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CIK: 0001840306
Total reported value
$157.8M
$157.8M
99 檔
29.8%
During the Q1 2025 filing period, Clearview Wealth Advisors LLC (CIK: 0001840306) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $157.8M across 99 reported positions.
In Q1 2025, Clearview Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.94% | — | -2.10% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.40% | +0.01% | -0.62% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 6.93% | -0.03% | -4.46% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.14% | +0.10% | -6.26% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 4.73% | +0.04% | -6.80% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.45% | +0.25% | +260.53% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.31% | +0.03% | -4.95% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 2.96% | -0.11% | +3.07% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.31% | -0.35% | -23.64% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.30% | +0.02% | +2.83% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.27% | +0.06% | -0.05% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.21% | +0.35% | +420.72% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.02% | -1.02% | +3.63% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | +0.01% | -6.37% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | — | -9.99% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.55% | +0.16% | -3.32% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.05% | -1.28% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.21% | -1.03% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.26% | +0.53% | +24.45% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | — | -3.18% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.22% | +0.04% | +2.12% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.10% | +0.02% | +0.36% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.10% | -0.40% | -22.76% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 1.09% | +0.03% | -17.28% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.02% | +0.06% | -0.31% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-Other | 0.92% | — | -1.03% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.02% | -1.61% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.81% | +0.03% | +1.00% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.11% | — | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | -0.15% | -30.07% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.71% | -0.65% | EXIT | |
| 32 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.69% | — | — | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.66% | — | -4.03% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.04% | -3.21% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | -0.62% | EXIT | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | +0.07% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | -19.55% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | — | +2.17% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | — | -10.12% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | -0.17% | +56.90% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.47% | — | +4.11% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.44% | +0.20% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | — | +0.07% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.08% | -22.00% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.42% | — | +3.30% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | — | +0.06% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | — | -34.67% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | -1.57% | |
| 49 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.40% | +0.71% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | — | -2.94% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 99 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGCP, SCHZ, CGDV) accounted for 29.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
CGCP
市值: $12.0M
During Q1 2025, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (8.9%)、SCHZ (8.4%)、CGDV (6.9%). The largest single position, CGCP, represented 8.9% of total portfolio value.
In Q1 2025, Clearview Wealth Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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