Clearview Wealth Advisors

Clearview Wealth Advisors as of June 30, 2025

Portfolio Holdings for Clearview Wealth Advisors

Clearview Wealth Advisors holds 101 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 8.6 $12M 550k 22.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 7.8 $11M 479k 23.24
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.3 $11M 266k 39.49
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.6 $8.1M 199k 40.65
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.1 $5.9M 116k 50.75
Spdr Series Trust Portfolio S&p500 (SPLG) 4.1 $5.9M 81k 72.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $4.9M 202k 24.44
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.1 $4.4M 163k 27.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $3.3M 151k 22.10
Apollo Global Mgmt (APO) 2.2 $3.2M 23k 141.87
Schwab Strategic Tr Fundamental Us L (FNDX) 2.2 $3.2M 130k 24.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $3.0M 16k 182.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.0 $2.8M 96k 29.21
Ishares Tr Core Total Usd (IUSB) 1.8 $2.6M 56k 46.23
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $2.5M 23k 110.10
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $2.3M 42k 54.46
Ishares Tr Eafe Value Etf (EFV) 1.6 $2.3M 36k 63.48
Microsoft Corporation (MSFT) 1.6 $2.3M 4.6k 497.42
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.3 $1.9M 41k 46.16
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.8M 9.4k 195.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.8M 3.2k 568.03
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.8M 44k 40.02
Ishares Tr Esg Awr Msci Usa (ESGU) 1.1 $1.6M 12k 135.30
Ishares Core Msci Emkt (IEMG) 1.1 $1.5M 25k 60.03
Chevron Corporation (CVX) 1.1 $1.5M 11k 143.19
Ishares Tr Mbs Etf (MBB) 1.0 $1.5M 16k 93.89
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $1.4M 57k 24.38
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $1.2M 58k 21.16
Apple (AAPL) 0.8 $1.1M 5.6k 205.18
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $1.1M 21k 52.84
Costco Wholesale Corporation (COST) 0.8 $1.1M 1.1k 989.67
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.0M 9.4k 112.00
Vanguard World Esg Us Stk Etf (ESGV) 0.7 $981k 8.9k 109.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $966k 37k 26.50
Blackrock Etf Trust Ishares Us Thema (THRO) 0.6 $918k 26k 35.58
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.6 $911k 18k 52.10
Ishares Tr U.s. Tech Etf (IYW) 0.6 $905k 5.2k 173.26
JPMorgan Chase & Co. (JPM) 0.6 $900k 3.1k 289.94
Ishares Tr Core Intl Aggr (IAGG) 0.6 $846k 17k 51.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $846k 33k 25.30
Ishares Tr Core S&p500 Etf (IVV) 0.5 $744k 1.2k 620.88
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $725k 17k 42.59
Abbvie (ABBV) 0.5 $714k 3.8k 185.60
Amazon (AMZN) 0.5 $672k 3.1k 219.39
NVIDIA Corporation (NVDA) 0.5 $666k 4.2k 158.00
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.5 $656k 5.8k 112.47
Bank of America Corporation (BAC) 0.4 $623k 13k 47.32
Wal-Mart Stores (WMT) 0.4 $622k 6.4k 97.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $613k 20k 30.14
Cisco Systems (CSCO) 0.4 $596k 8.6k 69.38
Waste Management (WM) 0.4 $528k 2.3k 228.84
Nucor Corporation (NUE) 0.4 $521k 4.0k 129.53
Johnson & Johnson (JNJ) 0.4 $520k 3.4k 152.76
Qualcomm (QCOM) 0.4 $504k 3.2k 159.27
McDonald's Corporation (MCD) 0.3 $499k 1.7k 292.14
Norfolk Southern (NSC) 0.3 $498k 1.9k 255.92
Lockheed Martin Corporation (LMT) 0.3 $493k 1.1k 463.16
Honeywell International (HON) 0.3 $488k 2.1k 232.86
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $481k 3.7k 128.60
PPL Corporation (PPL) 0.3 $476k 14k 33.89
Spdr Gold Tr Gold Shs (GLD) 0.3 $470k 1.5k 304.83
Emerson Electric (EMR) 0.3 $462k 3.5k 133.33
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $460k 7.0k 65.52
Kinder Morgan (KMI) 0.3 $460k 16k 29.40
M&T Bank Corporation (MTB) 0.3 $430k 2.2k 194.03
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $425k 15k 28.65
Chubb (CB) 0.3 $415k 1.4k 289.65
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $407k 12k 33.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $397k 818.00 485.77
Charles Schwab Corporation (SCHW) 0.3 $390k 4.3k 91.24
Procter & Gamble Company (PG) 0.3 $380k 2.4k 159.32
Dell Technologies CL C (DELL) 0.3 $379k 3.1k 122.60
Deere & Company (DE) 0.3 $371k 729.00 508.49
Abbott Laboratories (ABT) 0.2 $355k 2.6k 136.00
PNC Financial Services (PNC) 0.2 $354k 1.9k 186.38
Lowe's Companies (LOW) 0.2 $353k 1.6k 221.87
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $352k 3.8k 92.62
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $348k 12k 28.85
Lennar Corp Cl A (LEN) 0.2 $346k 3.1k 110.61
Te Connectivity Ord Shs (TEL) 0.2 $343k 2.0k 168.67
Cigna Corp (CI) 0.2 $341k 1.0k 330.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $340k 2.6k 133.31
EOG Resources (EOG) 0.2 $338k 2.8k 119.61
Mondelez Intl Cl A (MDLZ) 0.2 $329k 4.9k 67.44
A. O. Smith Corporation (AOS) 0.2 $305k 4.6k 65.57
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $284k 3.9k 72.81
Pepsi (PEP) 0.2 $281k 2.1k 132.05
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $278k 10k 26.68
Hershey Company (HSY) 0.2 $275k 1.7k 165.99
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $274k 2.9k 93.86
Bristol Myers Squibb (BMY) 0.2 $268k 5.8k 46.29
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $266k 1.3k 204.60
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $266k 2.7k 99.20
Broadcom (AVGO) 0.2 $260k 944.00 275.56
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $245k 2.9k 83.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $235k 381.00 617.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $229k 3.1k 73.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $219k 1.2k 176.24
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $214k 9.4k 22.76
Wp Carey (WPC) 0.1 $212k 3.4k 62.38
Willamette Valley Vineyards (WVVI) 0.1 $86k 16k 5.52