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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 23, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
99
+4 vs. Q4 2024
Portfolio value
$133.8M
+$2.29M (+1.7%) vs. Q4 2024
Filed
Apr 23, 2025
SEC
Holdings of Clearview Wealth Advisors LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM532,727$12.0M8.9%−11,448−2.1%Reduced–
Schwab US Aggregate Bond ETF808524839ETF485,694$11.2M8.4%−3,013−0.6%Reduced–
Capital Group Dividend Value14020W106SHS CREAT UNIT260,228$9.27M6.9%−12,136−4.5%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF124,953$8.22M6.1%−8,346−6.3%Reduced–
Capital Group Growth ETF14020G101SHS CREAT UNIT184,965$6.34M4.7%−13,492−6.8%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL117,498$5.96M4.5%+84,908+260.5%Added–
Schwab U.S. Large-Cap ETF808524201ETF200,436$4.43M3.3%−10,442−5.0%Reduced–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT161,747$3.96M3.0%+4,815+3.1%Added–
iShares Tr46434V613CORE UNIVRSL USD67,077$3.09M2.3%−20,767−23.6%Reduced–
Schwab International Equity ETF808524805ETF155,467$3.08M2.3%+4,282+2.8%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF128,529$3.03M2.3%−580.0%Reduced–
APOApollo Global Management, Inc.COM21,558$2.95M2.2%+17,418+420.7%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF15,815$2.70M2.0%+554+3.6%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF94,536$2.37M1.8%−6,434−6.4%Reduced–
iShares S&P 500 Growth ETF464287309ETF25,131$2.33M1.7%−2,790−10.0%Reduced–
BlackRock ETF Trust09290C103ISHARES US EQUIT42,663$2.08M1.6%−1,464−3.3%Reduced–
CVXChevron CorpStock10,582$1.77M1.3%−137−1.3%ReducedHistory
MSFTMicrosoft CorpStock4,596$1.73M1.3%−48−1.0%ReducedHistory
iShares S&P 500 Value ETF464287408ETF8,867$1.69M1.3%+1,742+24.4%Added–
Vanguard S&P 500 ETF922908363ETF3,200$1.64M1.2%−105−3.2%Reduced–
Schwab Fundamental International Equity ETF808524755ETF45,283$1.64M1.2%+938+2.1%Added–
iShares Tr46435G425ESG AWR MSCI USA12,115$1.48M1.1%+43+0.4%Added–
iShares Tr464288877EAFE VALUE ETF25,016$1.47M1.1%−7,373−22.8%Reduced–
iShares Tr464288588MBS ETF15,618$1.46M1.1%−3,263−17.3%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES56,333$1.37M1.0%−174−0.3%Reduced–
Schwab U.S. REIT ETF808524847ETF57,030$1.23M0.9%−594−1.0%Reduced–
AAPLApple Inc.Stock5,489$1.22M0.9%−90−1.6%ReducedHistory
iShares Flexible Income Active ETF092528603ETF20,570$1.08M0.8%+203+1.0%Added–
COSTCostco Wholesale CorpStock1,098$1.04M0.8%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF36,588$1.02M0.8%−15,733−30.1%Reduced–
iShares Tr464288885EAFE GRWTH ETF9,539$953.9K0.7%−8,351−46.7%Reduced–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR19,778$921.1K0.7%+19,778New–
Vanguard World FD921910733ESG US STK ETF8,974$879.0K0.7%−377−4.0%Reduced–
ABBVAbbVie Inc.Stock3,856$808.0K0.6%−128−3.2%ReducedHistory
iShares Tr464287721U.S. TECH ETF5,595$785.7K0.6%−442−7.3%Reduced–
iShares Core S&P 500 ETF464287200ETF1,370$770.0K0.6%+1+0.1%Added–
JPMJPMorgan Chase & CoStock3,102$760.9K0.6%−754−19.6%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF32,253$755.7K0.6%+685+2.2%Added–
iShares Inc46434G764MSCI EMRG CHN13,537$745.7K0.6%−1,525−10.1%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF12,731$687.1K0.5%+4,617+56.9%Added–
Schwab International Small-Cap Equity ETF808524888ETF17,477$627.1K0.5%+690+4.1%Added–
GLDMWorld Gold TrustSPDR GLD MINIS9,561$591.7K0.4%+9,561NewHistory
AMZNAmazon Com IncStock3,063$582.8K0.4%+2+0.1%AddedHistory
NVDANVIDIA CorpStock5,270$571.2K0.4%−1,486−22.0%ReducedHistory
Schwab Emerging Markets Equity ETF808524706ETF20,569$567.1K0.4%+658+3.3%Added–
JNJJohnson & JohnsonStock3,413$566.0K0.4%+2+0.1%AddedHistory
WMTWalmart Inc.Stock6,352$557.7K0.4%−3,371−34.7%ReducedHistory
BACBank of America CorpStock13,230$552.1K0.4%−211−1.6%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5011,714$539.1K0.4%+11,714New–
MCDMcDonalds CorpStock1,716$536.0K0.4%−52−2.9%ReducedHistory
CSCOCisco Systems, Inc.Stock8,656$534.1K0.4%−254−2.9%ReducedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM5,771$534.0K0.4%+5,771New–
WMWaste Management IncStock2,304$533.4K0.4%−93−3.9%ReducedHistory
PPLPPL CorpCOM14,095$509.0K0.4%−438−3.0%ReducedHistory
QCOMQualcomm IncStock3,182$488.7K0.4%−27−0.8%ReducedHistory
NUENucor CorpCOM4,042$486.4K0.4%−131−3.1%ReducedHistory
LMTLockheed Martin CorpStock1,069$477.6K0.4%−37−3.3%ReducedHistory
GLDSPDR Gold TrustETF1,642$473.1K0.4%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,959$463.9K0.3%−65−3.2%ReducedHistory
KMIKinder Morgan, Inc.Stock15,724$448.6K0.3%−441−2.7%ReducedHistory
HONHoneywell International IncCOM2,098$444.2K0.3%−51−2.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock818$435.6K0.3%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF3,742$435.5K0.3%00.0%Unchanged–
CBChubb LtdStock1,440$435.0K0.3%−47−3.2%ReducedHistory
PGProcter & Gamble CoStock2,391$407.5K0.3%−58−2.4%ReducedHistory
MTBM&T Bank CorpCOM2,212$395.5K0.3%+628+39.6%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF14,035$384.4K0.3%+318+2.3%Added–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF12,441$383.2K0.3%+371+3.1%Added–
EMREmerson Electric CoStock3,490$382.6K0.3%−114−3.2%ReducedHistory
LOWLowes Companies IncStock1,596$372.2K0.3%−55−3.3%ReducedHistory
BMYBristol Myers Squibb CoStock5,820$354.9K0.3%−191−3.2%ReducedHistory
ABTAbbott LaboratoriesStock2,627$348.4K0.3%−87−3.2%ReducedHistory
DEDeere & CoStock731$343.1K0.3%−25−3.3%ReducedHistory
CICigna GroupStock1,030$338.9K0.3%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,596$334.8K0.3%−50−1.9%Reduced–
PNCPNC Financial Services Group, Inc.Stock1,905$334.8K0.3%−64−3.3%ReducedHistory
SCHWSchwab Charles CorpStock4,276$334.7K0.3%−137−3.1%ReducedHistory
MDLZMondelez International, Inc.Stock4,894$332.1K0.2%−156−3.1%ReducedHistory
iShares Tr464288281JPMORGAN USD EMG3,631$328.9K0.2%+740+25.6%Added–
PEPPepsiCo IncStock2,134$320.0K0.2%−153−6.7%ReducedHistory
MRKMerck & Co., Inc.Stock3,540$317.7K0.2%−113−3.1%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT3,853$307.7K0.2%−86−2.2%Reduced–
AOSSmith A O CorpCOM4,643$303.5K0.2%+4,643NewHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,918$292.8K0.2%−331−7.8%Reduced–
TELTE Connectivity plcStock2,040$288.3K0.2%−69−3.3%ReducedHistory
HSYHershey CoCOM1,654$282.9K0.2%+1,654NewHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF2,855$282.4K0.2%00.0%Unchanged–
Schwab US Tips ETF808524870ETF10,494$282.2K0.2%−500−4.5%Reduced–
DELLDell Technologies Inc.Stock3,077$280.5K0.2%+3,077NewHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,930$274.4K0.2%−225−7.1%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF1,310$254.0K0.2%−21−1.6%Reduced–
iShares Tr46434V803HDG MSCI EAFE6,984$253.4K0.2%+6,984New–
Vanguard Total Bond Market ETF921937835ETF3,166$232.5K0.2%+7+0.2%Added–
EOGEOG Resources IncStock1,739$223.0K0.2%−58−3.2%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF2,109$220.5K0.2%+3+0.1%Added–
GISGeneral Mills IncStock3,684$220.3K0.2%−96−2.5%ReducedHistory
WPCW. P. Carey Inc.COM3,425$216.2K0.2%+3,425NewHistory
Schwab Strategic Tr8085246985 10YR CORP BD9,506$213.5K0.2%−535−5.3%Reduced–
WVVIWillamette Valley Vineyards IncCOM15,574$92.5K0.1%00.0%UnchangedHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Tr46428743220 YR TR BD ETF8,131$710.0K0.5%–
iShares Tr46435U713US INFRASTRUC5,142$238.0K0.2%–
GOOGLAlphabet Inc.Stock1,237$234.1K0.2%History
AVGOBroadcom Inc.Stock941$218.1K0.2%History
SPYSPDR S&P 500 ETF TrustETF363$212.9K0.2%History