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Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 31, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
621
−7 vs. Q3 2022
Portfolio value
$129.4M
+$3.26M (+2.6%) vs. Q3 2022
Filed
Jan 31, 2023
SEC
Holdings of Clearview Wealth Advisors LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab US Dividend Equity ETF808524797ETF168,282$12.7M9.8%−46,835−21.8%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF262,611$11.8M9.1%−71,191−21.3%Reduced–
iShares Tr46435G425ESG AWR MSCI USA92,652$7.85M6.1%−29,041−23.9%Reduced–
Schwab US Aggregate Bond ETF808524839ETF103,423$4.72M3.6%−35,794−25.7%Reduced–
iShares Tr46434V613CORE UNIVRSL USD89,570$4.02M3.1%−3,186−3.4%Reduced–
iShares U.S. Treasury Bond ETF46429B267ETF148,461$3.37M2.6%−197,116−57.0%Reduced–
iShares Tr464288877EAFE VALUE ETF69,072$3.17M2.4%−22,540−24.6%Reduced–
Vanguard S&P 500 ETF922908363ETF8,347$2.93M2.3%+8,344+278,133.3%Added–
Vanguard High Dividend Yield Index ETF921946406ETF25,954$2.81M2.2%+24,922+2,414.9%Added–
iShares Tr464288588MBS ETF30,157$2.80M2.2%+11,431+61.0%Added–
CVXChevron CorpStock14,529$2.61M2.0%−12−0.1%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF31,004$2.60M2.0%−12,809−29.2%Reduced–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS84,135$1.94M1.5%−23,745−22.0%Reduced–
MSFTMicrosoft CorpStock7,541$1.81M1.4%−237−3.0%ReducedHistory
Vanguard World FD921910733ESG US STK ETF27,049$1.78M1.4%+27,049New–
Vanguard Total Bond Market ETF921937835ETF23,915$1.72M1.3%+23,915New–
Vanguard Short-Term Bond ETF921937827ETF20,118$1.51M1.2%+20,118New–
iShares MSCI USA Min Vol Factor ETF46429B697ETF19,442$1.40M1.1%−3,810−16.4%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF9,142$1.39M1.1%+8,059+744.1%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS22,729$1.31M1.0%+22,729New–
iShares Tr46434V4070-5YR HI YL CP31,817$1.30M1.0%+23,966+305.3%Added–
ABTAbbott LaboratoriesStock11,477$1.26M1.0%−13−0.1%ReducedHistory
AAPLApple Inc.Stock8,996$1.17M0.9%−297−3.2%ReducedHistory
BACBank of America CorpStock33,491$1.11M0.9%−5,183−13.4%ReducedHistory
JPMJPMorgan Chase & CoStock8,116$1.09M0.8%−19−0.2%ReducedHistory
ABBVAbbVie Inc.Stock6,650$1.07M0.8%+27+0.4%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF34,343$1.01M0.8%−8,375−19.6%Reduced–
Schwab US Tips ETF808524870ETF19,251$997.0K0.8%−32,342−62.7%Reduced–
Vanguard Whitehall FDS921946794INTL HIGH ETF16,350$974.0K0.8%+15,982+4,342.9%Added–
JNJJohnson & JohnsonStock5,445$962.0K0.7%−122−2.2%ReducedHistory
NUENucor CorpCOM7,153$942.9K0.7%+32+0.4%AddedHistory
LMTLockheed Martin CorpStock1,870$909.7K0.7%−16−0.8%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF9,576$906.4K0.7%−4,357−31.3%Reduced–
iShares Tr464287721U.S. TECH ETF11,896$886.2K0.7%+10,716+908.1%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS15,046$879.9K0.7%+15,046New–
NSCNorfolk Southern CorpStock3,561$877.7K0.7%−10−0.3%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD11,435$859.8K0.7%+10,837+1,812.2%Added–
PNCPNC Financial Services Group, Inc.Stock5,266$831.8K0.6%−24−0.5%ReducedHistory
WMTWalmart Inc.Stock5,747$814.9K0.6%−177−3.0%ReducedHistory
iShares Tr46435G474FALN ANGLS USD32,667$804.0K0.6%−44,014−57.4%Reduced–
BMYBristol Myers Squibb CoStock10,751$773.6K0.6%−51−0.5%ReducedHistory
MCDMcDonalds CorpStock2,820$743.4K0.6%+10.0%AddedHistory
PEPPepsiCo IncStock4,089$738.8K0.6%−15−0.4%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF25,876$729.4K0.6%−4,563−15.0%Reduced–
CSCOCisco Systems, Inc.Stock15,040$716.5K0.6%−59−0.4%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF3,275$697.9K0.5%+3,233+7,697.6%Added–
MRKMerck & Co., Inc.Stock6,263$694.9K0.5%−20−0.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,765$678.3K0.5%+1+0.1%Added–
PFEPfizer IncStock12,753$653.5K0.5%−36−0.3%ReducedHistory
WMWaste Management IncStock4,082$640.4K0.5%−12−0.3%ReducedHistory
EMREmerson Electric CoStock6,287$604.0K0.5%−25−0.4%ReducedHistory
QCOMQualcomm IncStock5,439$598.1K0.5%−196−3.5%ReducedHistory
PGProcter & Gamble CoStock3,928$595.4K0.5%+18+0.5%AddedHistory
COSTCostco Wholesale CorpStock1,270$580.1K0.4%−19−1.5%ReducedHistory
HONHoneywell International IncCOM2,670$572.4K0.4%+11+0.4%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF3,856$562.7K0.4%+3,729+2,936.2%Added–
GISGeneral Mills IncStock6,661$558.6K0.4%+26+0.4%AddedHistory
CBChubb LtdStock2,521$556.1K0.4%−3−0.1%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL8,569$547.6K0.4%−710−7.7%Reduced–
DEDeere & CoStock1,254$537.7K0.4%+16+1.3%AddedHistory
LEGLeggett & Platt IncStock15,298$493.1K0.4%+8+0.1%AddedHistory
iShares Tr46435G102CONV BD ETF7,076$491.6K0.4%−2,384−25.2%Reduced–
KMIKinder Morgan, Inc.Stock26,796$484.5K0.4%−113−0.4%ReducedHistory
WPCW. P. Carey Inc.COM6,077$474.9K0.4%−23−0.4%ReducedHistory
PPLPPL CorpCOM15,981$467.0K0.4%+93+0.6%AddedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY25,445$436.8K0.3%−6,420−20.1%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT7,160$432.2K0.3%+658+10.1%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF10,778$420.1K0.3%+10,775+359,166.7%Added–
MTBM&T Bank CorpCOM2,838$411.7K0.3%−92−3.1%ReducedHistory
TELTE Connectivity plcREG SHS3,499$401.7K0.3%+4+0.1%AddedHistory
KMBKimberly Clark CorpStock2,925$397.1K0.3%+21+0.7%AddedHistory
INTCIntel CorpStock14,817$391.6K0.3%−280−1.9%ReducedHistory
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF18,974$371.5K0.3%−4,689−19.8%Reduced–
BRK.BBerkshire Hathaway IncStock1,166$360.2K0.3%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF1,119$357.4K0.3%+1,081+2,844.7%Added–
Vanguard World FD921910709EXTENDED DUR4,259$352.8K0.3%+4,259New–
WisdomTree Tr97717Y527FLOATNG RAT TREA6,854$344.6K0.3%−2,474−26.5%Reduced–
TAT&T Inc.Stock18,701$344.3K0.3%−864−4.4%ReducedHistory
CICigna GroupStock1,030$341.3K0.3%00.0%UnchangedHistory
COPConocoPhillipsStock2,757$325.4K0.3%+4+0.1%AddedHistory
iShares Tr464288257MSCI ACWI ETF3,762$319.4K0.2%+29+0.8%Added–
AMZNAmazon Com IncStock3,691$310.0K0.2%−730−16.5%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,918$292.1K0.2%−240−5.8%Reduced–
iShares Tr46435U713US INFRASTRUC7,373$267.4K0.2%−1,372−15.7%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,001$262.5K0.2%−243−7.5%Reduced–
iShares Core High Dividend ETF46429B663ETF2,504$261.1K0.2%−9,193−78.6%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF2,249$256.3K0.2%+10+0.4%Added–
NVDANVIDIA CorpStock1,692$247.3K0.2%−259−13.3%ReducedHistory
HDHome Depot, Inc.Stock777$245.7K0.2%−4−0.5%ReducedHistory
XOMExxonMobil Holdings CorpCOM2,103$232.0K0.2%−84−3.8%ReducedHistory
iShares Tr46432F388MSCI USA VALUE2,421$220.7K0.2%−211−8.0%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF6,645$201.9K0.2%00.0%Unchanged–
iShares Tr46429B655FLTG RATE NT ETF4,000$201.3K0.2%00.0%Unchanged–
BROSDutch Bros Inc.CL A7,030$198.2K0.2%−5−0.1%ReducedHistory
First Tr Exchange-Traded FD336917109SHS5,408$197.7K0.2%−170−3.0%Reduced–
KOCoca Cola CoStock2,709$172.4K0.1%+18+0.7%AddedHistory
SBUXStarbucks CorpStock1,527$151.6K0.1%+2+0.1%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF3,705$151.5K0.1%−1,658−30.9%Reduced–
VVisa Inc.Stock654$136.0K0.1%−16−2.4%ReducedHistory
iShares Tr464289883CORE 30 70 ETF3,899$131.0K0.1%−2,411−38.2%Reduced–

Sold out since Q3 2022 (49)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF8,025$251.0K0.2%–
Alpha Architect ETF Tr02072L706MERLYN AI BULL7,057$200.0K0.2%–
WERNWerner Enterprises IncCOM3,388$127.0K0.1%History
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF2,085$100.0K0.1%–
SHLXShell Midstream Partners, L.P.UNIT LTD INT4,309$68.0K0.1%History
iShares Tr464288513IBOXX HI YD ETF820$59.0K<0.1%–
iShares Tr464287713US TELECOM ETF2,067$43.0K<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF489$43.0K<0.1%–
iShares Tr46428951110+ YR INVST GRD387$19.0K<0.1%–
First Tr Exch Traded FD III33739N108MANAGD MUN ETF350$17.0K<0.1%–
Fidelity Covington Trust316092857MSCI RL EST ETF633$15.0K<0.1%–
CTXSCitrix Systems IncCOM145$15.0K<0.1%History
TWTRTwitter, Inc.COM300$13.0K<0.1%History
iShares Core U.S. Aggregate Bond ETF464287226ETF86$8.00K<0.1%–
iShares Core MSCI Total International Stock ETF46432F834ETF138$7.00K<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF30$6.00K<0.1%–
JWNNordstrom IncStock384$6.00K<0.1%History
iShares Tr4642874407-10 YR TRSY BD58$6.00K<0.1%–
Invesco Exchange Traded FD T46137V456S&P MDCP VLU MNT140$5.00K<0.1%–
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS200$4.00K<0.1%History
SIXSix Flags Entertainment CorpCOM200$4.00K<0.1%History
QGENQiagen N.V.SHS NEW100$4.00K<0.1%History
BBYBest Buy Co IncStock50$3.00K<0.1%History
PIMCO ETF Tr72201R7830-5 HIGH YIELD29$3.00K<0.1%–
ILMNIllumina, Inc.COM10$2.00K<0.1%History
AFRMAffirm Holdings, Inc.COM CL A100$2.00K<0.1%History
Alpha Architect ETF Tr02072L805MERLYN AI ETF100$2.00K<0.1%–
EVBGEverbridge, Inc.COM50$2.00K<0.1%History
LUMNLumen Technologies, Inc.Stock192$1.00K<0.1%History
KRKroger CoStock30$1.00K<0.1%History
LYFTLyft, Inc.CL A COM100$1.00K<0.1%History
ELFe.l.f. Beauty, Inc.COM30$1.00K<0.1%History
First Tr Exchange-Traded FD33738D309SENIOR LN FD13$1.00K<0.1%–
FIVEFive Below, IncCOM10$1.00K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW10$1.00K<0.1%–
Hexo Corp428304307COM NEW4,000$1.00K<0.1%–
TLRYTilray Brands, Inc.COM CL 2451$1.00K<0.1%History
Paramount Global92556H206CL B30$1.00K<0.1%–
ZENZendesk, Inc.COM11$1.00K<0.1%History
TSATTelesat CorpCL A & CL B SHS100$1.00K<0.1%History
DXCDXC Technology CoStock8$00.0%History
ZIMVZimVie Inc.Stock1$00.0%History
IIPRInnovative Industrial Properties IncCOM1$00.0%History
MMacy's, Inc.COM20$00.0%History
CVNACarvana Co.CL A10$00.0%History
OCGNOcugen, Inc.COM100$00.0%History
Micro Focus Intl PLC594837403SPON ADR NEW12$00.0%–
RMORomeo Power, Inc.COM500$00.0%History
DRKDarkHorse Technologies Inc.COM200$00.0%History