Filed: 1/24/2025ACC: 0001754960-25-000065
📋 What this filing means
CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $131.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$131.55M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$22.06M16.8%
SHS CREATION UNI$20.85M15.9%
CORE PLUS INCM$12.08M9.2%
US AGGREGATE B$11.09M8.4%
PORTFOLIO S&P500$9.19M7.0%
US LRG CAP ETF$4.89M3.7%
CORE TOTAL USD$3.97M3.0%
Portfolio Concentration
Top 3$32.78M24.9%
4–10$35.18M26.7%
11–25$28.55M21.7%
Rest$35.05M26.6%
Top 3 weight
24.9%
Top 10 weight
51.7%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings95
Rows:
CAPITAL GRP FIXED INCM ETF T
SOLEShares544.17K
TypeSH
Market value$12.08M
9.18%
Sole
544.17K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares488.71K
TypeSH
Market value$11.09M
8.43%
Sole
488.71K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares272.36K
TypeSH
Market value$9.60M
7.30%
Sole
272.36K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares133.30K
TypeSH
Market value$9.19M
6.99%
Sole
133.30K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares198.46K
TypeSH
Market value$7.38M
5.61%
Sole
198.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares210.88K
TypeSH
Market value$4.89M
3.72%
Sole
210.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares87.84K
TypeSH
Market value$3.97M
3.02%
Sole
87.84K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares156.93K
TypeSH
Market value$3.87M
2.94%
Sole
156.93K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares128.59K
TypeSH
Market value$3.04M
2.31%
Sole
128.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.92K
TypeSH
Market value$2.83M
2.15%
Sole
27.92K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares100.97K
TypeSH
Market value$2.81M
2.14%
Sole
100.97K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares151.19K
TypeSH
Market value$2.80M
2.13%
Sole
151.19K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.26K
TypeSH
Market value$2.72M
2.07%
Sole
15.26K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares44.13K
TypeSH
Market value$2.26M
1.72%
Sole
44.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.64K
TypeSH
Market value$1.96M
1.49%
Sole
4.64K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.31K
TypeSH
Market value$1.78M
1.35%
Sole
3.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.89K
TypeSH
Market value$1.73M
1.32%
Sole
17.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.88K
TypeSH
Market value$1.73M
1.32%
Sole
18.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.39K
TypeSH
Market value$1.70M
1.29%
Sole
32.39K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares32.59K
TypeSH
Market value$1.65M
1.26%
Sole
32.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.07K
TypeSH
Market value$1.56M
1.18%
Sole
12.07K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares10.72K
TypeSH
Market value$1.55M
1.18%
Sole
10.72K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares44.34K
TypeSH
Market value$1.47M
1.12%
Sole
44.34K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares52.32K
TypeSH
Market value$1.43M
1.09%
Sole
52.32K
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.58K
TypeSH
Market value$1.40M
1.06%
Sole
5.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 544.17K | SH | $12.08M 9.18% | 544.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 488.71K | SH | $11.09M 8.43% | 488.71K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 272.36K | SH | $9.60M 7.30% | 272.36K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 133.30K | SH | $9.19M 6.99% | 133.30K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 198.46K | SH | $7.38M 5.61% | 198.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 210.88K | SH | $4.89M 3.72% | 210.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 87.84K | SH | $3.97M 3.02% | 87.84K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 156.93K | SH | $3.87M 2.94% | 156.93K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 128.59K | SH | $3.04M 2.31% | 128.59K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 27.92K | SH | $2.83M 2.15% | 27.92K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 100.97K | SH | $2.81M 2.14% | 100.97K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 151.19K | SH | $2.80M 2.13% | 151.19K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 15.26K | SH | $2.72M 2.07% | 15.26K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 44.13K | SH | $2.26M 1.72% | 44.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.64K | SH | $1.96M 1.49% | 4.64K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.31K | SH | $1.78M 1.35% | 3.31K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 17.89K | SH | $1.73M 1.32% | 17.89K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 18.88K | SH | $1.73M 1.32% | 18.88K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 32.39K | SH | $1.70M 1.29% | 32.39K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 32.59K | SH | $1.65M 1.26% | 32.59K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 12.07K | SH | $1.56M 1.18% | 12.07K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 10.72K | SH | $1.55M 1.18% | 10.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 44.34K | SH | $1.47M 1.12% | 44.34K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 52.32K | SH | $1.43M 1.09% | 52.32K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.58K | SH | $1.40M 1.06% | 5.58K | 0.00 | 0.00 |
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