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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
WM icon
51
Waste Management
WM
$95.9B
$528K 0.37%
2,306
+2
+0.1% +$464
NUE icon
52
Nucor
NUE
$56.4B
$521K 0.36%
4,020
-22
-0.5% -$2.57K
JNJ icon
53
Johnson & Johnson
JNJ
$635B
$520K 0.36%
3,407
-6
-0.2% -$922
QCOM icon
54
Qualcomm
QCOM
$176B
$504K 0.35%
3,164
-18
-0.6% -$2.65K
MCD icon
55
McDonald's
MCD
$188B
$499K 0.35%
1,708
-8
-0.5% -$2.47K
NSC icon
56
Norfolk Southern
NSC
$78.8B
$498K 0.35%
1,945
-14
-0.7% -$3.3K
LMT icon
57
Lockheed Martin
LMT
$134B
$493K 0.34%
1,065
-4
-0.4% -$1.87K
HON icon
58
Honeywell
HON
$77.1B
$488K 0.34%
2,225
-1
-0% -$202
ACWI icon
59
iShares MSCI ACWI ETF
ACWI
$32.6B
$481K 0.34%
3,742
– –
PPL
60
PPL Corp
PPL
$27.3B
$476K 0.33%
14,054
-41
-0.3% -$1.43K
GLD icon
61
SPDR Gold Trust
GLD
$131B
$470K 0.33%
1,542
-100
-6% -$30.3K
EMR icon
62
Emerson Electric
EMR
$82.9B
$462K 0.32%
3,466
-24
-0.7% -$2.75K
GLDM icon
63
SPDR Gold MiniShares Trust
GLDM
$27.5B
$460K 0.32%
7,019
-2,542
-27% -$165K
KMI icon
64
Kinder Morgan
KMI
$73.1B
$460K 0.32%
15,640
-84
-0.5% -$2.31K
MTB icon
65
M&T Bank
MTB
$36.2B
$430K 0.3%
2,215
+3
+0.1% +$529
FNDA icon
66
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$425K 0.3%
14,827
+792
+6% +$21.5K
CB icon
67
Chubb
CB
$140B
$415K 0.29%
1,434
-6
-0.4% -$1.73K
FNDE icon
68
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$407K 0.28%
12,337
-104
-0.8% -$3.23K
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.07T
$397K 0.28%
818
– –
SCHW
70
Charles Schwab
SCHW
$177B
$390K 0.27%
4,270
-6
-0.1% -$502
PG icon
71
Procter & Gamble
PG
$343B
$380K 0.26%
2,383
-8
-0.3% -$1.31K
DELL icon
72
Dell
DELL
$283B
$379K 0.26%
3,091
+14
+0.5% +$1.43K
DE icon
73
Deere & Co
DE
$170B
$371K 0.26%
729
-2
-0.3% -$979
ABT icon
74
Abbott
ABT
$180B
$355K 0.25%
2,610
-17
-0.6% -$2.24K
PNC icon
75
PNC Financial Services
PNC
$100B
$354K 0.25%
1,897
-8
-0.4% -$1.35K
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 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.