Clearview Wealth Advisors LLC

CIK

1840306

Location

SALEM, OR

Portfolio Value

Micro $608,400

Diversification

Diversified

Filing Date

Global Rank

#7,309 / 8,420 ▼ 254

Top Industry

Asset Management 14.2%

3Y Alpha vs SPY

-5.5%

Period ended 5 months ago

Filed Feb 17, 2026 · 4mo

21 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.0%

SPY

+76.5%

Annualised alpha

-5.4%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

13.4%

+2.1 pts

Top 5

33.8%

+0.9 pts

Top 10

47.3%

+0.9 pts

HHI

407

Diversified+35

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	25.6%	$7,454,446	8
Technology	20.7%	$6,015,662	7
Industrials	9.9%	$2,881,916	7
Consumer Defensive	9.2%	$2,684,389	7
Healthcare	8.1%	$2,361,608	5
Energy	7.6%	$2,215,140	3
Consumer Cyclical	7.2%	$2,083,043	5
Unclassified	6.1%	$1,778,907	3
Basic Materials	2.1%	$608,400	1
Utilities	1.6%	$454,944	1
Communication Services	1.1%	$331,780	1
Real Estate	0.7%	$202,991	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+3,030	10,572	$902,531
APO	Apollo Global Management, Inc.	+2,161	26,866	$3,889,122
WVVI	Willamette Valley Vineyards Inc	+98	15,622	$47,647
SPY	Spdr S&P 500 ETF Trust	+7	389	$265,266
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−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
CSCO	Cisco Systems, Inc.	−551	7,809	$601,527
WMT	Walmart Inc.	−429	5,829	$649,408
MSFT	Microsoft Corp	−338	4,168	$2,015,728
BMY	Bristol Myers Squibb Co	−292	5,326	$287,284
CVX	Chevron Corp	−264	10,105	$1,540,103
MDLZ	Mondelez International, Inc.	−231	4,522	$243,419
GOOGL	Alphabet Inc.	−221	1,060	$331,780
AMZN	Amazon Com Inc	−220	2,893	$667,762
AOS	Smith A O Corp	−204	4,319	$288,854
SCHW	Schwab Charles Corp	−195	3,963	$395,943
NUE	Nucor Corp	−179	3,730	$608,400
LEN	Lennar Corp /New/	−172	2,921	$300,278
EMR	Emerson Electric Co	−167	3,204	$425,234
AAPL	Apple Inc.	−165	5,345	$1,453,091
ABBV	AbbVie Inc.	−159	3,595	$821,421
EOG	Eog Resources Inc	−156	2,617	$274,811
WPC	W. P. Carey Inc.	−151	3,154	$202,991
JNJ	Johnson & Johnson	−144	3,218	$665,965
QCOM	Qualcomm Inc/De	−141	2,947	$504,084
DELL	Dell Technologies Inc.	−133	2,890	$363,793
JPM	Jpmorgan Chase & Co	−115	2,921	$941,204
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $608,400 total · Basic Materials only · as of Dec 31, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NUE	Nucor Corp Basic Materials	Reduced	3,730	-179	$608,400	+14.9%	100.00%