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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 1, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
95
−9 vs. Q1 2024
Portfolio value
$114.6M
+$16.6M (+16.9%) vs. Q1 2024
Filed
Aug 1, 2024
SEC
Holdings of Clearview Wealth Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM445,429$9.90M8.6%+445,429New–
Schwab US Aggregate Bond ETF808524839ETF207,099$9.44M8.2%+102,539+98.1%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF144,638$9.26M8.1%−125,502−46.5%Reduced–
Capital Group Dividend Value14020W106SHS CREAT UNIT236,290$7.80M6.8%+236,290New–
Capital Group Growth ETF14020G101SHS CREAT UNIT171,048$5.63M4.9%+171,048New–
Schwab U.S. Large-Cap ETF808524201ETF61,644$3.96M3.5%+61,644New–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT131,771$3.39M3.0%+131,771New–
iShares Tr46434V613CORE UNIVRSL USD70,650$3.19M2.8%−46,993−39.9%Reduced–
Schwab Fundamental U.S. Large Company ETF808524771ETF37,496$2.51M2.2%+37,496New–
Schwab International Equity ETF808524805ETF64,236$2.47M2.2%+64,236New–
iShares MSCI USA Quality Factor ETF46432F339ETF13,989$2.39M2.1%−954−6.4%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF23,050$2.32M2.0%+23,050New–
MSFTMicrosoft CorpStock4,850$2.17M1.9%−506−9.4%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF27,832$2.16M1.9%−23,191−45.5%Reduced–
BlackRock ETF Trust09290C103ISHARES US EQUIT39,910$1.87M1.6%+8,285+26.2%Added–
Vanguard S&P 500 ETF922908363ETF3,583$1.79M1.6%−5−0.1%Reduced–
iShares S&P 500 Growth ETF464287309ETF19,284$1.78M1.6%+15,476+406.4%Added–
CVXChevron CorpStock11,109$1.74M1.5%−233−2.1%ReducedHistory
iShares Tr464288588MBS ETF16,121$1.48M1.3%−13,201−45.0%Reduced–
iShares Tr46435G425ESG AWR MSCI USA11,870$1.42M1.2%−3,725−23.9%Reduced–
Schwab Fundamental International Equity ETF808524755ETF37,622$1.32M1.2%+37,622New–
AAPLApple Inc.Stock5,947$1.25M1.1%−79−1.3%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF11,940$1.22M1.1%−4,836−28.8%Reduced–
iShares S&P 500 Value ETF464287408ETF6,369$1.16M1.0%−2,779−30.4%Reduced–
Schwab U.S. REIT ETF808524847ETF55,695$1.11M1.0%+55,695New–
Schwab Strategic Tr808524862SHT TM US TRES22,368$1.08M0.9%+22,368New–
iShares Tr464288877EAFE VALUE ETF18,657$989.6K0.9%−30,083−61.7%Reduced–
Vanguard World FD921910733ESG US STK ETF10,231$988.5K0.9%−16−0.2%Reduced–
iShares Tr464287721U.S. TECH ETF6,394$962.3K0.8%−3,698−36.6%Reduced–
COSTCostco Wholesale CorpStock1,097$932.5K0.8%+199+22.2%AddedHistory
NVDANVIDIA CorpStock7,186$887.8K0.8%−974−11.9%ReducedConverted for a 10-for-1 splitHistory
JPMJPMorgan Chase & CoStock4,077$824.7K0.7%−180−4.2%ReducedHistory
BACBank of America CorpStock20,167$802.0K0.7%−964−4.6%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,415$774.3K0.7%−5−0.4%Reduced–
iShares Tr46428743220 YR TR BD ETF8,279$759.8K0.7%−18,554−69.1%Reduced–
ABBVAbbVie Inc.Stock4,124$707.4K0.6%−177−4.1%ReducedHistory
NUENucor CorpCOM4,329$684.3K0.6%−214−4.7%ReducedHistory
WMTWalmart Inc.Stock10,070$681.8K0.6%−5,664−36.0%ReducedHistory
QCOMQualcomm IncStock3,335$664.3K0.6%−139−4.0%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF13,984$663.5K0.6%+13,984New–
iShares Flexible Income Active ETF092528603ETF11,601$605.6K0.5%+1,884+19.4%Added–
AMZNAmazon Com IncStock3,041$587.7K0.5%−10−0.3%ReducedHistory
JNJJohnson & JohnsonStock3,715$542.9K0.5%−96−2.5%ReducedHistory
LMTLockheed Martin CorpStock1,153$538.6K0.5%−769−40.0%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN9,046$535.5K0.5%+4,781+112.1%Added–
WMWaste Management IncStock2,488$530.8K0.5%−164−6.2%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF14,508$516.2K0.5%+14,508New–
iShares Tr46434V803HDG MSCI EAFE13,373$475.5K0.4%+13,373New–
MRKMerck & Co., Inc.Stock3,788$468.9K0.4%−195−4.9%ReducedHistory
MCDMcDonalds CorpStock1,829$466.1K0.4%−82−4.3%ReducedHistory
Schwab Emerging Markets Equity ETF808524706ETF17,186$456.5K0.4%+17,186New–
NSCNorfolk Southern CorpStock2,116$454.2K0.4%−102−4.6%ReducedHistory
PGProcter & Gamble CoStock2,705$446.2K0.4%−91−3.3%ReducedHistory
CSCOCisco Systems, Inc.Stock9,327$443.1K0.4%−439−4.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,064$432.8K0.4%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF3,742$420.6K0.4%00.0%Unchanged–
PPLPPL CorpCOM14,994$414.6K0.4%−702−4.5%ReducedHistory
EMREmerson Electric CoStock3,756$413.7K0.4%−183−4.6%ReducedHistory
CBChubb LtdStock1,544$393.7K0.3%−72−4.5%ReducedHistory
PEPPepsiCo IncStock2,346$386.9K0.3%−88−3.6%ReducedHistory
LOWLowes Companies IncStock1,703$375.4K0.3%−77−4.3%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF6,852$366.8K0.3%−15,800−69.8%Reduced–
GLDSPDR Gold TrustETF1,685$362.3K0.3%−2,242−57.1%ReducedHistory
HONHoneywell International IncCOM1,635$349.1K0.3%−81−4.7%ReducedHistory
MDLZMondelez International, Inc.Stock5,209$340.9K0.3%−273−5.0%ReducedHistory
CICigna GroupStock1,030$340.5K0.3%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,847$337.7K0.3%−22−0.8%Reduced–
WisdomTree Tr97717X669US QTLY DIV GRT4,312$336.5K0.3%−358−7.7%Reduced–
KMIKinder Morgan, Inc.Stock16,887$335.5K0.3%−777−4.4%ReducedHistory
SCHWSchwab Charles CorpStock4,544$334.8K0.3%−208−4.4%ReducedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF6,085$334.2K0.3%+6,085New–
TELTE Connectivity plcREG SHS2,175$327.2K0.3%−103−4.5%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF10,807$319.6K0.3%+10,807New–
PNCPNC Financial Services Group, Inc.Stock2,024$314.6K0.3%−95−4.5%ReducedHistory
ABTAbbott LaboratoriesStock2,845$295.6K0.3%−138−4.6%ReducedHistory
DEDeere & CoStock781$291.8K0.3%−36−4.4%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG3,269$289.2K0.3%−677−17.2%Reduced–
BROSDutch Bros Inc.CL A6,761$279.9K0.2%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,301$277.2K0.2%−439−11.7%Reduced–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,248$275.9K0.2%−367−8.0%Reduced–
Schwab Strategic Tr8085246985 10YR CORP BD6,154$271.4K0.2%−4,886−44.3%Reduced–
iShares Core S&P Small Cap ETF464287804ETF2,532$270.1K0.2%−79−3.0%Reduced–
BMYBristol Myers Squibb CoStock6,315$262.3K0.2%−310−4.7%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,436$262.1K0.2%−60−4.0%Reduced–
GISGeneral Mills IncStock4,026$254.7K0.2%−202−4.8%ReducedHistory
MTBM&T Bank CorpCOM1,655$250.5K0.2%−81−4.7%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF2,478$240.6K0.2%−10,223−80.5%Reduced–
EOGEOG Resources IncStock1,850$232.9K0.2%−86−4.4%ReducedHistory
Vanguard Total Bond Market ETF921937835ETF3,184$229.4K0.2%+177+5.9%Added–
GOOGLAlphabet Inc.Stock1,242$226.2K0.2%+1,242NewHistory
HSYHershey CoCOM1,185$217.8K0.2%+1,185NewHistory
XOMExxonMobil Holdings CorpCOM1,870$215.3K0.2%+1,870NewHistory
Schwab US Tips ETF808524870ETF3,967$206.3K0.2%+3,967New–
WPCW. P. Carey Inc.COM3,695$203.4K0.2%−178−4.6%ReducedHistory
WVVIWillamette Valley Vineyards IncCOM15,574$61.2K0.1%00.0%UnchangedHistory

Sold out since Q1 2024 (30)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
iShares Tr46434V860TRS FLT RT BD35,761$1.81M1.8%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF31,437$935.9K1.0%–
SPDR Series Trust78468R622ST BLOO HIGH ETF9,719$925.3K0.9%–
GGGGraco IncCOM7,497$700.7K0.7%History
FBINFortune Brands Innovations, Inc.COM7,765$657.5K0.7%History
NDSNNordson CorpCOM2,279$625.8K0.6%History
BXPBXP, Inc.COM8,326$543.8K0.6%History
iShares Tr464287341GLOBAL ENERG ETF10,901$468.2K0.5%–
iShares Tips Bond ETF464287176ETF4,058$435.9K0.4%–
RPMRPM International IncCOM3,488$414.9K0.4%History
CAHCardinal Health IncStock3,614$404.4K0.4%History
LLYEli Lilly & CoStock518$403.0K0.4%History
ZBRAZebra Technologies CorpCL A1,300$391.9K0.4%History
EXELExelixis, Inc.COM16,038$380.6K0.4%History
CORTCorcept Therapeutics IncCOM14,382$362.3K0.4%History
CTLTCatalent, Inc.COM6,315$356.5K0.4%History
BJBJ's Wholesale Club Holdings, Inc.COM4,588$347.1K0.4%History
DAYDayforce, Inc.COM5,174$342.6K0.3%History
LNTHLantheus Holdings, Inc.Stock5,495$342.0K0.3%History
TRMBTrimble Inc.COM5,049$325.0K0.3%History
GILDGilead Sciences, Inc.Stock4,378$320.7K0.3%History
TYLTyler Technologies IncCOM733$311.5K0.3%History
LHXL3HARRIS Technologies, Inc.Stock1,414$301.3K0.3%History
State Street Financial Select Sector SPDR ETF81369Y605ETF6,197$261.0K0.3%–
CLColgate Palmolive CoStock2,682$241.5K0.2%History
State Street Materials Select Sector SPDR ETF81369Y100ETF2,587$240.3K0.2%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,235$227.1K0.2%–
iShares Tr464287739U.S. REAL ES ETF2,493$224.1K0.2%–
PFEPfizer IncStock7,337$203.6K0.2%History
iShares Tr46435U713US INFRASTRUC4,663$202.2K0.2%–