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Latest Clearview Wealth Advisors LLC Stock Portfolio

Clearview Wealth Advisors LLC Performance:
2025 Q3: 1.39%YTD: 2.69%2024: 5.63%
Performance for 2025 Q3 is 1.39%, and YTD is 2.69%, and 2024 is 5.63%.

About Clearview Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Clearview Wealth Advisors LLC reported an equity portfolio of $156.2 Millions as of 30 Sep, 2025.

The top stock holdings of Clearview Wealth Advisors LLC are CGCP, FNDA, CGDV. The fund has invested 8.8% of it's portfolio in CAPITAL GRP FIXED INCM ETF T and 7.5% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off BROADCOM INC (AVGO) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), ISHARES TR (IJR) and ISHARES TR (AMPS). Clearview Wealth Advisors LLC opened new stock positions in TESLA INC (TSLA), SCHWAB STRATEGIC TR (FNDA) and FIDELITY COVINGTON TRUST (FBCG). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (IJR).

Clearview Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clearview Wealth Advisors LLC made a return of 1.39% in the last quarter. In trailing 12 months, it's portfolio return was 2.73%.

New Buys

Ticker$ Bought
tesla inc265,053
schwab strategic tr242,174
fidelity covington trust206,267
New stocks bought by Clearview Wealth Advisors LLC

Additions

Ticker% Inc.
blackrock etf trust17.71
invesco exchange traded fd t15.02
ishares tr9.53
capital grp fixed incm etf t9.45
apollo global mgmt inc9.09
janus detroit str tr7.97
world gold tr7.45
ishares tr7.37
Additions to existing portfolio by Clearview Wealth Advisors LLC

Reductions

Ticker% Reduced
wisdomtree tr-10.42
ishares tr-6.07
ishares tr-5.65
ishares tr-4.62
schwab strategic tr-4.55
ishares tr-4.34
ishares tr-4.31
berkshire hathaway inc del-4.28
Clearview Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-214,174
broadcom inc-260,132
Clearview Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Clearview Wealth Advisors LLC has about 84.4% of it's holdings in Others sector.

Sector%
Others84.4
Technology4
Financial Services2.1
Industrials2
Consumer Defensive1.9
Healthcare1.5
Energy1.5
Consumer Cyclical1.4

Market Cap. Distribution

Clearview Wealth Advisors LLC has about 15% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED84.4
MEGA-CAP8.2
LARGE-CAP6.8

Stocks belong to which Index?

About 14.8% of the stocks held by Clearview Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others84.9
S&P 50014.8
Top 5 Winners (%)%
GOOG
alphabet inc
36.3 %
ABBV
abbvie inc
24.7 %
AAPL
apple inc
24.1 %
JNJ
johnson & johnson
21.4 %
NVDA
nvidia corporation
18.1 %
Top 5 Winners ($)$
AAPL
apple inc
0.3 M
IJR
ishares tr
0.2 M
ABBV
abbvie inc
0.2 M
CVX
chevron corp new
0.1 M
NVDA
nvidia corporation
0.1 M
Top 5 Losers (%)%
WVVI
willamette vy vineyard inc
-34.1 %
CI
the cigna group
-12.8 %
DE
deere & co
-10.1 %
HON
honeywell intl inc
-9.6 %
MDLZ
mondelez intl inc
-7.4 %
Top 5 Losers ($)$
COST
costco whsl corp new
-0.1 M
HON
honeywell intl inc
0.0 M
CI
the cigna group
0.0 M
DE
deere & co
0.0 M
WVVI
willamette vy vineyard inc
0.0 M

Clearview Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clearview Wealth Advisors LLC

Clearview Wealth Advisors LLC has 102 stocks in it's portfolio. About 49.1% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Clearview Wealth Advisors LLC last quarter.

Last Reported on: 24 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions