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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 18, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
628
−5 vs. Q2 2022
Portfolio value
$126.2M
−$7.33M (−5.5%) vs. Q2 2022
Filed
Oct 18, 2022
SEC
Holdings of Clearview Wealth Advisors LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab US Dividend Equity ETF808524797ETF215,117$14.3M11.3%+21,019+10.8%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF333,802$14.0M11.1%+20,048+6.4%Added–
iShares Tr46435G425ESG AWR MSCI USA121,693$9.66M7.7%+3,780+3.2%Added–
iShares U.S. Treasury Bond ETF46429B267ETF345,577$7.87M6.2%+41,202+13.5%Added–
Schwab US Aggregate Bond ETF808524839ETF139,217$6.31M5.0%+3,075+2.3%Added–
iShares Tr46434V613CORE UNIVRSL USD92,756$4.13M3.3%−2,378−2.5%Reduced–
iShares Tr464288877EAFE VALUE ETF91,612$3.53M2.8%−12,936−12.4%Reduced–
iShares Tr464288885EAFE GRWTH ETF43,813$3.18M2.5%+13,400+44.1%Added–
Schwab US Tips ETF808524870ETF51,593$2.67M2.1%−17,664−25.5%Reduced–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS107,880$2.26M1.8%+6,314+6.2%Added–
CVXChevron CorpStock14,541$2.09M1.7%+219+1.5%AddedHistory
iShares Tr46435G474FALN ANGLS USD76,681$1.83M1.5%−20,800−21.3%Reduced–
MSFTMicrosoft CorpStock7,778$1.81M1.4%00.0%UnchangedHistory
iShares Tr464288588MBS ETF18,726$1.72M1.4%−510−2.7%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF23,252$1.54M1.2%+5,133+28.3%Added–
AAPLApple Inc.Stock9,293$1.28M1.0%+84+0.9%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF42,718$1.25M1.0%+297+0.7%Added–
iShares Core S&P Small Cap ETF464287804ETF13,933$1.22M1.0%+11,199+409.6%Added–
BACBank of America CorpStock38,674$1.17M0.9%+1,026+2.7%AddedHistory
ABTAbbott LaboratoriesStock11,490$1.11M0.9%+153+1.3%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF30,439$1.09M0.9%−2,300−7.0%Reduced–
iShares Core High Dividend ETF46429B663ETF11,697$1.07M0.8%−2,525−17.8%Reduced–
JNJJohnson & JohnsonStock5,567$910.0K0.7%+123+2.3%AddedHistory
ABBVAbbVie Inc.Stock6,623$889.0K0.7%+204+3.2%AddedHistory
JPMJPMorgan Chase & CoStock8,135$850.0K0.7%+115+1.4%AddedHistory
PNCPNC Financial Services Group, Inc.Stock5,290$791.0K0.6%+182+3.6%AddedHistory
WMTWalmart Inc.Stock5,924$768.0K0.6%+107+1.8%AddedHistory
BMYBristol Myers Squibb CoStock10,802$768.0K0.6%+6+0.1%AddedHistory
NUENucor CorpCOM7,121$762.0K0.6%+242+3.5%AddedHistory
NSCNorfolk Southern CorpStock3,571$749.0K0.6%+116+3.4%AddedHistory
LMTLockheed Martin CorpStock1,886$729.0K0.6%−20−1.0%ReducedHistory
PEPPepsiCo IncStock4,104$670.0K0.5%+107+2.7%AddedHistory
WMWaste Management IncStock4,094$656.0K0.5%+138+3.5%AddedHistory
iShares Tr46435G102CONV BD ETF9,460$652.0K0.5%−4,213−30.8%Reduced–
MCDMcDonalds CorpStock2,819$651.0K0.5%+37+1.3%AddedHistory
QCOMQualcomm IncStock5,635$637.0K0.5%+95+1.7%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,764$633.0K0.5%−10−0.6%Reduced–
COSTCostco Wholesale CorpStock1,289$609.0K0.5%−140−9.8%ReducedHistory
CSCOCisco Systems, Inc.Stock15,099$604.0K0.5%+501+3.4%AddedHistory
PFEPfizer IncStock12,789$560.0K0.4%+346+2.8%AddedHistory
MRKMerck & Co., Inc.Stock6,283$541.0K0.4%+207+3.4%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL9,279$537.0K0.4%−501−5.1%Reduced–
Listed FDS Tr53656F599SWAN HEDGED EQTY31,865$536.0K0.4%−2,458−7.2%Reduced–
MTBM&T Bank CorpCOM2,930$517.0K0.4%−182−5.8%ReducedHistory
GISGeneral Mills IncStock6,635$508.0K0.4%+186+2.9%AddedHistory
LEGLeggett & Platt IncStock15,290$508.0K0.4%+535+3.6%AddedHistory
AMZNAmazon Com IncStock4,421$500.0K0.4%−79−1.8%ReducedHistory
PGProcter & Gamble CoStock3,910$494.0K0.4%+114+3.0%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA9,328$469.0K0.4%−2,655−22.2%Reduced–
EMREmerson Electric CoStock6,312$462.0K0.4%+214+3.5%AddedHistory
CBChubb LtdStock2,524$459.0K0.4%+82+3.4%AddedHistory
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF23,663$454.0K0.4%−642−2.6%Reduced–
KMIKinder Morgan, Inc.Stock26,909$448.0K0.4%+845+3.2%AddedHistory
HONHoneywell International IncCOM2,659$444.0K0.4%+87+3.4%AddedHistory
WPCW. P. Carey Inc.COM6,100$426.0K0.3%+200+3.4%AddedHistory
DEDeere & CoStock1,238$413.0K0.3%+44+3.7%AddedHistory
PPLPPL CorpCOM15,888$403.0K0.3%+531+3.5%AddedHistory
INTCIntel CorpStock15,097$389.0K0.3%+476+3.3%AddedHistory
TELTE Connectivity plcREG SHS3,495$386.0K0.3%+3,495NewHistory
WisdomTree Tr97717X669US QTLY DIV GRT6,502$351.0K0.3%−202−3.0%Reduced–
Schwab Strategic Tr8085246985 10YR CORP BD8,034$338.0K0.3%+7,843+4,106.3%Added–
KMBKimberly Clark CorpStock2,904$327.0K0.3%+89+3.2%AddedHistory
iShares Tr46434V4070-5YR HI YL CP7,851$314.0K0.2%−814−9.4%Reduced–
BRK.BBerkshire Hathaway IncStock1,166$311.0K0.2%+34+3.0%AddedHistory
TAT&T Inc.Stock19,565$300.0K0.2%−65−0.3%ReducedHistory
Schwab Strategic Tr8085247141 5YR CORP BD6,466$299.0K0.2%−2,390−27.0%Reduced–
iShares Tr464288257MSCI ACWI ETF3,733$291.0K0.2%00.0%Unchanged–
CICigna GroupStock1,030$286.0K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock2,753$282.0K0.2%+10+0.4%AddedHistory
iShares Tr46435U713US INFRASTRUC8,745$282.0K0.2%−10,327−54.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,158$278.0K0.2%−255−5.8%Reduced–
iShares U S ETF Tr46431W507SHOR DURA BD ETF5,562$274.0K0.2%−653−10.5%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF2,870$263.0K0.2%+2,200+328.4%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF8,025$251.0K0.2%−488−5.7%Reduced–
NVDANVIDIA CorpStock1,951$237.0K0.2%+58+3.1%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF3,244$234.0K0.2%−8,286−71.9%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF2,239$233.0K0.2%+11+0.5%Added–
BROSDutch Bros Inc.CL A7,035$219.0K0.2%+2,618+59.3%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF5,363$219.0K0.2%−524−8.9%Reduced–
HDHome Depot, Inc.Stock781$216.0K0.2%+12+1.6%AddedHistory
iShares Tr46432F388MSCI USA VALUE2,632$216.0K0.2%−403−13.3%Reduced–
GOOGLAlphabet Inc.Stock2,240$214.0K0.2%00.0%UnchangedConverted for a 20-for-1 splitHistory
iShares Tr464289883CORE 30 70 ETF6,310$206.0K0.2%−130−2.0%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF6,645$201.0K0.2%00.0%Unchanged–
iShares Tr46429B655FLTG RATE NT ETF4,000$201.0K0.2%00.0%Unchanged–
Alpha Architect ETF Tr02072L706MERLYN AI BULL7,057$200.0K0.2%−1,325−15.8%Reduced–
XOMExxonMobil Holdings CorpCOM2,187$191.0K0.2%+17+0.8%AddedHistory
Invesco Exch Traded FD Tr II46138G870VAR RATE PFD8,203$180.0K0.1%−1,550−15.9%Reduced–
First Tr Exchange-Traded FD336917109SHS5,578$179.0K0.1%−232−4.0%Reduced–
KOCoca Cola CoStock2,691$151.0K0.1%+3+0.1%AddedHistory
WFCWells Fargo & CompanyStock3,754$151.0K0.1%−64−1.7%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,083$146.0K0.1%00.0%Unchanged–
WisdomTree Tr97717X578EM EX ST-OWNED5,780$142.0K0.1%−1,773−23.5%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF3,509$133.0K0.1%−975−21.7%Reduced–
SBUXStarbucks CorpStock1,525$129.0K0.1%+1+0.1%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF1,339$129.0K0.1%−185−12.1%Reduced–
WERNWerner Enterprises IncCOM3,388$127.0K0.1%+10+0.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF342$122.0K0.1%+30+9.6%AddedHistory
Defiance Quantum ETF26922A420ETF3,343$121.0K0.1%+79+2.4%Added–
VVisa Inc.Stock670$119.0K0.1%−31−4.4%ReducedHistory

Sold out since Q2 2022 (41)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares S&P Small-Cap 600 Value ETF464287879ETF11,945$1.06M0.8%–
Apollo Coml Real Est Fin Inc03762UAB1NOTE 4.750% 8/255,000$55.0K<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF980$49.0K<0.1%–
DBX ETF Tr233051705XTRACK MUN INFRA1,761$44.0K<0.1%–
Prospect Cap Corp74348TAR3NOTE 4.950% 7/142,000$42.0K<0.1%–
WLLWhiting Holdings LLCCOM NEW620$42.0K<0.1%History
iShares Tr46434V1000-5YR INVT GR CP795$39.0K<0.1%–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF380$38.0K<0.1%–
Columbia ETF Tr I19761L607MULTI SEC MUNI1,800$36.0K<0.1%–
HASHasbro, Inc.COM397$33.0K<0.1%History
TMOThermo Fisher Scientific Inc.Stock51$28.0K<0.1%History
GSKGSK plcSPONSORED ADR540$24.0K<0.1%History
MKCMcCormick & Co IncStock261$22.0K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM1,000$18.0K<0.1%History
ULCCFrontier Group Holdings, Inc.COM1,000$9.00K<0.1%History
LVSLas Vegas Sands CorpCOM200$7.00K<0.1%History
iShares Tr4642874571 3 YR TREAS BD90$7.00K<0.1%–
ESTCElastic N.V.ORD SHS76$5.00K<0.1%History
OXYOccidental Petroleum CorpStock60$4.00K<0.1%History
AIC3.ai, Inc.Stock201$4.00K<0.1%History
DKSDick's Sporting Goods, Inc.Stock50$4.00K<0.1%History
NETCloudflare, Inc.CL A COM85$4.00K<0.1%History
APPHAppHarvest, Inc.COM1,215$4.00K<0.1%History
ZSZscaler, Inc.Stock20$3.00K<0.1%History
SIGSignet Jewelers LtdSHS50$3.00K<0.1%History
EMBCEmbecta Corp.Stock33$1.00K<0.1%History
MHKMohawk Industries IncCOM10$1.00K<0.1%History
iShares Tr464287788U.S. FINLS ETF20$1.00K<0.1%–
MBUUMalibu Boats, Inc.COM CL A25$1.00K<0.1%History
MLCOMelco Resorts & Entertainment LTDADR100$1.00K<0.1%History
CZRCaesars Entertainment, Inc.COM18$1.00K<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A COM50$1.00K<0.1%History
NOVASunnova Energy International Inc.COM75$1.00K<0.1%History
UNGUnited States Natural Gas Fund, LPUNIT PAR30$1.00K<0.1%History
TROWPrice T Rowe Group IncStock2$00.0%History
CHGGChegg, IncCOM10$00.0%History
SKINSkinHealth Systems Inc.COM CL A25$00.0%History
BBBY20230930-DK-Butterfly-1, Inc.COM50$00.0%History
CGCCanopy Growth CorpCOM170$00.0%History
FSRFisker Inc.CL A COM STK40$00.0%History
VCSAVacasa, Inc.CLASS A COM100$00.0%History