Clearview Wealth Advisors

SALEM, ORfiles as Clearview Wealth Advisors LLC

$158m in 103 US stocks at the end of 31 December 2025. The top 10 are 49.5% of the money. It changed about 4.9% of the portfolio this quarter.

Value

$158m

Stocks

103

Top 10 share

49.5%

Turnover

4.9%

What changed this quarter

New

Bought for the first time this quarter.

American Centy ETF TRAVEM
0.6% of the fund
Global X FDSSHLD
0.3% of the fund
Schwab Strategic TRSCHI
0.1% of the fund

Added

Bought more of a stock they already held.

Janus Detroit STR TRJAAA
4.3% of the fund
+8%
Apollo Global ManagementAPO
2.5% of the fund
+9%
Ishares TRIVE
1.9% of the fund
+38%
Blackrock ETF TrustDYNF
1.8% of the fund
+8%
Invesco Exchange Traded FD TXLG
1.4% of the fund
+92%
Bondbloxx ETF TrustXTEN
1.3% of the fund
+2%
Ishares TRMBB
1.0% of the fund
+4%
Schwab Strategic TRSCHO
1.0% of the fund
+8%
Blackrock ETF Trust IIBINC
0.8% of the fund
+6%
Blackrock ETF TrustBAI
0.7% of the fund
+143%
Invesco Exch Traded FD TR IISPMO
0.7% of the fund
+58%
Blackrock ETF TrustTHRO
0.7% of the fund
+2%
Ishares TRIAGG
0.6% of the fund
+7%
World Gold TRGLDM
0.6% of the fund
+40%
Schwab Strategic TRSCHC
0.5% of the fund
+3%
Schwab Strategic TRSCYB
0.3% of the fund
+98%
Vanguard Whitehall FDSVYM
0.3% of the fund
+14%
Ishares TREMB
0.3% of the fund
+6%
Wisdomtree TRDGRW
0.2% of the fund
+38%
Vanguard Specialized FundsVIG
0.2% of the fund
+10%
Schwab Strategic TRSCHP
0.2% of the fund
+17%
Vanguard BD Index FDSBND
0.2% of the fund
+15%

Cut

Sold some of their stake.

Capital Group Dividend ValueCGDV
7.4% of the fund
-3%
Capital Group Intl Focus EQTCGXU
3.1% of the fund
-2%
Ishares TRIUSB
1.3% of the fund
-19%
MicrosoftMSFT
1.3% of the fund
-8%
Ishares TREFV
1.3% of the fund
-27%
Vanguard Index FDSVOO
1.2% of the fund
-2%
Ishares TRQUAL
1.1% of the fund
-48%
ChevronCVX
1.0% of the fund
-3%
IsharesIEMG
1.0% of the fund
-16%
AppleAAPL
0.9% of the fund
-3%
Vanguard World FDESGV
0.7% of the fund
-2%
JPMorgan ChaseJPM
0.6% of the fund
-4%
Costco WholesaleCOST
0.5% of the fund
-10%
AbbVieABBV
0.5% of the fund
-4%
Schwab Strategic TRSCHD
0.5% of the fund
-24%
Amazon.comAMZN
0.4% of the fund
-7%
Johnson & JohnsonJNJ
0.4% of the fund
-4%
Bank of AmericaBAC
0.4% of the fund
-6%
WalmartWMT
0.4% of the fund
-7%
NvidiaNVDA
0.4% of the fund
-16%
NucorNUE
0.4% of the fund
-5%
Cisco SystemsCSCO
0.4% of the fund
-7%
Norfolk SouthernNSC
0.3% of the fund
-5%
QualcommQCOM
0.3% of the fund
-5%
McDonald'sMCD
0.3% of the fund
-4%

Sold out

Sold their entire stake.

Ishares TREFG
-100%
Ishares TRIYW
-100%

Holdings

Capital GRP Fixed Incm ETF TCGCP
Share
8.7%
Value
$14m
Shares
603,327
Held
Schwab Strategic TRSCHZ
Share
7.5%
Value
$12m
Shares
505,777
Held
Capital Group Dividend ValueCGDV
Share
7.4%
Value
$12m
Shares
267,294
-3%
Capital Group Growth ETFCGGR
Share
5.9%
Value
$9m
Shares
209,630
Held
Janus Detroit STR TRJAAA
Share
4.3%
Value
$7m
Shares
135,166
+8%
Spdr Series TrustSPYM
Share
4.1%
Value
$7m
Shares
81,063
Held
Schwab Strategic TRSCHX
Share
3.6%
Value
$6m
Shares
212,105
Held
Capital Group Intl Focus EQTCGXU
Share
3.1%
Value
$5m
Shares
166,732
-2%
Apollo Global ManagementAPO
Share
2.5%
Value
$4m
Shares
26,866
+9%
Schwab Strategic TRSCHF
Share
2.4%
Value
$4m
Shares
155,890
Held
Schwab Strategic TRFNDX
Share
2.4%
Value
$4m
Shares
137,409
Held
Schwab Strategic TRSCHG
Share
2.1%
Value
$3m
Shares
100,351
Held
Ishares TRIVE
Share
1.9%
Value
$3m
Shares
13,829
+38%
Blackrock ETF TrustDYNF
Share
1.8%
Value
$3m
Shares
47,637
+8%
Ishares TRIVW
Share
1.8%
Value
$3m
Shares
23,194
Held
Invesco Exchange Traded FD TXLG
Share
1.4%
Value
$2m
Shares
38,554
+92%
Ishares TRIUSB
Share
1.3%
Value
$2m
Shares
45,770
-19%
Schwab Strategic TRFNDF
Share
1.3%
Value
$2m
Shares
45,634
Held
Bondbloxx ETF TrustXTEN
Share
1.3%
Value
$2m
Shares
44,306
+2%
MicrosoftMSFT
Share
1.3%
Value
$2m
Shares
4,168
-8%
Ishares TREFV
Share
1.3%
Value
$2m
Shares
27,936
-27%
Vanguard Index FDSVOO
Share
1.2%
Value
$2m
Shares
3,109
-2%
Ishares TRQUAL
Share
1.1%
Value
$2m
Shares
8,935
-48%
Ishares TRESGU
Share
1.1%
Value
$2m
Shares
11,713
Held
Ishares TRMBB
Share
1.0%
Value
$2m
Shares
16,809
+4%
Schwab Strategic TRSCHO
Share
1.0%
Value
$2m
Shares
64,164
+8%
ChevronCVX
Share
1.0%
Value
$2m
Shares
10,105
-3%
IsharesIEMG
Share
1.0%
Value
$2m
Shares
22,366
-16%
AppleAAPL
Share
0.9%
Value
$1m
Shares
5,345
-3%
Schwab Strategic TRSCHH
Share
0.8%
Value
$1m
Shares
58,227
Held
Blackrock ETF Trust IIBINC
Share
0.8%
Value
$1m
Shares
22,741
+6%
Blackrock ETF TrustBAI
Share
0.7%
Value
$1m
Shares
34,505
+143%
Invesco Exch Traded FD TR IISPMO
Share
0.7%
Value
$1m
Shares
9,485
+58%
Blackrock ETF TrustTHRO
Share
0.7%
Value
$1m
Shares
27,548
+2%
Vanguard World FDESGV
Share
0.7%
Value
$1m
Shares
8,758
-2%
Schwab Strategic TRSCHA
Share
0.6%
Value
$995,983
Shares
34,971
Held
JPMorgan ChaseJPM
Share
0.6%
Value
$941,262
Shares
2,921
-4%
Ishares TRIAGG
Share
0.6%
Value
$938,615
Shares
18,769
+7%
World Gold TRGLDM
Share
0.6%
Value
$902,532
Shares
10,572
+40%
American Centy ETF TRAVEM
Share
0.6%
Value
$877,489
Shares
11,393
New
Costco WholesaleCOST
Share
0.5%
Value
$851,045
Shares
987
-10%
Schwab Strategic TRSCHC
Share
0.5%
Value
$846,472
Shares
18,592
+3%
AbbVieABBV
Share
0.5%
Value
$821,330
Shares
3,595
-4%
Ishares TRIVV
Share
0.5%
Value
$784,161
Shares
1,145
Held
Schwab Strategic TRSCHD
Share
0.5%
Value
$727,635
Shares
26,527
-24%
Schwab Strategic TRSCHE
Share
0.4%
Value
$682,188
Shares
20,830
Held
Amazon.comAMZN
Share
0.4%
Value
$667,762
Shares
2,893
-7%
Johnson & JohnsonJNJ
Share
0.4%
Value
$666,020
Shares
3,218
-4%
Bank of AmericaBAC
Share
0.4%
Value
$665,121
Shares
12,093
-6%
WalmartWMT
Share
0.4%
Value
$649,443
Shares
5,829
-7%
NvidiaNVDA
Share
0.4%
Value
$647,911
Shares
3,474
-16%
Spdr Gold TRGLD
Share
0.4%
Value
$611,110
Shares
1,542
Held
NucorNUE
Share
0.4%
Value
$608,368
Shares
3,730
-5%
Cisco SystemsCSCO
Share
0.4%
Value
$601,543
Shares
7,809
-7%
Ishares TRACWI
Share
0.3%
Value
$529,448
Shares
3,742
Held
Norfolk SouthernNSC
Share
0.3%
Value
$521,313
Shares
1,806
-5%
QualcommQCOM
Share
0.3%
Value
$504,109
Shares
2,947
-5%
Schwab Strategic TRFNDA
Share
0.3%
Value
$496,743
Shares
15,765
Held
McDonald'sMCD
Share
0.3%
Value
$490,475
Shares
1,605
-4%
Lockheed MartinLMT
Share
0.3%
Value
$479,828
Shares
992
-4%
Schwab Strategic TRSCYB
Share
0.3%
Value
$474,952
Shares
17,977
+98%
Waste ManagementWM
Share
0.3%
Value
$469,784
Shares
2,138
-5%
PPLPPL
Share
0.3%
Value
$454,959
Shares
12,991
-5%
Schwab Strategic TRFNDE
Share
0.3%
Value
$447,897
Shares
12,421
-4%
TE ConnectivityTEL
Share
0.3%
Value
$429,539
Shares
1,888
-5%
Emerson ElectricEMR
Share
0.3%
Value
$425,208
Shares
3,204
-5%
ChubbCB
Share
0.3%
Value
$417,677
Shares
1,338
-4%
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$416,502
Shares
2,902
+14%
Ishares TREMB
Share
0.3%
Value
$415,296
Shares
4,313
+6%
M&T BankMTB
Share
0.3%
Value
$414,122
Shares
2,055
-5%
Kinder MorganKMI
Share
0.3%
Value
$400,219
Shares
14,559
-4%
Global X FDSSHLD
Share
0.3%
Value
$398,912
Shares
6,157
New
Charles SchwabSCHW
Share
0.3%
Value
$395,943
Shares
3,963
-5%
Honeywell InternationalHON
Share
0.2%
Value
$381,167
Shares
1,954
-4%
PNC Financial Services GroupPNC
Share
0.2%
Value
$367,907
Shares
1,763
-5%
Dell TechnologiesDELL
Share
0.2%
Value
$363,793
Shares
2,890
-4%
Berkshire HathawayBRK-B
Share
0.2%
Value
$363,416
Shares
723
-8%
Lowe's CompaniesLOW
Share
0.2%
Value
$356,434
Shares
1,478
-5%
AlphabetGOOGL
Share
0.2%
Value
$331,847
Shares
1,060
-17%
Wisdomtree TRDGRW
Share
0.2%
Value
$323,131
Shares
3,613
+38%
Procter & GamblePG
Share
0.2%
Value
$320,086
Shares
2,234
-3%
DeereDE
Share
0.2%
Value
$315,656
Shares
678
-5%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$313,090
Shares
1,425
+10%
Schwab Strategic TRSCHP
Share
0.2%
Value
$309,721
Shares
11,692
+17%
Abbott LaboratoriesABT
Share
0.2%
Value
$303,427
Shares
2,422
-5%
LennarLEN
Share
0.2%
Value
$300,279
Shares
2,921
-6%
Smith A OAOS
Share
0.2%
Value
$288,855
Shares
4,319
-5%
PepsiCoPEP
Share
0.2%
Value
$287,448
Shares
2,003
-4%
Bristol-Myers SquibbBMY
Share
0.2%
Value
$287,284
Shares
5,326
-5%
HersheyHSY
Share
0.2%
Value
$285,130
Shares
1,567
-4%
Cigna GroupCI
Share
0.2%
Value
$283,487
Shares
1,030
Held
EOG ResourcesEOG
Share
0.2%
Value
$274,811
Shares
2,617
-6%
TeslaTSLA
Share
0.2%
Value
$268,033
Shares
596
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$265,084
Shares
389
Held
Vanguard BD Index FDSBND
Share
0.2%
Value
$264,060
Shares
3,565
+15%
Ishares TRAGG
Share
0.2%
Value
$255,094
Shares
2,554
-13%
Mondelez InternationalMDLZ
Share
0.2%
Value
$243,419
Shares
4,522
-5%
Ishares TRUSMV
Share
0.1%
Value
$227,967
Shares
2,421
-12%
Invesco Exch Traded FD TR IISPLV
Share
0.1%
Value
$221,862
Shares
3,106
-17%
Schwab Strategic TRSCHI
Share
0.1%
Value
$213,359
Shares
9,289
New

Company	Share of fund	Value	Shares	Change
Capital GRP Fixed Incm ETF TCGCP	8.7%	$14m	603,327	Held
Schwab Strategic TRSCHZ	7.5%	$12m	505,777	Held
Capital Group Dividend ValueCGDV	7.4%	$12m	267,294	-3%
Capital Group Growth ETFCGGR	5.9%	$9m	209,630	Held
Janus Detroit STR TRJAAA	4.3%	$7m	135,166	+8%
Spdr Series TrustSPYM	4.1%	$7m	81,063	Held
Schwab Strategic TRSCHX	3.6%	$6m	212,105	Held
Capital Group Intl Focus EQTCGXU	3.1%	$5m	166,732	-2%
Apollo Global ManagementAPO	2.5%	$4m	26,866	+9%
Schwab Strategic TRSCHF	2.4%	$4m	155,890	Held
Schwab Strategic TRFNDX	2.4%	$4m	137,409	Held
Schwab Strategic TRSCHG	2.1%	$3m	100,351	Held
Ishares TRIVE	1.9%	$3m	13,829	+38%
Blackrock ETF TrustDYNF	1.8%	$3m	47,637	+8%
Ishares TRIVW	1.8%	$3m	23,194	Held
Invesco Exchange Traded FD TXLG	1.4%	$2m	38,554	+92%
Ishares TRIUSB	1.3%	$2m	45,770	-19%
Schwab Strategic TRFNDF	1.3%	$2m	45,634	Held
Bondbloxx ETF TrustXTEN	1.3%	$2m	44,306	+2%
MicrosoftMSFT	1.3%	$2m	4,168	-8%
Ishares TREFV	1.3%	$2m	27,936	-27%
Vanguard Index FDSVOO	1.2%	$2m	3,109	-2%
Ishares TRQUAL	1.1%	$2m	8,935	-48%
Ishares TRESGU	1.1%	$2m	11,713	Held
Ishares TRMBB	1.0%	$2m	16,809	+4%
Schwab Strategic TRSCHO	1.0%	$2m	64,164	+8%
ChevronCVX	1.0%	$2m	10,105	-3%
IsharesIEMG	1.0%	$2m	22,366	-16%
AppleAAPL	0.9%	$1m	5,345	-3%
Schwab Strategic TRSCHH	0.8%	$1m	58,227	Held
Blackrock ETF Trust IIBINC	0.8%	$1m	22,741	+6%
Blackrock ETF TrustBAI	0.7%	$1m	34,505	+143%
Invesco Exch Traded FD TR IISPMO	0.7%	$1m	9,485	+58%
Blackrock ETF TrustTHRO	0.7%	$1m	27,548	+2%
Vanguard World FDESGV	0.7%	$1m	8,758	-2%
Schwab Strategic TRSCHA	0.6%	$995,983	34,971	Held
JPMorgan ChaseJPM	0.6%	$941,262	2,921	-4%
Ishares TRIAGG	0.6%	$938,615	18,769	+7%
World Gold TRGLDM	0.6%	$902,532	10,572	+40%
American Centy ETF TRAVEM	0.6%	$877,489	11,393	New
Costco WholesaleCOST	0.5%	$851,045	987	-10%
Schwab Strategic TRSCHC	0.5%	$846,472	18,592	+3%
AbbVieABBV	0.5%	$821,330	3,595	-4%
Ishares TRIVV	0.5%	$784,161	1,145	Held
Schwab Strategic TRSCHD	0.5%	$727,635	26,527	-24%
Schwab Strategic TRSCHE	0.4%	$682,188	20,830	Held
Amazon.comAMZN	0.4%	$667,762	2,893	-7%
Johnson & JohnsonJNJ	0.4%	$666,020	3,218	-4%
Bank of AmericaBAC	0.4%	$665,121	12,093	-6%
WalmartWMT	0.4%	$649,443	5,829	-7%
NvidiaNVDA	0.4%	$647,911	3,474	-16%
Spdr Gold TRGLD	0.4%	$611,110	1,542	Held
NucorNUE	0.4%	$608,368	3,730	-5%
Cisco SystemsCSCO	0.4%	$601,543	7,809	-7%
Ishares TRACWI	0.3%	$529,448	3,742	Held
Norfolk SouthernNSC	0.3%	$521,313	1,806	-5%
QualcommQCOM	0.3%	$504,109	2,947	-5%
Schwab Strategic TRFNDA	0.3%	$496,743	15,765	Held
McDonald'sMCD	0.3%	$490,475	1,605	-4%
Lockheed MartinLMT	0.3%	$479,828	992	-4%
Schwab Strategic TRSCYB	0.3%	$474,952	17,977	+98%
Waste ManagementWM	0.3%	$469,784	2,138	-5%
PPLPPL	0.3%	$454,959	12,991	-5%
Schwab Strategic TRFNDE	0.3%	$447,897	12,421	-4%
TE ConnectivityTEL	0.3%	$429,539	1,888	-5%
Emerson ElectricEMR	0.3%	$425,208	3,204	-5%
ChubbCB	0.3%	$417,677	1,338	-4%
Vanguard Whitehall FDSVYM	0.3%	$416,502	2,902	+14%
Ishares TREMB	0.3%	$415,296	4,313	+6%
M&T BankMTB	0.3%	$414,122	2,055	-5%
Kinder MorganKMI	0.3%	$400,219	14,559	-4%
Global X FDSSHLD	0.3%	$398,912	6,157	New
Charles SchwabSCHW	0.3%	$395,943	3,963	-5%
Honeywell InternationalHON	0.2%	$381,167	1,954	-4%
PNC Financial Services GroupPNC	0.2%	$367,907	1,763	-5%
Dell TechnologiesDELL	0.2%	$363,793	2,890	-4%
Berkshire HathawayBRK-B	0.2%	$363,416	723	-8%
Lowe's CompaniesLOW	0.2%	$356,434	1,478	-5%
AlphabetGOOGL	0.2%	$331,847	1,060	-17%
Wisdomtree TRDGRW	0.2%	$323,131	3,613	+38%
Procter & GamblePG	0.2%	$320,086	2,234	-3%
DeereDE	0.2%	$315,656	678	-5%
Vanguard Specialized FundsVIG	0.2%	$313,090	1,425	+10%
Schwab Strategic TRSCHP	0.2%	$309,721	11,692	+17%
Abbott LaboratoriesABT	0.2%	$303,427	2,422	-5%
LennarLEN	0.2%	$300,279	2,921	-6%
Smith A OAOS	0.2%	$288,855	4,319	-5%
PepsiCoPEP	0.2%	$287,448	2,003	-4%
Bristol-Myers SquibbBMY	0.2%	$287,284	5,326	-5%
HersheyHSY	0.2%	$285,130	1,567	-4%
Cigna GroupCI	0.2%	$283,487	1,030	Held
EOG ResourcesEOG	0.2%	$274,811	2,617	-6%
TeslaTSLA	0.2%	$268,033	596	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$265,084	389	Held
Vanguard BD Index FDSBND	0.2%	$264,060	3,565	+15%
Ishares TRAGG	0.2%	$255,094	2,554	-13%
Mondelez InternationalMDLZ	0.2%	$243,419	4,522	-5%
Ishares TRUSMV	0.1%	$227,967	2,421	-12%
Invesco Exch Traded FD TR IISPLV	0.1%	$221,862	3,106	-17%
Schwab Strategic TRSCHI	0.1%	$213,359	9,289	New

Showing the largest 100 of 103.

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 9.9% since 30 June 2025.

Where the money is

Financial services4.7%

Technology3.8%

Industrials1.8%

Everyday goods1.7%

Health care1.5%

Energy1.4%

Retail & consumer1.3%

Materials0.4%

Utilities0.3%

Media & telecom0.2%

Real estate0.1%

Other82.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.