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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
NVDA icon
51
NVIDIA
NVDA
$4.92T
$648K 0.41%
3,474
-660
-16% -$123K
GLD icon
52
SPDR Gold Trust
GLD
$129B
$611K 0.39%
1,542
– –
NUE icon
53
Nucor
NUE
$52.5B
$608K 0.39%
3,730
-179
-5% -$26.9K
CSCO icon
54
Cisco
CSCO
$436B
$602K 0.38%
7,809
-551
-7% -$40.9K
ACWI icon
55
iShares MSCI ACWI ETF
ACWI
$32.7B
$529K 0.34%
3,742
– –
NSC icon
56
Norfolk Southern
NSC
$75.2B
$521K 0.33%
1,806
-86
-5% -$24.9K
QCOM icon
57
Qualcomm
QCOM
$180B
$504K 0.32%
2,947
-141
-5% -$24.2K
FNDA icon
58
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
$497K 0.31%
15,765
+147
+0.9% +$4.58K
MCD icon
59
McDonald's
MCD
$190B
$490K 0.31%
1,605
-61
-4% -$18.7K
LMT icon
60
Lockheed Martin
LMT
$117B
$480K 0.3%
992
-45
-4% -$21.5K
SCYB icon
61
Schwab High Yield Bond ETF
SCYB
$2.7B
$475K 0.3%
17,977
+8,917
+98% +$236K
WM icon
62
Waste Management
WM
$96B
$470K 0.3%
2,138
-103
-5% -$22K
PPL
63
PPL Corp
PPL
$26.7B
$455K 0.29%
12,991
-683
-5% -$24.6K
FNDE icon
64
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.4B
$448K 0.28%
12,421
-526
-4% -$19.2K
TEL icon
65
TE Connectivity
TEL
$59.3B
$430K 0.27%
1,888
-93
-5% -$21.5K
EMR icon
66
Emerson Electric
EMR
$76.5B
$425K 0.27%
3,204
-167
-5% -$22.2K
CB icon
67
Chubb
CB
$137B
$418K 0.26%
1,338
-58
-4% -$17K
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$79.7B
$417K 0.26%
2,902
+352
+14% +$50.1K
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$415K 0.26%
4,313
+232
+6% +$22.3K
MTB icon
70
M&T Bank
MTB
$36.2B
$414K 0.26%
2,055
-106
-5% -$20.3K
KMI icon
71
Kinder Morgan
KMI
$72.5B
$400K 0.25%
14,559
-665
-4% -$18K
SHLD icon
72
Global X Defense Tech ETF
SHLD
$6.74B
$399K 0.25%
+6,157
New +$405K
SCHW
73
Charles Schwab
SCHW
$178B
$396K 0.25%
3,963
-195
-5% -$18.5K
HON icon
74
Honeywell
HON
$71.7B
$381K 0.24%
1,954
-215
-10% -$42.1K
PNC icon
75
PNC Financial Services
PNC
$99.8B
$368K 0.23%
1,763
-84
-5% -$16.2K
1 2
3
4 5

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ACA
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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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PW
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SA
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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.