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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
SCHO icon
26
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.56M 0.99%
64,164
+4,672
+8% +$114K
CVX icon
27
Chevron
CVX
$380B
$1.54M 0.98%
10,105
-264
-3% -$40.2K
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$1.5M 0.95%
22,366
-4,137
-16% -$278K
AAPL icon
29
Apple
AAPL
$4.82T
$1.45M 0.92%
5,345
-165
-3% -$44.3K
SCHH icon
30
Schwab US REIT ETF
SCHH
$11.6B
$1.22M 0.77%
58,227
-131
-0.2% -$2.78K
BINC icon
31
BlackRock Flexible Income ETF
BINC
$16.1B
$1.2M 0.76%
22,741
+1,260
+6% +$66.9K
BAI
32
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$1.15M 0.73%
34,505
+20,318
+143% +$704K
SPMO icon
33
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$1.13M 0.72%
9,485
+3,493
+58% +$419K
THRO
34
iShares U.S. Thematic Rotation Active ETF
THRO
$6.47B
$1.06M 0.67%
27,548
+616
+2% +$23.6K
ESGV icon
35
Vanguard ESG US Stock ETF
ESGV
$13.2B
$1.06M 0.67%
8,758
-188
-2% -$22.6K
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$23B
$996K 0.63%
34,971
+577
+2% +$16.3K
JPM icon
37
JPMorgan Chase
JPM
$915B
$941K 0.6%
2,921
-115
-4% -$35.6K
IAGG icon
38
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$939K 0.59%
18,769
+1,182
+7% +$60.8K
GLDM icon
39
SPDR Gold MiniShares Trust
GLDM
$27.7B
$903K 0.57%
10,572
+3,030
+40% +$249K
AVEM icon
40
Avantis Emerging Markets Equity ETF
AVEM
$25.6B
$877K 0.56%
+11,393
New +$872K
COST icon
41
Costco
COST
$412B
$851K 0.54%
987
-112
-10% -$101K
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$846K 0.54%
18,592
+472
+3% +$21.4K
ABBV icon
43
AbbVie
ABBV
$452B
$821K 0.52%
3,595
-159
-4% -$36.2K
IVV icon
44
iShares Core S&P 500 ETF
IVV
$887B
$784K 0.5%
1,145
-1
-0.1% -$679
SCHD icon
45
Schwab US Dividend Equity ETF
SCHD
$100B
$728K 0.46%
26,527
-8,269
-24% -$225K
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$682K 0.43%
20,830
-234
-1% -$7.8K
AMZN icon
47
Amazon
AMZN
$2.66T
$668K 0.42%
2,893
-220
-7% -$50.3K
JNJ icon
48
Johnson & Johnson
JNJ
$604B
$666K 0.42%
3,218
-144
-4% -$28.5K
BAC icon
49
Bank of America
BAC
$429B
$665K 0.42%
12,093
-733
-6% -$38.7K
WMT icon
50
Walmart Inc
WMT
$879B
$649K 0.41%
5,829
-429
-7% -$46.1K
1
2
3 4 5

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SW
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AIMU
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PWA
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CNFG
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USWG
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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 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.