Clearview Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Salem, OR
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
102
Total value ($000)
$156,208
Net value change ($000)
+12,663 (8.8%)
New positions
3
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGCP 1,300 10.5%
CGGR 1,104 13.7%
CGDV 1,080 10.3%
SCHX 672 13.6%
CGXU 615 13.9%
SCHZ 539 4.8%
JAAA 474 8.0%
FNDX 415 13.0%
SCHG 409 14.6%
SPYM 401 6.8%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -260 -100.0%
SCHI -214 -100.0%
COST -71 -6.5%
HON -58 -11.9%
DE -46 -12.4%
CI -43 -12.6%
WM -33 -6.3%
MDLZ -32 -9.7%
EFG -32 -3.0%
KMI -29 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type