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Clearview Wealth Advisors LLC
CIK:0001840306
Investment Adviser
$184M AUM
101 holdings
Salem, OR, United States
Clearview Wealth Advisors LLC is an investment adviser registered with the SEC, based in Oregon and established in 2019.
Investment Strategy
Not Available
Latest 13F Filing Activity
Clearview Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 101 equity positions with a total 13F market value of $144M. The fund increased holdings in Capital Group Growth Etf, Capital Group Dividend Value, Bondbloxx Etf Trust among other positions. Clearview Wealth Advisors LLC reduced exposure to SPDR Series Trust, Ishares Inc., Ishares TR among others.
Top Buys
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 8.61% | $12.4M | 549,551 | $22.26 | $22.50 | +$405.2K |
S SCHZ | SCHWAB STRATEGIC TR | 7.76% | $11.1M | 479,299 | $23.18 | $23.24 | -$109.8K |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 7.33% | $10.5M | 266,355 | $33.55 | $39.49 | +$1.2M |
C CGGR | CAPITAL GROUP GROWTH ETF | 5.62% | $8.1M | 198,550 | $33.72 | $40.65 | +$1.7M |
J JAAA | JANUS DETROIT STR TR | 4.11% | $5.9M | 116,240 | $50.71 | $50.75 | -$59.2K |
Industry Allocation
INVESTMENT ADVICE
+2.1%
SERVICES-PREPACKAGED SOFTWARE
+1.5%
PHARMACEUTICAL PREPARATIONS
+1.3%
NATIONAL COMMERCIAL BANKS
+1.3%
ELECTRONIC COMPUTERS
+1.2%
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