Clearview Wealth Advisors LLC

RIA/Wealth

Clearview Wealth Advisors LLC is a RIA/Wealth based in Irvine, CA led by William Eric Clark, reporting $170.7M in AUM as of Q3 2025 with 81% ETF concentration and minimal technology exposure.

PresidentWilliam Eric Clark

Portfolio Value: $155.7M
Positions: 101
Top Holding: CGCP at 8.78%
Last Reported: Q3 2025

Address4 Venture, Suite 120, Irvine, CA, 92618, United States

Top Holdings

Largest long holdings in Clearview Wealth Advisors LLC's portfolio (49.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 CGCP Capital Group Core Plus Income CGCP	ETF ETF	$13.7M	8.78%	+$1.2M Bought	— 601.5K shares	Q2 2024 Held for 1y 5m
2 SCHZ Schwab US Aggregate Bond SCHZ	ETF ETF	$11.7M	7.50%	+$429.2K Bought	— 497.6K shares	Q1 2022 Held for 3y 8m
3 CGDV Capital Group Dividend Value CGDV	ETF ETF	$11.6M	7.45%	+$403.5K Bought	— 276.0K shares	Q2 2024 Held for 1y 5m
4 Capital Group Growth CGGR	ETF ETF	$9.2M	5.89%	+$455.1K Bought	— 208.9K shares	Q2 2024 Held for 1y 5m
5 Janus Henderson AAA CLO JAAA	ETF ETF	$6.4M	4.09%	+$470.2K Bought	— 125.5K shares	Q4 2024 Held for 11 months
6 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$6.3M	4.03%	-$55.1K Sold	— 80.1K shares	Q4 2020 Held for 4y 11m
7 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$5.6M	3.60%	+$287.8K Bought	— 212.9K shares	Q2 2024 Held for 1y 5m
8 CGXU Capital Group International Focus Equity CGXU	ETF ETF	$5.0M	3.24%	+$208.1K Bought	— 170.3K shares	Q2 2024 Held for 1y 5m
9 Schwab International Equity SCHF	ETF ETF	$3.7M	2.36%	+$155.7K Bought	— 157.7K shares	Q2 2024 Held for 1y 5m
10 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$3.6M	2.32%	+$186.0K Bought	— 137.2K shares	Q2 2024 Held for 1y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Clearview Wealth Advisors LLC's latest filing

See all changes

GthenC

Market Value

$155.7M

Prior: $143.2M

Q/Q Change

+8.75%

+$12.5M

Net Flows % of MV

+3.02%

Turnover Ratio

2.54%

New Purchases

1 stocks

$242.2K

Added To

39 stocks

+$5.8M

Sold Out Of

2 stocks

$474.3K

Reduced Holdings

51 stocks

-$900.9K

Increased Positions

Position	Shares Δ	Change
1 Schwab High Yield Bond SCYB	New	0 → 9.1K +$242.2K
2 Invesco S&P 500 Top 50 ETF XLG	+15.02%	17.5K → 20.1K +$151.2K
3 iShares Core U.S. Aggregate Bond AGG	+9.53%	2.7K → 2.9K +$25.6K
4 CGCP Capital Group Core Plus Income CGCP	+9.45%	549.6K → 601.5K +$1.2M
5 Apollo Global Management APO	+9.09%	22.6K → 24.7K +$274.3K

Decreased Positions

Position	Shares Δ	Change
1 Broadcom Inc. AVGO	Sold	944.0 → 0 −$260.1K
2 Schwab 5-10 Year Corporate Bond SCHI	Sold	9.4K → 0 −$214.2K
3 WisdomTree U.S. Quality Dividend Growth Fund DGRW	-10.42%	2.9K → 2.6K −$27.1K
4 iShares U.S. Technology IYW	-6.07%	5.2K → 4.9K −$62.1K
5 iShares MSCI USA Min Vol Factor USMV	-5.65%	2.9K → 2.8K −$15.7K