Clearview Wealth Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Clearview Wealth Advisors LLC reported 103 stock positions worth $157.8 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 Q3 2025, it opened 3 new positions, sold out of 2, added to 33 and reduced 63. The biggest buy was Invesco S&P 500 Top 50 ETF (XLG, shares +92%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −48%).

Most Recent 13F
Q4 2025
Location
SALEM, OR
CIK
0001840306
Portfolio Value
$157.8M (Q4 2025)
SEC Filing
0001840306-26-000001 ↗ filed Feb 17, 2026

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 Q2 2025 Q3 2025: $156.2M Q3 2025 Q4 2025: $157.8M $157.8M Q4 2025

Holdings 103 stocks · $157.8M
CGCP Cap Group Core Plus Income 8.66% 603,327 $13.7M Add +0.3%
SCHZ Schwab US Aggregate Bond ETF 7.49% 505,777 $11.8M Add +1.6%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 7.39% 267,294 $11.7M Reduce -3.1%
CGGR Cap Group Growth Equity 5.91% 209,630 $9.3M Add +0.3%
JAAA Janus Henderson Aaa Clo ETF 4.33% 135,166 $6.8M Add +7.7%
SPYM Ste STR SPDR PT S&P 500 ETF 4.12% 81,063 $6.5M Add +1.3%
SCHX Schwab US Large-Cap ETF 3.62% 212,105 $5.7M Reduce -0.4%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 3.12% 166,732 $4.9M Reduce -2.1%
APO Apollo Global Management Inc. 2.46% 26,866 $3.9M Add +8.8%
SCHF Schwab Intl Equity ETF 2.37% 155,890 $3.7M Reduce -1.2%
FNDX Schwab Fndmntl US LRG Co. ETF 2.37% 137,409 $3.7M Add +0.1%
SCHG Schwab US Large-Cap Growth 2.07% 100,351 $3.3M Reduce -0.4%
IVE iShares S&P 500 Value ETF 1.86% 13,829 $2.9M Add +38.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 1.84% 47,637 $2.9M Add +7.7%
IVW iShares S&P 500 Growth ETF 1.81% 23,194 $2.9M Reduce -1.4%
XLG Invesco S&P 500 Top 50 ETF 1.45% 38,554 $2.3M Add +91.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.35% 45,770 $2.1M Reduce -19.4%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.31% 45,634 $2.1M Reduce -1.0%
XTEN Bondbloxx BBG 10Y US TSY ETF 1.30% 44,306 $2.0M Add +2.3%
MSFT Microsoft Corp. 1.28% 4,168 $2.0M Reduce -7.5%
EFV iShares MSCI Eafe Value ETF 1.26% 27,936 $2.0M Reduce -27.0%
VOO Vanguard S&P 500 ETF 1.24% 3,109 $1.9M Reduce -2.5%
QUAL iShares MSCI USA Quality Fac 1.12% 8,935 $1.8M Reduce -48.0%
ESGU iShares ESG Aware MSCI USA 1.11% 11,713 $1.7M Add +0.5%
MBB iShares MBS ETF 1.01% 16,809 $1.6M Add +4.4%
SCHO Schwab Short-Term US Treas 0.99% 64,164 $1.6M Add +7.8%
CVX Chevron Corp. 0.98% 10,105 $1.5M Reduce -2.5%
IEMG iShares Core MSCI Emerging 0.95% 22,366 $1.5M Reduce -15.6%
AAPL Apple Inc. 0.92% 5,345 $1.5M Reduce -3.0%
SCHH Schwab US REIT ETF 0.77% 58,227 $1.2M Reduce -0.2%
BINC iShares Flex I A ETF-Usd Inc. 0.76% 22,741 $1.2M Add +5.9%
BAI Ishrs AI in and Tech Act ETF 0.73% 34,505 $1.1M Add +143.2%
SPMO Invesco S&P 500 Momentum ETF 0.72% 9,485 $1.1M Add +58.3%
THRO iShares U.S. Thematic Rotati 0.67% 27,548 $1.1M Add +2.3%
ESGV Vanguard ESG US Stock ETF 0.67% 8,758 $1.1M Reduce -2.1%
SCHA Schwab US Small-Cap ETF 0.63% 34,971 $996K Add +1.7%
JPM JPMorgan Chase & Co. 0.60% 2,921 $941K Reduce -3.8%
IAGG iShares Intl Aggregate Bond 0.59% 18,769 $939K Add +6.7%
GLDM SPDR Gold Minishares Trust 0.57% 10,572 $903K Add +40.2%
AVEM Avantis Emerging Markets Eq 0.56% 11,393 $877K New
COST Costco Wholesale Corp. 0.54% 987 $851K Reduce -10.2%
SCHC Schwab Intl Small-Cap Equity 0.54% 18,592 $846K Add +2.6%
ABBV Abbvie Inc. 0.52% 3,595 $821K Reduce -4.2%
IVV iShares Core S&P 500 ETF 0.50% 1,145 $784K Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.46% 26,527 $728K Reduce -23.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.43% 20,830 $682K Reduce -1.1%
AMZN Amazon.com Inc. 0.42% 2,893 $668K Reduce -7.1%
JNJ Johnson & Johnson 0.42% 3,218 $666K Reduce -4.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.42% 12,093 $665K Reduce -5.7%
WMT Walmart Inc. 0.41% 5,829 $649K Reduce -6.9%
NVDA Nvidia Corp. 0.41% 3,474 $648K Reduce -16.0%
GLD SPDR Gold Shares 0.39% 1,542 $611K No change
NUE Nucor Corp. 0.39% 3,730 $608K Reduce -4.6%
CSCO Cisco Systems Inc. 0.38% 7,809 $602K Reduce -6.6%
ACWI iShares MSCI Acwi ETF 0.34% 3,742 $529K No change
NSC Norfolk Southern Corp. 0.33% 1,806 $521K Reduce -4.5%
QCOM Qualcomm Inc. 0.32% 2,947 $504K Reduce -4.6%
FNDA Schwab Fndmntl US SM Co. ETF 0.31% 15,765 $497K Add +0.9%
MCD McDonald's Corp. 0.31% 1,605 $490K Reduce -3.7%
LMT Lockheed Martin Corp. 0.30% 992 $480K Reduce -4.3%
SCYB Schwab High Yield Bond ETF 0.30% 17,977 $475K Add +98.4%
WM Waste Management Inc. 0.30% 2,138 $470K Reduce -4.6%
PPL PPL Corp. 0.29% 12,991 $455K Reduce -5.0%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.28% 12,421 $448K Reduce -4.1%
TEL Te Connectivity PLC 0.27% 1,888 $430K Reduce -4.7%
EMR Emerson Electric Co. 0.27% 3,204 $425K Reduce -5.0%
CB Chubb Ltd. 0.26% 1,338 $418K Reduce -4.2%
VYM Vanguard High DVD Yield ETF 0.26% 2,902 $417K Add +13.8%
EMB iShares JP Morgan Usd Emergi 0.26% 4,313 $415K Add +5.7%
MTB M & T Bank Corp. filed as M & T BK CORP 0.26% 2,055 $414K Reduce -4.9%
KMI Kinder Morgan Inc. 0.25% 14,559 $400K Reduce -4.4%
SHLD Global X Defense Tech ETF 0.25% 6,157 $399K New
SCHW Schwab (charles) Corp. 0.25% 3,963 $396K Reduce -4.7%
HON Honeywell International Inc. 0.24% 1,954 $381K Reduce -4.4%
PNC PNC Financial Services Group 0.23% 1,763 $368K Reduce -4.5%
DELL Dell Technologies -C 0.23% 2,890 $364K Reduce -4.4%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 723 $363K Reduce -7.7%
LOW Lowe's Cos Inc. 0.23% 1,478 $356K Reduce -4.6%
GOOGL Alphabet Inc. Class A 0.21% 1,060 $332K Reduce -17.3%
DGRW Wisdomtree U.S. Quality Divi 0.20% 3,613 $323K Add +37.7%
PG The Procter & Gamble Co. 0.20% 2,234 $320K Reduce -3.2%
DE Deere & Co. 0.20% 678 $316K Reduce -4.6%
VIG Vanguard Dividend Apprec ETF 0.20% 1,425 $313K Add +9.9%
SCHP Schwab U.S. Tips ETF 0.20% 11,692 $310K Add +17.1%
ABT Abbott Laboratories 0.19% 2,422 $303K Reduce -4.5%
LEN Lennar Corp. Class A 0.19% 2,921 $300K Reduce -5.6%
AOS Smith (a.o.) Corp. 0.18% 4,319 $289K Reduce -4.5%
PEP Pepsico Inc. 0.18% 2,003 $287K Reduce -3.6%
BMY Bristol-Myers Squibb Co. 0.18% 5,326 $287K Reduce -5.2%
HSY The Hershey Co. 0.18% 1,567 $285K Reduce -3.7%
CI The Cigna Group 0.18% 1,030 $283K No change
EOG EOG Resources Inc. 0.17% 2,617 $275K Reduce -5.6%
TSLA Tesla Inc. 0.17% 596 $268K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 389 $265K Add +1.8%
BND Vanguard Total Bond Market 0.17% 3,565 $264K Add +14.6%
AGG iShares Core U.S. Aggregate 0.16% 2,554 $255K Reduce -12.9%
MDLZ Mondelez International Inc. Class A 0.15% 4,522 $243K Reduce -4.9%
USMV iShares MSCI USA Min Vol Fac 0.14% 2,421 $228K Reduce -12.2%
SPLV Invesco S&P 500 Low Volatili 0.14% 3,106 $222K Reduce -17.3%
SCHI Schwab 5-10 Year Corporate B 0.14% 9,289 $213K New
FTEC Fidelity MSCI Info Tech Indx 0.13% 929 $209K Add +0.1%
WPC WP Carey Inc. 0.13% 3,154 $203K Reduce -4.6%
WVVI Willamette Valley Vineyards 0.03% 15,622 $48K Add +0.6%

Portfolio Sells Q3 2025 → Q4 2025
QUAL iShares MSCI USA Quality Fac Reduce -48.0% 1.12% −1.02
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.65
IYW iShares Ustechnology ETF Sold out 0.00% −0.62
EFV iShares MSCI Eafe Value ETF Reduce -27.0% 1.26% −0.40
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -19.4% 1.35% −0.35
MSFT Microsoft Corp. Reduce -7.5% 1.28% −0.22
IEMG iShares Core MSCI Emerging Reduce -15.6% 0.95% −0.17
SCHD Schwab US DVD Equity ETF Reduce -23.8% 0.46% −0.15
COST Costco Wholesale Corp. Reduce -10.2% 0.54% −0.11
CGXU Cap Group Intl Focus Reduce -2.1% 3.12% −0.11
NVDA Nvidia Corp. Reduce -16.0% 0.41% −0.08
LEN Lennar Corp. Class A Reduce -5.6% 0.19% −0.06
CVX Chevron Corp. Reduce -2.5% 0.98% −0.05
DELL Dell Technologies -C Reduce -4.4% 0.23% −0.04
PPL PPL Corp. Reduce -5.0% 0.29% −0.04
SPLV Invesco S&P 500 Low Volatili Reduce -17.3% 0.14% −0.04
ABBV Abbvie Inc. Reduce -4.2% 0.52% −0.04
MDLZ Mondelez International Inc. Class A Reduce -4.9% 0.15% −0.04
SCHH Schwab US REIT ETF Reduce -0.2% 0.77% −0.04
HON Honeywell International Inc. Reduce -4.4% 0.24% −0.03
NSC Norfolk Southern Corp. Reduce -4.5% 0.33% −0.03
CGDV Cap Group Dividend Value Reduce -3.1% 7.39% −0.03
AOS Smith (a.o.) Corp. Reduce -4.5% 0.18% −0.03
LMT Lockheed Martin Corp. Reduce -4.3% 0.30% −0.03
AGG iShares Core U.S. Aggregate Reduce -12.9% 0.16% −0.03
ABT Abbott Laboratories Reduce -4.5% 0.19% −0.03
EOG EOG Resources Inc. Reduce -5.6% 0.17% −0.02
PG The Procter & Gamble Co. Reduce -3.2% 0.20% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -12.2% 0.14% −0.02
LOW Lowe's Cos Inc. Reduce -4.6% 0.23% −0.02
KMI Kinder Morgan Inc. Reduce -4.4% 0.25% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.7% 0.23% −0.02
WM Waste Management Inc. Reduce -4.6% 0.30% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.1% 0.43% −0.02
JPM JPMorgan Chase & Co. Reduce -3.8% 0.60% −0.02
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -4.1% 0.28% −0.02
AMZN Amazon.com Inc. Reduce -7.1% 0.42% −0.01
VOO Vanguard S&P 500 ETF Reduce -2.5% 1.24% −0.01
WPC WP Carey Inc. Reduce -4.6% 0.13% −0.01
HSY The Hershey Co. Reduce -3.7% 0.18% −0.01
EMR Emerson Electric Co. Reduce -5.0% 0.27% −0.01
MCD McDonald's Corp. Reduce -3.7% 0.31% −0.01
MTB M & T Bank Corp. Reduce -4.9% 0.26% −0.01
QCOM Qualcomm Inc. Reduce -4.6% 0.32% −0.01
DE Deere & Co. Reduce -4.6% 0.20% −0.01
ESGV Vanguard ESG US Stock ETF Reduce -2.1% 0.67% −0.01
IVW iShares S&P 500 Growth ETF Reduce -1.4% 1.81% −0.01
TEL Te Connectivity PLC Reduce -4.7% 0.27% −0.01
PEP Pepsico Inc. Reduce -3.6% 0.18% −0.00
PNC PNC Financial Services Group Reduce -4.5% 0.23% −0.00

Portfolio Buys Q3 2025 → Q4 2025
XLG Invesco S&P 500 Top 50 ETF Add +91.6% 1.45% +0.71
AVEM Avantis Emerging Markets Eq New 0.56% +0.56
IVE iShares S&P 500 Value ETF Add +38.0% 1.86% +0.53
BAI Ishrs AI in and Tech Act ETF Add +143.2% 0.73% +0.42
APO Apollo Global Management Inc. Add +8.8% 2.46% +0.36
SHLD Global X Defense Tech ETF New 0.25% +0.25
SPMO Invesco S&P 500 Momentum ETF Add +58.3% 0.72% +0.25
JAAA Janus Henderson Aaa Clo ETF Add +7.7% 4.33% +0.25
GLDM SPDR Gold Minishares Trust Add +40.2% 0.57% +0.20
DYNF Ishrs US E F R A ETF-Usd Inc. Add +7.7% 1.84% +0.16
SCYB Schwab High Yield Bond ETF Add +98.4% 0.30% +0.15
SCHI Schwab 5-10 Year Corporate B New 0.14% +0.14
SPYM Ste STR SPDR PT S&P 500 ETF Add +1.3% 4.12% +0.11
SCHO Schwab Short-Term US Treas Add +7.8% 0.99% +0.06
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.1% 2.37% +0.06
DGRW Wisdomtree U.S. Quality Divi Add +37.7% 0.20% +0.06
VYM Vanguard High DVD Yield ETF Add +13.8% 0.26% +0.03
MBB iShares MBS ETF Add +4.4% 1.01% +0.03
CGGR Cap Group Growth Equity Add +0.3% 5.91% +0.03
BINC iShares Flex I A ETF-Usd Inc. Add +5.9% 0.76% +0.03
SCHP Schwab U.S. Tips ETF Add +17.1% 0.20% +0.02
THRO iShares U.S. Thematic Rotati Add +2.3% 0.67% +0.02
VIG Vanguard Dividend Apprec ETF Add +9.9% 0.20% +0.02
BND Vanguard Total Bond Market Add +14.6% 0.17% +0.02
ESGU iShares ESG Aware MSCI USA Add +0.5% 1.11% +0.02
IAGG iShares Intl Aggregate Bond Add +6.7% 0.59% +0.02
SCHA Schwab US Small-Cap ETF Add +1.7% 0.63% +0.02
EMB iShares JP Morgan Usd Emergi Add +5.7% 0.26% +0.01
SCHZ Schwab US Aggregate Bond ETF Add +1.6% 7.49% +0.01
SCHC Schwab Intl Small-Cap Equity Add +2.6% 0.54% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 0.17% +0.00
XTEN Bondbloxx BBG 10Y US TSY ETF Add +2.3% 1.30% +0.00
FNDA Schwab Fndmntl US SM Co. ETF Add +0.9% 0.31% +0.00
FTEC Fidelity MSCI Info Tech Indx Add +0.1% 0.13% +0.00
WVVI Willamette Valley Vineyards Add +0.6% 0.03% −0.01
CGCP Cap Group Core Plus Income Add +0.3% 8.66% −0.09

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