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CIK: 0001840306
Total reported value
$157.8M
$157.8M
102 檔
33.3%
The Q3 2025 SEC filing reveals that Clearview Wealth Advisors LLC held a total portfolio value of $157.8M, covering 102 public equity positions.
In Q3 2025, Clearview Wealth Advisors LLC displayed an active expansion posture, initiating 9 new positions and adding to 23 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 | 8.75% | — | +9.45% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.48% | +0.01% | +3.82% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 7.42% | -0.03% | +3.60% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 5.87% | +0.04% | +5.22% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.08% | +0.25% | +7.97% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.10% | -0.87% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.59% | +0.03% | +5.41% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 3.23% | -0.11% | +4.30% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.35% | +0.02% | +4.43% | |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.31% | +0.06% | +5.43% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.14% | -1.02% | +4.82% | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 2.11% | +0.35% | +9.09% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.06% | +0.01% | +4.86% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.82% | — | +1.83% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.70% | -0.35% | +2.18% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.68% | +0.16% | +4.56% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.66% | -0.40% | +5.95% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.21% | -1.89% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.33% | +0.53% | +7.00% | |
| 20 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.29% | — | +5.79% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.27% | +0.04% | +3.89% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | — | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.12% | -0.17% | +4.54% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.09% | +0.02% | -4.31% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.05% | -1.82% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.98% | +0.03% | +3.96% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.93% | +0.06% | +4.86% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.02% | -1.17% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-Other | 0.81% | — | +1.15% | |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.74% | +0.71% | +15.02% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | +0.03% | +4.06% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.68% | — | — | |
| 33 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.65% | — | +4.42% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | -0.65% | EXIT | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.11% | — | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.62% | -0.62% | EXIT | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | — | +2.88% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | — | -2.16% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.15% | -4.55% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.58% | — | +6.20% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.04% | -2.42% | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.53% | — | +6.49% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.08% | -1.95% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | -4.34% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.46% | +0.26% | +2.81% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | — | +3.64% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | — | +1.63% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | — | -2.62% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | — | -1.59% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | -1.32% |
According to official SEC Form 13F filings, Clearview Wealth Advisors LLC reported a total U.S. public equity portfolio value of $157.8M across 102 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 33.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $1.0M
Top Position Liquidated / Trimmed
EMXC
前期市值: $745.7K
During Q3 2025, Clearview Wealth Advisors LLC's top holdings by market value included CGCP (8.8%)、SCHZ (7.5%)、CGDV (7.4%). The largest single position, CGCP, represented 8.8% of total portfolio value.
In Q3 2025, Clearview Wealth Advisors LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 6 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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