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CIK: 0001840306
Total reported value
$157.8M
$157.8M
101 檔
30.4%
In Q2 2025, Clearview Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $157.8M, distributed across 101 disclosed stock positions.
During Q2 2025, Clearview Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-Other | 8.61% | — | +3.16% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.76% | +0.01% | -1.32% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.33% | -0.03% | +2.35% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 5.62% | +0.04% | +7.34% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.11% | +0.25% | -1.07% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.09% | +0.10% | -35.36% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.44% | +0.03% | +0.75% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 3.09% | -0.11% | +0.94% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.33% | +0.02% | -2.85% | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 2.24% | +0.35% | +5.05% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.23% | +0.06% | +1.27% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.09% | -1.02% | +3.71% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.95% | +0.01% | +1.60% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.79% | -0.35% | -17.10% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.77% | — | -8.05% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.61% | +0.16% | -0.81% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.60% | -0.40% | +44.42% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.21% | -0.07% | |
| 19 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.32% | — | +107.02% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | +0.53% | +5.65% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | — | -0.38% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.24% | +0.04% | -2.06% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.15% | +0.02% | +0.59% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | -0.17% | +99.14% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.05% | -0.20% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | +0.03% | -0.85% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.96% | +0.06% | +0.71% | |
| 28 | SCHH | Schwab US Reit ETF | ETF-Other | 0.85% | — | +1.17% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.02% | +1.57% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.76% | +0.03% | +0.35% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.11% | +0.09% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.73% | -0.65% | EXIT | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.68% | — | -0.31% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | -0.15% | -0.36% | |
| 35 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.64% | — | — | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.63% | +0.71% | +49.33% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.63% | -0.62% | EXIT | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +0.03% | |
| 39 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.59% | — | — | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | — | +3.66% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -12.55% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.50% | — | -2.64% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.04% | -0.23% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.08% | -20.00% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.46% | +0.26% | +0.99% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | -0.45% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | — | +0.11% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.43% | — | -1.19% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | -0.69% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 101 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CGCP, SCHZ, CGDV) accounted for 30.4% of total reported equity market value during Q2 2025.
During Q2 2025, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (8.6%)、SCHZ (7.8%)、CGDV (7.3%). The largest single position, CGCP, represented 8.6% of total portfolio value.
In Q2 2025, Clearview Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 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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