Clearview Wealth Advisors LLC
- SEC CIK
- 0001840306
- Latest filing
- Feb 17, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 12, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 111
- −4 vs. Q3 2023
- Portfolio value
- $85.8M
- +$5.01M (+6.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 112,508 | $6.29M | 7.3% | +5,762+5.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 47,319 | $3.60M | 4.2% | +807+1.7% | Added | – |
| GLDSPDR Gold Trust | ETF | 13,467 | $2.57M | 3.0% | −644−4.6% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 24,314 | $2.41M | 2.8% | +24,314 | New | – |
| MSFTMicrosoft Corp | Stock | 5,605 | $2.11M | 2.5% | +9+0.2% | Added | History |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 73,137 | $1.98M | 2.3% | +73,137 | New | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 151,557 | $1.97M | 2.3% | +151,557 | New | – |
| ProShares Tr74347R370 | PSHS SH MSCI EAF | 114,416 | $1.96M | 2.3% | +114,416 | New | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 39,415 | $1.84M | 2.1% | +2,279+6.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,049 | $1.77M | 2.1% | −5−0.1% | Reduced | – |
| CVXChevron Corp | Stock | 11,566 | $1.73M | 2.0% | −162−1.4% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 14,377 | $1.51M | 1.8% | −3,025−17.4% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 3,024 | $1.37M | 1.6% | +20+0.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,176 | $1.35M | 1.6% | +553+6.4% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 28,932 | $1.33M | 1.6% | +731+2.6% | Added | – |
| AAPLApple Inc. | Stock | 6,567 | $1.26M | 1.5% | +443+7.2% | Added | History |
| BXPBXP, Inc. | COM | 17,015 | $1.19M | 1.4% | +17,015 | New | History |
| GGGGraco Inc | COM | 13,517 | $1.17M | 1.4% | −77−0.6% | Reduced | History |
| NDSNNordson Corp | COM | 4,254 | $1.12M | 1.3% | −81−1.9% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 14,516 | $1.11M | 1.3% | −301−2.0% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 11,693 | $1.10M | 1.3% | +812+7.5% | Added | – |
| CCKCrown Holdings, Inc. | COM | 11,869 | $1.09M | 1.3% | +11,869 | New | History |
| EMNEastman Chemical Co | Stock | 11,807 | $1.06M | 1.2% | −73−0.6% | Reduced | History |
| RPMRPM International Inc | COM | 9,060 | $1.01M | 1.2% | +16+0.2% | Added | History |
| Vanguard World FD921910733 | ESG US STK ETF | 11,814 | $1.00M | 1.2% | +18+0.2% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 19,109 | $995.6K | 1.2% | −1,826−8.7% | Reduced | – |
| EPAMEPAM Systems, Inc. | COM | 3,134 | $931.9K | 1.1% | −50−1.6% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 5,449 | $926.8K | 1.1% | −6−0.1% | Reduced | History |
| EXELExelixis, Inc. | COM | 36,938 | $886.1K | 1.0% | +36,938 | New | History |
| iShares Tr46434V860 | TRS FLT RT BD | 17,557 | $886.1K | 1.0% | +986+6.0% | Added | – |
| CLColgate Palmolive Co | Stock | 10,801 | $861.0K | 1.0% | −406−3.6% | Reduced | History |
| DAYDayforce, Inc. | COM | 12,536 | $841.4K | 1.0% | +243+2.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 10,311 | $835.3K | 1.0% | −141−1.3% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 5,117 | $820.4K | 1.0% | +5,117 | New | History |
| NUENucor Corp | COM | 4,692 | $816.6K | 1.0% | −54−1.1% | Reduced | History |
| CAHCardinal Health Inc | Stock | 7,877 | $794.0K | 0.9% | +7,877 | New | History |
| CORCencora, Inc. | Stock | 3,834 | $787.4K | 0.9% | +3,834 | New | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,638 | $782.2K | 0.9% | +2+0.1% | Added | – |
| TRMBTrimble Inc. | COM | 14,671 | $780.5K | 0.9% | +892+6.5% | Added | History |
| LLYEli Lilly & Co | Stock | 1,332 | $776.2K | 0.9% | +1,332 | New | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 855 | $750.9K | 0.9% | +13+1.5% | Added | History |
| BACBank of America Corp | Stock | 21,911 | $737.8K | 0.9% | −499−2.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,071 | $706.6K | 0.8% | +1+0.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,430 | $686.5K | 0.8% | +18+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 4,373 | $685.5K | 0.8% | +64+1.5% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,861 | $678.4K | 0.8% | +767+12.6% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,389 | $618.8K | 0.7% | −3,189−33.3% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,993 | $590.9K | 0.7% | +2+0.1% | Added | History |
| NVDANVIDIA Corp | Stock | 1,182 | $585.4K | 0.7% | −6−0.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 5,265 | $579.5K | 0.7% | −12−0.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 3,630 | $572.3K | 0.7% | −10.0% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 2,290 | $541.2K | 0.6% | −35−1.5% | Reduced | History |
| QCOMQualcomm Inc | Stock | 3,589 | $519.0K | 0.6% | −63−1.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 10,192 | $514.9K | 0.6% | −46−0.4% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,590 | $512.4K | 0.6% | −130−2.8% | Reduced | – |
| WMWaste Management Inc | Stock | 2,707 | $484.9K | 0.6% | −50−1.8% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 3,855 | $473.2K | 0.6% | +840+27.9% | Added | – |
| PLABPhotronics Inc | COM | 14,710 | $461.5K | 0.5% | +14,710 | New | History |
| PEPPepsiCo Inc | Stock | 2,692 | $457.3K | 0.5% | −4,333−61.7% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 6,241 | $452.0K | 0.5% | −45−0.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,961 | $449.9K | 0.5% | +254+9.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 4,099 | $446.9K | 0.5% | −79−1.9% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,684 | $443.5K | 0.5% | −2,370−29.4% | Reduced | – |
| LOWLowes Companies Inc | Stock | 1,972 | $438.8K | 0.5% | −26−1.3% | Reduced | History |
| PPLPPL Corp | COM | 16,062 | $435.3K | 0.5% | +5,713+55.2% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,515 | $430.7K | 0.5% | +648+8.2% | Added | – |
| PGProcter & Gamble Co | Stock | 2,921 | $428.0K | 0.5% | +18+0.6% | Added | History |
| EMREmerson Electric Co | Stock | 4,192 | $408.0K | 0.5% | −25−0.6% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,554 | $390.4K | 0.5% | −535−8.8% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 3,787 | $385.4K | 0.4% | +34+0.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,072 | $380.9K | 0.4% | +401+8.6% | Added | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 8,456 | $380.0K | 0.4% | +1,641+24.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,064 | $379.5K | 0.4% | +32+3.1% | Added | History |
| CBChubb Ltd | Stock | 1,671 | $377.7K | 0.4% | −142−7.8% | Reduced | History |
| HONHoneywell International Inc | COM | 1,797 | $376.9K | 0.4% | −5−0.3% | Reduced | History |
| MDCSekisui House U.S., Inc. | COM | 6,788 | $375.0K | 0.4% | +6,788 | New | History |
| GIIIG III Apparel Group Ltd | COM | 10,740 | $364.9K | 0.4% | +10,740 | New | History |
| JOEST JOE Co | COM | 5,918 | $356.2K | 0.4% | +5,918 | New | History |
| BMYBristol Myers Squibb Co | Stock | 6,837 | $350.8K | 0.4% | −97−1.4% | Reduced | History |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 17,950 | $350.4K | 0.4% | −3,580−16.6% | Reduced | – |
| CRNCCerence Inc. | COM | 17,614 | $346.3K | 0.4% | +5,493+45.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,008 | $342.2K | 0.4% | −26−1.3% | Reduced | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,206 | $341.6K | 0.4% | −8−0.4% | Reduced | History |
| DEDeere & Co | Stock | 853 | $340.9K | 0.4% | −13−1.5% | Reduced | History |
| TELTE Connectivity plc | REG SHS | 2,390 | $335.8K | 0.4% | +10+0.4% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,358 | $330.8K | 0.4% | −11,622−44.7% | Reduced | – |
| BFHBread Financial Holdings, Inc. | COM | 9,939 | $327.4K | 0.4% | +9,939 | New | History |
| KMIKinder Morgan, Inc. | Stock | 18,225 | $321.5K | 0.4% | −90−0.5% | Reduced | History |
| PMTPennyMac Mortgage Investment Trust | COM | 21,294 | $318.3K | 0.4% | +21,294 | New | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 5,012 | $314.1K | 0.4% | −274−5.2% | Reduced | – |
| CICigna Group | Stock | 1,030 | $308.4K | 0.4% | 00.0% | Unchanged | History |
| CVSACovista Inc. | COM | 5,224 | $308.0K | 0.4% | +5,224 | New | History |
| FTDRFrontdoor, Inc. | COM | 8,445 | $297.4K | 0.3% | +8,445 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,731 | $295.6K | 0.3% | −92−3.3% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 1,320 | $294.9K | 0.3% | +1,320 | New | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 13,683 | $291.0K | 0.3% | +13,683 | New | History |
| GISGeneral Mills Inc | Stock | 4,282 | $279.0K | 0.3% | −157−3.5% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,736 | $274.8K | 0.3% | +40+1.1% | Added | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 13,167 | $272.3K | 0.3% | −2,469−15.8% | Reduced | – |
| LEGLeggett & Platt Inc | Stock | 10,018 | $262.2K | 0.3% | −147−1.4% | Reduced | History |
Sold out since Q3 2023 (28)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 26,106 | $2.36M | 2.9% | – |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 84,670 | $2.30M | 2.8% | – |
| TYLTyler Technologies Inc | COM | 3,216 | $1.24M | 1.5% | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,682 | $918.0K | 1.1% | – |
| SFMSprouts Farmers Market, Inc. | COM | 20,417 | $873.8K | 1.1% | History |
| ZBRAZebra Technologies Corp | CL A | 3,451 | $816.1K | 1.0% | History |
| AMNAmn Healthcare Services Inc | COM | 8,931 | $760.7K | 0.9% | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,596 | $748.8K | 0.9% | – |
| SLPSimulations Plus, Inc. | COM | 17,868 | $745.1K | 0.9% | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,567 | $715.6K | 0.9% | History |
| CORTCorcept Therapeutics Inc | COM | 25,258 | $688.2K | 0.9% | History |
| SJMJ M SMUCKER Co | Stock | 5,444 | $669.1K | 0.8% | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 18,074 | $599.5K | 0.7% | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,559 | $573.0K | 0.7% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,215 | $566.7K | 0.7% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 6,945 | $542.7K | 0.7% | – |
| LPGDorian LPG Ltd. | SHS USD | 11,897 | $341.8K | 0.4% | History |
| LRNStride, Inc. | COM | 7,252 | $326.6K | 0.4% | History |
| SHOSunstone Hotel Investors, Inc. | COM | 34,449 | $322.1K | 0.4% | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 8,208 | $305.1K | 0.4% | History |
| GPIGroup 1 Automotive Inc | COM | 1,067 | $286.7K | 0.4% | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 7,686 | $284.9K | 0.4% | History |
| NUSNu Skin Enterprises, Inc. | CL A | 12,962 | $274.9K | 0.3% | History |
| ICFIICF International, Inc. | Stock | 2,219 | $268.1K | 0.3% | History |
| EXTRExtreme Networks Inc | COM | 10,912 | $264.2K | 0.3% | History |
| XOMExxonMobil Holdings Corp | COM | 1,768 | $207.9K | 0.3% | History |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 6,645 | $204.1K | 0.3% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,000 | $203.6K | 0.3% | – |