWR MSCI USA117,913$9.89M7.4%−27,195−18.7%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF304,375$7.28M5.5%−56,838−15.7%Reduced–
Schwab US Aggregate Bond ETF808524839ETF136,142$6.52M4.9%−33,477−19.7%Reduced–
iShares Tr464288877EAFE VALUE ETF104,548$4.54M3.4%−20,006−16.1%Reduced–
iShares Tr46434V613CORE UNIVRSL USD95,134$4.45M3.3%−15,400−13.9%Reduced–
Schwab US Tips ETF808524870ETF69,257$3.87M2.9%+16,868+32.2%Added–
iShares Tr464288885EAFE GRWTH ETF30,413$2.45M1.8%−5,508−15.3%Reduced–
iShares Tr46435G474FALN ANGLS USD97,481$2.40M1.8%−34,510−26.1%Reduced–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS101,566$2.36M1.8%+101,566New–
CVXChevron CorpStock14,322$2.07M1.6%+55+0.4%AddedHistory
MSFTMicrosoft CorpStock7,778$2.00M1.5%+53+0.7%AddedHistory
iShares Tr464288588MBS ETF19,236$1.88M1.4%−3,750−16.3%Reduced–
iShares Core High Dividend ETF46429B663ETF14,222$1.43M1.1%+14,222New–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF32,739$1.34M1.0%−16,620−33.7%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF18,119$1.27M1.0%−4,107−18.5%Reduced–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF42,421$1.26M0.9%+37,832+824.4%Added–
AAPLApple Inc.Stock9,209$1.26M0.9%+255+2.8%AddedHistory
ABTAbbott LaboratoriesStock11,337$1.23M0.9%+192+1.7%AddedHistory
BACBank of America CorpStock37,648$1.17M0.9%+1,806+5.0%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF11,945$1.06M0.8%+11,945New–
ABBVAbbVie Inc.Stock6,419$983.0K0.7%+144+2.3%AddedHistory
JNJJohnson & JohnsonStock5,444$966.0K0.7%+127+2.4%AddedHistory
iShares Tr46435G102CONV BD ETF13,673$948.0K0.7%+12,050+742.5%Added–
JPMJPMorgan Chase & CoStock8,020$903.0K0.7%+99+1.2%AddedHistory
BMYBristol Myers Squibb CoStock10,796$831.0K0.6%+384+3.7%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF11,530$825.0K0.6%−11,604−50.2%Reduced–
LMTLockheed Martin CorpStock1,906$820.0K0.6%+74+4.0%AddedHistory
PNCPNC Financial Services Group, Inc.Stock5,108$806.0K0.6%+229+4.7%AddedHistory
NSCNorfolk Southern CorpStock3,455$785.0K0.6%+144+4.3%AddedHistory
NUENucor CorpCOM6,879$718.0K0.5%+304+4.6%AddedHistory
QCOMQualcomm IncStock5,540$708.0K0.5%+275+5.2%AddedHistory
WMTWalmart Inc.Stock5,817$707.0K0.5%+185+3.3%AddedHistory
MCDMcDonalds CorpStock2,782$687.0K0.5%+100+3.7%AddedHistory
COSTCostco Wholesale CorpStock1,429$685.0K0.5%+1+0.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,774$673.0K0.5%−94−5.0%Reduced–
PEPPepsiCo IncStock3,997$666.0K0.5%+174+4.6%AddedHistory
PFEPfizer IncStock12,443$652.0K0.5%+266+2.2%AddedHistory
iShares Tr46435U713US INFRASTRUC19,072$649.0K0.5%+19,072New–
CSCOCisco Systems, Inc.Stock14,598$622.0K0.5%+619+4.4%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL9,780$606.0K0.5%−2,642−21.3%Reduced–
WMWaste Management IncStock3,956$605.0K0.5%+157+4.1%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA11,983$603.0K0.5%−4,525−27.4%Reduced–
Listed FDS Tr53656F599SWAN HEDGED EQTY34,323$585.0K0.4%+1,888+5.8%Added–
MRKMerck & Co., Inc.Stock6,076$554.0K0.4%+252+4.3%AddedHistory
INTCIntel CorpStock14,621$547.0K0.4%+725+5.2%AddedHistory
PGProcter & Gamble CoStock3,796$546.0K0.4%+126+3.4%AddedHistory
LEGLeggett & Platt IncStock14,755$510.0K0.4%+808+5.8%AddedHistory
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF24,305$501.0K0.4%+2,428+11.1%Added–
MTBM&T Bank CorpCOM3,112$496.0K0.4%+583+23.1%AddedHistory
WPCW. P. Carey Inc.COM5,900$489.0K0.4%+235+4.1%AddedHistory
GISGeneral Mills IncStock6,449$487.0K0.4%−16−0.2%ReducedHistory
EMREmerson Electric CoStock6,098$485.0K0.4%+162+2.7%AddedHistory
CBChubb LtdStock2,442$480.0K0.4%+90+3.8%AddedHistory
AMZNAmazon Com IncStock4,500$478.0K0.4%+120+2.7%AddedConverted for a 20-for-1 splitHistory
HONHoneywell International IncCOM2,572$447.0K0.3%+102+4.1%AddedHistory
KMIKinder Morgan, Inc.Stock26,064$437.0K0.3%+1,189+4.8%AddedHistory
Schwab Strategic Tr8085247141 5YR CORP BD8,856$421.0K0.3%−266−2.9%Reduced–
PPLPPL CorpCOM15,357$417.0K0.3%+717+4.9%AddedHistory
TAT&T Inc.Stock19,630$411.0K0.3%+739+3.9%AddedHistory
AMGNAmgen IncStock1,686$410.0K0.3%+68+4.2%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT6,704$384.0K0.3%−1,409−17.4%Reduced–
KMBKimberly Clark CorpStock2,815$380.0K0.3%+107+4.0%AddedHistory
DEDeere & CoStock1,194$358.0K0.3%+1,184+11,840.0%AddedHistory
iShares Tr46434V4070-5YR HI YL CP8,665$351.0K0.3%−1,479−14.6%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,413$319.0K0.2%−1,179−21.1%Reduced–
iShares Tr464288257MSCI ACWI ETF3,733$313.0K0.2%+36+1.0%Added–
BRK.BBerkshire Hathaway IncStock1,132$309.0K0.2%−18−1.6%ReducedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF6,215$306.0K0.2%+12+0.2%Added–
NVDANVIDIA CorpStock1,893$287.0K0.2%+341+22.0%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF8,513$278.0K0.2%+37+0.4%Added–
iShares Tr46432F388MSCI USA VALUE3,035$275.0K0.2%−12,464−80.4%Reduced–
CICigna GroupStock1,030$271.0K0.2%00.0%UnchangedHistory
Alpha Architect ETF Tr02072L706MERLYN AI BULL8,382$257.0K0.2%−4,045−32.6%Reduced–
iShares Core S&P Small Cap ETF464287804ETF2,734$253.0K0.2%−57−2.0%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF2,228$249.0K0.2%+8+0.4%Added–
COPConocoPhillipsStock2,743$246.0K0.2%−8−0.3%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF5,887$245.0K0.2%−2,887−32.9%Reduced–
GOOGLAlphabet Inc.Stock112$244.0K0.2%−1−0.9%ReducedHistory
iShares Tr464289883CORE 30 70 ETF6,440$223.0K0.2%−2,954−31.4%Reduced–
WisdomTree Tr97717X578EM EX ST-OWNED7,553$217.0K0.2%−66,551−89.8%Reduced–
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD9,753$216.0K0.2%−5,518−36.1%Reduced–
HDHome Depot, Inc.Stock769$211.0K0.2%+76+11.0%AddedHistory
First Tr Exchange-Traded FD336917109SHS5,810$205.0K0.2%−350−5.7%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF6,645$200.0K0.1%+6,645New–
iShares Tr46429B655FLTG RATE NT ETF4,000$200.0K0.1%+4,000New–
XOMExxonMobil Holdings CorpCOM2,170$186.0K0.1%−860−28.4%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF1,693$180.0K0.1%−1,206−41.6%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF4,484$175.0K0.1%−42,722−90.5%Reduced–
KOCoca Cola CoStock2,688$169.0K0.1%−257−8.7%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,083$155.0K0.1%−32−2.9%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF1,524$155.0K0.1%−1,251−45.1%Reduced–
WFCWells Fargo & CompanyStock3,818$150.0K0.1%+1,776+87.0%AddedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,389$141.0K0.1%+71+2.1%AddedHistory
BROSDutch Bros Inc.CL A4,417$140.0K0.1%+1,358+44.4%AddedHistory
VVisa Inc.Stock701$138.0K0.1%−13−1.8%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF2,863$136.0K0.1%−1,470−33.9%Reduced–
iShares Tr46428865310-20 YR TRS ETF1,120$135.0K0.1%−9,084−89.0%Reduced–
BABoeing CoStock981$134.0K0.1%+216+28.2%AddedHistory

Sold out since Q1 2022 (42)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PBCTPeople's United Financial, Inc.COM4,712$94.0K0.1%History
VanEck ETF Trust92189F528VANECK SHRT MUNI3,000$51.0K<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF124$23.0K<0.1%–
EIXEdison InternationalStock169$12.0K<0.1%History
Amplify ETF Tr032108409CWP ENHANCED DIV280$10.0K<0.1%–
XELXcel Energy IncStock110$8.00K<0.1%History
Schwab Strategic Tr808524862SHT TM US TRES150$7.00K<0.1%–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH45$7.00K<0.1%–
First Tr Exchange-Traded Alp33737M102MID CP GR ALPH104$7.00K<0.1%–
iShares Tr46435G441ESG ADVNCD HY BD126$6.00K<0.1%–
EXCExelon CorpStock113$5.00K<0.1%History
WPMWheaton Precious Metals Corp.COM100$5.00K<0.1%History
FSTRFoster L B CoCOM300$5.00K<0.1%History
U.S. Global Jets ETF26922A842ETF151$3.00K<0.1%–
RVTYRevvity, Inc.COM16$3.00K<0.1%History
GAPGap IncCOM200$3.00K<0.1%History
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF70$3.00K<0.1%–
JMIAJumia Technologies AGSPONSORED ADS314$3.00K<0.1%History
KNDIKandi Technologies Group, Inc.COM860$3.00K<0.1%History
ACNAccenture plcStock7$2.00K<0.1%History
DVNDevon Energy CorpStock26$2.00K<0.1%History
AGNCAGNC Investment Corp.REIT120$2.00K<0.1%History
DXCMDexcom IncCOM4$2.00K<0.1%History
Global X FDS37954Y624AUTONMOUS EV ETF70$2.00K<0.1%–
SESea LtdSPONSORD ADS20$2.00K<0.1%History
FSLYFastly, Inc.CL A100$2.00K<0.1%History
HOLXHologic IncCOM30$2.00K<0.1%History
NEMNEWMONT CorpStock17$1.00K<0.1%History
SNOWSnowflake Inc.Stock6$1.00K<0.1%History
APAAPA CorpStock30$1.00K<0.1%History
HTZHertz Global Holdings, IncCOM NEW50$1.00K<0.1%History
GTEGran Tierra Energy Inc.COM700$1.00K<0.1%History
PRTYParty City Holdco Inc.COM300$1.00K<0.1%History
SYNHSyneos Health, Inc.CL A160$1.00K<0.1%History
TRVGtrivago N.V.SPON ADS A SHS250$1.00K<0.1%History
ZNGAZynga IncCL A70$1.00K<0.1%History
PENNPENN Entertainment, Inc.COM10$00.0%History
NVCRNovoCure LtdORD SHS1$00.0%History
EXKEndeavour Silver CorpCOM5$00.0%History
ENSVEnservco Corpcommon100$00.0%History
Farfetch Ltd30744W107ORD SH CL A25$00.0%–
Arrival GroupL0423Q108SHS100$00.0%–