Filed: 4/23/2025ACC: 0001754960-25-000241
📋 What this filing means
CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $133.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$133.84M
Total AUM (reported)
3.34M
Total Shares
Allocation by class
COM$24.05M18.0%
SHS CREATION UNI$19.57M14.6%
CORE PLUS INCM$11.96M8.9%
US AGGREGATE B$11.25M8.4%
PORTFOLIO S&P500$8.22M6.1%
HENDRSON AAA CL$5.96M4.5%
US LRG CAP ETF$4.43M3.3%
Portfolio Concentration
Top 3$32.48M24.3%
4–10$35.06M26.2%
11–25$29.72M22.2%
Rest$36.58M27.3%
Top 3 weight
24.3%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Sole
Full voting authority
3.34M
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)
Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:
CAPITAL GRP FIXED INCM ETF T
SOLEShares532.73K
TypeSH
Market value$11.96M
8.94%
Sole
532.73K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares485.69K
TypeSH
Market value$11.25M
8.40%
Sole
485.69K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares260.23K
TypeSH
Market value$9.27M
6.93%
Sole
260.23K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares124.95K
TypeSH
Market value$8.22M
6.14%
Sole
124.95K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares184.97K
TypeSH
Market value$6.34M
4.73%
Sole
184.97K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares117.50K
TypeSH
Market value$5.96M
4.45%
Sole
117.50K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares200.44K
TypeSH
Market value$4.43M
3.31%
Sole
200.44K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares161.75K
TypeSH
Market value$3.96M
2.96%
Sole
161.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares67.08K
TypeSH
Market value$3.09M
2.31%
Sole
67.08K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares155.47K
TypeSH
Market value$3.08M
2.30%
Sole
155.47K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares128.53K
TypeSH
Market value$3.03M
2.27%
Sole
128.53K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares21.56K
TypeSH
Market value$2.95M
2.21%
Sole
21.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.81K
TypeSH
Market value$2.70M
2.02%
Sole
15.81K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares94.54K
TypeSH
Market value$2.37M
1.77%
Sole
94.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.13K
TypeSH
Market value$2.33M
1.74%
Sole
25.13K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares42.66K
TypeSH
Market value$2.08M
1.55%
Sole
42.66K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares10.58K
TypeSH
Market value$1.77M
1.32%
Sole
10.58K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.60K
TypeSH
Market value$1.73M
1.29%
Sole
4.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.87K
TypeSH
Market value$1.69M
1.26%
Sole
8.87K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.20K
TypeSH
Market value$1.64M
1.23%
Sole
3.20K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares45.28K
TypeSH
Market value$1.64M
1.22%
Sole
45.28K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.12K
TypeSH
Market value$1.48M
1.10%
Sole
12.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.02K
TypeSH
Market value$1.47M
1.10%
Sole
25.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.62K
TypeSH
Market value$1.46M
1.09%
Sole
15.62K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares56.33K
TypeSH
Market value$1.37M
1.02%
Sole
56.33K
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 | 532.73K | SH | $11.96M 8.94% | 532.73K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 485.69K | SH | $11.25M 8.40% | 485.69K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 260.23K | SH | $9.27M 6.93% | 260.23K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 124.95K | SH | $8.22M 6.14% | 124.95K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 184.97K | SH | $6.34M 4.73% | 184.97K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 117.50K | SH | $5.96M 4.45% | 117.50K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 200.44K | SH | $4.43M 3.31% | 200.44K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 161.75K | SH | $3.96M 2.96% | 161.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 67.08K | SH | $3.09M 2.31% | 67.08K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 155.47K | SH | $3.08M 2.30% | 155.47K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 128.53K | SH | $3.03M 2.27% | 128.53K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 21.56K | SH | $2.95M 2.21% | 21.56K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 15.81K | SH | $2.70M 2.02% | 15.81K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 94.54K | SH | $2.37M 1.77% | 94.54K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 25.13K | SH | $2.33M 1.74% | 25.13K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 42.66K | SH | $2.08M 1.55% | 42.66K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 10.58K | SH | $1.77M 1.32% | 10.58K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.60K | SH | $1.73M 1.29% | 4.60K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.87K | SH | $1.69M 1.26% | 8.87K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.20K | SH | $1.64M 1.23% | 3.20K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 45.28K | SH | $1.64M 1.22% | 45.28K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 12.12K | SH | $1.48M 1.10% | 12.12K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 25.02K | SH | $1.47M 1.10% | 25.02K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 15.62K | SH | $1.46M 1.09% | 15.62K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 56.33K | SH | $1.37M 1.02% | 56.33K | 0.00 | 0.00 |
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