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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 30, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
115
−570 vs. Q2 2023
Portfolio value
$80.8M
−$17.7M (−17.9%) vs. Q2 2023
Filed
Oct 30, 2023
SEC
Holdings of Clearview Wealth Advisors LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF106,746$5.37M6.6%+2,449+2.3%Added–
Schwab US Dividend Equity ETF808524797ETF46,512$3.29M4.1%+4,541+10.8%Added–
GLDSPDR Gold TrustETF14,111$2.42M3.0%+844+6.4%AddedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF26,106$2.36M2.9%+26,029+33,803.9%Added–
SPDR Series Trust78464A151SST SPDR BLOOMBE84,670$2.30M2.8%+84,670New–
CVXChevron CorpStock11,728$1.98M2.4%−366−3.0%ReducedHistory
MSFTMicrosoft CorpStock5,596$1.77M2.2%−243−4.2%ReducedHistory
Schwab US Aggregate Bond ETF808524839ETF37,136$1.64M2.0%−134−0.4%Reduced–
iShares Tr46435G425ESG AWR MSCI USA17,402$1.63M2.0%−10,154−36.8%Reduced–
Vanguard S&P 500 ETF922908363ETF4,054$1.59M2.0%−75−1.8%Reduced–
TYLTyler Technologies IncCOM3,216$1.24M1.5%+318+11.0%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD28,201$1.23M1.5%−595−2.1%Reduced–
LMTLockheed Martin CorpStock3,004$1.23M1.5%+73+2.5%AddedHistory
PEPPepsiCo IncStock7,025$1.19M1.5%+3,956+128.9%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF8,623$1.14M1.4%−387−4.3%Reduced–
AAPLApple Inc.Stock6,124$1.05M1.3%−1,270−17.2%ReducedHistory
iShares Tr464288877EAFE VALUE ETF20,935$1.02M1.3%+3,279+18.6%Added–
GGGGraco IncCOM13,594$990.7K1.2%+1,163+9.4%AddedHistory
NDSNNordson CorpCOM4,335$967.4K1.2%+271+6.7%AddedHistory
iShares Tr464288588MBS ETF10,881$966.2K1.2%+264+2.5%Added–
FBINFortune Brands Innovations, Inc.COM14,817$921.0K1.1%+1,219+9.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF3,682$918.0K1.1%+3,462+1,573.6%Added–
EMNEastman Chemical CoStock11,880$911.4K1.1%+959+8.8%AddedHistory
Vanguard World FD921910733ESG US STK ETF11,796$887.3K1.1%−233−1.9%Reduced–
SFMSprouts Farmers Market, Inc.COM20,417$873.8K1.1%+20,330+23,367.8%AddedHistory
RPMRPM International IncCOM9,044$857.5K1.1%+9,010+26,500.0%AddedHistory
iShares Tr46434V860TRS FLT RT BD16,571$840.8K1.0%+16,571New–
DAYDayforce, Inc.COM12,293$834.1K1.0%+878+7.7%AddedHistory
iShares Tr464288885EAFE GRWTH ETF9,578$826.6K1.0%−1,968−17.0%Reduced–
ZBRAZebra Technologies CorpCL A3,451$816.1K1.0%+510+17.3%AddedHistory
EPAMEPAM Systems, Inc.COM3,184$814.1K1.0%−51−1.6%ReducedHistory
CLColgate Palmolive CoStock11,207$796.9K1.0%+865+8.4%AddedHistory
JPMJPMorgan Chase & CoStock5,455$791.1K1.0%−211−3.7%ReducedHistory
GILDGilead Sciences, Inc.Stock10,452$783.3K1.0%+10,326+8,195.2%AddedHistory
AMNAmn Healthcare Services IncCOM8,931$760.7K0.9%+8,931NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF3,596$748.8K0.9%+3,596New–
SLPSimulations Plus, Inc.COM17,868$745.1K0.9%+17,868NewHistory
TRMBTrimble Inc.COM13,779$742.1K0.9%+595+4.5%AddedHistory
NUENucor CorpCOM4,746$742.0K0.9%−216−4.4%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,567$715.6K0.9%+1,567NewHistory
iShares Core S&P 500 ETF464287200ETF1,636$702.4K0.9%−49−2.9%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM842$692.9K0.9%+842NewHistory
CORTCorcept Therapeutics IncCOM25,258$688.2K0.9%+25,178+31,472.5%AddedHistory
JNJJohnson & JohnsonStock4,309$671.2K0.8%−111−2.5%ReducedHistory
SJMJ M SMUCKER CoStock5,444$669.1K0.8%+588+12.1%AddedHistory
ABBVAbbVie Inc.Stock4,412$657.6K0.8%−351−7.4%ReducedHistory
BACBank of America CorpStock22,410$613.6K0.8%−679−2.9%ReducedHistory
COSTCostco Wholesale CorpStock1,070$604.5K0.7%−55−4.9%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF18,074$599.5K0.7%+17,286+2,193.7%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF8,054$583.0K0.7%−2,885−26.4%Reduced–
WMTWalmart Inc.Stock3,631$580.7K0.7%−418−10.3%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,559$573.0K0.7%+3,494+5,375.4%Added–
iShares U.S. Treasury Bond ETF46429B267ETF25,980$572.6K0.7%−20,753−44.4%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF7,215$566.7K0.7%+7,198+42,341.2%Added–
CSCOCisco Systems, Inc.Stock10,238$550.4K0.7%−278−2.6%ReducedHistory
iShares Tr464287739U.S. REAL ES ETF6,945$542.7K0.7%+6,929+43,306.3%Added–
iShares Tr46428743220 YR TR BD ETF6,094$540.5K0.7%−16,281−72.8%Reduced–
MCDMcDonalds CorpStock1,991$524.5K0.6%−56−2.7%ReducedHistory
NVDANVIDIA CorpStock1,188$516.8K0.6%−311−20.7%ReducedHistory
ABTAbbott LaboratoriesStock5,277$511.1K0.6%−101−1.9%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF4,720$487.7K0.6%−515−9.8%Reduced–
NSCNorfolk Southern CorpStock2,325$457.8K0.6%−186−7.4%ReducedHistory
MDLZMondelez International, Inc.Stock6,286$436.2K0.5%−166−2.6%ReducedHistory
MRKMerck & Co., Inc.Stock4,178$430.2K0.5%−236−5.3%ReducedHistory
PGProcter & Gamble CoStock2,903$423.4K0.5%−67−2.3%ReducedHistory
WMWaste Management IncStock2,757$420.3K0.5%−68−2.4%ReducedHistory
LOWLowes Companies IncStock1,998$415.2K0.5%−90−4.3%ReducedHistory
EMREmerson Electric CoStock4,217$407.3K0.5%−161−3.7%ReducedHistory
QCOMQualcomm IncStock3,652$405.6K0.5%−159−4.2%ReducedHistory
BMYBristol Myers Squibb CoStock6,934$402.4K0.5%−632−8.4%ReducedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY21,530$390.0K0.5%−2,180−9.2%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT6,089$386.6K0.5%−1,071−15.0%Reduced–
CBChubb LtdStock1,813$377.4K0.5%+8+0.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF7,867$374.4K0.5%−2,586−24.7%Reduced–
BRK.BBerkshire Hathaway IncStock1,032$361.5K0.4%−100−8.8%ReducedHistory
iShares Tr464288257MSCI ACWI ETF3,753$346.7K0.4%−46−1.2%Reduced–
AMZNAmazon Com IncStock2,707$344.1K0.4%−628−18.8%ReducedHistory
LPGDorian LPG Ltd.SHS USD11,897$341.8K0.4%+11,862+33,891.4%AddedHistory
HONHoneywell International IncCOM1,802$333.0K0.4%−71−3.8%ReducedHistory
DEDeere & CoStock866$326.6K0.4%−39−4.3%ReducedHistory
LRNStride, Inc.COM7,252$326.6K0.4%+7,252NewHistory
SHOSunstone Hotel Investors, Inc.COM34,449$322.1K0.4%+34,449NewHistory
iShares S&P 500 Growth ETF464287309ETF4,671$319.6K0.4%+3,047+187.6%Added–
iShares Tr464287721U.S. TECH ETF3,015$316.4K0.4%−2,442−44.7%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF2,034$316.0K0.4%−281−12.1%Reduced–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL5,286$310.8K0.4%−1,703−24.4%Reduced–
WLYJohn Wiley & Sons, Inc.CL A8,208$305.1K0.4%+8,208NewHistory
KMIKinder Morgan, Inc.Stock18,315$303.7K0.4%−542−2.9%ReducedHistory
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF15,636$298.8K0.4%−1,449−8.5%Reduced–
CICigna GroupStock1,030$294.7K0.4%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS2,380$294.0K0.4%−75−3.1%ReducedHistory
Schwab Strategic Tr8085246985 10YR CORP BD6,815$287.6K0.4%+6,573+2,716.1%Added–
GPIGroup 1 Automotive IncCOM1,067$286.7K0.4%+1,067NewHistory
PLAYDave & Buster's Entertainment, Inc.COM7,686$284.9K0.4%+7,676+76,760.0%AddedHistory
GISGeneral Mills IncStock4,439$284.0K0.4%−8,936−66.8%ReducedHistory
NUSNu Skin Enterprises, Inc.CL A12,962$274.9K0.3%+12,962NewHistory
PNCPNC Financial Services Group, Inc.Stock2,214$271.8K0.3%−62−2.7%ReducedHistory
ICFIICF International, Inc.Stock2,219$268.1K0.3%+2,219NewHistory
iShares Core S&P Small Cap ETF464287804ETF2,823$266.3K0.3%−596−17.4%Reduced–
EXTRExtreme Networks IncCOM10,912$264.2K0.3%+10,912NewHistory

Sold out since Q2 2023 (584)

Positions held at the end of Q2 2023 that are gone from this filing.

The largest 100 of 584 by value last quarter.

Positions of Clearview Wealth Advisors LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF89,442$2.63M2.7%–
iShares Core U.S. Aggregate Bond ETF464287226ETF23,582$2.31M2.3%–
iShares Tr4642874407-10 YR TRSY BD23,629$2.28M2.3%–
UHSUniversal Health Services IncCL B5,636$889.2K0.9%History
LLYEli Lilly & CoStock1,849$866.9K0.9%History
CTLTCatalent, Inc.COM19,696$854.0K0.9%History
NOCNorthrop Grumman CorpStock1,656$754.9K0.8%History
TWNKHostess Brands, Inc.CL A29,387$744.1K0.8%History
ZYXIZynex IncCOM58,120$557.4K0.6%History
MODVModivCare IncCOM11,775$532.3K0.5%History
DXPEDXP Enterprises IncCOM NEW10,958$399.0K0.4%History
iShares Tr46435G474FALN ANGLS USD14,295$362.7K0.4%–
HVTHaverty Furniture Companies IncCOM11,027$333.2K0.3%History
MOVMovado Group IncCOM11,463$307.6K0.3%History
ZEUSOlympic Steel IncCOM6,277$307.6K0.3%History
HSIIHeidrick & Struggles International IncCOM11,539$305.4K0.3%History
BOOMDMC Global Inc.COM16,990$301.7K0.3%History
COPConocoPhillipsStock2,691$278.8K0.3%History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,501$259.7K0.3%–
LOCOEl Pollo Loco Holdings, Inc.COM29,494$258.7K0.3%History
CMTLComtech Telecommunications CorpCOM NEW28,134$257.1K0.3%History
Schwab US Tips ETF808524870ETF4,742$248.6K0.3%–
HDHome Depot, Inc.Stock777$241.3K0.2%History
GCOGenesco IncCOM9,589$240.1K0.2%History
BROSDutch Bros Inc.CL A6,995$199.0K0.2%History
SENEASeneca Foods CorpCL A6,019$196.7K0.2%History
Vanguard Whitehall FDS921946794INTL HIGH ETF3,111$196.6K0.2%–
State Street Energy Select Sector SPDR ETF81369Y506ETF2,410$195.6K0.2%–
iShares Tr46432F388MSCI USA VALUE2,051$192.3K0.2%–
iShares Tr46434V4070-5YR HI YL CP4,336$179.7K0.2%–
Vanguard Morningstar Growth ETF922908736ETF570$161.3K0.2%–
GOOGLAlphabet Inc.Stock1,340$160.4K0.2%History
First Tr Exchange-Traded FD336917109SHS4,596$156.3K0.2%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,967$148.8K0.2%–
Defiance Quantum ETF26922A420ETF2,879$145.7K0.1%–
SBUXStarbucks CorpStock1,451$143.8K0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,403$141.0K0.1%–
BABoeing CoStock666$140.6K0.1%History
VVisa Inc.Stock579$137.5K0.1%History
KOCoca Cola CoStock2,183$131.5K0.1%History
BRSLBrightstar Lottery PLCSHS USD4,100$130.7K0.1%History
VanEck Vectors ETF Tr92189H870ENERGY INCOME1,929$123.9K0.1%–
HSYHershey CoCOM492$122.9K0.1%History
Fidelity MSCI Information Technology Index ETF316092808ETF928$121.2K0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV818$115.0K0.1%–
WFCWells Fargo & CompanyStock2,661$113.6K0.1%History
ABAlliancebernstein Holding L.P.UNIT LTD PARTN3,356$107.9K0.1%History
Schwab U.S. Small-Cap ETF808524607ETF2,443$107.0K0.1%–
CCitigroup IncStock2,317$106.7K0.1%History
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,518$105.4K0.1%–
TSLATesla, Inc.Stock396$103.7K0.1%History
iShares Core Dividend Growth ETF46434V621ETF1,994$102.8K0.1%–
iShares Tr464289883CORE 30 70 ETF2,887$101.7K0.1%–
RTXRTX CorpStock1,037$101.6K0.1%History
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS4,317$101.5K0.1%–
iShares Tr464288281JPMORGAN USD EMG1,125$97.3K0.1%–
TSCOTractor Supply CoCOM437$96.6K0.1%History
Vanguard Information Technology ETF92204A702ETF216$95.5K0.1%–
UNHUnitedHealth Group IncStock198$95.0K0.1%History
SHELShell plcADR1,559$94.1K0.1%History
ORealty Income CorpREIT1,556$93.0K0.1%History
Exchange Traded Concepts Tru301505707ROBO GLB ETF1,580$92.5K0.1%–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3,545$92.1K0.1%–
AVGOBroadcom Inc.Stock105$91.1K0.1%History
SOSouthern CoStock1,273$89.4K0.1%History
BXBlackstone Inc.COM958$89.0K0.1%History
Schwab Strategic Tr8085247141 5YR CORP BD1,869$88.3K0.1%–
METAMeta Platforms, Inc.Stock303$87.0K0.1%History
PMPhilip Morris International Inc.Stock883$86.2K0.1%History
EDConsolidated Edison IncStock927$83.8K0.1%History
iShares S&P 500 Value ETF464287408ETF509$82.0K0.1%–
Invesco Exch Traded FD Tr II46138E628KBW BK ETF1,992$81.8K0.1%–
Victory Portfolios II92647N824VCSHS US EQ INCM1,419$81.7K0.1%–
TAT&T Inc.Stock5,105$81.4K0.1%History
TRVTravelers Companies, Inc.Stock454$78.8K0.1%History
VLOValero Energy CorpStock665$78.0K0.1%History
ITWIllinois Tool Works IncStock309$77.4K0.1%History
CTASCintas CorpStock154$76.6K0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF1,818$74.0K0.1%–
AEHRAehr Test SystemsCOM1,780$73.4K0.1%History
FFord Motor CoStock4,828$73.0K0.1%History
iShares Tr46435U713US INFRASTRUC1,846$72.1K0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1207$71.3K0.1%History
PSXPhillips 66Stock745$71.1K0.1%History
NVONovo Nordisk A SADR439$71.0K0.1%History
CMCSAComcast CorpStock1,693$70.4K0.1%History
iShares Core MSCI Europe ETF46434V738ETF1,335$70.3K0.1%–
NEENextera Energy IncStock942$69.9K0.1%History
DGDollar General CorpCOM410$69.6K0.1%History
GDGeneral Dynamics CorpStock323$69.4K0.1%History
Goldman Sachs ETF Tr381430529ACCES TREASURY670$67.0K0.1%–
iShares Tr46435U853BROAD USD HIGH1,891$66.7K0.1%–
iShares Tr464287333GLOBAL FINLS ETF915$65.5K0.1%–
MSMorgan StanleyStock759$64.8K0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF670$61.5K0.1%–
iShares Core High Dividend ETF46429B663ETF608$61.3K0.1%–
STAGSTAG Industrial, Inc.COM1,653$59.3K0.1%History
CHRDChord Energy CorpCOM NEW383$58.9K0.1%History
RSGRepublic Services, Inc.COM382$58.6K0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF877$57.4K0.1%–