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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
WVVI icon
101
Willamette Valley Vineyards
WVVI
$13.5M
$86K 0.06%
15,574
– –
EMXC icon
102
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
– –
-13,537
Closed -$746K
GIS icon
103
General Mills
GIS
$19.2B
– –
-3,684
Closed -$220K
HEFA icon
104
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
– –
-6,984
Closed -$253K
IJR icon
105
iShares Core S&P Small-Cap ETF
IJR
$109B
– –
-2,109
Closed -$221K
MRK icon
106
Merck
MRK
$324B
– –
-3,540
Closed -$318K
1 2 3 4
5

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SW
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AIMU
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PWA
Principia Wealth Advisory Dallas, Texas $160M AUM 37.01% 1-Year Est. Return
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.