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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
95
0 vs. Q3 2024
Portfolio value
$131.6M
+$1.80M (+1.4%) vs. Q3 2024
Filed
Jan 24, 2025
SEC
Holdings of Clearview Wealth Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM544,175$12.1M9.2%+28,605+5.5%Added–
Schwab US Aggregate Bond ETF808524839ETF488,707$11.1M8.4%+18,175+3.9%AddedConverted for a 2-for-1 split–
Capital Group Dividend Value14020W106SHS CREAT UNIT272,364$9.60M7.3%+2,442+0.9%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF133,299$9.19M7.0%−9,567−6.7%Reduced–
Capital Group Growth ETF14020G101SHS CREAT UNIT198,457$7.38M5.6%+2,658+1.4%Added–
Schwab U.S. Large-Cap ETF808524201ETF210,878$4.89M3.7%+3,857+1.9%AddedConverted for a 3-for-1 split–
iShares Tr46434V613CORE UNIVRSL USD87,844$3.97M3.0%+10,265+13.2%Added–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT156,932$3.87M2.9%+6,295+4.2%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF128,587$3.04M2.3%+3,049+2.4%AddedConverted for a 3-for-1 split–
iShares S&P 500 Growth ETF464287309ETF27,921$2.83M2.2%−1,411−4.8%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF100,970$2.81M2.1%00.0%UnchangedConverted for a 4-for-1 split–
Schwab International Equity ETF808524805ETF151,185$2.80M2.1%+6,023+4.1%AddedConverted for a 2-for-1 split–
iShares MSCI USA Quality Factor ETF46432F339ETF15,261$2.72M2.1%+292+2.0%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT44,127$2.26M1.7%+401+0.9%Added–
MSFTMicrosoft CorpStock4,644$1.96M1.5%−37−0.8%ReducedHistory
Vanguard S&P 500 ETF922908363ETF3,305$1.78M1.4%−158−4.6%Reduced–
iShares Tr464288885EAFE GRWTH ETF17,890$1.73M1.3%−567−3.1%Reduced–
iShares Tr464288588MBS ETF18,881$1.73M1.3%+934+5.2%Added–
iShares Tr464288877EAFE VALUE ETF32,389$1.70M1.3%+16,150+99.5%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL32,590$1.65M1.3%+32,590New–
iShares Tr46435G425ESG AWR MSCI USA12,072$1.56M1.2%+82+0.7%Added–
CVXChevron CorpStock10,719$1.55M1.2%−45−0.4%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF44,345$1.47M1.1%+2,203+5.2%Added–
Schwab US Dividend Equity ETF808524797ETF52,321$1.43M1.1%−11,840−18.5%ReducedConverted for a 3-for-1 split–
AAPLApple Inc.Stock5,579$1.40M1.1%−22−0.4%ReducedHistory
iShares S&P 500 Value ETF464287408ETF7,125$1.36M1.0%+159+2.3%Added–
Schwab Strategic Tr808524862SHT TM US TRES56,507$1.36M1.0%+5,255+10.3%AddedConverted for a 2-for-1 split–
Schwab U.S. REIT ETF808524847ETF57,624$1.21M0.9%+231+0.4%Added–
iShares Flexible Income Active ETF092528603ETF20,367$1.06M0.8%+6,945+51.7%Added–
COSTCostco Wholesale CorpStock1,098$1.01M0.8%00.0%UnchangedHistory
Vanguard World FD921910733ESG US STK ETF9,351$980.8K0.7%−482−4.9%Reduced–
iShares Tr464287721U.S. TECH ETF6,037$963.1K0.7%−705−10.5%Reduced–
JPMJPMorgan Chase & CoStock3,856$924.4K0.7%−32−0.8%ReducedHistory
NVDANVIDIA CorpStock6,756$907.3K0.7%−277−3.9%ReducedHistory
WMTWalmart Inc.Stock9,723$878.5K0.7%−114−1.2%ReducedHistory
iShares Inc46434G764MSCI EMRG CHN15,062$835.2K0.6%+4,681+45.1%Added–
Schwab U.S. Small-Cap ETF808524607ETF31,568$816.3K0.6%+352+1.1%AddedConverted for a 2-for-1 split–
iShares Core S&P 500 ETF464287200ETF1,369$805.9K0.6%−48−3.4%Reduced–
iShares Tr46428743220 YR TR BD ETF8,131$710.0K0.5%−955−10.5%Reduced–
ABBVAbbVie Inc.Stock3,984$708.0K0.5%−34−0.8%ReducedHistory
APOApollo Global Management, Inc.COM4,140$683.8K0.5%+4,140NewHistory
AMZNAmazon Com IncStock3,061$671.6K0.5%+100+3.4%AddedHistory
BACBank of America CorpStock13,441$590.7K0.4%−131−1.0%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF16,787$576.3K0.4%+712+4.4%Added–
LMTLockheed Martin CorpStock1,106$537.5K0.4%−14−1.3%ReducedHistory
Schwab Emerging Markets Equity ETF808524706ETF19,911$530.2K0.4%+434+2.2%Added–
CSCOCisco Systems, Inc.Stock8,910$527.5K0.4%−67−0.7%ReducedHistory
MCDMcDonalds CorpStock1,768$512.5K0.4%−12−0.7%ReducedHistory
JNJJohnson & JohnsonStock3,411$493.3K0.4%−225−6.2%ReducedHistory
QCOMQualcomm IncStock3,209$493.0K0.4%−28−0.9%ReducedHistory
NUENucor CorpCOM4,173$487.0K0.4%−39−0.9%ReducedHistory
HONHoneywell International IncCOM2,149$485.4K0.4%+579+36.9%AddedHistory
WMWaste Management IncStock2,397$483.7K0.4%−24−1.0%ReducedHistory
NSCNorfolk Southern CorpStock2,024$474.9K0.4%−22−1.1%ReducedHistory
PPLPPL CorpCOM14,533$471.8K0.4%−126−0.9%ReducedHistory
EMREmerson Electric CoStock3,604$446.6K0.3%−31−0.9%ReducedHistory
KMIKinder Morgan, Inc.Stock16,165$442.9K0.3%−109−0.7%ReducedHistory
iShares Tr464288257MSCI ACWI ETF3,742$439.7K0.3%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF8,114$423.7K0.3%−5,443−40.1%Reduced–
CBChubb LtdStock1,487$410.9K0.3%−15−1.0%ReducedHistory
PGProcter & Gamble CoStock2,449$410.5K0.3%−196−7.4%ReducedHistory
LOWLowes Companies IncStock1,651$407.5K0.3%−12−0.7%ReducedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF13,717$407.4K0.3%+239+1.8%AddedConverted for a 2-for-1 split–
GLDSPDR Gold TrustETF1,642$397.6K0.3%−43−2.6%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock1,969$379.6K0.3%−14−0.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock818$370.8K0.3%−199−19.6%ReducedHistory
MRKMerck & Co., Inc.Stock3,653$363.4K0.3%−29−0.8%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF12,070$350.6K0.3%+163+1.4%Added–
PEPPepsiCo IncStock2,287$347.8K0.3%−18−0.8%ReducedHistory
BMYBristol Myers Squibb CoStock6,011$340.0K0.3%−68−1.1%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,646$337.6K0.3%+228+9.4%Added–
SCHWSchwab Charles CorpStock4,413$326.6K0.2%−31−0.7%ReducedHistory
DEDeere & CoStock756$320.3K0.2%−8−1.0%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT3,939$318.7K0.2%−375−8.7%Reduced–
ABTAbbott LaboratoriesStock2,714$307.0K0.2%−22−0.8%ReducedHistory
MDLZMondelez International, Inc.Stock5,050$301.6K0.2%−45−0.9%ReducedHistory
TELTE Connectivity plcStock2,109$301.5K0.2%−19−0.9%ReducedHistory
MTBM&T Bank CorpCOM1,584$297.9K0.2%−16−1.0%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL4,249$297.4K0.2%−141−3.2%Reduced–
CICigna GroupStock1,030$284.4K0.2%00.0%UnchangedHistory
Schwab US Tips ETF808524870ETF10,994$284.0K0.2%+1,648+17.6%AddedConverted for a 2-for-1 split–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,155$280.1K0.2%−143−4.3%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,855$276.6K0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF1,331$260.6K0.2%+22+1.7%Added–
iShares Tr464288281JPMORGAN USD EMG2,891$257.4K0.2%+116+4.2%Added–
iShares Core S&P Small Cap ETF464287804ETF2,106$242.6K0.2%−425−16.8%Reduced–
GISGeneral Mills IncStock3,780$241.1K0.2%−142−3.6%ReducedHistory
iShares Tr46435U713US INFRASTRUC5,142$238.0K0.2%+33+0.6%Added–
GOOGLAlphabet Inc.Stock1,237$234.1K0.2%+1+0.1%AddedHistory
Vanguard Total Bond Market ETF921937835ETF3,159$227.2K0.2%+326+11.5%Added–
Schwab Strategic Tr8085246985 10YR CORP BD10,041$221.6K0.2%+1,075+12.0%AddedConverted for a 2-for-1 split–
EOGEOG Resources IncStock1,797$220.3K0.2%−15−0.8%ReducedHistory
AVGOBroadcom Inc.Stock941$218.1K0.2%+941NewHistory
SPYSPDR S&P 500 ETF TrustETF363$212.9K0.2%+363NewHistory
WVVIWillamette Valley Vineyards IncCOM15,574$52.2K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (4)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr46434V803HDG MSCI EAFE9,241$327.3K0.3%–
HSYHershey CoCOM1,172$224.7K0.2%History
WPCW. P. Carey Inc.COM3,567$222.2K0.2%History
BROSDutch Bros Inc.CL A6,761$216.6K0.2%History