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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 10, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
104
−7 vs. Q4 2023
Portfolio value
$98.0M
+$12.2M (+14.2%) vs. Q4 2023
Filed
Apr 10, 2024
SEC
Holdings of Clearview Wealth Advisors LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF270,140$16.6M17.0%+157,632+140.1%Added–
iShares Tr46434V613CORE UNIVRSL USD117,643$5.36M5.5%+88,711+306.6%Added–
Schwab US Aggregate Bond ETF808524839ETF104,560$4.81M4.9%+65,145+165.3%Added–
Schwab US Dividend Equity ETF808524797ETF51,023$4.11M4.2%+3,704+7.8%Added–
iShares Tr464288588MBS ETF29,322$2.71M2.8%+17,629+150.8%Added–
iShares Tr464288877EAFE VALUE ETF48,740$2.65M2.7%+29,631+155.1%Added–
iShares Tr46428743220 YR TR BD ETF26,833$2.54M2.6%+19,972+291.1%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF14,943$2.46M2.5%+5,767+62.8%Added–
MSFTMicrosoft CorpStock5,356$2.25M2.3%−249−4.4%ReducedHistory
iShares Tr46434V860TRS FLT RT BD35,761$1.81M1.8%+18,204+103.7%Added–
iShares Tr46435G425ESG AWR MSCI USA15,595$1.79M1.8%+1,218+8.5%Added–
CVXChevron CorpStock11,342$1.79M1.8%−224−1.9%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF16,776$1.74M1.8%+10,387+162.6%Added–
Vanguard S&P 500 ETF922908363ETF3,588$1.72M1.8%−461−11.4%Reduced–
iShares S&P 500 Value ETF464287408ETF9,148$1.71M1.7%+9,148New–
BlackRock ETF Trust09290C103ISHARES US EQUIT31,625$1.40M1.4%+31,625New–
iShares Tr464287721U.S. TECH ETF10,092$1.36M1.4%+6,237+161.8%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF12,701$1.24M1.3%−11,613−47.8%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF22,652$1.17M1.2%+14,137+166.0%Added–
AAPLApple Inc.Stock6,026$1.03M1.1%−541−8.2%ReducedHistory
Vanguard World FD921910733ESG US STK ETF10,247$954.9K1.0%−1,567−13.3%Reduced–
WMTWalmart Inc.Stock15,734$946.7K1.0%+4,844+44.5%AddedConverted for a 3-for-1 splitHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF31,437$935.9K1.0%+31,437New–
SPDR Series Trust78468R622ST BLOO HIGH ETF9,719$925.3K0.9%+9,719New–
NUENucor CorpCOM4,543$899.0K0.9%−149−3.2%ReducedHistory
LMTLockheed Martin CorpStock1,922$874.3K0.9%−1,102−36.4%ReducedHistory
JPMJPMorgan Chase & CoStock4,257$852.6K0.9%−1,192−21.9%ReducedHistory
GLDSPDR Gold TrustETF3,927$807.9K0.8%−9,540−70.8%ReducedHistory
BACBank of America CorpStock21,131$801.3K0.8%−780−3.6%ReducedHistory
ABBVAbbVie Inc.Stock4,301$783.2K0.8%−129−2.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,420$746.8K0.8%−218−13.3%Reduced–
NVDANVIDIA CorpStock816$737.3K0.8%−366−31.0%ReducedHistory
GGGGraco IncCOM7,497$700.7K0.7%−6,020−44.5%ReducedHistory
COSTCostco Wholesale CorpStock898$657.9K0.7%−173−16.2%ReducedHistory
FBINFortune Brands Innovations, Inc.COM7,765$657.5K0.7%−6,751−46.5%ReducedHistory
NDSNNordson CorpCOM2,279$625.8K0.6%−1,975−46.4%ReducedHistory
JNJJohnson & JohnsonStock3,811$602.9K0.6%−562−12.9%ReducedHistory
QCOMQualcomm IncStock3,474$588.1K0.6%−115−3.2%ReducedHistory
WMWaste Management IncStock2,652$565.3K0.6%−55−2.0%ReducedHistory
NSCNorfolk Southern CorpStock2,218$565.2K0.6%−72−3.1%ReducedHistory
AMZNAmazon Com IncStock3,051$550.3K0.6%+90+3.0%AddedHistory
BXPBXP, Inc.COM8,326$543.8K0.6%−8,689−51.1%ReducedHistory
MCDMcDonalds CorpStock1,911$538.8K0.5%−82−4.1%ReducedHistory
MRKMerck & Co., Inc.Stock3,983$525.5K0.5%−116−2.8%ReducedHistory
iShares Flexible Income Active ETF092528603ETF9,717$509.8K0.5%+9,717New–
Schwab Strategic Tr8085246985 10YR CORP BD11,040$491.1K0.5%+2,584+30.6%Added–
CSCOCisco Systems, Inc.Stock9,766$487.4K0.5%−426−4.2%ReducedHistory
iShares Tr464287341GLOBAL ENERG ETF10,901$468.2K0.5%+10,901New–
PGProcter & Gamble CoStock2,796$453.6K0.5%−125−4.3%ReducedHistory
LOWLowes Companies IncStock1,780$453.4K0.5%−192−9.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,064$447.4K0.5%00.0%UnchangedHistory
EMREmerson Electric CoStock3,939$446.7K0.5%−253−6.0%ReducedHistory
iShares Tips Bond ETF464287176ETF4,058$435.9K0.4%+1,945+92.0%Added–
PPLPPL CorpCOM15,696$432.1K0.4%−366−2.3%ReducedHistory
PEPPepsiCo IncStock2,434$426.0K0.4%−258−9.6%ReducedHistory
CBChubb LtdStock1,616$418.8K0.4%−55−3.3%ReducedHistory
RPMRPM International IncCOM3,488$414.9K0.4%−5,572−61.5%ReducedHistory
iShares Tr464288257MSCI ACWI ETF3,742$412.1K0.4%−45−1.2%Reduced–
CAHCardinal Health IncStock3,614$404.4K0.4%−4,263−54.1%ReducedHistory
LLYEli Lilly & CoStock518$403.0K0.4%−814−61.1%ReducedHistory
ZBRAZebra Technologies CorpCL A1,300$391.9K0.4%+1,300NewHistory
MDLZMondelez International, Inc.Stock5,482$383.7K0.4%−759−12.2%ReducedHistory
EXELExelixis, Inc.COM16,038$380.6K0.4%−20,900−56.6%ReducedHistory
CICigna GroupStock1,030$374.1K0.4%00.0%UnchangedHistory
CORTCorcept Therapeutics IncCOM14,382$362.3K0.4%+14,382NewHistory
BMYBristol Myers Squibb CoStock6,625$359.3K0.4%−212−3.1%ReducedHistory
CTLTCatalent, Inc.COM6,315$356.5K0.4%+6,315NewHistory
WisdomTree Tr97717X669US QTLY DIV GRT4,670$355.8K0.4%−884−15.9%Reduced–
iShares Tr464288281JPMORGAN USD EMG3,946$353.8K0.4%+3,946New–
HONHoneywell International IncCOM1,716$352.2K0.4%−81−4.5%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,869$347.1K0.4%−1,721−37.5%Reduced–
BJBJ's Wholesale Club Holdings, Inc.COM4,588$347.1K0.4%+4,588NewHistory
SCHWSchwab Charles CorpStock4,752$343.8K0.4%+4,752NewHistory
DAYDayforce, Inc.COM5,174$342.6K0.3%−7,362−58.7%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock2,119$342.4K0.3%−87−3.9%ReducedHistory
LNTHLantheus Holdings, Inc.Stock5,495$342.0K0.3%+5,495NewHistory
ABTAbbott LaboratoriesStock2,983$339.0K0.3%−2,282−43.3%ReducedHistory
DEDeere & CoStock817$335.6K0.3%−36−4.2%ReducedHistory
TELTE Connectivity plcREG SHS2,278$330.9K0.3%−112−4.7%ReducedHistory
TRMBTrimble Inc.COM5,049$325.0K0.3%−9,622−65.6%ReducedHistory
KMIKinder Morgan, Inc.Stock17,664$324.0K0.3%−561−3.1%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF3,808$321.6K0.3%−1,264−24.9%Reduced–
GILDGilead Sciences, Inc.Stock4,378$320.7K0.3%−5,933−57.5%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,740$312.6K0.3%−1,944−34.2%Reduced–
TYLTyler Technologies IncCOM733$311.5K0.3%+733NewHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,615$304.0K0.3%−397−7.9%Reduced–
LHXL3HARRIS Technologies, Inc.Stock1,414$301.3K0.3%+1,414NewHistory
GISGeneral Mills IncStock4,228$295.9K0.3%−54−1.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF2,611$288.6K0.3%−120−4.4%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF1,496$273.1K0.3%−512−25.5%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF6,197$261.0K0.3%+6,197New–
MTBM&T Bank CorpCOM1,736$252.5K0.3%−77−4.2%ReducedHistory
EOGEOG Resources IncStock1,936$247.5K0.3%−61−3.1%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN4,265$245.5K0.3%+4,265New–
CLColgate Palmolive CoStock2,682$241.5K0.2%−8,119−75.2%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF2,587$240.3K0.2%+2,587New–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,235$227.1K0.2%+1,235New–
iShares Tr464287739U.S. REAL ES ETF2,493$224.1K0.2%+2,493New–
BROSDutch Bros Inc.CL A6,761$223.1K0.2%−234−3.3%ReducedHistory
WPCW. P. Carey Inc.COM3,873$218.6K0.2%−106−2.7%ReducedHistory

Sold out since Q4 2023 (28)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD73,137$1.98M2.3%History
ProShares Tr74347B425SHORT S&P 500 NE151,557$1.97M2.3%–
ProShares Tr74347R370PSHS SH MSCI EAF114,416$1.96M2.3%–
CCKCrown Holdings, Inc.COM11,869$1.09M1.3%History
EMNEastman Chemical CoStock11,807$1.06M1.2%History
EPAMEPAM Systems, Inc.COM3,134$931.9K1.1%History
TMUST-Mobile US, Inc.Stock5,117$820.4K1.0%History
CORCencora, Inc.Stock3,834$787.4K0.9%History
REGNRegeneron Pharmaceuticals, Inc.COM855$750.9K0.9%History
PLABPhotronics IncCOM14,710$461.5K0.5%History
MDCSekisui House U.S., Inc.COM6,788$375.0K0.4%History
GIIIG III Apparel Group LtdCOM10,740$364.9K0.4%History
JOEST JOE CoCOM5,918$356.2K0.4%History
Listed FDS Tr53656F599SWAN HEDGED EQTY17,950$350.4K0.4%–
CRNCCerence Inc.COM17,614$346.3K0.4%History
iShares U.S. Treasury Bond ETF46429B267ETF14,358$330.8K0.4%–
BFHBread Financial Holdings, Inc.COM9,939$327.4K0.4%History
PMTPennyMac Mortgage Investment TrustCOM21,294$318.3K0.4%History
CVSACovista Inc.COM5,224$308.0K0.4%History
FTDRFrontdoor, Inc.COM8,445$297.4K0.3%History
iShares S&P 100 ETF464287101ETF1,320$294.9K0.3%–
BXMTBlackstone Mortgage Trust, Inc.COM CL A13,683$291.0K0.3%History
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF13,167$272.3K0.3%–
LEGLeggett & Platt IncStock10,018$262.2K0.3%History
Vanguard Short-Term Bond ETF921937827ETF3,005$231.4K0.3%–
HDHome Depot, Inc.Stock621$215.0K0.3%History
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,609$210.5K0.2%–
WisdomTree Tr97717Y527FLOATNG RAT TREA4,183$210.2K0.2%–