Clearview Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Salem, OR
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$157,809
Net value change ($000)
+1,601 (1.0%)
New positions
3
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
XLG 1,128 97.5%
AVEM 877 NEW
IVE 863 41.7%
BAI 664 136.9%
APO 597 18.1%
JAAA 464 7.3%
SPMO 407 56.1%
SHLD 399 NEW
GLDM 326 56.5%
DYNF 278 10.6%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -1,569 -46.9%
EFG -1,018 -100.0%
IYW -961 -100.0%
EFV -601 -23.2%
IUSB -524 -19.7%
MSFT -318 -13.6%
IEMG -244 -14.0%
SCHD -222 -23.4%
COST -166 -16.3%
NVDA -123 -16.0%
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