Clearview Wealth Advisors LLC
All 13F Filings
- Location
- Salem, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 157,809
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 103 | 157,809 | 13F-HR | Clearview Wealth Advisors LLC |
| Q3 2025 | 10/24/2025 | 102 | 156,208 | 13F-HR | Clearview Wealth Advisors LLC |
| Q2 2025 | 7/29/2025 | 101 | 143,545 | 13F-HR | Clearview Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 116.8 K | 74.0% | 1.631 K | 0 | 1.631 K |
| ETFs | 38.41 K | 24.3% | 464 | 0 | 464 |
| Other | 2.545 K | 1.6% | 0 | 497 | -497 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
157,809
Holdings
103
QoQ value change ($000)
1,601
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.