Clearview Wealth Advisors LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Clearview Wealth Advisors LLC reported 99 stock positions worth $133.8 million. Its top holding was Cap Group Core Plus Income (CGCP) at 8.9% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 8.4%) and Cap Group Dividend Value (CGDV, 6.9%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 22 and reduced 61. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +261%) and the biggest sale Cap Group Growth Equity (CGGR, shares −7%).

Most Recent 13F
Q4 2025
Location
SALEM, OR
CIK
0001840306
Portfolio Value
$133.8M (Q1 2025)
SEC Filing
0001754960-25-000241 ↗ filed Apr 23, 2025

Holdings Value

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

Holdings 99 stocks · $133.8M
CGCP Cap Group Core Plus Income 8.94% 532,727 $12.0M Reduce -2.1%
SCHZ Schwab US Aggregate Bond ETF 8.40% 485,694 $11.2M Reduce -0.6%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 6.93% 260,228 $9.3M Reduce -4.5%
SPYM Ste STR SPDR PT S&P 500 ETF 6.14% 124,953 $8.2M Reduce -6.3%
CGGR Cap Group Growth Equity 4.73% 184,965 $6.3M Reduce -6.8%
JAAA Janus Henderson Aaa Clo ETF 4.45% 117,498 $6.0M Add +260.5%
SCHX Schwab US Large-Cap ETF 3.31% 200,436 $4.4M Reduce -5.0%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.96% 161,747 $4.0M Add +3.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.31% 67,077 $3.1M Reduce -23.6%
SCHF Schwab Intl Equity ETF 2.30% 155,467 $3.1M Add +2.8%
FNDX Schwab Fndmntl US LRG Co. ETF 2.27% 128,529 $3.0M Reduce -0.1%
APO Apollo Global Management Inc. 2.21% 21,558 $3.0M Add +420.7%
QUAL iShares MSCI USA Quality Fac 2.02% 15,815 $2.7M Add +3.6%
SCHG Schwab US Large-Cap Growth 1.77% 94,536 $2.4M Reduce -6.4%
IVW iShares S&P 500 Growth ETF 1.74% 25,131 $2.3M Reduce -10.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.55% 42,663 $2.1M Reduce -3.3%
CVX Chevron Corp. 1.32% 10,582 $1.8M Reduce -1.3%
MSFT Microsoft Corp. 1.29% 4,596 $1.7M Reduce -1.0%
IVE iShares S&P 500 Value ETF 1.26% 8,867 $1.7M Add +24.4%
VOO Vanguard S&P 500 ETF 1.23% 3,200 $1.6M Reduce -3.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.22% 45,283 $1.6M Add +2.1%
ESGU iShares ESG Aware MSCI USA 1.10% 12,115 $1.5M Add +0.4%
EFV iShares MSCI Eafe Value ETF 1.10% 25,016 $1.5M Reduce -22.8%
MBB iShares MBS ETF 1.09% 15,618 $1.5M Reduce -17.3%
SCHO Schwab Short-Term US Treas 1.02% 56,333 $1.4M Reduce -0.3%
SCHH Schwab US REIT ETF 0.92% 57,030 $1.2M Reduce -1.0%
AAPL Apple Inc. 0.91% 5,489 $1.2M Reduce -1.6%
BINC iShares Flex I A ETF-Usd Inc. 0.81% 20,570 $1.1M Add +1.0%
COST Costco Wholesale Corp. 0.78% 1,098 $1.0M No change
SCHD Schwab US DVD Equity ETF 0.76% 36,588 $1.0M Reduce -30.1%
EFG iShares MSCI Eafe Growth ETF 0.71% 9,539 $954K Reduce -46.7%
XTEN Bondbloxx BBG 10Y US TSY ETF 0.69% 19,778 $921K New
ESGV Vanguard ESG US Stock ETF 0.66% 8,974 $879K Reduce -4.0%
ABBV Abbvie Inc. 0.60% 3,856 $808K Reduce -3.2%
IYW iShares Ustechnology ETF 0.59% 5,595 $786K Reduce -7.3%
IVV iShares Core S&P 500 ETF 0.58% 1,370 $770K Add +0.1%
JPM JPMorgan Chase & Co. 0.57% 3,102 $761K Reduce -19.6%
SCHA Schwab US Small-Cap ETF 0.56% 32,253 $756K Add +2.2%
EMXC iShares MSCI Emr MRK Ex Chna 0.56% 13,537 $746K Reduce -10.1%
IEMG iShares Core MSCI Emerging 0.51% 12,731 $687K Add +56.9%
SCHC Schwab Intl Small-Cap Equity 0.47% 17,477 $627K Add +4.1%
GLDM SPDR Gold Minishares Trust 0.44% 9,561 $592K New
AMZN Amazon.com Inc. 0.44% 3,063 $583K Add +0.1%
NVDA Nvidia Corp. 0.43% 5,270 $571K Reduce -22.0%
SCHE Schwab Emrg Mrkts Eqty ETF 0.42% 20,569 $567K Add +3.3%
JNJ Johnson & Johnson 0.42% 3,413 $566K Add +0.1%
WMT Walmart Inc. 0.42% 6,352 $558K Reduce -34.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 13,230 $552K Reduce -1.6%
XLG Invesco S&P 500 Top 50 ETF 0.40% 11,714 $539K New
MCD McDonald's Corp. 0.40% 1,716 $536K Reduce -2.9%
CSCO Cisco Systems Inc. 0.40% 8,656 $534K Reduce -2.9%
SPMO Invesco S&P 500 Momentum ETF 0.40% 5,771 $534K New
WM Waste Management Inc. 0.40% 2,304 $533K Reduce -3.9%
PPL PPL Corp. 0.38% 14,095 $509K Reduce -3.0%
QCOM Qualcomm Inc. 0.37% 3,182 $489K Reduce -0.8%
NUE Nucor Corp. 0.36% 4,042 $486K Reduce -3.1%
LMT Lockheed Martin Corp. 0.36% 1,069 $478K Reduce -3.4%
GLD SPDR Gold Shares 0.35% 1,642 $473K No change
NSC Norfolk Southern Corp. 0.35% 1,959 $464K Reduce -3.2%
KMI Kinder Morgan Inc. 0.34% 15,724 $449K Reduce -2.7%
HON Honeywell International Inc. 0.33% 2,098 $444K Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.33% 818 $436K No change
ACWI iShares MSCI Acwi ETF 0.33% 3,742 $436K No change
CB Chubb Ltd. 0.33% 1,440 $435K Reduce -3.2%
PG The Procter & Gamble Co. 0.30% 2,391 $408K Reduce -2.4%
MTB M & T Bank Corp. filed as M & T BK CORP 0.30% 2,212 $395K Add +39.6%
FNDA Schwab Fndmntl US SM Co. ETF 0.29% 14,035 $384K Add +2.3%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.29% 12,441 $383K Add +3.1%
EMR Emerson Electric Co. 0.29% 3,490 $383K Reduce -3.2%
LOW Lowe's Cos Inc. 0.28% 1,596 $372K Reduce -3.3%
BMY Bristol-Myers Squibb Co. 0.27% 5,820 $355K Reduce -3.2%
ABT Abbott Laboratories 0.26% 2,627 $348K Reduce -3.2%
DE Deere & Co. 0.26% 731 $343K Reduce -3.3%
CI The Cigna Group 0.25% 1,030 $339K No change
VYM Vanguard High DVD Yield ETF 0.25% 2,596 $335K Reduce -1.9%
PNC PNC Financial Services Group 0.25% 1,905 $335K Reduce -3.3%
SCHW Schwab (charles) Corp. 0.25% 4,276 $335K Reduce -3.1%
MDLZ Mondelez International Inc. Class A 0.25% 4,894 $332K Reduce -3.1%
EMB iShares JP Morgan Usd Emergi 0.25% 3,631 $329K Add +25.6%
PEP Pepsico Inc. 0.24% 2,134 $320K Reduce -6.7%
MRK Merck & Co. Inc. 0.24% 3,540 $318K Reduce -3.1%
DGRW Wisdomtree U.S. Quality Divi 0.23% 3,853 $308K Reduce -2.2%
AOS Smith (a.o.) Corp. 0.23% 4,643 $303K New
SPLV Invesco S&P 500 Low Volatili 0.22% 3,918 $293K Reduce -7.8%
TEL Te Connectivity PLC 0.22% 2,040 $288K Reduce -3.3%
HSY The Hershey Co. 0.21% 1,654 $283K New
AGG iShares Core U.S. Aggregate 0.21% 2,855 $282K No change
SCHP Schwab U.S. Tips ETF 0.21% 10,494 $282K Reduce -4.5%
DELL Dell Technologies -C 0.21% 3,077 $280K New
USMV iShares MSCI USA Min Vol Fac 0.20% 2,930 $274K Reduce -7.1%
VIG Vanguard Dividend Apprec ETF 0.19% 1,310 $254K Reduce -1.6%
HEFA Isha Curr Hedged MSCI Eafe 0.19% 6,984 $253K New
BND Vanguard Total Bond Market 0.17% 3,166 $233K Add +0.2%
EOG EOG Resources Inc. 0.17% 1,739 $223K Reduce -3.2%
IJR iShares Core S&P Small-Cap E 0.16% 2,109 $221K Add +0.1%
GIS General Mills Inc. 0.16% 3,684 $220K Reduce -2.5%
WPC WP Carey Inc. 0.16% 3,425 $216K New
SCHI Schwab 5-10 Year Corporate B 0.16% 9,506 $214K Reduce -5.3%
WVVI Willamette Valley Vineyards 0.07% 15,574 $93K No change

Portfolio Sells Q4 2024 → Q1 2025
CGGR Cap Group Growth Equity Reduce -6.8% 4.73% −0.87
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -6.3% 6.14% −0.85
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -23.6% 2.31% −0.71
EFG iShares MSCI Eafe Growth ETF Reduce -46.7% 0.71% −0.60
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.54
IVW iShares S&P 500 Growth ETF Reduce -10.0% 1.74% −0.41
SCHX Schwab US Large-Cap ETF Reduce -5.0% 3.31% −0.41
CGDV Cap Group Dividend Value Reduce -4.5% 6.93% −0.37
SCHG Schwab US Large-Cap Growth Reduce -6.4% 1.77% −0.37
SCHD Schwab US DVD Equity ETF Reduce -30.1% 0.76% −0.32
NVDA Nvidia Corp. Reduce -22.0% 0.43% −0.26
WMT Walmart Inc. Reduce -34.7% 0.42% −0.25
CGCP Cap Group Core Plus Income Reduce -2.1% 8.94% −0.25
MBB iShares MBS ETF Reduce -17.3% 1.09% −0.22
MSFT Microsoft Corp. Reduce -1.0% 1.29% −0.20
EFV iShares MSCI Eafe Value ETF Reduce -22.8% 1.10% −0.19
IFRA iShares US Infrastructure Sold out 0.00% −0.18
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.18
AVGO Broadcom Inc. Sold out 0.00% −0.17
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -3.3% 1.55% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Sold out 0.00% −0.16
AAPL Apple Inc. Reduce -1.6% 0.91% −0.15
IYW iShares Ustechnology ETF Reduce -7.3% 0.59% −0.15
JPM JPMorgan Chase & Co. Reduce -19.6% 0.57% −0.13
VOO Vanguard S&P 500 ETF Reduce -3.2% 1.23% −0.13
ESGV Vanguard ESG US Stock ETF Reduce -4.0% 0.66% −0.09
EMXC iShares MSCI Emr MRK Ex Chna Reduce -10.1% 0.56% −0.08
EMR Emerson Electric Co. Reduce -3.2% 0.29% −0.05
LMT Lockheed Martin Corp. Reduce -3.4% 0.36% −0.05
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -0.1% 2.27% −0.05
MRK Merck & Co. Inc. Reduce -3.1% 0.24% −0.04
PNC PNC Financial Services Group Reduce -3.3% 0.25% −0.04
HON Honeywell International Inc. Reduce -2.4% 0.33% −0.04
BAC Bank of America Corp. Reduce -1.6% 0.41% −0.04
LOW Lowe's Cos Inc. Reduce -3.3% 0.28% −0.03
SCHZ Schwab US Aggregate Bond ETF Reduce -0.6% 8.40% −0.03
PEP Pepsico Inc. Reduce -6.7% 0.24% −0.03
GIS General Mills Inc. Reduce -2.5% 0.16% −0.02
NSC Norfolk Southern Corp. Reduce -3.2% 0.35% −0.01
TEL Te Connectivity PLC Reduce -3.3% 0.22% −0.01
DGRW Wisdomtree U.S. Quality Divi Reduce -2.2% 0.23% −0.01
QCOM Qualcomm Inc. Reduce -0.8% 0.37% −0.01
SCHO Schwab Short-Term US Treas Reduce -0.3% 1.02% −0.01
SCHI Schwab 5-10 Year Corporate B Reduce -5.3% 0.16% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 0.19% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -7.1% 0.20% −0.01
PG The Procter & Gamble Co. Reduce -2.4% 0.30% −0.01
SPLV Invesco S&P 500 Low Volatili Reduce -7.8% 0.22% −0.01
NUE Nucor Corp. Reduce -3.1% 0.36% −0.01
VYM Vanguard High DVD Yield ETF Reduce -1.9% 0.25% −0.01

Portfolio Buys Q4 2024 → Q1 2025
JAAA Janus Henderson Aaa Clo ETF Add +260.5% 4.45% +3.20
APO Apollo Global Management Inc. Add +420.7% 2.21% +1.69
XTEN Bondbloxx BBG 10Y US TSY ETF New 0.69% +0.69
GLDM SPDR Gold Minishares Trust New 0.44% +0.44
XLG Invesco S&P 500 Top 50 ETF New 0.40% +0.40
SPMO Invesco S&P 500 Momentum ETF New 0.40% +0.40
IVE iShares S&P 500 Value ETF Add +24.4% 1.26% +0.23
AOS Smith (a.o.) Corp. New 0.23% +0.23
HSY The Hershey Co. New 0.21% +0.21
DELL Dell Technologies -C New 0.21% +0.21
IEMG iShares Core MSCI Emerging Add +56.9% 0.51% +0.19
HEFA Isha Curr Hedged MSCI Eafe New 0.19% +0.19
SCHF Schwab Intl Equity ETF Add +2.8% 2.30% +0.17
WPC WP Carey Inc. New 0.16% +0.16
FNDF Schwab Fndmn Intl LRG Co. ETF Add +2.1% 1.22% +0.10
MTB M & T Bank Corp. Add +39.6% 0.30% +0.07
EMB iShares JP Morgan Usd Emergi Add +25.6% 0.25% +0.05
JNJ Johnson & Johnson Add +0.1% 0.42% +0.05
SCHC Schwab Intl Small-Cap Equity Add +4.1% 0.47% +0.03
SCHE Schwab Emrg Mrkts Eqty ETF Add +3.3% 0.42% +0.02
FNDE Schwab Fndmntl Em MRK Eq ETF Add +3.1% 0.29% +0.02
CGXU Cap Group Intl Focus Add +3.1% 2.96% +0.02
BND Vanguard Total Bond Market Add +0.2% 0.17% +0.00
BINC iShares Flex I A ETF-Usd Inc. Add +1.0% 0.81% −0.00
IJR iShares Core S&P Small-Cap E Add +0.1% 0.16% −0.02
FNDA Schwab Fndmntl US SM Co. ETF Add +2.3% 0.29% −0.02
IVV iShares Core S&P 500 ETF Add +0.1% 0.58% −0.04
QUAL iShares MSCI USA Quality Fac Add +3.6% 2.02% −0.05
SCHA Schwab US Small-Cap ETF Add +2.2% 0.56% −0.06
AMZN Amazon.com Inc. Add +0.1% 0.44% −0.08
ESGU iShares ESG Aware MSCI USA Add +0.4% 1.10% −0.08

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