Clearview Wealth Advisors LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Clearview Wealth Advisors LLC opened 5 positions, added to 29, reduced 20, sold out of 4 and left 1 unchanged. The largest increase in value was SPYM (+$6,502,892); the largest decrease was SPYM (-$6,272,382).
- XLG: Country of operation —; Class S&P 500 TOP 50; Shares 2025-09-30 20,121; Shares 2025-12-31 38,554.
- IVE: Country of operation —; Class S&P 500 VAL ETF; Shares 2025-09-30 10,024; Shares 2025-12-31 13,829.
- BAI: Country of operation —; Class ISHARES A I INNO; Shares 2025-09-30 14,187; Shares 2025-12-31 34,505.
- JAAA: Country of operation —; Class HENDRSON AAA CL; Shares 2025-09-30 125,499; Shares 2025-12-31 135,166.
Two Form 13F-HR filings compared (SEC CIK 1840306): 2025-09-30 (filed 2025-10-24) and 2025-12-31 (filed 2026-02-17). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|
XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 20,121 | 38,554 | +18,433 | $1,157,368 | $2,285,497 | +$1,128,129 |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 10,024 | 13,829 | +3,805 | $2,070,106 | $2,932,820 | +$862,714 |
|---|
BAI
BLACKROCK ETF TRUST | | ISHARES A I INNO | 14,187 | 34,505 | +20,318 | $484,628 | $1,149,017 | +$664,389 |
|---|
JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 125,499 | 135,166 | +9,667 | $6,372,821 | $6,836,672 | +$463,851 |
|---|
SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 5,992 | 9,485 | +3,493 | $725,401 | $1,131,764 | +$406,363 |
|---|
DYNF
BLACKROCK ETF TRUST | | ISHARES US EQUIT | 44,246 | 47,637 | +3,391 | $2,619,378 | $2,896,813 | +$277,435 |
|---|
SCYB
SCHWAB STRATEGIC TR | | HIGH YIELD BD ET | 9,060 | 17,977 | +8,917 | $242,174 | $474,952 | +$232,778 |
|---|
CGGR
CAPITAL GROUP GROWTH ETF | | SHS CREATION UNI | 208,911 | 209,630 | +719 | $9,175,375 | $9,322,245 | +$146,870 |
|---|
SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 497,588 | 505,777 | +8,189 | $11,678,399 | $11,820,015 | +$141,616 |
|---|
FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 137,239 | 137,409 | +170 | $3,609,379 | $3,738,890 | +$129,511 |
|---|
SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 59,492 | 64,164 | +4,672 | $1,451,605 | $1,563,677 | +$112,072 |
|---|
DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 2,623 | 3,613 | +990 | $233,380 | $323,131 | +$89,751 |
|---|
MBB
ISHARES TR | | MBS ETF | 16,100 | 16,809 | +709 | $1,531,874 | $1,600,572 | +$68,698 |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 2,550 | 2,902 | +352 | $359,429 | $416,502 | +$57,073 |
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BINC
BLACKROCK ETF TRUST II | | ISHARES FLEXIBLE | 21,481 | 22,741 | +1,260 | $1,143,648 | $1,200,043 | +$56,395 |
|---|
ESGU
ISHARES TR | | ESG AWR MSCI USA | 11,661 | 11,713 | +52 | $1,697,900 | $1,745,040 | +$47,140 |
|---|
THRO
BLACKROCK ETF TRUST | | ISHARES US THEMA | 26,932 | 27,548 | +616 | $1,019,647 | $1,062,253 | +$42,606 |
|---|
SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 9,981 | 11,692 | +1,711 | $268,988 | $309,721 | +$40,733 |
|---|
IAGG
ISHARES TR | | CORE INTL AGGR | 17,587 | 18,769 | +1,182 | $900,982 | $938,615 | +$37,633 |
|---|
SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 34,394 | 34,971 | +577 | $959,588 | $995,983 | +$36,395 |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 1,296 | 1,425 | +129 | $279,569 | $313,090 | +$33,521 |
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BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 3,111 | 3,565 | +454 | $231,365 | $264,060 | +$32,695 |
|---|
XTEN
BONDBLOXX ETF TRUST | | BLOOMBERG TEN YR | 43,313 | 44,306 | +993 | $2,019,671 | $2,047,833 | +$28,162 |
|---|
EMB
ISHARES TR | | JPMORGAN USD EMG | 4,081 | 4,313 | +232 | $388,471 | $415,296 | +$26,825 |
|---|
SCHC
SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 18,120 | 18,592 | +472 | $824,653 | $846,472 | +$21,819 |
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SPY
SPDR S&P 500 ETF TR | | TR UNIT | 382 | 389 | +7 | $254,807 | $265,084 | +$10,277 |
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FNDA
SCHWAB STRATEGIC TR | | FUNDAMENTAL US S | 15,618 | 15,765 | +147 | $486,671 | $496,743 | +$10,072 |
|---|
CGCP
CAPITAL GRP FIXED INCM ETF T | | CORE PLUS INCM | 601,461 | 603,327 | +1,866 | $13,665,195 | $13,659,326 | -$5,869 |
|---|
FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 928 | 929 | +1 | $206,267 | $208,606 | +$2,339 |
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