Latest Clearview Wealth Advisors LLC Stock Portfolio

Clearview Wealth Advisors LLC Performance:

2025 Q2: 1.49%YTD: 1.33%2024: 5.49%

Performance for 2025 Q2 is 1.49%, and YTD is 1.33%, and 2024 is 5.49%.

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 $143.5 Millions as of 30 Jun, 2025.

The top stock holdings of Clearview Wealth Advisors LLC are CGCP, FNDA, CGDV. The fund has invested 8.6% of it's portfolio in CAPITAL GRP FIXED INCM ETF T and 7.8% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES INC (EMGF), MERCK & CO INC (MRK) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), WORLD GOLD TR (GLDM) and WISDOMTREE TR (JAMF). Clearview Wealth Advisors LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), ISHARES TR (AGT) and LENNAR CORP (LEN). The fund showed a lot of confidence in some stocks as they added substantially to BONDBLOXX ETF TRUST (XHYC), ISHARES INC (EMGF) and EOG RES INC (EOG).

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

Our best estimate is that Clearview Wealth Advisors LLC made a return of 1.49% in the last quarter. In trailing 12 months, it's portfolio return was 2.61%.

New Buys

Ticker	$ Bought
blackrock etf trust	917,644
ishares tr	846,101
blackrock etf trust	347,729
lennar corp	345,877
broadcom inc	260,132
spdr s&p 500 etf tr	235,275
alphabet inc	218,533

New stocks bought by Clearview Wealth Advisors LLC

Additions

Ticker	% Inc.
bondbloxx etf trust	107
ishares inc	99.14
eog res inc	62.45
invesco exchange traded fd t	49.33
ishares tr	44.42
capital group growth etf	7.34
ishares tr	5.65
schwab strategic tr	5.64

Additions to existing portfolio by Clearview Wealth Advisors LLC

Reductions

Ticker	% Reduced
spdr series trust	-35.36
world gold tr	-26.59
wisdomtree tr	-24.01
nvidia corporation	-20.00
ishares tr	-17.1
ishares tr	-12.55
ishares tr	-8.05
ishares tr	-6.65

Clearview Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares inc	-745,737
ishares tr	-253,449
general mls inc	-220,292
merck & co inc	-317,737
ishares tr	-220,502

Clearview Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Clearview Wealth Advisors LLC has about 83.6% of it's holdings in Others sector.

Sector	%
Others	83.6
Technology	4.2
Industrials	2.2
Financial Services	2.2
Consumer Defensive	2.1
Energy	1.6
Healthcare	1.5
Consumer Cyclical	1.3

Market Cap. Distribution

Clearview Wealth Advisors LLC has about 15.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.6
MEGA-CAP	8.3
LARGE-CAP	7.4

Stocks belong to which Index?

About 15.5% of the stocks held by Clearview Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.1
S&P 500	15.5

Top 5 Winners (%)		%
AMPS	ishares tr	69.2 %
NVDA	nvidia corporation	40.9 %
DELL	dell technologies inc	34.4 %
MSFT	microsoft corp	32.5 %
IJR	ishares tr	21.8 %

Top 5 Winners ($)		$
MSFT	microsoft corp	0.6 M
IJR	ishares tr	0.4 M
NVDA	nvidia corporation	0.2 M
AMPS	ishares tr	0.2 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%
BMY	bristol-myers squibb co	-24.1 %
CVX	chevron corp new	-14.4 %
PEP	pepsico inc	-11.9 %
ABBV	abbvie inc	-11.4 %
JNJ	johnson & johnson	-7.9 %

Top 5 Losers ($)		$
CVX	chevron corp new	-0.3 M
AAPL	apple inc	-0.1 M
ABBV	abbvie inc	-0.1 M
BMY	bristol-myers squibb co	-0.1 M
JNJ	johnson & johnson	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 101 stocks in it's portfolio. About 48.6% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Clearview Wealth Advisors LLC last quarter.

Last Reported on: 29 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	CGCP	capital grp fixed incm etf t	8.61	549,551	12,364,900	added	3.16
Historical Trend of CAPITAL GRP FIXED INCM ETF T Position Held By Clearview Wealth Advisors LLC What % of Portfolio is CGCP?: Number of CGCP shares held: Change in No. of Shares Held:
	FNDA	schwab strategic tr	7.76	479,299	11,138,900	reduced	-1.32

	CGDV	capital group dividend value	7.33	266,355	10,518,400	added	2.35

	CGGR	capital group growth etf	5.62	198,550	8,071,060	added	7.34

	JAAA	janus detroit str tr	4.11	116,240	5,899,160	reduced	-1.07

	BIL	spdr series trust	4.09	80,769	5,871,060	reduced	-35.36

	FNDA	schwab strategic tr	3.44	201,943	4,935,480	added	0.75

	CGXU	capital group intl focus eqt	3.09	163,261	4,429,260	added	0.94

	FNDA	schwab strategic tr	2.33	151,031	3,337,800	reduced	-2.85

		apollo global mgmt inc	2.24	22,647	3,212,860	added	5.05

	FNDA	schwab strategic tr	2.22	130,166	3,194,280	added	1.27

	IBCE	ishares tr	2.09	16,402	2,998,700	added	3.71

	FNDA	schwab strategic tr	1.95	96,044	2,805,460	added	1.6

	ACWF	ishares tr	1.79	55,610	2,570,830	reduced	-17.1

	IJR	ishares tr	1.77	23,109	2,544,270	reduced	-8.05

	BECO	blackrock etf trust	1.60	42,318	2,304,620	reduced	-0.81

	AAXJ	ishares tr	1.60	36,127	2,293,370	added	44.42

	MSFT	microsoft corp	1.59	4,593	2,284,650	reduced	-0.07

	XHYC	bondbloxx etf trust	1.32	40,944	1,889,990	added	107

	IJR	ishares tr	1.27	9,368	1,830,700	added	5.65