Institutional Manager · CIK 0001840306

Clearview Wealth Advisors LLC

SALEM, OR · File #028-20450

Latest AUM

$157.8M

Positions

103

Top-10 Concentration

56.5%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	ISHARES TR	46432F339	-8,258	-$1.6M	+$70,856
ADD	INVESCO EXCHANGE TRADED FD T	IVZ	+18,433	+$1.1M	+$35,413
EXITED	ISHARES TR	464288885	-8,938	-$1.0M	$0
EXITED	ISHARES TR	464287721	-4,906	-$960,931	$0
NEW	AMERICAN CENTY ETF TR	025072604	+11,393	+$877,489	$0
ADD	ISHARES TR	464287408	+3,805	+$806,955	+$55,759
REDUCE	ISHARES TR	464288877	-10,341	-$738,450	+$137,056
ADD	BLACKROCK ETF TRUST	BLK	+20,318	+$676,590	-$12,201
REDUCE	ISHARES TR	46434V613	-11,054	-$514,452	-$9,646
ADD	JANUS DETROIT STR TR	47103U845	+9,667	+$488,955	-$25,104

Sector Allocation

6.8%$10.7M

3.8%$6.0M

1.1%$1.8M

0.9%$1.5M

0.9%$1.5M

Consumer Discretionary

0.9%$1.4M

Consumer Staples

0.8%$1.2M

Materials

0.4%$608,368

Filing History

Feb 17, 202613F HOLDINGS REPORTQ/E Dec 2025103 pos · $157.8M
Oct 24, 202513F HOLDINGS REPORTQ/E Sep 2025102 pos · $156.2M
Jul 29, 202513F HOLDINGS REPORTQ/E Jun 2025101 pos · $143.5M
Apr 23, 202513F HOLDINGS REPORTQ/E Mar 202599 pos · $133.8M
Jan 24, 202513F HOLDINGS REPORTQ/E Dec 202495 pos · $131.6M
Oct 15, 202413F HOLDINGS REPORTQ/E Sep 202495 pos · $129.7M
Aug 1, 202413F HOLDINGS REPORTQ/E Jun 202495 pos · $114.6M
Apr 10, 202413F HOLDINGS REPORTQ/E Mar 2024104 pos · $98.0M
Oct 30, 202313F HOLDINGS REPORTQ/E Dec 2023115 pos · $80.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	CAPITAL GRP FIXED INCM ETF T	14020Y102	603,327	$13.7M	9.88%
2	SCHWAB STRATEGIC TR	808524839	505,777	$11.8M	8.55%
3	CAPITAL GROUP DIVIDEND VALUE	14020W106	267,294	$11.7M	8.44%
4	CAPITAL GROUP GROWTH ETF	14020G101	209,630	$9.3M	6.74%
5	JANUS DETROIT STR TR	47103U845	135,166	$6.8M	4.94%
6	SPDR SERIES TRUST	78464A854	81,063	$6.5M	4.70%
7	SCHWAB STRATEGIC TR	808524201	212,105	$5.7M	4.13%
8	CAPITAL GROUP INTL FOCUS EQT	14019W109	166,732	$4.9M	3.56%
9	APOLLO GLOBAL MGMT INC	03769M106	26,866	$3.9M	2.81%
10	SCHWAB STRATEGIC TR	808524805	155,890	$3.7M	2.71%
11	SCHWAB STRATEGIC TR	808524771	137,409	$3.7M	2.70%
12	SCHWAB STRATEGIC TR	808524300	100,351	$3.3M	2.37%
13	ISHARES TR	464287408	13,829	$2.9M	2.12%
14	BLACKROCK ETF TRUST	BLK	47,637	$2.9M	2.09%
15	ISHARES TR	464287309	23,194	$2.9M	2.07%
16	INVESCO EXCHANGE TRADED FD T	IVZ	38,554	$2.3M	1.65%
17	ISHARES TR	46434V613	45,770	$2.1M	1.54%
18	SCHWAB STRATEGIC TR	808524755	45,634	$2.1M	1.49%
19	BONDBLOXX ETF TRUST	09789C812	44,306	$2.0M	1.48%
20	MICROSOFT CORP	MSFT	4,168	$2.0M	1.46%