Clearview Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Clearview Wealth Advisors LLC reported 102 stock positions worth $156.2 million. Its top holding was Cap Group Core Plus Income (CGCP) at 8.7% of the portfolio, followed by Schwab US Aggregate Bond ETF (SCHZ, 7.5%) and Cap Group Dividend Value (CGDV, 7.4%). Compared with Q2 2025, it opened 3 new positions, sold out of 2, added to 40 and reduced 51. The biggest buy was Cap Group Growth Equity (CGGR, shares +5%) and the biggest sale an exit from Broadcom (AVGO).
- Most Recent 13F
- Q4 2025
- Location
- SALEM, OR
- CIK
- 0001840306
- Portfolio Value
- $156.2M (Q3 2025)
- SEC Filing
- 0001840306-25-000002 ↗ filed Oct 24, 2025
Holdings Value
Holdings 102 stocks · $156.2M
| CGCP Cap Group Core Plus Income | 8.75% | 601,461 | $13.7M | Add +9.4% |
| SCHZ Schwab US Aggregate Bond ETF | 7.48% | 497,588 | $11.7M | Add +3.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 7.42% | 275,955 | $11.6M | Add +3.6% |
| CGGR Cap Group Growth Equity | 5.87% | 208,911 | $9.2M | Add +5.2% |
| JAAA Janus Henderson Aaa Clo ETF | 4.08% | 125,499 | $6.4M | Add +8.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.02% | 80,066 | $6.3M | Reduce -0.9% |
| SCHX Schwab US Large-Cap ETF | 3.59% | 212,871 | $5.6M | Add +5.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 3.23% | 170,287 | $5.0M | Add +4.3% |
| SCHF Schwab Intl Equity ETF | 2.35% | 157,719 | $3.7M | Add +4.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.31% | 137,239 | $3.6M | Add +5.4% |
| QUAL iShares MSCI USA Quality Fac | 2.14% | 17,193 | $3.3M | Add +4.8% |
| APO Apollo Global Management Inc. | 2.11% | 24,705 | $3.3M | Add +9.1% |
| SCHG Schwab US Large-Cap Growth | 2.06% | 100,709 | $3.2M | Add +4.9% |
| IVW iShares S&P 500 Growth ETF | 1.82% | 23,531 | $2.8M | Add +1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.70% | 56,824 | $2.7M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.68% | 44,246 | $2.6M | Add +4.6% |
| EFV iShares MSCI Eafe Value ETF | 1.66% | 38,277 | $2.6M | Add +6.0% |
| MSFT Microsoft Corp. | 1.49% | 4,506 | $2.3M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 1.33% | 10,024 | $2.1M | Add +7.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.29% | 43,313 | $2.0M | Add +5.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.27% | 46,075 | $2.0M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 1.25% | 3,188 | $2.0M | No change |
| IEMG iShares Core MSCI Emerging | 1.12% | 26,503 | $1.7M | Add +4.5% |
| ESGU iShares ESG Aware MSCI USA | 1.09% | 11,661 | $1.7M | Reduce -4.3% |
| CVX Chevron Corp. | 1.03% | 10,369 | $1.6M | Reduce -1.8% |
| MBB iShares MBS ETF | 0.98% | 16,100 | $1.5M | Add +4.0% |
| SCHO Schwab Short-Term US Treas | 0.93% | 59,492 | $1.5M | Add +4.9% |
| AAPL Apple Inc. | 0.90% | 5,510 | $1.4M | Reduce -1.2% |
| SCHH Schwab US REIT ETF | 0.81% | 58,358 | $1.3M | Add +1.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.74% | 20,121 | $1.2M | Add +15.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.73% | 21,481 | $1.1M | Add +4.1% |
| ESGV Vanguard ESG US Stock ETF | 0.68% | 8,946 | $1.1M | No change |
| THRO iShares U.S. Thematic Rotati | 0.65% | 26,932 | $1.0M | Add +4.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.65% | 8,938 | $1.0M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.65% | 1,099 | $1.0M | No change |
| IYW iShares Ustechnology ETF | 0.62% | 4,906 | $961K | Reduce -6.1% |
| SCHA Schwab US Small-Cap ETF | 0.61% | 34,394 | $960K | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.61% | 3,036 | $958K | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 0.61% | 34,796 | $950K | Reduce -4.5% |
| IAGG iShares Intl Aggregate Bond | 0.58% | 17,587 | $901K | Add +6.2% |
| ABBV Abbvie Inc. | 0.56% | 3,754 | $869K | Reduce -2.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.53% | 18,120 | $825K | Add +6.5% |
| NVDA Nvidia Corp. | 0.49% | 4,134 | $771K | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.49% | 1,146 | $767K | Reduce -4.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.46% | 5,992 | $725K | Add +2.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 21,064 | $703K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.44% | 3,113 | $684K | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.42% | 12,826 | $662K | Reduce -2.6% |
| WMT Walmart Inc. | 0.41% | 6,258 | $645K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.40% | 3,362 | $623K | Reduce -1.3% |
| GLDM SPDR Gold Minishares Trust | 0.37% | 7,542 | $577K | Add +7.5% |
| CSCO Cisco Systems Inc. | 0.37% | 8,360 | $572K | Reduce -2.8% |
| NSC Norfolk Southern Corp. | 0.36% | 1,892 | $568K | Reduce -2.7% |
| GLD SPDR Gold Shares | 0.35% | 1,542 | $548K | No change |
| NUE Nucor Corp. | 0.34% | 3,909 | $529K | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.33% | 1,037 | $518K | Reduce -2.6% |
| ACWI iShares MSCI Acwi ETF | 0.33% | 3,742 | $517K | No change |
| QCOM Qualcomm Inc. | 0.33% | 3,088 | $514K | Reduce -2.4% |
| PPL PPL Corp. | 0.33% | 13,674 | $508K | Reduce -2.7% |
| MCD McDonald's Corp. | 0.32% | 1,666 | $506K | Reduce -2.5% |
| WM Waste Management Inc. | 0.32% | 2,241 | $495K | Reduce -2.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.31% | 15,618 | $487K | Add +5.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.31% | 14,187 | $485K | Add +17.7% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.30% | 12,947 | $468K | Add +4.9% |
| EMR Emerson Electric Co. | 0.28% | 3,371 | $442K | Reduce -2.7% |
| TEL Te Connectivity PLC | 0.28% | 1,981 | $435K | Reduce -2.6% |
| KMI Kinder Morgan Inc. | 0.28% | 15,224 | $431K | Reduce -2.7% |
| HON Honeywell International Inc. | 0.28% | 2,044 | $430K | Reduce -2.5% |
| DELL Dell Technologies -C | 0.27% | 3,023 | $429K | Reduce -2.2% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.27% | 2,161 | $427K | Reduce -2.4% |
| SCHW Schwab (charles) Corp. | 0.25% | 4,158 | $397K | Reduce -2.6% |
| CB Chubb Ltd. | 0.25% | 1,396 | $394K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 783 | $394K | Reduce -4.3% |
| LEN Lennar Corp. Class A | 0.25% | 3,093 | $390K | Reduce -1.1% |
| LOW Lowe's Cos Inc. | 0.25% | 1,549 | $389K | Reduce -2.6% |
| EMB iShares JP Morgan Usd Emergi | 0.25% | 4,081 | $388K | Add +7.4% |
| PNC PNC Financial Services Group | 0.24% | 1,847 | $371K | Reduce -2.6% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 2,550 | $359K | No change |
| PG The Procter & Gamble Co. | 0.23% | 2,308 | $355K | Reduce -3.1% |
| ABT Abbott Laboratories | 0.22% | 2,537 | $340K | Reduce -2.8% |
| AOS Smith (a.o.) Corp. | 0.21% | 4,523 | $332K | Reduce -2.7% |
| DE Deere & Co. | 0.21% | 711 | $325K | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,281 | $312K | Add +3.3% |
| EOG EOG Resources Inc. | 0.20% | 2,773 | $311K | Reduce -1.8% |
| HSY The Hershey Co. | 0.19% | 1,627 | $304K | Reduce -1.9% |
| MDLZ Mondelez International Inc. Class A | 0.19% | 4,753 | $297K | Reduce -2.6% |
| CI The Cigna Group | 0.19% | 1,030 | $297K | No change |
| AGG iShares Core U.S. Aggregate | 0.19% | 2,931 | $294K | Add +9.5% |
| PEP Pepsico Inc. | 0.19% | 2,078 | $292K | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 1,296 | $280K | Reduce -0.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.18% | 3,754 | $276K | Reduce -3.9% |
| SCHP Schwab U.S. Tips ETF | 0.17% | 9,981 | $269K | Reduce -4.0% |
| TSLA Tesla Inc. | 0.17% | 596 | $265K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 2,757 | $262K | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 382 | $255K | Add +0.3% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 5,618 | $253K | Reduce -2.9% |
| SCYB Schwab High Yield Bond ETF | 0.15% | 9,060 | $242K | New |
| DGRW Wisdomtree U.S. Quality Divi | 0.15% | 2,623 | $233K | Reduce -10.4% |
| BND Vanguard Total Bond Market | 0.15% | 3,111 | $231K | No change |
| WPC WP Carey Inc. | 0.14% | 3,305 | $223K | Reduce -2.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.13% | 928 | $206K | New |
| WVVI Willamette Valley Vineyards | 0.04% | 15,524 | $57K | Reduce -0.3% |
Portfolio Sells Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.18 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -1.9% | 1.49% | −0.10 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.6% | 0.65% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.9% | 4.02% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.5% | 0.61% | −0.06 |
| HON Honeywell International Inc. | Reduce -2.5% | 0.28% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.3% | 1.09% | −0.06 |
| WM Waste Management Inc. | Reduce -2.8% | 0.32% | −0.05 |
| DE Deere & Co. | Reduce -2.5% | 0.21% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -2.8% | 0.37% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -2.7% | 0.28% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.6% | 0.19% | −0.04 |
| EMR Emerson Electric Co. | Reduce -2.7% | 0.28% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.23% | −0.04 |
| CB Chubb Ltd. | Reduce -2.6% | 0.25% | −0.04 |
| EOG EOG Resources Inc. | Reduce -1.8% | 0.20% | −0.04 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.22% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 0.49% | −0.03 |
| MTB M & T Bank Corp. | Reduce -2.4% | 0.27% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.3% | 0.25% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.9% | 0.16% | −0.02 |
| NUE Nucor Corp. | Reduce -2.8% | 0.34% | −0.02 |
| WVVI Willamette Valley Vineyards | Reduce -0.3% | 0.04% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.32% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -5.7% | 0.17% | −0.02 |
| CVX Chevron Corp. | Reduce -1.8% | 1.03% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -2.4% | 0.33% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -3.9% | 0.18% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -10.4% | 0.15% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.0% | 0.17% | −0.02 |
| WMT Walmart Inc. | Reduce -1.6% | 0.41% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -2.6% | 0.25% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -6.1% | 0.62% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.61% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -2.6% | 0.33% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.6% | 0.42% | −0.01 |
| PNC PNC Financial Services Group | Reduce -2.6% | 0.24% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.19% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 0.18% | −0.01 |
| PPL PPL Corp. | Reduce -2.7% | 0.33% | −0.01 |
| WPC WP Carey Inc. | Reduce -2.8% | 0.14% | −0.00 |
| AOS Smith (a.o.) Corp. | Reduce -2.7% | 0.21% | +0.00 |
| HSY The Hershey Co. | Reduce -1.9% | 0.19% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -2.6% | 0.25% | +0.00 |
| LEN Lennar Corp. Class A | Reduce -1.1% | 0.25% | +0.01 |
| DELL Dell Technologies -C | Reduce -2.2% | 0.27% | +0.01 |
| NSC Norfolk Southern Corp. | Reduce -2.7% | 0.36% | +0.02 |
| NVDA Nvidia Corp. | Reduce -1.9% | 0.49% | +0.03 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.40% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| CGGR Cap Group Growth Equity | Add +5.2% | 5.87% | +0.25 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| SCYB Schwab High Yield Bond ETF | New | 0.15% | +0.15 |
| SCHX Schwab US Large-Cap ETF | Add +5.4% | 3.59% | +0.15 |
| CGXU Cap Group Intl Focus | Add +4.3% | 3.23% | +0.14 |
| CGCP Cap Group Core Plus Income | Add +9.4% | 8.75% | +0.13 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.13% | +0.13 |
| XLG Invesco S&P 500 Top 50 ETF | Add +15.0% | 0.74% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Add +4.9% | 2.06% | +0.10 |
| CGDV Cap Group Dividend Value | Add +3.6% | 7.42% | +0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +5.4% | 2.31% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.6% | 1.68% | +0.07 |
| BAI Ishrs AI in and Tech Act ETF | Add +17.7% | 0.31% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +6.0% | 1.66% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +4.5% | 1.12% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +4.8% | 2.14% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +7.0% | 1.33% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +7.5% | 0.37% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 0.20% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +1.8% | 1.82% | +0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +3.9% | 1.27% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +4.4% | 2.35% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +2.9% | 0.61% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.6% | 0.45% | +0.02 |
| SCHC Schwab Intl Small-Cap Equity | Add +6.5% | 0.53% | +0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +4.9% | 0.30% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +5.3% | 0.31% | +0.02 |
| THRO iShares U.S. Thematic Rotati | Add +4.4% | 0.65% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.8% | 0.46% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +7.4% | 0.25% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +9.5% | 0.19% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.16% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +6.2% | 0.58% | −0.01 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +5.8% | 1.29% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.1% | 0.73% | −0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +8.0% | 4.08% | −0.03 |
| AMZN Amazon.com Inc. | Add +1.6% | 0.44% | −0.03 |
| MBB iShares MBS ETF | Add +4.0% | 0.98% | −0.03 |
| SCHO Schwab Short-Term US Treas | Add +4.9% | 0.93% | −0.03 |
| SCHH Schwab US REIT ETF | Add +1.1% | 0.81% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.2% | 1.70% | −0.09 |
| APO Apollo Global Management Inc. | Add +9.1% | 2.11% | −0.13 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.8% | 7.48% | −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 |