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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
DELL icon
76
Dell
DELL
$247B
$364K 0.23%
2,890
-133
-4% -$18.7K
BRK.B icon
77
Berkshire Hathaway Class B
BRK.B
$1.06T
$363K 0.23%
723
-60
-8% -$29.9K
LOW icon
78
Lowe's Companies
LOW
$115B
$356K 0.23%
1,478
-71
-5% -$17K
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.3T
$332K 0.21%
1,060
-221
-17% -$63.1K
DGRW icon
80
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$323K 0.2%
3,613
+990
+38% +$88.2K
PG icon
81
Procter & Gamble
PG
$347B
$320K 0.2%
2,234
-74
-3% -$10.9K
DE icon
82
Deere & Co
DE
$158B
$316K 0.2%
678
-33
-5% -$15.5K
VIG icon
83
Vanguard Dividend Appreciation ETF
VIG
$110B
$313K 0.2%
1,425
+129
+10% +$28.2K
SCHP icon
84
Schwab US TIPS ETF
SCHP
$16.4B
$310K 0.2%
11,692
+1,711
+17% +$45.9K
ABT icon
85
Abbott
ABT
$177B
$303K 0.19%
2,422
-115
-5% -$14.7K
LEN icon
86
Lennar Class A
LEN
$20B
$300K 0.19%
2,921
-172
-6% -$20.8K
AOS icon
87
A.O. Smith
AOS
$8.12B
$289K 0.18%
4,319
-204
-5% -$13.8K
PEP icon
88
PepsiCo
PEP
$185B
$287K 0.18%
2,003
-75
-4% -$11K
BMY icon
89
Bristol-Myers Squibb
BMY
$123B
$287K 0.18%
5,326
-292
-5% -$14K
HSY icon
90
Hershey
HSY
$34.8B
$285K 0.18%
1,567
-60
-4% -$11K
CI icon
91
Cigna
CI
$75.1B
$283K 0.18%
1,030
– –
EOG icon
92
EOG Resources
EOG
$75.1B
$275K 0.17%
2,617
-156
-6% -$16.8K
TSLA icon
93
Tesla
TSLA
$1.39T
$268K 0.17%
596
– –
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$265K 0.17%
389
+7
+2% +$4.73K
BND icon
95
Vanguard Total Bond Market
BND
$158B
$264K 0.17%
3,565
+454
+15% +$33.8K
AGG icon
96
iShares Core US Aggregate Bond ETF
AGG
$138B
$255K 0.16%
2,554
-377
-13% -$37.8K
MDLZ icon
97
Mondelez International
MDLZ
$77.4B
$243K 0.15%
4,522
-231
-5% -$13.3K
USMV icon
98
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$228K 0.14%
2,421
-336
-12% -$31.7K
SPLV icon
99
Invesco S&P 500 Low Volatility ETF
SPLV
$7.1B
$222K 0.14%
3,106
-648
-17% -$46.6K
SCHI icon
100
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$213K 0.14%
+9,289
New +$214K
1 2 3
4
5

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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
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SA
Sage Advisors Boulder, Colorado $151M AUM 6.91% 1-Year Est. Return

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.