Clearview Wealth Advisors LLC
•CIK: 1840306•Filing: Q4 2025
**Clearview Wealth Advisors LLC** manages $158M across a diversified portfolio of 103 positions. The fund exhibits a notable concentration in thematic and sector-specific ETFs, with top holdings including CGCP ($13.7M) and SCHZ ($11.8M). Significant allocations are also directed toward CGDV ($11.7M) and CGGR ($9.3M), suggesting a focus on targeted market exposure. This structure indicates a tactical approach utilizing established, liquid index and sector vehicles.
Total AUM
$157.8M
QoQ Performance
+1.0%
Positions
72
Top 10 Concentration
49.5%
Latest Filing
Q4 2025
Top Holdings Allocation
CGCP
SCHZ
CGDV
CGGR
CGCP8.7%
SCHZ7.5%
CGDV7.4%
CGGR5.9%
JAAA4.3%
SPYM4.1%
SCHX3.6%
CGXU3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.4%
Technology3.5%
Consumer2.3%
ETF1.9%
Financial1.8%
Healthcare1.5%
Industrial0.7%
Materials0.4%
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023