Filed: 10/24/2025ACC: 0001840306-25-000002
📋 What this filing means
CLEARVIEW WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $156.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$156.21M
Total AUM (reported)
3.55M
Total Shares
Allocation by class
SHS CREATION UNI$25.82M16.5%
COM$25.71M16.5%
CORE PLUS INCM$13.67M8.7%
US AGGREGATE B$11.68M7.5%
HENDRSON AAA CL$6.37M4.1%
PORTFOLIO S&P500$6.27M4.0%
US LRG CAP ETF$5.61M3.6%
Portfolio Concentration
Top 3$36.94M23.6%
4–10$39.75M25.4%
11–25$35.97M23.0%
Rest$43.54M27.9%
Top 3 weight
23.6%
Top 10 weight
49.1%
Voting Authority Distribution
Total shares with voting rights: 3.55M
Sole
Full voting authority
3.55M
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)
Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:
CAPITAL GRP FIXED INCM ETF T
SOLEShares601.46K
TypeSH
Market value$13.67M
8.75%
Sole
601.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares497.59K
TypeSH
Market value$11.68M
7.48%
Sole
497.59K
Shared
0.00
None
0.00
CAPITAL GROUP DIVIDEND VALUE
SOLEShares275.95K
TypeSH
Market value$11.60M
7.42%
Sole
275.95K
Shared
0.00
None
0.00
CAPITAL GROUP GROWTH ETF
SOLEShares208.91K
TypeSH
Market value$9.18M
5.87%
Sole
208.91K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares125.50K
TypeSH
Market value$6.37M
4.08%
Sole
125.50K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares80.07K
TypeSH
Market value$6.27M
4.02%
Sole
80.07K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares212.87K
TypeSH
Market value$5.61M
3.59%
Sole
212.87K
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares170.29K
TypeSH
Market value$5.04M
3.23%
Sole
170.29K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares157.72K
TypeSH
Market value$3.67M
2.35%
Sole
157.72K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares137.24K
TypeSH
Market value$3.61M
2.31%
Sole
137.24K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.19K
TypeSH
Market value$3.34M
2.14%
Sole
17.19K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares24.70K
TypeSH
Market value$3.29M
2.11%
Sole
24.70K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares100.71K
TypeSH
Market value$3.21M
2.06%
Sole
100.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.53K
TypeSH
Market value$2.84M
1.82%
Sole
23.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares56.82K
TypeSH
Market value$2.65M
1.70%
Sole
56.82K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares44.25K
TypeSH
Market value$2.62M
1.68%
Sole
44.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.28K
TypeSH
Market value$2.60M
1.66%
Sole
38.28K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.51K
TypeSH
Market value$2.33M
1.49%
Sole
4.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.02K
TypeSH
Market value$2.07M
1.33%
Sole
10.02K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares43.31K
TypeSH
Market value$2.02M
1.29%
Sole
43.31K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares46.08K
TypeSH
Market value$1.98M
1.27%
Sole
46.08K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.19K
TypeSH
Market value$1.95M
1.25%
Sole
3.19K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares26.50K
TypeSH
Market value$1.75M
1.12%
Sole
26.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.66K
TypeSH
Market value$1.70M
1.09%
Sole
11.66K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares10.37K
TypeSH
Market value$1.61M
1.03%
Sole
10.37K
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 | 601.46K | SH | $13.67M 8.75% | 601.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 497.59K | SH | $11.68M 7.48% | 497.59K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 275.95K | SH | $11.60M 7.42% | 275.95K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 208.91K | SH | $9.18M 5.87% | 208.91K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 125.50K | SH | $6.37M 4.08% | 125.50K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 80.07K | SH | $6.27M 4.02% | 80.07K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 212.87K | SH | $5.61M 3.59% | 212.87K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 170.29K | SH | $5.04M 3.23% | 170.29K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 157.72K | SH | $3.67M 2.35% | 157.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 137.24K | SH | $3.61M 2.31% | 137.24K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 17.19K | SH | $3.34M 2.14% | 17.19K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 24.70K | SH | $3.29M 2.11% | 24.70K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 100.71K | SH | $3.21M 2.06% | 100.71K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 23.53K | SH | $2.84M 1.82% | 23.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 56.82K | SH | $2.65M 1.70% | 56.82K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 44.25K | SH | $2.62M 1.68% | 44.25K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 38.28K | SH | $2.60M 1.66% | 38.28K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.51K | SH | $2.33M 1.49% | 4.51K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 10.02K | SH | $2.07M 1.33% | 10.02K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 43.31K | SH | $2.02M 1.29% | 43.31K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 46.08K | SH | $1.98M 1.27% | 46.08K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.19K | SH | $1.95M 1.25% | 3.19K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 26.50K | SH | $1.75M 1.12% | 26.50K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 11.66K | SH | $1.70M 1.09% | 11.66K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 10.37K | SH | $1.61M 1.03% | 10.37K | 0.00 | 0.00 |
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