Clearview Wealth Advisors LLC Portfolio Holdings

Clearview Wealth Advisors LLC

  • $139 Million
  • Q2 2025

Clearview Wealth Advisors LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $12.4M, Schwab Us Aggregate Bond ETF with a value of $11.1M, Capital Group Divid Value ETF with a value of $10.5M, Capital Group Growth ETF Shs C with a value of $8.07M, and Janus Detroit Str Tr Janus Hen with a value of $5.9M.

Examining the 13F form we can see an increase of $7.23M in the current position value, from $131M to 139M.

Below you can find more details about Clearview Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $112 Million
Financial Services: $6.72 Million
Technology: $5.83 Million
Industrials: $3.14 Million
Consumer Defensive: $3.06 Million
Energy: $2.31 Million
Healthcare: $2.2 Million
Consumer Cyclical: $1.87 Million
Other: $1.43 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $139 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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