Clearview Wealth Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Clearview Wealth Advisors LLC reported 101 stock positions worth $143.5 million. Its top holding was Cap Group Core Plus Income (CGCP) at 8.6% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 7.8%) and Cap Group Dividend Value (CGDV, 7.3%). Compared with Q1 2025, it opened 7 new positions, sold out of 5, added to 32 and reduced 57. The biggest buy was Cap Group Growth Equity (CGGR, shares +7%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −35%).

Most Recent 13F
Q4 2025
Location
SALEM, OR
CIK
0001840306
Portfolio Value
$143.5M (Q2 2025)
SEC Filing
0001754960-25-000482 ↗ filed Jul 29, 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 Q1 2025 Q2 2025: $143.5M $143.5M Q2 2025 Q3 2025: $156.2M Q3 2025 Q4 2025: $157.8M Q4 2025

Holdings 101 stocks · $143.5M
CGCP Cap Group Core Plus Income 8.61% 549,551 $12.4M Add +3.2%
SCHZ Schwab US Aggregate Bond ETF 7.76% 479,299 $11.1M Reduce -1.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 7.33% 266,355 $10.5M Add +2.4%
CGGR Cap Group Growth Equity 5.62% 198,550 $8.1M Add +7.3%
JAAA Janus Henderson Aaa Clo ETF 4.11% 116,240 $5.9M Reduce -1.1%
SPYM Ste STR SPDR PT S&P 500 ETF 4.09% 80,769 $5.9M Reduce -35.4%
SCHX Schwab US Large-Cap ETF 3.44% 201,943 $4.9M Add +0.8%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 3.09% 163,261 $4.4M Add +0.9%
SCHF Schwab Intl Equity ETF 2.33% 151,031 $3.3M Reduce -2.9%
APO Apollo Global Management Inc. 2.24% 22,647 $3.2M Add +5.0%
FNDX Schwab Fndmntl US LRG Co. ETF 2.23% 130,166 $3.2M Add +1.3%
QUAL iShares MSCI USA Quality Fac 2.09% 16,402 $3.0M Add +3.7%
SCHG Schwab US Large-Cap Growth 1.95% 96,044 $2.8M Add +1.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.79% 55,610 $2.6M Reduce -17.1%
IVW iShares S&P 500 Growth ETF 1.77% 23,109 $2.5M Reduce -8.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.61% 42,318 $2.3M Reduce -0.8%
EFV iShares MSCI Eafe Value ETF 1.60% 36,127 $2.3M Add +44.4%
MSFT Microsoft Corp. 1.59% 4,593 $2.3M Reduce -0.1%
XTEN Bondbloxx BBG 10Y US TSY ETF 1.32% 40,944 $1.9M Add +107.0%
IVE iShares S&P 500 Value ETF 1.28% 9,368 $1.8M Add +5.7%
VOO Vanguard S&P 500 ETF 1.26% 3,188 $1.8M Reduce -0.4%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.24% 44,348 $1.8M Reduce -2.1%
ESGU iShares ESG Aware MSCI USA 1.15% 12,186 $1.6M Add +0.6%
IEMG iShares Core MSCI Emerging 1.06% 25,352 $1.5M Add +99.1%
CVX Chevron Corp. 1.05% 10,561 $1.5M Reduce -0.2%
MBB iShares MBS ETF 1.01% 15,486 $1.5M Reduce -0.8%
SCHO Schwab Short-Term US Treas 0.96% 56,734 $1.4M Add +0.7%
SCHH Schwab US REIT ETF 0.85% 57,696 $1.2M Add +1.2%
AAPL Apple Inc. 0.80% 5,575 $1.1M Add +1.6%
BINC iShares Flex I A ETF-Usd Inc. 0.76% 20,643 $1.1M Add +0.3%
COST Costco Wholesale Corp. 0.76% 1,099 $1.1M Add +0.1%
EFG iShares MSCI Eafe Growth ETF 0.73% 9,371 $1.0M Reduce -1.8%
ESGV Vanguard ESG US Stock ETF 0.68% 8,946 $981K Reduce -0.3%
SCHD Schwab US DVD Equity ETF 0.67% 36,456 $966K Reduce -0.4%
THRO iShares U.S. Thematic Rotati 0.64% 25,791 $918K New
XLG Invesco S&P 500 Top 50 ETF 0.63% 17,493 $911K Add +49.3%
IYW iShares Ustechnology ETF 0.63% 5,223 $905K Reduce -6.7%
JPM JPMorgan Chase & Co. 0.63% 3,103 $900K Add +0.0%
IAGG iShares Intl Aggregate Bond 0.59% 16,561 $846K New
SCHA Schwab US Small-Cap ETF 0.59% 33,432 $846K Add +3.7%
IVV iShares Core S&P 500 ETF 0.52% 1,198 $744K Reduce -12.6%
SCHC Schwab Intl Small-Cap Equity 0.50% 17,016 $725K Reduce -2.6%
ABBV Abbvie Inc. 0.50% 3,847 $714K Reduce -0.2%
AMZN Amazon.com Inc. 0.47% 3,063 $672K No change
NVDA Nvidia Corp. 0.46% 4,216 $666K Reduce -20.0%
SPMO Invesco S&P 500 Momentum ETF 0.46% 5,828 $655K Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.43% 13,171 $623K Reduce -0.5%
WMT Walmart Inc. 0.43% 6,359 $622K Add +0.1%
SCHE Schwab Emrg Mrkts Eqty ETF 0.43% 20,325 $613K Reduce -1.2%
CSCO Cisco Systems Inc. 0.42% 8,596 $596K Reduce -0.7%
WM Waste Management Inc. 0.37% 2,306 $528K Add +0.1%
NUE Nucor Corp. 0.36% 4,020 $521K Reduce -0.5%
JNJ Johnson & Johnson 0.36% 3,407 $520K Reduce -0.2%
QCOM Qualcomm Inc. 0.35% 3,164 $504K Reduce -0.6%
MCD McDonald's Corp. 0.35% 1,708 $499K Reduce -0.5%
NSC Norfolk Southern Corp. 0.35% 1,945 $498K Reduce -0.7%
LMT Lockheed Martin Corp. 0.34% 1,065 $493K Reduce -0.4%
HON Honeywell International Inc. 0.34% 2,097 $488K Reduce -0.1%
ACWI iShares MSCI Acwi ETF 0.34% 3,742 $481K No change
PPL PPL Corp. 0.33% 14,054 $476K Reduce -0.3%
GLD SPDR Gold Shares 0.33% 1,542 $470K Reduce -6.1%
EMR Emerson Electric Co. 0.32% 3,466 $462K Reduce -0.7%
GLDM SPDR Gold Minishares Trust 0.32% 7,019 $460K Reduce -26.6%
KMI Kinder Morgan Inc. 0.32% 15,640 $460K Reduce -0.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.30% 2,215 $430K Add +0.1%
FNDA Schwab Fndmntl US SM Co. ETF 0.30% 14,827 $425K Add +5.6%
CB Chubb Ltd. 0.29% 1,434 $415K Reduce -0.4%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.28% 12,337 $407K Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 818 $397K No change
SCHW Schwab (charles) Corp. 0.27% 4,270 $390K Reduce -0.1%
PG The Procter & Gamble Co. 0.26% 2,383 $380K Reduce -0.3%
DELL Dell Technologies -C 0.26% 3,091 $379K Add +0.5%
DE Deere & Co. 0.26% 729 $371K Reduce -0.3%
ABT Abbott Laboratories 0.25% 2,610 $355K Reduce -0.7%
PNC PNC Financial Services Group 0.25% 1,897 $354K Reduce -0.4%
LOW Lowe's Cos Inc. 0.25% 1,591 $353K Reduce -0.3%
EMB iShares JP Morgan Usd Emergi 0.25% 3,801 $352K Add +4.7%
BAI Ishrs AI in and Tech Act ETF 0.24% 12,053 $348K New
LEN Lennar Corp. Class A 0.24% 3,127 $346K New
TEL Te Connectivity PLC 0.24% 2,034 $343K Reduce -0.3%
CI The Cigna Group 0.24% 1,030 $340K No change
VYM Vanguard High DVD Yield ETF 0.24% 2,550 $340K Reduce -1.8%
EOG EOG Resources Inc. 0.24% 2,825 $338K Add +62.5%
MDLZ Mondelez International Inc. Class A 0.23% 4,880 $329K Reduce -0.3%
AOS Smith (a.o.) Corp. 0.21% 4,649 $305K Add +0.1%
SPLV Invesco S&P 500 Low Volatili 0.20% 3,906 $284K Reduce -0.3%
PEP Pepsico Inc. 0.20% 2,125 $281K Reduce -0.4%
SCHP Schwab U.S. Tips ETF 0.19% 10,401 $278K Reduce -0.9%
HSY The Hershey Co. 0.19% 1,659 $275K Add +0.3%
USMV iShares MSCI USA Min Vol Fac 0.19% 2,922 $274K Reduce -0.3%
BMY Bristol-Myers Squibb Co. 0.19% 5,783 $268K Reduce -0.6%
VIG Vanguard Dividend Apprec ETF 0.19% 1,302 $266K Reduce -0.6%
AGG iShares Core U.S. Aggregate 0.18% 2,676 $265K Reduce -6.3%
AVGO Broadcom Inc. 0.18% 944 $260K New
DGRW Wisdomtree U.S. Quality Divi 0.17% 2,928 $245K Reduce -24.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 381 $235K New
BND Vanguard Total Bond Market 0.16% 3,111 $229K Reduce -1.7%
GOOGL Alphabet Inc. Class A 0.15% 1,240 $219K New
SCHI Schwab 5-10 Year Corporate B 0.15% 9,410 $214K Reduce -1.0%
WPC WP Carey Inc. 0.15% 3,399 $212K Reduce -0.8%
WVVI Willamette Valley Vineyards 0.06% 15,574 $86K No change

Portfolio Sells Q1 2025 → Q2 2025
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -35.4% 4.09% −2.05
SCHZ Schwab US Aggregate Bond ETF Reduce -1.3% 7.76% −0.64
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.56
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -17.1% 1.79% −0.52
JAAA Janus Henderson Aaa Clo ETF Reduce -1.1% 4.11% −0.34
CVX Chevron Corp. Reduce -0.2% 1.05% −0.27
MRK Merck & Co. Inc. Sold out 0.00% −0.24
HEFA Isha Curr Hedged MSCI Eafe Sold out 0.00% −0.19
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.16
GIS General Mills Inc. Sold out 0.00% −0.16
GLDM SPDR Gold Minishares Trust Reduce -26.6% 0.32% −0.12
ABBV Abbvie Inc. Reduce -0.2% 0.50% −0.11
SCHD Schwab US DVD Equity ETF Reduce -0.4% 0.67% −0.09
MBB iShares MBS ETF Reduce -0.8% 1.01% −0.08
BMY Bristol-Myers Squibb Co. Reduce -0.6% 0.19% −0.08
JNJ Johnson & Johnson Reduce -0.2% 0.36% −0.06
DGRW Wisdomtree U.S. Quality Divi Reduce -24.0% 0.17% −0.06
IVV iShares Core S&P 500 ETF Reduce -12.6% 0.52% −0.06
MCD McDonald's Corp. Reduce -0.5% 0.35% −0.05
PPL PPL Corp. Reduce -0.3% 0.33% −0.05
PEP Pepsico Inc. Reduce -0.4% 0.20% −0.04
PG The Procter & Gamble Co. Reduce -0.3% 0.26% −0.04
CB Chubb Ltd. Reduce -0.4% 0.29% −0.04
LOW Lowe's Cos Inc. Reduce -0.3% 0.25% −0.03
AGG iShares Core U.S. Aggregate Reduce -6.3% 0.18% −0.03
GLD SPDR Gold Shares Reduce -6.1% 0.33% −0.03
SPLV Invesco S&P 500 Low Volatili Reduce -0.3% 0.20% −0.02
MDLZ Mondelez International Inc. Class A Reduce -0.3% 0.23% −0.02
SCHP Schwab U.S. Tips ETF Reduce -0.9% 0.19% −0.02
KMI Kinder Morgan Inc. Reduce -0.5% 0.32% −0.01
BND Vanguard Total Bond Market Reduce -1.7% 0.16% −0.01
QCOM Qualcomm Inc. Reduce -0.6% 0.35% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -0.3% 0.19% −0.01
WPC WP Carey Inc. Reduce -0.8% 0.15% −0.01
VYM Vanguard High DVD Yield ETF Reduce -1.8% 0.24% −0.01
LMT Lockheed Martin Corp. Reduce -0.4% 0.34% −0.01
ABT Abbott Laboratories Reduce -0.7% 0.25% −0.01
SCHI Schwab 5-10 Year Corporate B Reduce -1.0% 0.15% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 0.19% −0.00
PNC PNC Financial Services Group Reduce -0.4% 0.25% −0.00
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -0.8% 0.28% −0.00
NUE Nucor Corp. Reduce -0.5% 0.36% −0.00
NSC Norfolk Southern Corp. Reduce -0.7% 0.35% +0.00
DE Deere & Co. Reduce -0.3% 0.26% +0.00
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.2% 0.43% +0.00
HON Honeywell International Inc. Reduce -0.1% 0.34% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -2.1% 1.24% +0.01
CSCO Cisco Systems Inc. Reduce -0.7% 0.42% +0.02
EFG iShares MSCI Eafe Growth ETF Reduce -1.8% 0.73% +0.02
SCHW Schwab (charles) Corp. Reduce -0.1% 0.27% +0.02

Portfolio Buys Q1 2025 → Q2 2025
CGGR Cap Group Growth Equity Add +7.3% 5.62% +0.89
THRO iShares U.S. Thematic Rotati New 0.64% +0.64
XTEN Bondbloxx BBG 10Y US TSY ETF Add +107.0% 1.32% +0.63
IAGG iShares Intl Aggregate Bond New 0.59% +0.59
IEMG iShares Core MSCI Emerging Add +99.1% 1.06% +0.55
EFV iShares MSCI Eafe Value ETF Add +44.4% 1.60% +0.50
CGDV Cap Group Dividend Value Add +2.4% 7.33% +0.40
BAI Ishrs AI in and Tech Act ETF New 0.24% +0.24
LEN Lennar Corp. Class A New 0.24% +0.24
XLG Invesco S&P 500 Top 50 ETF Add +49.3% 0.63% +0.23
SCHG Schwab US Large-Cap Growth Add +1.6% 1.95% +0.19
AVGO Broadcom Inc. New 0.18% +0.18
SPY SS SPDR S&P 500 ETF Trust-US New 0.16% +0.16
GOOGL Alphabet Inc. Class A New 0.15% +0.15
SCHX Schwab US Large-Cap ETF Add +0.8% 3.44% +0.13
CGXU Cap Group Intl Focus Add +0.9% 3.09% +0.13
QUAL iShares MSCI USA Quality Fac Add +3.7% 2.09% +0.07
EOG EOG Resources Inc. Add +62.5% 0.24% +0.07
JPM JPMorgan Chase & Co. Add +0.0% 0.63% +0.06
SPMO Invesco S&P 500 Momentum ETF Add +1.0% 0.46% +0.06
DELL Dell Technologies -C Add +0.5% 0.26% +0.05
ESGU iShares ESG Aware MSCI USA Add +0.6% 1.15% +0.05
APO Apollo Global Management Inc. Add +5.0% 2.24% +0.03
SCHA Schwab US Small-Cap ETF Add +3.7% 0.59% +0.02
WMT Walmart Inc. Add +0.1% 0.43% +0.02
IVE iShares S&P 500 Value ETF Add +5.7% 1.28% +0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +5.6% 0.30% +0.01
MTB M & T Bank Corp. Add +0.1% 0.30% +0.00
EMB iShares JP Morgan Usd Emergi Add +4.7% 0.25% −0.00
AOS Smith (a.o.) Corp. Add +0.1% 0.21% −0.01
COST Costco Wholesale Corp. Add +0.1% 0.76% −0.02
HSY The Hershey Co. Add +0.3% 0.19% −0.02
WM Waste Management Inc. Add +0.1% 0.37% −0.03
FNDX Schwab Fndmntl US LRG Co. ETF Add +1.3% 2.23% −0.04
BINC iShares Flex I A ETF-Usd Inc. Add +0.3% 0.76% −0.05
SCHO Schwab Short-Term US Treas Add +0.7% 0.96% −0.06
SCHH Schwab US REIT ETF Add +1.2% 0.85% −0.07
AAPL Apple Inc. Add +1.6% 0.80% −0.11
CGCP Cap Group Core Plus Income Add +3.2% 8.61% −0.32

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