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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
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
Cap. Flow
-$532K
Cap. Flow %
-0.34%
Top 10 Hldgs %
49.48%
Holding
105
New
3
Increased
33
Reduced
63
Closed
2

Top Buys

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.08M
2
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$872K
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$797K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$704K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$489K

Top Sells

Rank Stock Value
1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.62M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.02M
3
IYW icon
iShares US Technology ETF
IYW
+$961K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$719K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$517K

Sector Composition

Rank Sector Weight
1 Financials 4.72%
2 Technology 3.81%
3 Industrials 1.83%
4 Consumer Staples 1.7%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$8.39B
$13.7M 8.66%
603,327
+1,866
+0.3% +$42.5K
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$11.8M 7.49%
505,777
+8,189
+2% +$192K
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$36.4B
$11.7M 7.39%
267,294
-8,661
-3% -$372K
CGGR icon
4
Capital Group Growth ETF
CGGR
$24B
$9.32M 5.91%
209,630
+719
+0.3% +$31.7K
JAAA icon
5
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$6.84M 4.33%
135,166
+9,667
+8% +$489K
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$6.5M 4.12%
81,063
+997
+1% +$79.3K
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$71.2B
$5.71M 3.62%
212,105
-766
-0.4% -$20.5K
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$6.11B
$4.93M 3.12%
166,732
-3,555
-2% -$107K
APO icon
9
Apollo Global Management
APO
$68.2B
$3.89M 2.46%
26,866
+2,161
+9% +$287K
SCHF icon
10
Schwab International Equity ETF
SCHF
$65.1B
$3.75M 2.37%
155,890
-1,829
-1% -$43.5K
FNDX icon
11
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$3.74M 2.37%
137,409
+170
+0.1% +$4.55K
SCHG icon
12
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$3.27M 2.07%
100,351
-358
-0.4% -$11.6K
IVE icon
13
iShares S&P 500 Value ETF
IVE
$48.6B
$2.93M 1.86%
13,829
+3,805
+38% +$797K
DYNF icon
14
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
$2.9M 1.84%
47,637
+3,391
+8% +$204K
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$73.5B
$2.86M 1.81%
23,194
-337
-1% -$41.2K
XLG icon
16
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$2.29M 1.45%
38,554
+18,433
+92% +$1.08M
IUSB icon
17
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$2.13M 1.35%
45,770
-11,054
-19% -$517K
FNDF icon
18
Schwab Fundamental International Large Company Index ETF
FNDF
$24.1B
$2.06M 1.31%
45,634
-441
-1% -$19.5K
XTEN icon
19
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$2.05M 1.3%
44,306
+993
+2% +$46.4K
MSFT icon
20
Microsoft
MSFT
$2.99T
$2.02M 1.28%
4,168
-338
-8% -$169K
EFV icon
21
iShares MSCI EAFE Value ETF
EFV
$27.2B
$1.99M 1.26%
27,936
-10,341
-27% -$719K
VOO icon
22
Vanguard S&P 500 ETF
VOO
$972B
$1.95M 1.24%
3,109
-79
-2% -$49.1K
QUAL icon
23
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$1.77M 1.12%
8,935
-8,258
-48% -$1.62M
ESGU icon
24
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$1.75M 1.11%
11,713
+52
+0.4% +$7.69K
MBB icon
25
iShares MBS ETF
MBB
$39.2B
$1.6M 1.01%
16,809
+709
+4% +$67.6K
1
2 3 4 5

Similar funds

ACA
AG Campbell Advisory Baltimore, Maryland $158M AUM
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
CNFG
Creegan & Nassoura Financial Group Portsmouth, New Hampshire $154M AUM 17.18% 1-Year Est. Return
USWG
U.S. Wealth Group Woodbury, New York $152M AUM 25.45% 1-Year Est. Return
PW
Pandora Wealth Oakbrook Terrace, Illinois $165M AUM 18.5% 1-Year Est. Return
SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

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 Financials at 4.7% of assets, up from 4.4% a quarter earlier, followed by Technology and Industrials.

  • 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.