We are live on ! Find out more
CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
+5.5%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
+$5.07M
Cap. Flow %
3.25%
Top 10 Hldgs %
49.1%
Holding
104
New
3
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.17M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$469K
3
CGGR icon
Capital Group Growth ETF
CGGR
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$260K
2
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$214K
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

Rank Sector Weight
1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLDM icon
51
SPDR Gold MiniShares Trust
GLDM
$27.5B
$577K 0.37%
7,542
+523
+7% +$35.8K
CSCO icon
52
Cisco
CSCO
$450B
$572K 0.37%
8,360
-236
-3% -$16.1K
NSC icon
53
Norfolk Southern
NSC
$78.8B
$568K 0.36%
1,892
-53
-3% -$14.7K
GLD icon
54
SPDR Gold Trust
GLD
$131B
$548K 0.35%
1,542
– –
NUE icon
55
Nucor
NUE
$56.4B
$529K 0.34%
3,909
-111
-3% -$15.7K
LMT icon
56
Lockheed Martin
LMT
$134B
$518K 0.33%
1,037
-28
-3% -$12.7K
ACWI icon
57
iShares MSCI ACWI ETF
ACWI
$32.6B
$517K 0.33%
3,742
– –
QCOM icon
58
Qualcomm
QCOM
$176B
$514K 0.33%
3,088
-76
-2% -$12.1K
PPL
59
PPL Corp
PPL
$27.3B
$508K 0.33%
13,674
-380
-3% -$13.7K
MCD icon
60
McDonald's
MCD
$188B
$506K 0.32%
1,666
-42
-2% -$12.8K
WM icon
61
Waste Management
WM
$95.9B
$495K 0.32%
2,241
-65
-3% -$14.6K
FNDA icon
62
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$487K 0.31%
15,618
+791
+5% +$24K
BAI
63
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$485K 0.31%
14,187
+2,134
+18% +$67.3K
FNDE icon
64
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$468K 0.3%
12,947
+610
+5% +$21K
EMR icon
65
Emerson Electric
EMR
$82.9B
$442K 0.28%
3,371
-95
-3% -$13K
TEL icon
66
TE Connectivity
TEL
$58.8B
$435K 0.28%
1,981
-53
-3% -$10.6K
KMI icon
67
Kinder Morgan
KMI
$73.1B
$431K 0.28%
15,224
-416
-3% -$11.4K
HON icon
68
Honeywell
HON
$77.1B
$430K 0.28%
2,169
-56
-3% -$11.7K
DELL icon
69
Dell
DELL
$283B
$429K 0.27%
3,023
-68
-2% -$8.82K
MTB icon
70
M&T Bank
MTB
$36.2B
$427K 0.27%
2,161
-54
-2% -$10.6K
SCHW
71
Charles Schwab
SCHW
$177B
$397K 0.25%
4,158
-112
-3% -$10.6K
CB icon
72
Chubb
CB
$140B
$394K 0.25%
1,396
-38
-3% -$10.5K
BRK.B icon
73
Berkshire Hathaway Class B
BRK.B
$1.07T
$394K 0.25%
783
-35
-4% -$17K
LEN icon
74
Lennar Class A
LEN
$20.4B
$390K 0.25%
3,093
-34
-1% -$4.22K
LOW icon
75
Lowe's Companies
LOW
$116B
$389K 0.25%
1,549
-42
-3% -$10.3K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Clearview Wealth Advisors held 104 positions worth $156M, up 8.8% from $144M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors deployed $5.07M of net new capital in Q3 2025, opening 3 new positions and adding to 40 existing holdings. Its largest new stake was Schwab High Yield Bond ETF: 9,060 shares worth $242K.

By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.7% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $73.5K trimmed.

  • Clearview Wealth Advisors's largest Q3 2025 buy was Schwab High Yield Bond ETF: 9,060 shares worth $242K.
  • Clearview Wealth Advisors added most to Capital Group Core Plus Income ETF in Q3 2025, an estimated $1.17M increase.
  • Clearview Wealth Advisors's biggest Q3 2025 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $73.5K.
  • Clearview Wealth Advisors fully exited Broadcom in Q3 2025, selling an estimated $260K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $156M portfolio in Q3 2025.
  • Clearview Wealth Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Clearview Wealth Advisors's portfolio value rose 8.8% quarter-over-quarter to $156M.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.