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Clearview Wealth Advisors LLC Historic Quarter Change: USA ETF, Added

Clearview Wealth Advisors LLC historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Clearview Wealth Advisors LLC opened 51 positions, added to 192, reduced 149 and sold out of 33.

  • Q4 2025: Stock XLG; Country of operation —; Class S&P 500 TOP 50; Shares before 20,121.
  • Q4 2025: Stock IVE; Country of operation —; Class S&P 500 VAL ETF; Shares before 10,024.
  • Q4 2025: Stock BAI; Country of operation —; Class ISHARES A I INNO; Shares before 14,187.
  • Q4 2025: Stock JAAA; Country of operation —; Class HENDRSON AAA CL; Shares before 125,499.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1840306), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025XLG
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 5020,12138,554+18,433$1,157,368$2,285,497+$1,128,1292026-02-17
Q4 2025IVE
ISHARES TR
S&P 500 VAL ETF10,02413,829+3,805$2,070,106$2,932,820+$862,7142026-02-17
Q4 2025BAI
BLACKROCK ETF TRUST
ISHARES A I INNO14,18734,505+20,318$484,628$1,149,017+$664,3892026-02-17
Q4 2025JAAA
JANUS DETROIT STR TR
HENDRSON AAA CL125,499135,166+9,667$6,372,821$6,836,672+$463,8512026-02-17
Q4 2025SPMO
INVESCO EXCH TRADED FD TR II
S&P 500 MOMNTM5,9929,485+3,493$725,401$1,131,764+$406,3632026-02-17
Q4 2025DYNF
BLACKROCK ETF TRUST
ISHARES US EQUIT44,24647,637+3,391$2,619,378$2,896,813+$277,4352026-02-17
Q4 2025SCYB
SCHWAB STRATEGIC TR
HIGH YIELD BD ET9,06017,977+8,917$242,174$474,952+$232,7782026-02-17
Q4 2025CGGR
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI208,911209,630+719$9,175,375$9,322,245+$146,8702026-02-17
Q4 2025SCHZ
SCHWAB STRATEGIC TR
US AGGREGATE B497,588505,777+8,189$11,678,399$11,820,015+$141,6162026-02-17
Q4 2025FNDX
SCHWAB STRATEGIC TR
FUNDAMENTAL US L137,239137,409+170$3,609,379$3,738,890+$129,5112026-02-17
Q4 2025SCHO
SCHWAB STRATEGIC TR
SHT TM US TRES59,49264,164+4,672$1,451,605$1,563,677+$112,0722026-02-17
Q4 2025DGRW
WISDOMTREE TR
US QTLY DIV GRT2,6233,613+990$233,380$323,131+$89,7512026-02-17
Q4 2025MBB
ISHARES TR
MBS ETF16,10016,809+709$1,531,874$1,600,572+$68,6982026-02-17
Q4 2025VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD2,5502,902+352$359,429$416,502+$57,0732026-02-17
Q4 2025BINC
BLACKROCK ETF TRUST II
ISHARES FLEXIBLE21,48122,741+1,260$1,143,648$1,200,043+$56,3952026-02-17
Q4 2025ESGU
ISHARES TR
ESG AWR MSCI USA11,66111,713+52$1,697,900$1,745,040+$47,1402026-02-17
Q4 2025THRO
BLACKROCK ETF TRUST
ISHARES US THEMA26,93227,548+616$1,019,647$1,062,253+$42,6062026-02-17
Q4 2025SCHP
SCHWAB STRATEGIC TR
US TIPS ETF9,98111,692+1,711$268,988$309,721+$40,7332026-02-17
Q4 2025IAGG
ISHARES TR
CORE INTL AGGR17,58718,769+1,182$900,982$938,615+$37,6332026-02-17
Q4 2025SCHA
SCHWAB STRATEGIC TR
US SML CAP ETF34,39434,971+577$959,588$995,983+$36,3952026-02-17
Q4 2025VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF1,2961,425+129$279,569$313,090+$33,5212026-02-17
Q4 2025BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT3,1113,565+454$231,365$264,060+$32,6952026-02-17
Q4 2025XTEN
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR43,31344,306+993$2,019,671$2,047,833+$28,1622026-02-17
Q4 2025EMB
ISHARES TR
JPMORGAN USD EMG4,0814,313+232$388,471$415,296+$26,8252026-02-17
Q4 2025SCHC
SCHWAB STRATEGIC TR
INTL SCEQT ETF18,12018,592+472$824,653$846,472+$21,8192026-02-17
Q4 2025SPY
SPDR S&P 500 ETF TR
TR UNIT382389+7$254,807$265,084+$10,2772026-02-17
Q4 2025FNDA
SCHWAB STRATEGIC TR
FUNDAMENTAL US S15,61815,765+147$486,671$496,743+$10,0722026-02-17
Q4 2025CGCP
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM601,461603,327+1,866$13,665,195$13,659,326-$5,8692026-02-17
Q4 2025FTEC
FIDELITY COVINGTON TRUST
MSCI INFO TECH I928929+1$206,267$208,606+$2,3392026-02-17

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