Clearview Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Clearview Wealth Advisors LLC reported 95 stock positions worth $131.6 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, 8.4%) and Cap Group Dividend Value (CGDV, 7.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 4, added to 36 and reduced 50. The biggest buy was a new position in Janus Henderson Aaa Clo ETF (JAAA) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −7%).
- Most Recent 13F
- Q4 2025
- Location
- SALEM, OR
- CIK
- 0001840306
- Portfolio Value
- $131.6M (Q4 2024)
- SEC Filing
- 0001754960-25-000065 ↗ filed Jan 24, 2025
Holdings Value
Holdings 95 stocks · $131.6M
| CGCP Cap Group Core Plus Income | 9.18% | 544,175 | $12.1M | Add +5.5% |
| SCHZ Schwab US Aggregate Bond ETF | 8.43% | 488,707 | $11.1M | Add +3.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 7.30% | 272,364 | $9.6M | Add +0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.99% | 133,299 | $9.2M | Reduce -6.7% |
| CGGR Cap Group Growth Equity | 5.61% | 198,457 | $7.4M | Add +1.4% |
| SCHX Schwab US Large-Cap ETF | 3.72% | 210,878 | $4.9M | Add +1.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.02% | 87,844 | $4.0M | Add +13.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.94% | 156,932 | $3.9M | Add +4.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.31% | 128,587 | $3.0M | Add +2.4% |
| IVW iShares S&P 500 Growth ETF | 2.15% | 27,921 | $2.8M | Reduce -4.8% |
| SCHG Schwab US Large-Cap Growth | 2.14% | 100,970 | $2.8M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 2.13% | 151,185 | $2.8M | Add +4.2% |
| QUAL iShares MSCI USA Quality Fac | 2.07% | 15,261 | $2.7M | Add +1.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.72% | 44,127 | $2.3M | Add +0.9% |
| MSFT Microsoft Corp. | 1.49% | 4,644 | $2.0M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.35% | 3,305 | $1.8M | Reduce -4.6% |
| EFG iShares MSCI Eafe Growth ETF | 1.32% | 17,890 | $1.7M | Reduce -3.1% |
| MBB iShares MBS ETF | 1.32% | 18,881 | $1.7M | Add +5.2% |
| EFV iShares MSCI Eafe Value ETF | 1.29% | 32,389 | $1.7M | Add +99.5% |
| JAAA Janus Henderson Aaa Clo ETF | 1.26% | 32,590 | $1.7M | New |
| ESGU iShares ESG Aware MSCI USA | 1.18% | 12,072 | $1.6M | Add +0.7% |
| CVX Chevron Corp. | 1.18% | 10,719 | $1.6M | Reduce -0.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.12% | 44,345 | $1.5M | Add +5.2% |
| SCHD Schwab US DVD Equity ETF | 1.09% | 52,321 | $1.4M | Reduce -18.4% |
| AAPL Apple Inc. | 1.06% | 5,579 | $1.4M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 1.03% | 7,125 | $1.4M | Add +2.3% |
| SCHO Schwab Short-Term US Treas | 1.03% | 56,507 | $1.4M | Add +10.3% |
| SCHH Schwab US REIT ETF | 0.92% | 57,624 | $1.2M | Add +0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.81% | 20,367 | $1.1M | Add +51.7% |
| COST Costco Wholesale Corp. | 0.76% | 1,098 | $1.0M | No change |
| ESGV Vanguard ESG US Stock ETF | 0.75% | 9,351 | $981K | Reduce -4.9% |
| IYW iShares Ustechnology ETF | 0.73% | 6,037 | $963K | Reduce -10.5% |
| JPM JPMorgan Chase & Co. | 0.70% | 3,856 | $924K | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.69% | 6,756 | $907K | Reduce -3.9% |
| WMT Walmart Inc. | 0.67% | 9,723 | $878K | Reduce -1.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.63% | 15,062 | $835K | Add +45.1% |
| SCHA Schwab US Small-Cap ETF | 0.62% | 31,568 | $816K | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 0.61% | 1,369 | $806K | Reduce -3.4% |
| TLT iShares 20+ Year Treasury BD | 0.54% | 8,131 | $710K | Reduce -10.5% |
| ABBV Abbvie Inc. | 0.54% | 3,984 | $708K | Reduce -0.8% |
| APO Apollo Global Management Inc. | 0.52% | 4,140 | $684K | New |
| AMZN Amazon.com Inc. | 0.51% | 3,061 | $672K | Add +3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 13,441 | $591K | Reduce -1.0% |
| SCHC Schwab Intl Small-Cap Equity | 0.44% | 16,787 | $576K | Add +4.4% |
| LMT Lockheed Martin Corp. | 0.41% | 1,106 | $537K | Reduce -1.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.40% | 19,911 | $530K | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.40% | 8,910 | $527K | Reduce -0.8% |
| MCD McDonald's Corp. | 0.39% | 1,768 | $512K | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.38% | 3,411 | $493K | Reduce -6.2% |
| QCOM Qualcomm Inc. | 0.37% | 3,209 | $493K | Reduce -0.9% |
| NUE Nucor Corp. | 0.37% | 4,173 | $487K | Reduce -0.9% |
| HON Honeywell International Inc. | 0.37% | 2,149 | $485K | Add +36.9% |
| WM Waste Management Inc. | 0.37% | 2,397 | $484K | Reduce -1.0% |
| NSC Norfolk Southern Corp. | 0.36% | 2,024 | $475K | Reduce -1.1% |
| PPL PPL Corp. | 0.36% | 14,533 | $472K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.34% | 3,604 | $447K | Reduce -0.8% |
| KMI Kinder Morgan Inc. | 0.34% | 16,165 | $443K | Reduce -0.7% |
| ACWI iShares MSCI Acwi ETF | 0.33% | 3,742 | $440K | No change |
| IEMG iShares Core MSCI Emerging | 0.32% | 8,114 | $424K | Reduce -40.1% |
| CB Chubb Ltd. | 0.31% | 1,487 | $411K | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.31% | 2,449 | $411K | Reduce -7.4% |
| LOW Lowe's Cos Inc. | 0.31% | 1,651 | $407K | Reduce -0.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.31% | 13,717 | $407K | Add +1.8% |
| GLD SPDR Gold Shares | 0.30% | 1,642 | $398K | Reduce -2.5% |
| PNC PNC Financial Services Group | 0.29% | 1,969 | $380K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 818 | $371K | Reduce -19.6% |
| MRK Merck & Co. Inc. | 0.28% | 3,653 | $363K | Reduce -0.8% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.27% | 12,070 | $351K | Add +1.4% |
| PEP Pepsico Inc. | 0.26% | 2,287 | $348K | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 6,011 | $340K | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.26% | 2,646 | $338K | Add +9.4% |
| SCHW Schwab (charles) Corp. | 0.25% | 4,413 | $327K | Reduce -0.7% |
| DE Deere & Co. | 0.24% | 756 | $320K | Reduce -1.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.24% | 3,939 | $319K | Reduce -8.7% |
| ABT Abbott Laboratories | 0.23% | 2,714 | $307K | Reduce -0.8% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 5,050 | $302K | Reduce -0.9% |
| TEL Te Connectivity PLC | 0.23% | 2,109 | $302K | Reduce -0.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.23% | 1,584 | $298K | Reduce -1.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.23% | 4,249 | $297K | Reduce -3.2% |
| CI The Cigna Group | 0.22% | 1,030 | $284K | No change |
| SCHP Schwab U.S. Tips ETF | 0.22% | 10,994 | $284K | Add +17.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 3,155 | $280K | Reduce -4.3% |
| AGG iShares Core U.S. Aggregate | 0.21% | 2,855 | $277K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,331 | $261K | Add +1.7% |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 2,891 | $257K | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 2,106 | $243K | Reduce -16.8% |
| GIS General Mills Inc. | 0.18% | 3,780 | $241K | Reduce -3.6% |
| IFRA iShares US Infrastructure | 0.18% | 5,142 | $238K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,237 | $234K | Add +0.1% |
| BND Vanguard Total Bond Market | 0.17% | 3,159 | $227K | Add +11.5% |
| SCHI Schwab 5-10 Year Corporate B | 0.17% | 10,041 | $222K | Add +12.0% |
| EOG EOG Resources Inc. | 0.17% | 1,797 | $220K | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.17% | 941 | $218K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 363 | $213K | New |
| WVVI Willamette Valley Vineyards | 0.04% | 15,574 | $52K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.7% | 6.99% | −0.45 |
| SCHD Schwab US DVD Equity ETF | Reduce -18.4% | 1.09% | −0.31 |
| IEMG iShares Core MSCI Emerging | Reduce -40.1% | 0.32% | −0.28 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.25 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.1% | 1.32% | −0.21 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.17 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.17 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.17 |
| TLT iShares 20+ Year Treasury BD | Reduce -10.5% | 0.54% | −0.15 |
| NUE Nucor Corp. | Reduce -0.9% | 0.37% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.41% | −0.10 |
| JNJ Johnson & Johnson | Reduce -6.2% | 0.38% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -19.6% | 0.28% | −0.08 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.54% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.49% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.9% | 0.23% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -10.5% | 0.73% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 1.35% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.9% | 0.37% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.28% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.8% | 0.18% | −0.04 |
| CVX Chevron Corp. | Reduce -0.4% | 1.18% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -7.4% | 0.31% | −0.04 |
| GIS General Mills Inc. | Reduce -3.6% | 0.18% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.26% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.7% | 0.31% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -8.7% | 0.24% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -1.1% | 0.36% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.39% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -4.9% | 0.75% | −0.02 |
| CB Chubb Ltd. | Reduce -1.0% | 0.31% | −0.02 |
| WM Waste Management Inc. | Reduce -1.0% | 0.37% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.3% | 0.21% | −0.02 |
| TEL Te Connectivity PLC | Reduce -0.9% | 0.23% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 0.61% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -3.2% | 0.23% | −0.02 |
| PPL PPL Corp. | Reduce -0.9% | 0.36% | −0.02 |
| GLD SPDR Gold Shares | Reduce -2.5% | 0.30% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.8% | 2.15% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.23% | −0.01 |
| EOG EOG Resources Inc. | Reduce -0.8% | 0.17% | −0.00 |
| DE Deere & Co. | Reduce -1.1% | 0.24% | −0.00 |
| PNC PNC Financial Services Group | Reduce -0.7% | 0.29% | +0.01 |
| MTB M & T Bank Corp. | Reduce -1.0% | 0.23% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.26% | +0.02 |
| SCHW Schwab (charles) Corp. | Reduce -0.7% | 0.25% | +0.03 |
| NVDA Nvidia Corp. | Reduce -3.9% | 0.69% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.40% | +0.03 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.34% | +0.03 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.45% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| JAAA Janus Henderson Aaa Clo ETF | New | 1.26% | +1.26 |
| EFV iShares MSCI Eafe Value ETF | Add +99.5% | 1.29% | +0.57 |
| APO Apollo Global Management Inc. | New | 0.52% | +0.52 |
| CGGR Cap Group Growth Equity | Add +1.4% | 5.61% | +0.36 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +51.7% | 0.81% | +0.25 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +13.2% | 3.02% | +0.20 |
| AVGO Broadcom Inc. | New | 0.17% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.16% | +0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +45.1% | 0.63% | +0.15 |
| SCHG Schwab US Large-Cap Growth | Add +0.4% | 2.14% | +0.12 |
| HON Honeywell International Inc. | Add +36.9% | 0.37% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +1.9% | 3.72% | +0.11 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.51% | +0.09 |
| SCHO Schwab Short-Term US Treas | Add +10.3% | 1.03% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +0.9% | 1.72% | +0.05 |
| SCHP Schwab U.S. Tips ETF | Add +17.6% | 0.22% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.18% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +9.4% | 0.26% | +0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +0.7% | 1.18% | +0.02 |
| SCHI Schwab 5-10 Year Corporate B | Add +12.0% | 0.17% | +0.01 |
| BND Vanguard Total Bond Market | Add +11.5% | 0.17% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.1% | 0.62% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.8% | 0.31% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.4% | 2.31% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.7% | 0.20% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.9% | 2.07% | −0.00 |
| CGCP Cap Group Core Plus Income | Add +5.5% | 9.18% | −0.00 |
| IFRA iShares US Infrastructure | Add +0.7% | 0.18% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +4.2% | 0.20% | −0.00 |
| MBB iShares MBS ETF | Add +5.2% | 1.32% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +2.3% | 1.03% | −0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +1.4% | 0.27% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.2% | 0.40% | −0.04 |
| SCHC Schwab Intl Small-Cap Equity | Add +4.4% | 0.44% | −0.04 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +5.2% | 1.12% | −0.09 |
| SCHH Schwab US REIT ETF | Add +0.4% | 0.92% | −0.10 |
| SCHF Schwab Intl Equity ETF | Add +4.2% | 2.13% | −0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.9% | 8.43% | −0.18 |
| CGXU Cap Group Intl Focus | Add +4.2% | 2.94% | −0.19 |
| CGDV Cap Group Dividend Value | Add +0.9% | 7.30% | −0.28 |
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 |