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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
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$8.38B
$12.4M 8.61%
549,551
+16,824
+3% +$374K
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$11.1M 7.76%
479,299
-6,395
-1% -$147K
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$36.7B
$10.5M 7.33%
266,355
+6,127
+2% +$222K
CGGR icon
4
Capital Group Growth ETF
CGGR
$24.3B
$8.07M 5.62%
198,550
+13,585
+7% +$496K
JAAA icon
5
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$5.9M 4.11%
116,240
-1,258
-1% -$63.5K
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$5.87M 4.09%
80,769
-44,184
-35% -$2.97M
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$71.8B
$4.94M 3.44%
201,943
+1,507
+0.8% +$34.1K
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$6.26B
$4.43M 3.09%
163,261
+1,514
+0.9% +$38.5K
SCHF icon
9
Schwab International Equity ETF
SCHF
$66.3B
$3.34M 2.33%
151,031
-4,436
-3% -$92.4K
APO icon
10
Apollo Global Management
APO
$68.2B
$3.21M 2.24%
22,647
+1,089
+5% +$144K
FNDX icon
11
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$3.19M 2.23%
130,166
+1,637
+1% +$38.1K
QUAL icon
12
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$3M 2.09%
16,402
+587
+4% +$101K
SCHG icon
13
Schwab US Large-Cap Growth ETF
SCHG
$60B
$2.81M 1.95%
96,044
+1,508
+2% +$39.9K
IUSB icon
14
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$2.57M 1.79%
55,610
-11,467
-17% -$523K
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$74.4B
$2.54M 1.77%
23,109
-2,022
-8% -$200K
DYNF icon
16
BlackRock US Equity Factor Rotation ETF
DYNF
$38.5B
$2.3M 1.61%
42,318
-345
-0.8% -$17.3K
EFV icon
17
iShares MSCI EAFE Value ETF
EFV
$27.5B
$2.29M 1.6%
36,127
+11,111
+44% +$680K
MSFT icon
18
Microsoft
MSFT
$2.95T
$2.28M 1.59%
4,593
-3
-0.1% -$1.3K
XTEN icon
19
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$1.89M 1.32%
40,944
+21,166
+107% +$965K
IVE icon
20
iShares S&P 500 Value ETF
IVE
$48.8B
$1.83M 1.28%
9,368
+501
+6% +$93.3K
VOO icon
21
Vanguard S&P 500 ETF
VOO
$981B
$1.81M 1.26%
3,188
-12
-0.4% -$6.31K
FNDF icon
22
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$1.77M 1.24%
44,348
-935
-2% -$35.3K
ESGU icon
23
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$1.65M 1.15%
12,186
+71
+0.6% +$8.86K
IEMG icon
24
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$1.52M 1.06%
25,352
+12,621
+99% +$704K
CVX icon
25
Chevron
CVX
$381B
$1.51M 1.05%
10,561
-21
-0.2% -$2.96K
1
2 3 4 5

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ACA
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SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
AIMU
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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
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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.