Filed: 7/29/2025ACC: 0001754960-25-000482
📋 What this filing means
CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $143.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$143.55M
Total AUM (reported)
3.40M
Total Shares
Allocation by class
COM$24.90M17.3%
SHS CREATION UNI$23.02M16.0%
CORE PLUS INCM$12.36M8.6%
US AGGREGATE B$11.14M7.8%
HENDRSON AAA CL$5.90M4.1%
PORTFOLIO S&P500$5.87M4.1%
US LRG CAP ETF$4.94M3.4%
Portfolio Concentration
Top 3$34.02M23.7%
4–10$35.76M24.9%
11–25$32.99M23.0%
Rest$40.78M28.4%
Top 3 weight
23.7%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 3.40M
Sole
Full voting authority
3.40M
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)
Sole101
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings101
Rows:
CAPITAL GRP FIXED INCM ETF T
SOLEShares549.55K
TypeSH
Market value$12.36M
8.61%
Sole
549.55K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares479.30K
TypeSH
Market value$11.14M
7.76%
Sole
479.30K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares266.36K
TypeSH
Market value$10.52M
7.33%
Sole
266.36K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares198.55K
TypeSH
Market value$8.07M
5.62%
Sole
198.55K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares116.24K
TypeSH
Market value$5.90M
4.11%
Sole
116.24K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares80.77K
TypeSH
Market value$5.87M
4.09%
Sole
80.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares201.94K
TypeSH
Market value$4.94M
3.44%
Sole
201.94K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares163.26K
TypeSH
Market value$4.43M
3.09%
Sole
163.26K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares151.03K
TypeSH
Market value$3.34M
2.33%
Sole
151.03K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares22.65K
TypeSH
Market value$3.21M
2.24%
Sole
22.65K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares130.17K
TypeSH
Market value$3.19M
2.23%
Sole
130.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.40K
TypeSH
Market value$3.00M
2.09%
Sole
16.40K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares96.04K
TypeSH
Market value$2.81M
1.95%
Sole
96.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.61K
TypeSH
Market value$2.57M
1.79%
Sole
55.61K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.11K
TypeSH
Market value$2.54M
1.77%
Sole
23.11K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares42.32K
TypeSH
Market value$2.30M
1.61%
Sole
42.32K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.13K
TypeSH
Market value$2.29M
1.60%
Sole
36.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.59K
TypeSH
Market value$2.28M
1.59%
Sole
4.59K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares40.94K
TypeSH
Market value$1.89M
1.32%
Sole
40.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.37K
TypeSH
Market value$1.83M
1.28%
Sole
9.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.19K
TypeSH
Market value$1.81M
1.26%
Sole
3.19K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares44.35K
TypeSH
Market value$1.77M
1.24%
Sole
44.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.19K
TypeSH
Market value$1.65M
1.15%
Sole
12.19K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares25.35K
TypeSH
Market value$1.52M
1.06%
Sole
25.35K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares10.56K
TypeSH
Market value$1.51M
1.05%
Sole
10.56K
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 | 549.55K | SH | $12.36M 8.61% | 549.55K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 479.30K | SH | $11.14M 7.76% | 479.30K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 266.36K | SH | $10.52M 7.33% | 266.36K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 198.55K | SH | $8.07M 5.62% | 198.55K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 116.24K | SH | $5.90M 4.11% | 116.24K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 80.77K | SH | $5.87M 4.09% | 80.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 201.94K | SH | $4.94M 3.44% | 201.94K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 163.26K | SH | $4.43M 3.09% | 163.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 151.03K | SH | $3.34M 2.33% | 151.03K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 22.65K | SH | $3.21M 2.24% | 22.65K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 130.17K | SH | $3.19M 2.23% | 130.17K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 16.40K | SH | $3.00M 2.09% | 16.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 96.04K | SH | $2.81M 1.95% | 96.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 55.61K | SH | $2.57M 1.79% | 55.61K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 23.11K | SH | $2.54M 1.77% | 23.11K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 42.32K | SH | $2.30M 1.61% | 42.32K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 36.13K | SH | $2.29M 1.60% | 36.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.59K | SH | $2.28M 1.59% | 4.59K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 40.94K | SH | $1.89M 1.32% | 40.94K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 9.37K | SH | $1.83M 1.28% | 9.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.19K | SH | $1.81M 1.26% | 3.19K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 44.35K | SH | $1.77M 1.24% | 44.35K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 12.19K | SH | $1.65M 1.15% | 12.19K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 25.35K | SH | $1.52M 1.06% | 25.35K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 10.56K | SH | $1.51M 1.05% | 10.56K | 0.00 | 0.00 |
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