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Livermore
Livermore
ZHEN

Clearview Wealth Advisors LLC

SEC CIK
0001840306
Latest filing
Feb 17, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
103
+1 vs. Q3 2025
Portfolio value
$157.8M
+$1.60M (+1.0%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Clearview Wealth Advisors LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM603,327$13.7M8.7%+1,866+0.3%Added–
Schwab US Aggregate Bond ETF808524839ETF505,777$11.8M7.5%+8,189+1.6%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT267,294$11.7M7.4%−8,661−3.1%Reduced–
Capital Group Growth ETF14020G101SHS CREAT UNIT209,630$9.32M5.9%+719+0.3%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL135,166$6.84M4.3%+9,667+7.7%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF81,063$6.50M4.1%+997+1.2%Added–
Schwab U.S. Large-Cap ETF808524201ETF212,105$5.71M3.6%−766−0.4%Reduced–
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT166,732$4.93M3.1%−3,555−2.1%Reduced–
APOApollo Global Management, Inc.COM26,866$3.89M2.5%+2,161+8.7%AddedHistory
Schwab International Equity ETF808524805ETF155,890$3.75M2.4%−1,829−1.2%Reduced–
Schwab Fundamental U.S. Large Company ETF808524771ETF137,409$3.74M2.4%+170+0.1%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF100,351$3.27M2.1%−358−0.4%Reduced–
iShares S&P 500 Value ETF464287408ETF13,829$2.93M1.9%+3,805+38.0%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT47,637$2.90M1.8%+3,391+7.7%Added–
iShares S&P 500 Growth ETF464287309ETF23,194$2.86M1.8%−337−1.4%Reduced–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 5038,554$2.29M1.4%+18,433+91.6%Added–
iShares Tr46434V613CORE UNIVRSL USD45,770$2.13M1.3%−11,054−19.5%Reduced–
Schwab Fundamental International Equity ETF808524755ETF45,634$2.06M1.3%−441−1.0%Reduced–
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR44,306$2.05M1.3%+993+2.3%Added–
MSFTMicrosoft CorpStock4,168$2.02M1.3%−338−7.5%ReducedHistory
iShares Tr464288877EAFE VALUE ETF27,936$1.99M1.3%−10,341−27.0%Reduced–
Vanguard S&P 500 ETF922908363ETF3,109$1.95M1.2%−79−2.5%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF8,935$1.77M1.1%−8,258−48.0%Reduced–
iShares Tr46435G425ESG AWR MSCI USA11,713$1.75M1.1%+52+0.4%Added–
iShares Tr464288588MBS ETF16,809$1.60M1.0%+709+4.4%Added–
Schwab Strategic Tr808524862SHT TM US TRES64,164$1.56M1.0%+4,672+7.9%Added–
CVXChevron CorpStock10,105$1.54M1.0%−264−2.5%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF22,366$1.50M1.0%−4,137−15.6%Reduced–
AAPLApple Inc.Stock5,345$1.45M0.9%−165−3.0%ReducedHistory
Schwab U.S. REIT ETF808524847ETF58,227$1.22M0.8%−131−0.2%Reduced–
iShares Flexible Income Active ETF092528603ETF22,741$1.20M0.8%+1,260+5.9%Added–
BlackRock ETF Trust09290C780ISHA I IN TE ETF34,505$1.15M0.7%+20,318+143.2%Added–
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM9,485$1.13M0.7%+3,493+58.3%Added–
BlackRock ETF Trust09290C806ISHA US THEM ETF27,548$1.06M0.7%+616+2.3%Added–
Vanguard World FD921910733ESG US STK ETF8,758$1.06M0.7%−188−2.1%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF34,971$996.0K0.6%+577+1.7%Added–
JPMJPMorgan Chase & CoStock2,921$941.3K0.6%−115−3.8%ReducedHistory
iShares Tr46435G672CORE INTL AGGR18,769$938.6K0.6%+1,182+6.7%Added–
GLDMWorld Gold TrustSPDR GLD MINIS10,572$902.5K0.6%+3,030+40.2%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT11,393$877.5K0.6%+11,393New–
COSTCostco Wholesale CorpStock987$851.0K0.5%−112−10.2%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF18,592$846.5K0.5%+472+2.6%Added–
ABBVAbbVie Inc.Stock3,595$821.3K0.5%−159−4.2%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,145$784.2K0.5%−1−0.1%Reduced–
Schwab US Dividend Equity ETF808524797ETF26,527$727.6K0.5%−8,269−23.8%Reduced–
Schwab Emerging Markets Equity ETF808524706ETF20,830$682.2K0.4%−234−1.1%Reduced–
AMZNAmazon Com IncStock2,893$667.8K0.4%−220−7.1%ReducedHistory
JNJJohnson & JohnsonStock3,218$666.0K0.4%−144−4.3%ReducedHistory
BACBank of America CorpStock12,093$665.1K0.4%−733−5.7%ReducedHistory
WMTWalmart Inc.Stock5,829$649.4K0.4%−429−6.9%ReducedHistory
NVDANVIDIA CorpStock3,474$647.9K0.4%−660−16.0%ReducedHistory
GLDSPDR Gold TrustETF1,542$611.1K0.4%00.0%UnchangedHistory
NUENucor CorpCOM3,730$608.4K0.4%−179−4.6%ReducedHistory
CSCOCisco Systems, Inc.Stock7,809$601.5K0.4%−551−6.6%ReducedHistory
iShares Tr464288257MSCI ACWI ETF3,742$529.4K0.3%00.0%Unchanged–
NSCNorfolk Southern CorpStock1,806$521.3K0.3%−86−4.5%ReducedHistory
QCOMQualcomm IncStock2,947$504.1K0.3%−141−4.6%ReducedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF15,765$496.7K0.3%+147+0.9%Added–
MCDMcDonalds CorpStock1,605$490.5K0.3%−61−3.7%ReducedHistory
LMTLockheed Martin CorpStock992$479.8K0.3%−45−4.3%ReducedHistory
Schwab Strategic Tr808524631HIGH YIELD BD ET17,977$475.0K0.3%+8,917+98.4%Added–
WMWaste Management IncStock2,138$469.8K0.3%−103−4.6%ReducedHistory
PPLPPL CorpCOM12,991$455.0K0.3%−683−5.0%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF12,421$447.9K0.3%−526−4.1%Reduced–
TELTE Connectivity plcStock1,888$429.5K0.3%−93−4.7%ReducedHistory
EMREmerson Electric CoStock3,204$425.2K0.3%−167−5.0%ReducedHistory
CBChubb LtdStock1,338$417.7K0.3%−58−4.2%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,902$416.5K0.3%+352+13.8%Added–
iShares Tr464288281JPMORGAN USD EMG4,313$415.3K0.3%+232+5.7%Added–
MTBM&T Bank CorpCOM2,055$414.1K0.3%−106−4.9%ReducedHistory
KMIKinder Morgan, Inc.Stock14,559$400.2K0.3%−665−4.4%ReducedHistory
Global X FDS37960A529DEFENSE TECH ETF6,157$398.9K0.3%+6,157New–
SCHWSchwab Charles CorpStock3,963$395.9K0.3%−195−4.7%ReducedHistory
HONHoneywell International IncCOM1,954$381.2K0.2%−90−4.4%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock1,763$367.9K0.2%−84−4.5%ReducedHistory
DELLDell Technologies Inc.Stock2,890$363.8K0.2%−133−4.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock723$363.4K0.2%−60−7.7%ReducedHistory
LOWLowes Companies IncStock1,478$356.4K0.2%−71−4.6%ReducedHistory
GOOGLAlphabet Inc.Stock1,060$331.8K0.2%−221−17.3%ReducedHistory
WisdomTree Tr97717X669US QTLY DIV GRT3,613$323.1K0.2%+990+37.7%Added–
PGProcter & Gamble CoStock2,234$320.1K0.2%−74−3.2%ReducedHistory
DEDeere & CoStock678$315.7K0.2%−33−4.6%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,425$313.1K0.2%+129+10.0%Added–
Schwab US Tips ETF808524870ETF11,692$309.7K0.2%+1,711+17.1%Added–
ABTAbbott LaboratoriesStock2,422$303.4K0.2%−115−4.5%ReducedHistory
LENLennar CorpCL A2,921$300.3K0.2%−172−5.6%ReducedHistory
AOSSmith A O CorpCOM4,319$288.9K0.2%−204−4.5%ReducedHistory
PEPPepsiCo IncStock2,003$287.4K0.2%−75−3.6%ReducedHistory
BMYBristol Myers Squibb CoStock5,326$287.3K0.2%−292−5.2%ReducedHistory
HSYHershey CoCOM1,567$285.1K0.2%−60−3.7%ReducedHistory
CICigna GroupStock1,030$283.5K0.2%00.0%UnchangedHistory
EOGEOG Resources IncStock2,617$274.8K0.2%−156−5.6%ReducedHistory
TSLATesla, Inc.Stock596$268.0K0.2%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF389$265.1K0.2%+7+1.8%AddedHistory
Vanguard Total Bond Market ETF921937835ETF3,565$264.1K0.2%+454+14.6%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,554$255.1K0.2%−377−12.9%Reduced–
MDLZMondelez International, Inc.Stock4,522$243.4K0.2%−231−4.9%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,421$228.0K0.1%−336−12.2%Reduced–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,106$221.9K0.1%−648−17.3%Reduced–
Schwab Strategic Tr8085246985 10YR CORP BD9,289$213.4K0.1%+9,289New–

Sold out since Q3 2025 (2)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Clearview Wealth Advisors LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
iShares Tr464288885EAFE GRWTH ETF8,938$1.02M0.7%–
iShares Tr464287721U.S. TECH ETF4,906$960.9K0.6%–