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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
+5.5%
1 Year Est. Return
+14.25%
3 Year Est. Return
+45.19%
5 Year Est. Return
+48.56%
10 Year Est. Return
–
AUM
$156M
AUM Growth
+$12.7M
Cap. Flow
+$5.07M
Cap. Flow %
3.25%
Top 10 Hldgs %
49.1%
Holding
104
New
3
Increased
40
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.17M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$469K
3
CGGR icon
Capital Group Growth ETF
CGGR
+$437K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$395K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$260K
2
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
+$214K
3
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$73.5K
4
IYW icon
iShares US Technology ETF
IYW
+$58K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$53K

Sector Composition

Rank Sector Weight
1 Financials 4.41%
2 Technology 4.13%
3 Industrials 1.99%
4 Consumer Staples 1.9%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGCP icon
1
Capital Group Core Plus Income ETF
CGCP
$8.36B
$13.7M 8.75%
601,461
+51,910
+9% +$1.17M
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$11.7M 7.48%
497,588
+18,289
+4% +$425K
CGDV icon
3
Capital Group Dividend Value ETF
CGDV
$36.8B
$11.6M 7.43%
275,955
+9,600
+4% +$395K
CGGR icon
4
Capital Group Growth ETF
CGGR
$24.3B
$9.18M 5.87%
208,911
+10,361
+5% +$437K
JAAA icon
5
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$6.37M 4.08%
125,499
+9,259
+8% +$469K
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$6.27M 4.02%
80,066
-703
-0.9% -$53K
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$71.9B
$5.61M 3.59%
212,871
+10,928
+5% +$278K
CGXU icon
8
Capital Group International Focus Equity ETF
CGXU
$6.26B
$5.04M 3.23%
170,287
+7,026
+4% +$196K
SCHF icon
9
Schwab International Equity ETF
SCHF
$66.5B
$3.67M 2.35%
157,719
+6,688
+4% +$151K
FNDX icon
10
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$3.61M 2.31%
137,239
+7,073
+5% +$180K
QUAL icon
11
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$3.34M 2.14%
17,193
+791
+5% +$148K
APO icon
12
Apollo Global Management
APO
$68.6B
$3.29M 2.11%
24,705
+2,058
+9% +$291K
SCHG icon
13
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$3.21M 2.06%
100,709
+4,665
+5% +$142K
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$74.5B
$2.84M 1.82%
23,531
+422
+2% +$48.5K
IUSB icon
15
iShares Core Universal USD Bond ETF
IUSB
$42.7B
$2.65M 1.7%
56,824
+1,214
+2% +$56.1K
DYNF icon
16
BlackRock US Equity Factor Rotation ETF
DYNF
$38.6B
$2.62M 1.68%
44,246
+1,928
+5% +$109K
EFV icon
17
iShares MSCI EAFE Value ETF
EFV
$27.7B
$2.6M 1.66%
38,277
+2,150
+6% +$142K
MSFT icon
18
Microsoft
MSFT
$2.89T
$2.33M 1.49%
4,506
-87
-2% -$44.4K
IVE icon
19
iShares S&P 500 Value ETF
IVE
$48.9B
$2.07M 1.33%
10,024
+656
+7% +$132K
XTEN icon
20
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$2.02M 1.29%
43,313
+2,369
+6% +$109K
FNDF icon
21
Schwab Fundamental International Large Company Index ETF
FNDF
$24.6B
$1.98M 1.27%
46,075
+1,727
+4% +$71.8K
VOO icon
22
Vanguard S&P 500 ETF
VOO
$982B
$1.95M 1.25%
3,188
– –
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$1.75M 1.12%
26,503
+1,151
+5% +$71.8K
ESGU icon
24
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$1.7M 1.09%
11,661
-525
-4% -$73.5K
CVX icon
25
Chevron
CVX
$383B
$1.61M 1.03%
10,369
-192
-2% -$29.7K
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
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Clearview Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Clearview Wealth Advisors held 104 positions worth $156M, up 8.8% from $144M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clearview Wealth Advisors deployed $5.07M of net new capital in Q3 2025, opening 3 new positions and adding to 40 existing holdings. Its largest new stake was Schwab High Yield Bond ETF: 9,060 shares worth $242K.

By sector, the portfolio is most concentrated in Financials at 4.4% of assets, down from 4.7% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares ESG Aware MSCI USA ETF, an estimated $73.5K trimmed.

  • Clearview Wealth Advisors's largest Q3 2025 buy was Schwab High Yield Bond ETF: 9,060 shares worth $242K.
  • Clearview Wealth Advisors added most to Capital Group Core Plus Income ETF in Q3 2025, an estimated $1.17M increase.
  • Clearview Wealth Advisors's biggest Q3 2025 reduction was iShares ESG Aware MSCI USA ETF, cutting an estimated $73.5K.
  • Clearview Wealth Advisors fully exited Broadcom in Q3 2025, selling an estimated $260K.
  • Clearview Wealth Advisors's ten largest holdings make up 49% of its $156M portfolio in Q3 2025.
  • Clearview Wealth Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Clearview Wealth Advisors's portfolio value rose 8.8% quarter-over-quarter to $156M.

Based on Clearview Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.