Clearview Wealth Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Clearview Wealth Advisors LLC reported 95 stock positions worth $129.7 million. Its top holding was Cap Group Core Plus Income (CGCP) at 9.2% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 8.6%) and Cap Group Dividend Value (CGDV, 7.6%). Compared with Q2 2024, it opened 1 new position, sold out of 1, added to 36 and reduced 53. The biggest buy was Cap Group Dividend Value (CGDV, shares +14%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- SALEM, OR
- CIK
- 0001840306
- Portfolio Value
- $129.7M (Q3 2024)
- SEC Filing
- 0001754960-24-000497 ↗ filed Oct 15, 2024
Holdings Value
Holdings 95 stocks · $129.7M
| CGCP Cap Group Core Plus Income | 9.19% | 515,570 | $11.9M | Add +15.8% |
| SCHZ Schwab US Aggregate Bond ETF | 8.62% | 235,266 | $11.2M | Add +13.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 7.58% | 269,922 | $9.8M | Add +14.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.43% | 142,866 | $9.6M | Reduce -1.2% |
| CGGR Cap Group Growth Equity | 5.25% | 195,799 | $6.8M | Add +14.5% |
| SCHX Schwab US Large-Cap ETF | 3.61% | 69,007 | $4.7M | Add +11.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 3.13% | 150,637 | $4.1M | Add +14.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.82% | 77,579 | $3.7M | Add +9.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.31% | 41,846 | $3.0M | Add +11.6% |
| SCHF Schwab Intl Equity ETF | 2.30% | 72,581 | $3.0M | Add +13.0% |
| IVW iShares S&P 500 Growth ETF | 2.16% | 29,332 | $2.8M | Add +52.1% |
| QUAL iShares MSCI USA Quality Fac | 2.07% | 14,969 | $2.7M | Add +7.0% |
| SCHG Schwab US Large-Cap Growth | 2.02% | 25,135 | $2.6M | Add +9.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.67% | 43,726 | $2.2M | Add +9.6% |
| MSFT Microsoft Corp. | 1.55% | 4,681 | $2.0M | Reduce -3.5% |
| EFG iShares MSCI Eafe Growth ETF | 1.53% | 18,457 | $2.0M | Add +54.6% |
| VOO Vanguard S&P 500 ETF | 1.41% | 3,463 | $1.8M | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 1.39% | 21,387 | $1.8M | Reduce -23.2% |
| MBB iShares MBS ETF | 1.33% | 17,947 | $1.7M | Add +11.3% |
| CVX Chevron Corp. | 1.22% | 10,764 | $1.6M | Reduce -3.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.21% | 42,142 | $1.6M | Add +12.0% |
| ESGU iShares ESG Aware MSCI USA | 1.17% | 11,990 | $1.5M | Add +1.0% |
| IVE iShares S&P 500 Value ETF | 1.06% | 6,966 | $1.4M | Add +9.4% |
| SCHH Schwab US REIT ETF | 1.02% | 57,393 | $1.3M | Add +3.0% |
| AAPL Apple Inc. | 1.01% | 5,601 | $1.3M | Reduce -5.8% |
| SCHO Schwab Short-Term US Treas | 0.97% | 25,626 | $1.3M | Add +14.6% |
| IYW iShares Ustechnology ETF | 0.79% | 6,742 | $1.0M | Add +5.4% |
| ESGV Vanguard ESG US Stock ETF | 0.77% | 9,833 | $1000K | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.75% | 1,098 | $973K | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.72% | 16,239 | $934K | Reduce -13.0% |
| TLT iShares 20+ Year Treasury BD | 0.69% | 9,086 | $891K | Add +9.8% |
| NVDA Nvidia Corp. | 0.66% | 7,033 | $854K | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.63% | 3,888 | $820K | Reduce -4.6% |
| IVV iShares Core S&P 500 ETF | 0.63% | 1,417 | $817K | Add +0.1% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 15,608 | $804K | Add +11.6% |
| WMT Walmart Inc. | 0.61% | 9,837 | $794K | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.61% | 4,018 | $794K | Reduce -2.6% |
| IEMG iShares Core MSCI Emerging | 0.60% | 13,557 | $778K | Add +97.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.55% | 13,422 | $718K | Add +15.7% |
| LMT Lockheed Martin Corp. | 0.50% | 1,120 | $655K | Reduce -2.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.49% | 10,381 | $634K | Add +14.8% |
| NUE Nucor Corp. | 0.49% | 4,212 | $633K | Reduce -2.7% |
| SCHC Schwab Intl Small-Cap Equity | 0.48% | 16,075 | $619K | Add +10.8% |
| JNJ Johnson & Johnson | 0.45% | 3,636 | $589K | Reduce -2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.44% | 19,477 | $568K | Add +13.3% |
| AMZN Amazon.com Inc. | 0.43% | 2,961 | $552K | Reduce -2.6% |
| QCOM Qualcomm Inc. | 0.42% | 3,237 | $550K | Reduce -2.9% |
| MCD McDonald's Corp. | 0.42% | 1,780 | $542K | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 13,572 | $539K | Reduce -32.7% |
| NSC Norfolk Southern Corp. | 0.39% | 2,046 | $508K | Reduce -3.3% |
| WM Waste Management Inc. | 0.39% | 2,421 | $503K | Reduce -2.7% |
| PPL PPL Corp. | 0.37% | 14,659 | $485K | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.37% | 8,977 | $478K | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,017 | $468K | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.35% | 2,645 | $458K | Reduce -2.2% |
| LOW Lowe's Cos Inc. | 0.35% | 1,663 | $450K | Reduce -2.4% |
| ACWI iShares MSCI Acwi ETF | 0.34% | 3,742 | $447K | No change |
| CB Chubb Ltd. | 0.33% | 1,502 | $433K | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.32% | 3,682 | $418K | Reduce -2.8% |
| GLD SPDR Gold Shares | 0.32% | 1,685 | $410K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.31% | 6,739 | $401K | Add +10.8% |
| EMR Emerson Electric Co. | 0.31% | 3,635 | $398K | Reduce -3.2% |
| PEP Pepsico Inc. | 0.30% | 2,305 | $392K | Reduce -1.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.30% | 11,907 | $384K | Add +10.2% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 5,095 | $375K | Reduce -2.2% |
| PNC PNC Financial Services Group | 0.28% | 1,983 | $366K | Reduce -2.0% |
| KMI Kinder Morgan Inc. | 0.28% | 16,274 | $359K | Reduce -3.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.28% | 4,314 | $359K | Add +0.1% |
| CI The Cigna Group | 0.28% | 1,030 | $357K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.25% | 9,241 | $327K | Reduce -30.9% |
| HON Honeywell International Inc. | 0.25% | 1,570 | $324K | Reduce -4.0% |
| TEL Te Connectivity PLC | 0.25% | 2,128 | $321K | Reduce -2.2% |
| DE Deere & Co. | 0.25% | 764 | $319K | Reduce -2.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 4,390 | $315K | Add +3.3% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 6,079 | $315K | Reduce -3.7% |
| ABT Abbott Laboratories | 0.24% | 2,736 | $312K | Reduce -3.8% |
| VYM Vanguard High DVD Yield ETF | 0.24% | 2,418 | $310K | Reduce -15.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 3,298 | $301K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 2,531 | $296K | Reduce -0.0% |
| GIS General Mills Inc. | 0.22% | 3,922 | $290K | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.22% | 2,855 | $289K | Add +15.2% |
| SCHW Schwab (charles) Corp. | 0.22% | 4,444 | $288K | Reduce -2.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.22% | 1,600 | $285K | Reduce -3.3% |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 2,775 | $260K | Reduce -15.1% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,309 | $259K | Reduce -8.8% |
| SCHP Schwab U.S. Tips ETF | 0.19% | 4,673 | $251K | Add +17.8% |
| IFRA iShares US Infrastructure | 0.18% | 5,109 | $240K | New |
| HSY The Hershey Co. | 0.17% | 1,172 | $225K | Reduce -1.1% |
| EOG EOG Resources Inc. | 0.17% | 1,812 | $223K | Reduce -2.0% |
| WPC WP Carey Inc. | 0.17% | 3,567 | $222K | Reduce -3.5% |
| BROS Dutch Bros Inc. Class A | 0.17% | 6,761 | $217K | No change |
| BND Vanguard Total Bond Market | 0.16% | 2,833 | $213K | Reduce -11.0% |
| SCHI Schwab 5-10 Year Corporate B | 0.16% | 4,483 | $207K | Reduce -27.1% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,236 | $205K | Reduce -0.5% |
| WVVI Willamette Valley Vineyards | 0.04% | 15,574 | $54K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.2% | 7.43% | −0.65 |
| SCHD Schwab US DVD Equity ETF | Reduce -23.2% | 1.39% | −0.50 |
| MSFT Microsoft Corp. | Reduce -3.5% | 1.55% | −0.34 |
| CVX Chevron Corp. | Reduce -3.1% | 1.22% | −0.30 |
| BAC Bank of America Corp. | Reduce -32.7% | 0.42% | −0.29 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.19 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -30.9% | 0.25% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -3.4% | 1.41% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 0.42% | −0.16 |
| EFV iShares MSCI Eafe Value ETF | Reduce -13.0% | 0.72% | −0.14 |
| NVDA Nvidia Corp. | Reduce -2.1% | 0.66% | −0.12 |
| NUE Nucor Corp. | Reduce -2.7% | 0.49% | −0.11 |
| ESGV Vanguard ESG US Stock ETF | Reduce -3.9% | 0.77% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -4.6% | 0.63% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 0.43% | −0.09 |
| AAPL Apple Inc. | Reduce -5.8% | 1.01% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -2.8% | 0.32% | −0.09 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -27.1% | 0.16% | −0.08 |
| WM Waste Management Inc. | Reduce -2.7% | 0.39% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -2.2% | 0.22% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -15.1% | 0.24% | −0.06 |
| EMR Emerson Electric Co. | Reduce -3.2% | 0.31% | −0.05 |
| HON Honeywell International Inc. | Reduce -4.0% | 0.25% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -15.1% | 0.20% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.16% | −0.04 |
| TEL Te Connectivity PLC | Reduce -2.2% | 0.25% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.35% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -11.0% | 0.16% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.30% | −0.04 |
| EOG EOG Resources Inc. | Reduce -2.0% | 0.17% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.8% | 0.20% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.45% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -3.8% | 0.37% | −0.02 |
| ABT Abbott Laboratories | Reduce -3.8% | 0.24% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.4% | 0.36% | −0.02 |
| HSY The Hershey Co. | Reduce -1.1% | 0.17% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -3.6% | 0.28% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.1% | 0.23% | −0.01 |
| CB Chubb Ltd. | Reduce -2.7% | 0.33% | −0.01 |
| DE Deere & Co. | Reduce -2.2% | 0.25% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.2% | 0.29% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.0% | 0.23% | −0.01 |
| WPC WP Carey Inc. | Reduce -3.5% | 0.17% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.61% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -3.3% | 0.39% | −0.00 |
| GIS General Mills Inc. | Reduce -2.6% | 0.22% | +0.00 |
| MTB M & T Bank Corp. | Reduce -3.3% | 0.22% | +0.00 |
| PNC PNC Financial Services Group | Reduce -2.0% | 0.28% | +0.01 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.42% | +0.01 |
| PPL PPL Corp. | Reduce -2.2% | 0.37% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| CGDV Cap Group Dividend Value | Add +14.2% | 7.58% | +0.77 |
| IVW iShares S&P 500 Growth ETF | Add +52.1% | 2.16% | +0.61 |
| CGCP Cap Group Core Plus Income | Add +15.8% | 9.19% | +0.55 |
| EFG iShares MSCI Eafe Growth ETF | Add +54.6% | 1.53% | +0.47 |
| SCHZ Schwab US Aggregate Bond ETF | Add +13.6% | 8.62% | +0.38 |
| CGGR Cap Group Growth Equity | Add +14.5% | 5.25% | +0.34 |
| IEMG iShares Core MSCI Emerging | Add +97.8% | 0.60% | +0.28 |
| IFRA iShares US Infrastructure | New | 0.18% | +0.18 |
| CGXU Cap Group Intl Focus | Add +14.3% | 3.13% | +0.17 |
| SCHX Schwab US Large-Cap ETF | Add +11.9% | 3.61% | +0.15 |
| SCHF Schwab Intl Equity ETF | Add +13.0% | 2.30% | +0.15 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +11.6% | 2.31% | +0.12 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +12.0% | 1.21% | +0.06 |
| SCHH Schwab US REIT ETF | Add +3.0% | 1.02% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +9.4% | 1.06% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +11.6% | 0.62% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +13.3% | 0.44% | +0.04 |
| MBB iShares MBS ETF | Add +11.3% | 1.33% | +0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +9.6% | 1.67% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +9.8% | 2.82% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +14.6% | 0.97% | +0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +10.8% | 0.48% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +15.7% | 0.55% | +0.03 |
| TLT iShares 20+ Year Treasury BD | Add +9.8% | 0.69% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +14.8% | 0.49% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +10.8% | 0.31% | +0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +10.2% | 0.30% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +17.8% | 0.19% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +15.2% | 0.22% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +3.3% | 0.24% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +9.1% | 2.02% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +7.0% | 2.07% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.1% | 0.28% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.63% | −0.05 |
| IYW iShares Ustechnology ETF | Add +5.4% | 0.79% | −0.05 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.75% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Add +1.0% | 1.17% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 103 | $157.8M | CGCP, SCHZ, CGDV, CGGR, JAAA |
| Q3 2025 | 102 | $156.2M | CGCP, SCHZ, CGDV, CGGR, JAAA |
| Q2 2025 | 101 | $143.5M | CGCP, SCHZ, CGDV, CGGR, JAAA |
| Q1 2025 | 99 | $133.8M | CGCP, SCHZ, CGDV, SPYM, CGGR |
| Q4 2024 | 95 | $131.6M | CGCP, SCHZ, CGDV, SPYM, CGGR |
| Q3 2024 | 95 | $129.7M | CGCP, SCHZ, CGDV, SPYM, CGGR |
| Q2 2024 | 95 | $114.6M | CGCP, SCHZ, SPYM, CGDV, CGGR |
| Q1 2024 | 104 | $98.0M | SPYM, IUSB, SCHZ, SCHD, MBB |