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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025103 pos · $157.8M
- 13F HOLDINGS REPORTQ/E Sep 2025102 pos · $156.2M
- 13F HOLDINGS REPORTQ/E Jun 2025101 pos · $143.5M
- 13F HOLDINGS REPORTQ/E Mar 202599 pos · $133.8M
- 13F HOLDINGS REPORTQ/E Dec 202495 pos · $131.6M
- 13F HOLDINGS REPORTQ/E Sep 202495 pos · $129.7M
- 13F HOLDINGS REPORTQ/E Jun 202495 pos · $114.6M
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $98.0M
- 13F HOLDINGS REPORTQ/E Dec 2023115 pos · $80.8M
- 13F HOLDINGS REPORTQ/E Sep 2023689 pos · $98,428
- 13F HOLDINGS REPORTQ/E Jun 2023673 pos · $98.7M
- 13F HOLDINGS REPORTQ/E Mar 2023628 pos · $129.4M
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% |