Clearview Wealth Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Clearview Wealth Advisors LLC reported 104 stock positions worth $98.0 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 17.0% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 5.5%) and Schwab US Aggregate Bond ETF (SCHZ, 4.9%). Compared with Q4 2023, it opened 21 new positions, sold out of 28, added to 17 and reduced 63. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +140%) and the biggest sale an exit from Invesco DB US Dollar Index B (UUP).

Most Recent 13F
Q4 2025
Location
SALEM, OR
CIK
0001840306
Portfolio Value
$98.0M (Q1 2024)
SEC Filing
0001754960-24-000110 ↗ filed Apr 10, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $98.0M $98.0M Q1 2024 Q2 2024: $114.6M Q2 2024 Q3 2024: $129.7M Q3 2024 Q4 2024: $131.6M Q4 2024 Q1 2025: $133.8M Q1 2025 Q2 2025: $143.5M Q2 2025 Q3 2025: $156.2M Q3 2025 Q4 2025: $157.8M Q4 2025

Holdings 104 stocks · $98.0M
SPYM Ste STR SPDR PT S&P 500 ETF 16.96% 270,140 $16.6M Add +140.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 5.47% 117,643 $5.4M Add +306.6%
SCHZ Schwab US Aggregate Bond ETF 4.91% 104,560 $4.8M Add +165.3%
SCHD Schwab US DVD Equity ETF 4.20% 51,023 $4.1M Add +7.8%
MBB iShares MBS ETF 2.77% 29,322 $2.7M Add +150.8%
EFV iShares MSCI Eafe Value ETF 2.71% 48,740 $2.7M Add +155.1%
TLT iShares 20+ Year Treasury BD 2.59% 26,833 $2.5M Add +291.1%
QUAL iShares MSCI USA Quality Fac 2.51% 14,943 $2.5M Add +62.9%
MSFT Microsoft Corp. 2.30% 5,356 $2.3M Reduce -4.4%
TFLO iShares Treasury Floating Ra 1.85% 35,761 $1.8M Add +103.7%
ESGU iShares ESG Aware MSCI USA 1.83% 15,595 $1.8M Add +8.5%
CVX Chevron Corp. 1.83% 11,342 $1.8M Reduce -1.9%
EFG iShares MSCI Eafe Growth ETF 1.78% 16,776 $1.7M Add +162.6%
VOO Vanguard S&P 500 ETF 1.76% 3,588 $1.7M Reduce -11.4%
IVE iShares S&P 500 Value ETF 1.74% 9,148 $1.7M New
DYNF Ishrs US E F R A ETF-Usd Inc. 1.43% 31,625 $1.4M New
IYW iShares Ustechnology ETF 1.39% 10,092 $1.4M Add +161.8%
AGG iShares Core U.S. Aggregate 1.27% 12,701 $1.2M Reduce -47.8%
IEMG iShares Core MSCI Emerging 1.19% 22,652 $1.2M Add +166.0%
AAPL Apple Inc. 1.05% 6,026 $1.0M Reduce -8.2%
ESGV Vanguard ESG US Stock ETF 0.97% 10,247 $955K Reduce -13.3%
WMT Walmart Inc. 0.97% 15,734 $947K Add +44.5%
SPSB SS SPDR P St C Corp. ETF 0.95% 31,437 $936K New
JNK SS SPDR BB High Yield Bond 0.94% 9,719 $925K New
NUE Nucor Corp. 0.92% 4,543 $899K Reduce -3.2%
LMT Lockheed Martin Corp. 0.89% 1,922 $874K Reduce -36.4%
JPM JPMorgan Chase & Co. 0.87% 4,257 $853K Reduce -21.9%
GLD SPDR Gold Shares 0.82% 3,927 $808K Reduce -70.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.82% 21,131 $801K Reduce -3.6%
ABBV Abbvie Inc. 0.80% 4,301 $783K Reduce -2.9%
IVV iShares Core S&P 500 ETF 0.76% 1,420 $747K Reduce -13.3%
NVDA Nvidia Corp. 0.75% 816 $737K Reduce -31.0%
GGG Graco Inc. 0.71% 7,497 $701K Reduce -44.5%
COST Costco Wholesale Corp. 0.67% 898 $658K Reduce -16.1%
FBIN Fortune Brands Innovations I 0.67% 7,765 $657K Reduce -46.5%
NDSN Nordson Corp. 0.64% 2,279 $626K Reduce -46.4%
JNJ Johnson & Johnson 0.62% 3,811 $603K Reduce -12.8%
QCOM Qualcomm Inc. 0.60% 3,474 $588K Reduce -3.2%
WM Waste Management Inc. 0.58% 2,652 $565K Reduce -2.0%
NSC Norfolk Southern Corp. 0.58% 2,218 $565K Reduce -3.1%
AMZN Amazon.com Inc. 0.56% 3,051 $550K Add +3.0%
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.55% 8,326 $544K Reduce -51.1%
MCD McDonald's Corp. 0.55% 1,911 $539K Reduce -4.1%
MRK Merck & Co. Inc. 0.54% 3,983 $526K Reduce -2.8%
BINC iShares Flex I A ETF-Usd Inc. 0.52% 9,717 $510K New
SCHI Schwab 5-10 Year Corporate B 0.50% 11,040 $491K Add +30.6%
CSCO Cisco Systems Inc. 0.50% 9,766 $487K Reduce -4.2%
IXC iShares Global Energy ETF 0.48% 10,901 $468K New
PG The Procter & Gamble Co. 0.46% 2,796 $454K Reduce -4.3%
LOW Lowe's Cos Inc. 0.46% 1,780 $453K Reduce -9.7%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 1,064 $447K No change
EMR Emerson Electric Co. 0.46% 3,939 $447K Reduce -6.0%
TIP iShares Tips Bond ETF 0.44% 4,058 $436K Add +92.0%
PPL PPL Corp. 0.44% 15,696 $432K Reduce -2.3%
PEP Pepsico Inc. 0.43% 2,434 $426K Reduce -9.6%
CB Chubb Ltd. 0.43% 1,616 $419K Reduce -3.3%
RPM RPM International Inc. 0.42% 3,488 $415K Reduce -61.5%
ACWI iShares MSCI Acwi ETF 0.42% 3,742 $412K Reduce -1.2%
CAH Cardinal Health Inc. 0.41% 3,614 $404K Reduce -54.1%
LLY Eli Lilly & Co. 0.41% 518 $403K Reduce -61.1%
ZBRA Zebra Technologies Corp. Class A 0.40% 1,300 $392K New
MDLZ Mondelez International Inc. Class A 0.39% 5,482 $384K Reduce -12.2%
EXEL Exelixis Inc. 0.39% 16,038 $381K Reduce -56.6%
CI The Cigna Group 0.38% 1,030 $374K No change
CORT Corcept Therapeutics Inc. 0.37% 14,382 $362K New
BMY Bristol-Myers Squibb Co. 0.37% 6,625 $359K Reduce -3.1%
CTLT Catalent Inc. 0.36% 6,315 $356K New
DGRW Wisdomtree U.S. Quality Divi 0.36% 4,670 $356K Reduce -15.9%
EMB iShares JP Morgan Usd Emergi 0.36% 3,946 $354K New
HON Honeywell International Inc. 0.36% 1,716 $352K Reduce -4.5%
VYM Vanguard High DVD Yield ETF 0.35% 2,869 $347K Reduce -37.5%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.35% 4,588 $347K New
SCHW Schwab (charles) Corp. 0.35% 4,752 $344K New
DAY Dayforce Inc. 0.35% 5,174 $343K Reduce -58.7%
PNC PNC Financial Services Group 0.35% 2,119 $342K Reduce -3.9%
LNTH Lantheus Holdings Inc. 0.35% 5,495 $342K New
ABT Abbott Laboratories 0.35% 2,983 $339K Reduce -43.3%
DE Deere & Co. 0.34% 817 $336K Reduce -4.2%
TEL Te Connectivity Ltd. 0.34% 2,278 $331K Reduce -4.7%
TRMB Trimble Inc. 0.33% 5,049 $325K Reduce -65.6%
KMI Kinder Morgan Inc. 0.33% 17,664 $324K Reduce -3.1%
IVW iShares S&P 500 Growth ETF 0.33% 3,808 $322K Reduce -24.9%
GILD Gilead Sciences Inc. 0.33% 4,378 $321K Reduce -57.5%
USMV iShares MSCI USA Min Vol Fac 0.32% 3,740 $313K Reduce -34.2%
TYL Tyler Technologies Inc. 0.32% 733 $312K New
SPLV Invesco S&P 500 Low Volatili 0.31% 4,615 $304K Reduce -7.9%
LHX L3HARRIS Technologies Inc. 0.31% 1,414 $301K New
GIS General Mills Inc. 0.30% 4,228 $296K Reduce -1.3%
IJR iShares Core S&P Small-Cap E 0.29% 2,611 $289K Reduce -4.4%
VIG Vanguard Dividend Apprec ETF 0.28% 1,496 $273K Reduce -25.5%
XLF SS Financial Select Sector 0.27% 6,197 $261K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.26% 1,736 $252K Reduce -4.3%
EOG EOG Resources Inc. 0.25% 1,936 $247K Reduce -3.0%
EMXC iShares MSCI Emr MRK Ex Chna 0.25% 4,265 $246K New
CL Colgate-Palmolive Co. 0.25% 2,682 $242K Reduce -75.2%
XLB SS Materials Select Sector 0.25% 2,587 $240K New
XLY SS Consumer Disc Select Sect 0.23% 1,235 $227K New
IYR iShares US Real Estate ETF 0.23% 2,493 $224K New
BROS Dutch Bros Inc. Class A 0.23% 6,761 $223K Reduce -3.4%
WPC WP Carey Inc. 0.22% 3,873 $219K Reduce -2.7%
BND Vanguard Total Bond Market 0.22% 3,007 $218K Reduce -19.5%
PFE Pfizer Inc. 0.21% 7,337 $204K Reduce -5.3%
IFRA iShares US Infrastructure 0.21% 4,663 $202K New
WVVI Willamette Valley Vineyards 0.08% 15,574 $78K No change

Portfolio Sells Q4 2023 → Q1 2024
UUP Invesco DB US Dollar Index B Sold out 0.00% −2.31
PROSHARES SHORT S&P500 Sold out 0.00% −2.30
PROSHARES SHORT MSCI EAFE Sold out 0.00% −2.29
GLD SPDR Gold Shares Reduce -70.8% 0.82% −2.18
AGG iShares Core U.S. Aggregate Reduce -47.8% 1.27% −1.54
CCK Crown Holdings Inc. Sold out 0.00% −1.27
EMN Eastman Chemical Co. Sold out 0.00% −1.24
EPAM Epam Systems Inc. Sold out 0.00% −1.09
TMUS T-Mobile US Inc. Sold out 0.00% −0.96
COR Cencora Inc. Sold out 0.00% −0.92
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.88
BXP BXP Inc. Reduce -51.1% 0.55% −0.84
CL Colgate-Palmolive Co. Reduce -75.2% 0.25% −0.76
RPM RPM International Inc. Reduce -61.5% 0.42% −0.76
LMT Lockheed Martin Corp. Reduce -36.4% 0.89% −0.71
NDSN Nordson Corp. Reduce -46.4% 0.64% −0.67
GGG Graco Inc. Reduce -44.5% 0.71% −0.65
GILD Gilead Sciences Inc. Reduce -57.5% 0.33% −0.65
EXEL Exelixis Inc. Reduce -56.6% 0.39% −0.64
DAY Dayforce Inc. Reduce -58.7% 0.35% −0.63
FBIN Fortune Brands Innovations I Reduce -46.5% 0.67% −0.62
TRMB Trimble Inc. Reduce -65.6% 0.33% −0.58
PLAB Photronics Inc. Sold out 0.00% −0.54
CAH Cardinal Health Inc. Reduce -54.1% 0.41% −0.51
LLY Eli Lilly & Co. Reduce -61.1% 0.41% −0.49
M D C HLDGS INC Sold out 0.00% −0.44
GIII G-III Apparel Group Ltd. Sold out 0.00% −0.43
AAPL Apple Inc. Reduce -8.2% 1.05% −0.42
JOE The St Joe Co. Sold out 0.00% −0.42
HEGD Swan Hedged Equity US LG Cap Sold out 0.00% −0.41
CRNC Cerence Inc. Sold out 0.00% −0.40
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.39
BFH Bread Financial Holdings Inc. Sold out 0.00% −0.38
PMT Pennymac Mortgage Investment Sold out 0.00% −0.37
CVSA Covista Inc. Sold out 0.00% −0.36
FTDR Frontdoor Inc. Sold out 0.00% −0.35
OEF iShares S&P 100 ETF Sold out 0.00% −0.34
BXMT Blackstone Mortgage Tru Class A Sold out 0.00% −0.34
ABT Abbott Laboratories Reduce -43.3% 0.35% −0.33
HNDL Nasdaq 7 Handl Index ETF Sold out 0.00% −0.32
LEG Leggett & Platt Inc. Sold out 0.00% −0.31
VOO Vanguard S&P 500 ETF Reduce -11.4% 1.76% −0.30
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.27
HD Home Depot Inc. Sold out 0.00% −0.25
VGSH Vanguard Short-Term Treasury Sold out 0.00% −0.25
USFR Wisdomtree Floating Rate Tre Sold out 0.00% −0.24
VYM Vanguard High DVD Yield ETF Reduce -37.5% 0.35% −0.24
JPM JPMorgan Chase & Co. Reduce -21.9% 0.87% −0.21
USMV iShares MSCI USA Min Vol Fac Reduce -34.2% 0.32% −0.20
ESGV Vanguard ESG US Stock ETF Reduce -13.3% 0.97% −0.20

Portfolio Buys Q4 2023 → Q1 2024
SPYM Ste STR SPDR PT S&P 500 ETF Add +140.1% 16.96% +9.63
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +306.6% 5.47% +3.92
SCHZ Schwab US Aggregate Bond ETF Add +165.3% 4.91% +2.77
TLT iShares 20+ Year Treasury BD Add +291.1% 2.59% +1.80
IVE iShares S&P 500 Value ETF New 1.74% +1.74
EFV iShares MSCI Eafe Value ETF Add +155.1% 2.71% +1.54
MBB iShares MBS ETF Add +150.8% 2.77% +1.48
DYNF Ishrs US E F R A ETF-Usd Inc. New 1.43% +1.43
EFG iShares MSCI Eafe Growth ETF Add +162.6% 1.78% +1.06
SPSB SS SPDR P St C Corp. ETF New 0.95% +0.95
JNK SS SPDR BB High Yield Bond New 0.94% +0.94
QUAL iShares MSCI USA Quality Fac Add +62.9% 2.51% +0.93
IYW iShares Ustechnology ETF Add +161.8% 1.39% +0.84
TFLO iShares Treasury Floating Ra Add +103.7% 1.85% +0.82
IEMG iShares Core MSCI Emerging Add +166.0% 1.19% +0.69
BINC iShares Flex I A ETF-Usd Inc. New 0.52% +0.52
IXC iShares Global Energy ETF New 0.48% +0.48
ZBRA Zebra Technologies Corp. Class A New 0.40% +0.40
CORT Corcept Therapeutics Inc. New 0.37% +0.37
CTLT Catalent Inc. New 0.36% +0.36
EMB iShares JP Morgan Usd Emergi New 0.36% +0.36
BJ Bj's Wholesale Club Holdings New 0.35% +0.35
SCHW Schwab (charles) Corp. New 0.35% +0.35
LNTH Lantheus Holdings Inc. New 0.35% +0.35
TYL Tyler Technologies Inc. New 0.32% +0.32
LHX L3HARRIS Technologies Inc. New 0.31% +0.31
WMT Walmart Inc. Add +44.5% 0.97% +0.30
XLF SS Financial Select Sector New 0.27% +0.27
EMXC iShares MSCI Emr MRK Ex Chna New 0.25% +0.25
XLB SS Materials Select Sector New 0.25% +0.25
XLY SS Consumer Disc Select Sect New 0.23% +0.23
IYR iShares US Real Estate ETF New 0.23% +0.23
IFRA iShares US Infrastructure New 0.21% +0.21
TIP iShares Tips Bond ETF Add +92.0% 0.44% +0.18
ESGU iShares ESG Aware MSCI USA Add +8.5% 1.83% +0.07
SCHI Schwab 5-10 Year Corporate B Add +30.6% 0.50% +0.06
AMZN Amazon.com Inc. Add +3.0% 0.56% +0.04
SCHD Schwab US DVD Equity ETF Add +7.8% 4.20% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 103$157.8MCGCP, SCHZ, CGDV, CGGR, JAAA
Q3 2025 102$156.2MCGCP, SCHZ, CGDV, CGGR, JAAA
Q2 2025 101$143.5MCGCP, SCHZ, CGDV, CGGR, JAAA
Q1 2025 99$133.8MCGCP, SCHZ, CGDV, SPYM, CGGR
Q4 2024 95$131.6MCGCP, SCHZ, CGDV, SPYM, CGGR
Q3 2024 95$129.7MCGCP, SCHZ, CGDV, SPYM, CGGR
Q2 2024 95$114.6MCGCP, SCHZ, SPYM, CGDV, CGGR
Q1 2024 104$98.0MSPYM, IUSB, SCHZ, SCHD, MBB