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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
LOW icon
76
Lowe's Companies
LOW
$116B
$353K 0.25%
1,591
-5
-0.3% -$1.12K
EMB icon
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$352K 0.25%
3,801
+170
+5% +$15.3K
BAI
78
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$348K 0.24%
+12,053
New +$295K
LEN icon
79
Lennar Class A
LEN
$20.4B
$346K 0.24%
+3,127
New +$339K
TEL icon
80
TE Connectivity
TEL
$58.8B
$343K 0.24%
2,034
-6
-0.3% -$911
CI icon
81
Cigna
CI
$76.6B
$340K 0.24%
1,030
– –
VYM icon
82
Vanguard High Dividend Yield ETF
VYM
$81.1B
$340K 0.24%
2,550
-46
-2% -$5.83K
EOG icon
83
EOG Resources
EOG
$78B
$338K 0.24%
2,825
+1,086
+62% +$124K
MDLZ icon
84
Mondelez International
MDLZ
$77.7B
$329K 0.23%
4,880
-14
-0.3% -$934
AOS icon
85
A.O. Smith
AOS
$8.38B
$305K 0.21%
4,649
+6
+0.1% +$393
SPLV icon
86
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$284K 0.2%
3,906
-12
-0.3% -$869
PEP icon
87
PepsiCo
PEP
$186B
$281K 0.2%
2,125
-9
-0.4% -$1.21K
SCHP icon
88
Schwab US TIPS ETF
SCHP
$16.3B
$278K 0.19%
10,401
-93
-0.9% -$2.46K
HSY icon
89
Hershey
HSY
$35.4B
$275K 0.19%
1,659
+5
+0.3% +$824
USMV icon
90
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$274K 0.19%
2,922
-8
-0.3% -$736
BMY icon
91
Bristol-Myers Squibb
BMY
$127B
$268K 0.19%
5,783
-37
-0.6% -$1.82K
VIG icon
92
Vanguard Dividend Appreciation ETF
VIG
$111B
$266K 0.19%
1,302
-8
-0.6% -$1.55K
AGG icon
93
iShares Core US Aggregate Bond ETF
AGG
$138B
$265K 0.18%
2,676
-179
-6% -$17.5K
AVGO icon
94
Broadcom
AVGO
$1.82T
$260K 0.18%
+944
New +$205K
DGRW icon
95
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$245K 0.17%
2,928
-925
-24% -$73.4K
SPY icon
96
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$235K 0.16%
+381
New +$218K
BND icon
97
Vanguard Total Bond Market
BND
$157B
$229K 0.16%
3,111
-55
-2% -$4K
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$3.91T
$219K 0.15%
+1,240
New +$203K
SCHI icon
99
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$214K 0.15%
9,410
-96
-1% -$2.14K
WPC icon
100
W.P. Carey
WPC
$17.1B
$212K 0.15%
3,399
-26
-0.8% -$1.6K
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 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.