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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
+7.31%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
+$889K
Cap. Flow %
0.62%
Top 10 Hldgs %
48.61%
Holding
106
New
7
Increased
32
Reduced
57
Closed
5

Top Buys

Rank Stock Value
1
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$965K
2
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$849K
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$839K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$704K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$680K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.97M
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$746K
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$523K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

Rank Sector Weight
1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBB icon
26
iShares MBS ETF
MBB
$39B
$1.45M 1.01%
15,486
-132
-0.8% -$12.2K
SCHO icon
27
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.38M 0.96%
56,734
+401
+0.7% +$9.74K
SCHH icon
28
Schwab US REIT ETF
SCHH
$11.7B
$1.22M 0.85%
57,696
+666
+1% +$14K
AAPL icon
29
Apple
AAPL
$4.89T
$1.14M 0.8%
5,575
+86
+2% +$17.4K
BINC icon
30
BlackRock Flexible Income ETF
BINC
$16B
$1.09M 0.76%
20,643
+73
+0.4% +$3.8K
COST icon
31
Costco
COST
$415B
$1.09M 0.76%
1,099
+1
+0.1% +$994
EFG icon
32
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$1.05M 0.73%
9,371
-168
-2% -$17.7K
ESGV icon
33
Vanguard ESG US Stock ETF
ESGV
$12.9B
$981K 0.68%
8,946
-28
-0.3% -$2.82K
SCHD icon
34
Schwab US Dividend Equity ETF
SCHD
$102B
$966K 0.67%
36,456
-132
-0.4% -$3.45K
THRO
35
iShares U.S. Thematic Rotation Active ETF
THRO
$6.38B
$918K 0.64%
+25,791
New +$849K
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$911K 0.63%
17,493
+5,779
+49% +$275K
IYW icon
37
iShares US Technology ETF
IYW
$23.7B
$905K 0.63%
5,223
-372
-7% -$56.4K
JPM icon
38
JPMorgan Chase
JPM
$939B
$900K 0.63%
3,103
+1
+0% +$255
IAGG icon
39
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$846K 0.59%
+16,561
New +$839K
SCHA icon
40
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$846K 0.59%
33,432
+1,179
+4% +$27.9K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$876B
$744K 0.52%
1,198
-172
-13% -$98.8K
SCHC icon
42
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$725K 0.5%
17,016
-461
-3% -$17.9K
ABBV icon
43
AbbVie
ABBV
$458B
$714K 0.5%
3,847
-9
-0.2% -$1.67K
AMZN icon
44
Amazon
AMZN
$2.5T
$672K 0.47%
3,063
– –
NVDA icon
45
NVIDIA
NVDA
$5.01T
$666K 0.46%
4,216
-1,054
-20% -$133K
SPMO icon
46
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$655K 0.46%
5,828
+57
+1% +$5.69K
BAC icon
47
Bank of America
BAC
$435B
$623K 0.43%
13,171
-59
-0.4% -$2.48K
WMT icon
48
Walmart Inc
WMT
$871B
$622K 0.43%
6,359
+7
+0.1% +$667
SCHE icon
49
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$613K 0.43%
20,325
-244
-1% -$6.91K
CSCO icon
50
Cisco
CSCO
$450B
$596K 0.42%
8,596
-60
-0.7% -$3.69K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Clearview Wealth Advisors held 106 positions worth $144M, up 7.2% from $134M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors's Q2 2025 filing shows 7 new, 32 increased, 57 reduced and 5 closed positions. Its largest new stake was iShares U.S. Thematic Rotation Active ETF: 25,791 shares worth $918K. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $2.97M.

By sector, the portfolio is most concentrated in Financials at 4.7% of assets, up from 4.6% a quarter earlier, followed by Technology and Industrials.

  • Clearview Wealth Advisors's largest Q2 2025 buy was iShares U.S. Thematic Rotation Active ETF: 25,791 shares worth $918K.
  • Clearview Wealth Advisors added most to BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in Q2 2025, an estimated $965K increase.
  • Clearview Wealth Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $2.97M.
  • Clearview Wealth Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $746K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $144M portfolio in Q2 2025.
  • Clearview Wealth Advisors opened 7 new positions and closed 5 in Q2 2025.
  • Clearview Wealth Advisors's portfolio value rose 7.2% quarter-over-quarter to $144M.

Based on Clearview Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.