Clearview Wealth Advisors LLC

CIK

1840306

Location

SALEM, OR

Portfolio Value

Small $156,305,442

Diversification

Diversified

Filing Date

Global Rank

#6,975 / 8,854 ▼ 284 · as of Dec 2025

Top Industry

Asset Management 17.7%

Period ended 10 months ago

Filed Feb 17, 2026 · 9mo

21 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.8% of the book (60%+)

Turnover

Low turnover

16.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 81.8%; sector active share 69.4% against the combined 13F book's sector weights.

Over time 21 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

103 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

24.5%

+0.3 pts

Top 5

58.3%

−1.7 pts

Top 10

75.8%

−0.5 pts

HHI

983

Diversified−26

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	81.8%	$127,879,373	56
Financial Services	5.5%	$8,586,196	9
Technology	3.8%	$6,015,662	7
Industrials	1.8%	$2,881,916	7
Consumer Defensive	1.7%	$2,684,389	7
Healthcare	1.5%	$2,361,608	5
Energy	1.4%	$2,215,140	3
Consumer Cyclical	1.3%	$2,083,043	5
Basic Materials	0.4%	$608,400	1
Utilities	0.3%	$454,944	1
Communication Services	0.2%	$331,780	1
Real Estate	0.1%	$202,991	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	BlackRock ETF Trust	+20,318	34,505	$1,149,016
XLG	Victory Portfolios II	+18,433	38,554	$2,285,481
JAAA	Janus Henderson AAA CLO ETF	+9,667	135,166	$6,836,696
SCYB	Schwab High Yield Bond ETF	+8,917	17,977	$474,952
SCHZ	Schwab U.S. Aggregate Bond ETF	+8,189	505,777	$11,820,008
SCHO	Schwab Short-Term U.S. Treasury ETF	+4,672	64,164	$1,563,676
IVE	iShares S&P 500 Value ETF	+3,805	13,829	$2,932,716
SPMO	Invesco Ltd.	+3,493	9,485	$1,131,750
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+3,391	47,637	$2,896,805
GLDM	World Gold Trust	+3,030	10,572	$902,531
APO	Apollo Global Management, Inc.	+2,161	26,866	$3,889,122
CGCP	Capital Group Core Plus Income ETF	+1,866	603,327	$13,659,323
SCHP	Schwab U.S. TIPS ETF	+1,711	11,692	$309,721
BINC		+1,260	22,741	$1,200,042
IAGG	iShares Core International Aggregate Bond ETF	+1,182	18,769	$938,637
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+997	81,063	$6,502,873
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+993	44,306	$2,047,823
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+990	3,613	$323,110
CGGR	Capital Group Growth ETF	+719	209,630	$9,322,246
MBB	iShares MBS ETF	+709	16,809	$1,600,552
THRO		+616	27,548	$1,062,250
SCHA	Schwab U.S. Small-Cap ETF	+577	34,971	$995,974
SCHC	Schwab International Small-Cap Equity ETF	+472	18,592	$846,493
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+454	3,565	$264,059
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+352	2,902	$416,495
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	−11,054	45,770	$2,130,135
EFV	iShares MSCI EAFE Value ETF	−10,341	27,936	$1,994,909
CGDV	Capital Group Dividend Value ETF	−8,661	267,294	$11,664,710
SCHD	Schwab U.S. Dividend Equity ETF	−8,269	26,527	$727,635
QUAL	iShares MSCI USA Quality Factor ETF	−8,258	8,935	$1,774,669
IEMG	iShares Trust	−4,137	22,366	$0
CGXU	Capital Group International Focus Equity ETF	−3,555	166,732	$4,926,930
SCHF	Schwab International Equity ETF	−1,829	155,890	$3,747,595
SCHX	Schwab U.S. Large-Cap ETF	−766	212,105	$5,707,745
BAC	Bank Of America Corp	−733	12,093	$665,115
PPL	PPL Corp	−683	12,991	$454,944
KMI	Kinder Morgan, Inc.	−665	14,559	$400,226
NVDA	Nvidia Corp	−660	3,474	$647,901
SPLV	Invesco S&P 500 Low Volatility ETF	−648	3,106	$221,830
CSCO	Cisco Systems, Inc.	−551	7,809	$601,527
FNDE	Schwab Fundamental Emerging Markets Equity ETF	−526	12,421	$447,901
FNDF	Schwab Fundamental International Equity ETF	−441	45,634	$2,063,113
WMT	Walmart Inc.	−429	5,829	$649,408
AGG	iShares Core U.S. Aggregate Bond ETF	−377	2,554	$255,093
SCHG	Schwab U.S. Large-Cap Growth ETF	−358	100,351	$3,273,449
MSFT	Microsoft Corp	−338	4,168	$2,015,728
IVW	iShares S&P 500 Growth ETF	−337	23,194	$2,858,892
USMV	iShares MSCI USA Min Vol Factor ETF	−336	2,421	$227,961
BMY	Bristol Myers Squibb Co	−292	5,326	$287,284
CVX	Chevron Corp	−264	10,105	$1,540,103
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AVEM	Avantis Emerging Markets Equity ETF	11,393	$877,488
SHLD	Global X Defense Tech ETF	6,157	$398,912
SCHI	Schwab 5-10 Year Corporate Bond ETF	9,289	$213,368
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
EFG	iShares MSCI EAFE Growth ETF	8,938	$1,017,859
IYW	iShares, Inc.	4,906	$960,889
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $156,305,442 total · filing declares 103 positions · $157,808,702 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CGCP	Capital Group Core Plus Income ETF	Added	603,327	+1,866	$13,659,323	−0.0%	7	$22.32	8.74%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	505,777	+8,189	$11,820,008	+1.2%	16	unpriced	7.56%
CGDV	Capital Group Dividend Value ETF	Reduced	267,294	-8,661	$11,664,710	+0.6%	7	$33.24	7.46%
CGGR	Capital Group Growth ETF	Added	209,630	+719	$9,322,246	+1.6%	7	$32.81	5.96%
JAAA	Janus Henderson AAA CLO ETF	Added	135,166	+9,667	$6,836,696	+7.3%	5	$50.76	4.37%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	81,063	+997	$6,502,873	+3.7%	21	before history	4.16%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	212,105	-766	$5,707,745	+1.8%	7	unpriced	3.65%
CGXU	Capital Group International Focus Equity ETF	Reduced	166,732	-3,555	$4,926,930	−2.3%	7	$25.93	3.15%
APO	Apollo Global Management, Inc. Financial Services	Added	26,866	+2,161	$3,889,122	+18.1%	5	$151.01	2.49%
SCHF	Schwab International Equity ETF	Reduced	155,890	-1,829	$3,747,595	+2.1%	7	unpriced	2.40%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	137,409	+170	$3,738,898	+3.6%	7	unpriced	2.39%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	100,351	-358	$3,273,449	+1.9%	7	unpriced	2.09%
IVE	iShares S&P 500 Value ETF	Added	13,829	+3,805	$2,932,716	+41.7%	8	unpriced	1.88%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	47,637	+3,391	$2,896,805	+10.6%	8	$44.83	1.85%
IVW	iShares S&P 500 Growth ETF	Reduced	23,194	-337	$2,858,892	+0.6%	21	before history	1.83%
XLG	Victory Portfolios II	Added	38,554	+18,433	$2,285,481	+97.5%	4	$53.96	1.46%
IUSB	iShares Core Universal USD Bond ETF	Reduced	45,770	-11,054	$2,130,135	−19.7%	19	unpriced	1.36%
FNDF	Schwab Fundamental International Equity ETF	Reduced	45,634	-441	$2,063,113	+4.2%	7	unpriced	1.32%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	44,306	+993	$2,047,823	+1.4%	4	$45.61	1.31%
MSFT	Microsoft Corp Technology	Reduced	4,168	-338	$2,015,728	−13.6%	21	before history	1.29%
EFV	iShares MSCI EAFE Value ETF	Reduced	27,936	-10,341	$1,994,909	−23.2%	20	unpriced	1.28%
VOO	VANGUARD 500 INDEX FUND	Reduced	3,109	-79	$1,949,747	−0.1%	21	before history	1.25%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	8,935	-8,258	$1,774,669	−46.9%	21	before history	1.14%
ESGU	iShares ESG Aware MSCI USA ETF	Added	11,713	+52	$1,745,002	+2.8%	21	before history	1.12%
MBB	iShares MBS ETF	Added	16,809	+709	$1,600,552	+4.5%	21	before history	1.02%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	64,164	+4,672	$1,563,676	+7.7%	7	unpriced	1.00%
CVX	Chevron Corp Energy	Reduced	10,105	-264	$1,540,103	−4.4%	21	before history	0.99%
AAPL	Apple Inc. Technology	Reduced	5,345	-165	$1,453,091	+3.6%	21	before history	0.93%
SCHH	Schwab U.S. REIT ETF	Reduced	58,227	-131	$1,216,362	−3.4%	7	unpriced	0.78%
BINC		Added	22,741	+1,260	$1,200,042	+4.9%	8	$52.48	0.77%
BAI	BlackRock ETF Trust	Added	34,505	+20,318	$1,149,016	+137.1%	3	$30.91	0.74%
SPMO	Invesco Ltd. Financial Services	Added	9,485	+3,493	$1,131,750	+56.0%	4	$106.29	0.72%
THRO		Added	27,548	+616	$1,062,250	+4.2%	3	$33.20	0.68%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	8,758	-188	$1,059,367	−0.0%	13	unpriced	0.68%
SCHA	Schwab U.S. Small-Cap ETF	Added	34,971	+577	$995,974	+3.8%	7	unpriced	0.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,921	-115	$941,204	−1.7%	21	before history	0.60%
IAGG	iShares Core International Aggregate Bond ETF	Added	18,769	+1,182	$938,637	+4.2%	3	unpriced	0.60%
GLDM	World Gold Trust	Added	10,572	+3,030	$902,531	+56.5%	4	$64.65	0.58%
AVEM	Avantis Emerging Markets Equity ETF	NEW	11,393	NEW	$877,488	NEW	1	$76.55	0.56%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	987	-112	$851,129	−16.3%	21	before history	0.54%
SCHC	Schwab International Small-Cap Equity ETF	Added	18,592	+472	$846,493	+2.6%	7	unpriced	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	3,595	-159	$821,421	−5.5%	21	before history	0.53%
IVV	iShares Core S&P 500 ETF	Reduced	1,145	-1	$784,256	+2.2%	21	before history	0.50%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	26,527	-8,269	$727,635	−23.4%	21	before history	0.47%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	20,830	-234	$682,182	−2.9%	7	unpriced	0.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,893	-220	$667,762	−2.3%	21	before history	0.43%
JNJ	Johnson & Johnson Healthcare	Reduced	3,218	-144	$665,965	+6.8%	21	before history	0.43%
BAC	Bank Of America Corp Financial Services	Reduced	12,093	-733	$665,115	+0.5%	21	before history	0.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,829	-429	$649,408	+0.7%	21	before history	0.42%
NVDA	Nvidia Corp Technology	Reduced	3,474	-660	$647,901	−16.0%	21	before history	0.41%

Showing the top 50 of 103 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.