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CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$158M
Turnover
4.76%
1-Year Est. Return
14.25%
This Fund
S&P 500
This Quarter Est. Return
+1.51%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$1.6M
(+1%)
Cap. Flow
-$532K
Cap. Flow % of AUM
Cap. Flow %
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
49.48%
Holding
105
New
3
Increased
33
Reduced
63
Closed
2
Avg Time Held
3.2
years
Top 10 Avg Time Held
1.6
years
Top 20 Avg Time Held
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.08M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$872K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
+$797K |
| 4 |
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$704K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$489K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.62M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$1.02M |
| 3 |
iShares US Technology ETF
IYW
|
+$961K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$719K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$517K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 82.7% |
| 2 | Financials | 4.72% |
| 3 | Technology | 3.81% |
| 4 | Industrials | 1.83% |
| 5 | Consumer Staples | 1.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Capital Group Core Plus Income ETF
CGCP
$8.37B
| $13.7M | 8.66% |
603,327
+1,866
| +0.3% | +$42.5K |
2024 Q2
6 quarters
|
|
2
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $11.8M | 7.49% |
505,777
+8,189
| +2% | +$192K |
2022 Q1
15 quarters
|
|
3
Capital Group Dividend Value ETF
CGDV
$38.8B
| $11.7M | 7.39% |
267,294
-8,661
| -3% | -$372K |
2024 Q2
6 quarters
|
|
4
Capital Group Growth ETF
CGGR
$25.8B
| $9.32M | 5.91% |
209,630
+719
| +0.3% | +$31.7K |
2024 Q2
6 quarters
|
|
|
5
Janus Henderson AAA CLO ETF
JAAA
$32.1B
| $6.84M | 4.33% |
135,166
+9,667
| +8% | +$489K |
2024 Q4
4 quarters
|
|
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$183B
| $6.5M | 4.12% |
81,063
+997
| +1% | +$79.3K |
2020 Q4
20 quarters
|
|
7
Schwab US Large- Cap ETF
SCHX
$74.2B
| $5.71M | 3.62% |
212,105
-766
| -0.4% | -$20.5K |
2024 Q2
6 quarters
|
|
8
Capital Group International Focus Equity ETF
CGXU
$6.53B
| $4.93M | 3.12% |
166,732
-3,555
| -2% | -$107K |
2024 Q2
6 quarters
|
|
9
Apollo Global Management
APO
$65.7B
| $3.89M | 2.46% |
26,866
+2,161
| +9% | +$287K |
2024 Q4
4 quarters
|
|
10
Schwab International Equity ETF
SCHF
$67.1B
| $3.75M | 2.37% |
155,890
-1,829
| -1% | -$43.5K |
2024 Q2
6 quarters
|
|
11
Schwab Fundamental US Large Company Index ETF
FNDX
$28.1B
| $3.74M | 2.37% |
137,409
+170
| +0.1% | +$4.55K |
2024 Q2
6 quarters
|
|
12
Schwab US Large-Cap Growth ETF
SCHG
$63.7B
| $3.27M | 2.07% |
100,351
-358
| -0.4% | -$11.6K |
2024 Q2
6 quarters
|
|
|
13
iShares S&P 500 Value ETF
IVE
$49.8B
| $2.93M | 1.86% |
13,829
+3,805
| +38% | +$797K |
2024 Q1
7 quarters
|
|
14
BlackRock US Equity Factor Rotation ETF
DYNF
$42.3B
| $2.9M | 1.84% |
47,637
+3,391
| +8% | +$204K |
2024 Q1
7 quarters
|
|
15
iShares S&P 500 Growth ETF
IVW
$77.6B
| $2.86M | 1.81% |
23,194
-337
| -1% | -$41.2K |
2020 Q4
20 quarters
|
|
|
16
Invesco S&P 500 Top 50 ETF
XLG
$11.8B
| $2.29M | 1.45% |
38,554
+18,433
| +92% | +$1.08M |
2025 Q1
3 quarters
|
|
|
17
iShares Core Universal USD Bond ETF
IUSB
$49.1B
| $2.13M | 1.35% |
45,770
-11,054
| -19% | -$517K |
2021 Q2
18 quarters
|
|
18
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
| $2.06M | 1.31% |
45,634
-441
| -1% | -$19.5K |
2024 Q2
6 quarters
|
|
19
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.34B
| $2.05M | 1.3% |
44,306
+993
| +2% | +$46.4K |
2025 Q1
3 quarters
|
|
20
Microsoft
MSFT
$3.96T
| $2.02M | 1.28% |
4,168
-338
| -8% | -$169K |
2020 Q4
20 quarters
|
|
|
21
iShares MSCI EAFE Value ETF
EFV
$30.3B
| $1.99M | 1.26% |
27,936
-10,341
| -27% | -$719K |
2021 Q1
19 quarters
|
|
22
Vanguard S&P 500 ETF
VOO
$1.04T
| $1.95M | 1.24% |
3,109
-79
| -2% | -$49.1K |
2020 Q4
20 quarters
|
|
|
23
iShares MSCI USA Quality Factor ETF
QUAL
$48.7B
| $1.77M | 1.12% |
8,935
-8,258
| -48% | -$1.62M |
2020 Q4
20 quarters
|
|
24
iShares ESG Aware MSCI USA ETF
ESGU
$18B
| $1.75M | 1.11% |
11,713
+52
| +0.4% | +$7.69K |
2020 Q4
20 quarters
|
|
25
iShares MBS ETF
MBB
$35.4B
| $1.6M | 1.01% |
16,809
+709
| +4% | +$67.6K |
2020 Q4
20 quarters
|
|
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Clearview Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Clearview Wealth Advisors held 105 positions worth $158M, up 1% from $156M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Trading was light in Q4 2025: portfolio turnover was 4.8%. Clearview Wealth Advisors opened 3 new positions and exited 2, leaving the 105-position portfolio largely intact.
By sector, the portfolio is most concentrated in Miscellaneous at 83% of assets, up from 82% a quarter earlier, followed by Financials and Technology.
- Clearview Wealth Advisors's largest Q4 2025 buy was Avantis Emerging Markets Equity ETF: 11,393 shares worth $877K.
- Clearview Wealth Advisors added most to Invesco S&P 500 Top 50 ETF in Q4 2025, an estimated $1.08M increase.
- Clearview Wealth Advisors's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $1.62M.
- Clearview Wealth Advisors fully exited iShares MSCI EAFE Growth ETF in Q4 2025, selling an estimated $1.02M.
- Clearview Wealth Advisors's ten largest holdings make up 49% of its $158M portfolio in Q4 2025.
- Clearview Wealth Advisors opened 3 new positions and closed 2 in Q4 2025.
- Clearview Wealth Advisors's portfolio value rose 1% quarter-over-quarter to $158M.
Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.