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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
FTEC icon
101
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$209K 0.13%
929
+1
+0.1% +$227
WPC icon
102
W.P. Carey
WPC
$16.7B
$203K 0.13%
3,154
-151
-5% -$10.1K
WVVI icon
103
Willamette Valley Vineyards
WVVI
$13.6M
$47.6K 0.03%
15,622
+98
+0.6% +$306
EFG icon
104
iShares MSCI EAFE Growth ETF
EFG
$16.3B
– –
-8,938
Closed -$1.02M
IYW icon
105
iShares US Technology ETF
IYW
$24.1B
– –
-4,906
Closed -$961K
1 2 3 4
5

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SW
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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
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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.