Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- Latest filing
- Feb 17, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 685
- +15 vs. Q1 2023
- Portfolio value
- $98.4M
- −$268.8K (−0.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 104,297 | $5.43M | 5.5% | −6,208−5.6% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 41,971 | $3.05M | 3.1% | −7,669−15.4% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 27,556 | $2.69M | 2.7% | −8,906−24.4% | Reduced | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 89,442 | $2.63M | 2.7% | −2,391−2.6% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 13,267 | $2.37M | 2.4% | −229−1.7% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 23,582 | $2.31M | 2.3% | +23,582 | New | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,375 | $2.30M | 2.3% | +22,375 | New | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,629 | $2.28M | 2.3% | +23,629 | New | – |
| MSFTMicrosoft Corp | Stock | 5,839 | $1.99M | 2.0% | −109−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 12,094 | $1.90M | 1.9% | −39−0.3% | Reduced | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 37,270 | $1.72M | 1.7% | +1,558+4.4% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,129 | $1.68M | 1.7% | −53−1.3% | Reduced | – |
| AAPLApple Inc. | Stock | 7,394 | $1.43M | 1.5% | +5+0.1% | Added | History |
| LMTLockheed Martin Corp | Stock | 2,931 | $1.35M | 1.4% | +80+2.8% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,796 | $1.31M | 1.3% | −1,660−5.5% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,010 | $1.22M | 1.2% | +5,644+167.7% | Added | – |
| TYLTyler Technologies Inc | COM | 2,898 | $1.21M | 1.2% | +280+10.7% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,546 | $1.10M | 1.1% | −520−4.3% | Reduced | – |
| GGGGraco Inc | COM | 12,431 | $1.07M | 1.1% | +1,535+14.1% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 46,733 | $1.07M | 1.1% | +9,639+26.0% | Added | – |
| GISGeneral Mills Inc | Stock | 13,375 | $1.03M | 1.0% | +8,367+167.1% | Added | History |
| NDSNNordson Corp | COM | 4,064 | $1.01M | 1.0% | +170+4.4% | Added | History |
| iShares Tr464288588 | MBS ETF | 10,617 | $990.2K | 1.0% | −1,490−12.3% | Reduced | – |
| FBINFortune Brands Innovations, Inc. | COM | 13,598 | $978.4K | 1.0% | +820+6.4% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 12,029 | $942.5K | 1.0% | −79−0.7% | Reduced | – |
| EMNEastman Chemical Co | Stock | 10,921 | $914.3K | 0.9% | +866+8.6% | Added | History |
| UHSUniversal Health Services Inc | CL B | 5,636 | $889.2K | 0.9% | −101−1.8% | Reduced | History |
| ZBRAZebra Technologies Corp | CL A | 2,941 | $870.0K | 0.9% | +282+10.6% | Added | History |
| LLYEli Lilly & Co | Stock | 1,849 | $866.9K | 0.9% | +1,687+1,041.4% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 17,656 | $864.1K | 0.9% | −4,948−21.9% | Reduced | – |
| CTLTCatalent, Inc. | COM | 19,696 | $854.0K | 0.9% | +19,666+65,553.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 5,666 | $824.1K | 0.8% | −197−3.4% | Reduced | History |
| NUENucor Corp | COM | 4,962 | $813.6K | 0.8% | −63−1.3% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,939 | $813.1K | 0.8% | −1,165−9.6% | Reduced | – |
| CLColgate Palmolive Co | Stock | 10,342 | $796.8K | 0.8% | +389+3.9% | Added | History |
| DAYDayforce, Inc. | COM | 11,415 | $764.5K | 0.8% | +792+7.5% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 1,656 | $754.9K | 0.8% | +104+6.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,685 | $750.9K | 0.8% | −83−4.7% | Reduced | – |
| TWNKHostess Brands, Inc. | CL A | 29,387 | $744.1K | 0.8% | +29,387 | New | History |
| JNJJohnson & Johnson | Stock | 4,420 | $731.6K | 0.7% | −22−0.5% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 3,235 | $727.1K | 0.7% | +267+9.0% | Added | History |
| SJMJ M SMUCKER Co | Stock | 4,856 | $717.0K | 0.7% | +4,856 | New | History |
| TRMBTrimble Inc. | COM | 13,184 | $698.0K | 0.7% | +146+1.1% | Added | History |
| BACBank of America Corp | Stock | 23,089 | $662.4K | 0.7% | −95−0.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,763 | $641.7K | 0.7% | −54−1.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,049 | $636.5K | 0.6% | −5,123−55.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 1,499 | $634.1K | 0.6% | −49−3.2% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,047 | $610.8K | 0.6% | −16−0.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,125 | $605.7K | 0.6% | −60−5.1% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 5,457 | $594.1K | 0.6% | −292−5.1% | Reduced | – |
| ABTAbbott Laboratories | Stock | 5,378 | $586.3K | 0.6% | −22−0.4% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 2,511 | $569.4K | 0.6% | −30−1.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,069 | $568.4K | 0.6% | −105−3.3% | Reduced | History |
| ZYXIZynex Inc | COM | 58,120 | $557.4K | 0.6% | +58,120 | New | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,235 | $555.3K | 0.6% | −157−2.9% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 10,516 | $544.1K | 0.6% | −109−1.0% | Reduced | History |
| MODVModivCare Inc | COM | 11,775 | $532.3K | 0.5% | +11,775 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,453 | $515.2K | 0.5% | −2,166−17.2% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 4,414 | $509.4K | 0.5% | −52−1.2% | Reduced | History |
| WMWaste Management Inc | Stock | 2,825 | $489.9K | 0.5% | −39−1.4% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 7,566 | $483.9K | 0.5% | −10,878−59.0% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,160 | $477.3K | 0.5% | −459−6.0% | Reduced | – |
| LOWLowes Companies Inc | Stock | 2,088 | $471.1K | 0.5% | −35−1.6% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 6,452 | $470.6K | 0.5% | −17−0.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 3,811 | $453.7K | 0.5% | −15−0.4% | Reduced | History |
| PGProcter & Gamble Co | Stock | 2,970 | $450.6K | 0.5% | −20−0.7% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,989 | $439.0K | 0.4% | −865−11.0% | Reduced | – |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 23,710 | $438.7K | 0.4% | −349−1.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 3,335 | $434.8K | 0.4% | −210−5.9% | Reduced | History |
| DXPEDXP Enterprises Inc | COM NEW | 10,958 | $399.0K | 0.4% | +10,958 | New | History |
| EMREmerson Electric Co | Stock | 4,378 | $395.8K | 0.4% | −60−1.4% | Reduced | History |
| HONHoneywell International Inc | COM | 1,873 | $388.7K | 0.4% | −24−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,132 | $386.0K | 0.4% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,315 | $376.0K | 0.4% | −64−2.7% | Reduced | – |
| DEDeere & Co | Stock | 905 | $366.5K | 0.4% | −1−0.1% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 3,799 | $364.4K | 0.4% | +37+1.0% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 14,295 | $362.7K | 0.4% | −1,470−9.3% | Reduced | – |
| CBChubb Ltd | Stock | 1,805 | $347.6K | 0.4% | −23−1.3% | Reduced | History |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 17,085 | $347.3K | 0.4% | −2,083−10.9% | Reduced | – |
| TELTE Connectivity plc | REG SHS | 2,455 | $344.1K | 0.3% | −21−0.8% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,419 | $340.8K | 0.3% | −1,322−27.9% | Reduced | – |
| HVTHaverty Furniture Companies Inc | COM | 11,027 | $333.2K | 0.3% | +11,007+55,035.0% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 18,857 | $324.7K | 0.3% | −265−1.4% | Reduced | History |
| LEGLeggett & Platt Inc | Stock | 10,565 | $312.9K | 0.3% | −108−1.0% | Reduced | History |
| PFEPfizer Inc | Stock | 8,406 | $308.3K | 0.3% | −697−7.7% | Reduced | History |
| MOVMovado Group Inc | COM | 11,463 | $307.6K | 0.3% | +11,463 | New | History |
| ZEUSOlympic Steel Inc | COM | 6,277 | $307.6K | 0.3% | −357−5.4% | Reduced | History |
| HSIIHeidrick & Struggles International Inc | COM | 11,539 | $305.4K | 0.3% | +11,539 | New | History |
| BOOMDMC Global Inc. | COM | 16,990 | $301.7K | 0.3% | +3,711+27.9% | Added | History |
| PPLPPL Corp | COM | 11,073 | $293.0K | 0.3% | −163−1.5% | Reduced | History |
| CICigna Group | Stock | 1,030 | $289.0K | 0.3% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,276 | $286.7K | 0.3% | −1,416−38.4% | Reduced | History |
| WPCW. P. Carey Inc. | COM | 4,182 | $282.5K | 0.3% | −65−1.5% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,872 | $281.5K | 0.3% | −4−0.1% | Reduced | – |
| COPConocoPhillips | Stock | 2,691 | $278.8K | 0.3% | +5+0.2% | Added | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 5,328 | $268.1K | 0.3% | −98−1.8% | Reduced | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,501 | $259.7K | 0.3% | −393−10.1% | Reduced | – |
| LOCOEl Pollo Loco Holdings, Inc. | COM | 29,494 | $258.7K | 0.3% | +29,494 | New | History |
| CMTLComtech Telecommunications Corp | COM NEW | 28,134 | $257.1K | 0.3% | +28,134 | New | History |
| MTBM&T Bank Corp | COM | 2,043 | $252.8K | 0.3% | −24−1.2% | Reduced | History |
Sold out since Q1 2023 (61)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| Royal Caribbean Group780153BB7 | NOTE 4.250% 6/1 | 20,000 | $20.3K | <0.1% | – |
| AXSAxis Capital Holdings Ltd | SHS | 223 | $12.2K | <0.1% | History |
| CXCemex SAB de CV | SPON ADR NEW | 2,186 | $12.1K | <0.1% | History |
| TRTNTriton International Ltd | CL A | 184 | $11.6K | <0.1% | History |
| IVZInvesco Ltd. | Stock | 697 | $11.4K | <0.1% | History |
| NVTnVent Electric plc | SHS | 260 | $11.2K | <0.1% | History |
| PRGOPERRIGO Co plc | SHS | 308 | $11.0K | <0.1% | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 411 | $10.9K | <0.1% | History |
| BNSBank of Nova Scotia | COM | 212 | $10.7K | <0.1% | History |
| CAJPYCanon Inc | SPONSORED ADR | 459 | $10.2K | <0.1% | History |
| Credit Suisse Group225401108 | SPONSORED ADR | 9,162 | $8.15K | <0.1% | – |
| LACLithium Americas Corp. | COM NEW | 300 | $6.53K | <0.1% | History |
| AMCRAmcor plc | ORD | 532 | $6.05K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 83 | $5.61K | <0.1% | History |
| WisdomTree Tr97717W125 | FUTRE STRAT FD | 100 | $3.36K | <0.1% | – |
| GOLFAcushnet Holdings Corp. | COM | 61 | $3.11K | <0.1% | History |
| HAYWHayward Holdings, Inc. | COM | 250 | $2.93K | <0.1% | History |
| EXPEExpedia Group, Inc. | Stock | 30 | $2.91K | <0.1% | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 42 | $2.69K | <0.1% | – |
| OSHOak Street Health, Inc. | COM | 60 | $2.32K | <0.1% | History |
| LTHMLivent Corp. | COM | 100 | $2.17K | <0.1% | History |
| VIAVViavi Solutions Inc. | COM | 200 | $2.17K | <0.1% | History |
| FCXFreeport-McMoran Inc | Stock | 52 | $2.16K | <0.1% | History |
| SIRISirius XM Holdings Inc. | COM | 512 | $2.04K | <0.1% | History |
| SANMSanmina Corp | COM | 32 | $1.95K | <0.1% | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 15 | $1.95K | <0.1% | History |
| WTWWillis Towers Watson PLC | SHS | 8 | $1.86K | <0.1% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 20 | $1.86K | <0.1% | History |
| NEUNewmarket Corp | COM | 5 | $1.82K | <0.1% | History |
| RNRRenaissancere Holdings Ltd | COM | 9 | $1.80K | <0.1% | History |
| BOXBox Inc | CL A | 60 | $1.61K | <0.1% | History |
| SLIStandard Lithium Ltd. | COM | 400 | $1.52K | <0.1% | History |
| CLNEClean Energy Fuels Corp. | COM | 300 | $1.31K | <0.1% | History |
| SKXSkechers USA Inc | CL A | 25 | $1.19K | <0.1% | History |
| SNAPSnap Inc | Stock | 100 | $1.12K | <0.1% | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 40 | $1.02K | <0.1% | History |
| GXOGXO Logistics, Inc. | Stock | 20 | $1.01K | <0.1% | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 30 | $913 | <0.1% | History |
| KSCPKnightscope, Inc. | CLASS A COM | 1,000 | $891 | <0.1% | History |
| CALYCallaway Golf Co | COM | 40 | $865 | <0.1% | History |
| BLNKBlink Charging Co. | COM | 100 | $865 | <0.1% | History |
| FCELFuelcell Energy Inc | COM | 300 | $855 | <0.1% | History |
| HTZHertz Global Holdings, Inc | COM NEW | 50 | $815 | <0.1% | History |
| LAZRQLuminar Technologies, Inc. | COM CL A | 100 | $649 | <0.1% | History |
| QSQuantumScape Corp | COM CL A | 75 | $614 | <0.1% | History |
| FSRFisker Inc. | CL A COM STK | 100 | $614 | <0.1% | History |
| SOFISoFi Technologies, Inc. | Stock | 100 | $607 | <0.1% | History |
| CVNACarvana Co. | CL A | 60 | $587 | <0.1% | History |
| SIXSix Flags Entertainment Corp | COM | 20 | $534 | <0.1% | History |
| DKNGDraftKings Inc. | Stock | 25 | $484 | <0.1% | History |
| UALUnited Airlines Holdings, Inc. | COM | 10 | $443 | <0.1% | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 20 | $416 | <0.1% | History |
| SONOSonos Inc | COM | 20 | $392 | <0.1% | History |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 10 | $386 | <0.1% | – |
| Hexo Corp428304406 | COM | 285 | $382 | <0.1% | – |
| LEVILevi Strauss & Co | CL A COM STK | 20 | $365 | <0.1% | History |
| LYVLive Nation Entertainment, Inc. | COM | 5 | $350 | <0.1% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 10 | $342 | <0.1% | History |
| BIDUBaidu, Inc. | ADR | 1 | $151 | <0.1% | History |
| OGIOrganigram Global Inc. | COM | 165 | $106 | <0.1% | History |
| KHCKraft Heinz Co | Stock | 1 | $62 | <0.1% | History |