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Clearview Wealth Advisors LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Clearview Wealth Advisors LLC with $155.7M in long positions as of Q3 2025, 81% allocated to ETF, and 49% concentrated in top 10 positions.

Portfolio Value
$155.7M
Top 10 Concentration
49%
Top Sector
ETF (81%)
US Exposure
99%
Market Cap Focus
N/A
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 80.50%ETFFinancial Services: 4.40%Technology: 4.10%Industrials: 2.00%Consumer Defensive: 1.90%Healthcare: 1.50%Energy: 1.50%Consumer Cyclical: 1.40%Basic Materials: 0.30%Utilities: 0.30%Communication Services: 0.20%Real Estate: 0.10%
ETF
80.50%
Financial Services
4.40%
Technology
4.10%
Industrials
2.00%
Consumer Defensive
1.90%
Healthcare
1.50%
Energy
1.50%
Consumer Cyclical
1.40%
Basic Materials
0.30%
Utilities
0.30%
Communication Services
0.20%
Real Estate
0.10%

Industry Breakdown

39 industries across all sectors

ETF: 80.48%ETFAsset Management - Global: 2.11%Software - Infrastructure: 1.50%Drug Manufacturers - General: 1.12%Discount Stores: 1.07%Banks - Diversified: 1.04%33 more: 11.12%33 more
ETF
ETF
80.48%
Asset Management - Global
Financial Services
2.11%
Software - Infrastructure
Technology
1.50%
Drug Manufacturers - General
Healthcare
1.12%
Discount Stores
Consumer Defensive
1.07%
Banks - Diversified
Financial Services
1.04%
Oil & Gas Integrated
Energy
1.03%
Consumer Electronics
Technology
0.90%
Semiconductors
Technology
0.83%
Banks - Regional
Financial Services
0.51%
Industrial - Machinery
Industrials
0.50%
Specialty Retail
Consumer Cyclical
0.44%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 9.19%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.73%Large Cap ($10B - $200B)Nano Cap (< $50M): 0.04%N/A (ETF or Unknown): 82.04%N/A (ETF or Unknown)
Mega Cap (> $200B)
9.19%
Large Cap ($10B - $200B)
8.73%
Nano Cap (< $50M)
0.04%
N/A (ETF or Unknown)
82.04%

Portfolio Concentration

Top 10 Holdings %
49.25%
Top 20 Holdings %
66.58%
Top 50 Holdings %
87.8%
Top 100 Holdings %
99.96%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.47%
International
0.532%
Countries
2
Largest Int'l Market
Switzerland - 0.53%
United States of America
99.47% ($154.9M)
99 holdings
Switzerland
0.53% ($828.9K)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
7.1 quarters
Avg. Top 20
9.3 quarters
Avg. All Positions
12.4 quarters
Median Holding Period
18 quarters
Persistence Rate
85.15%
Persistent Holdings Weight
88.32%
Persistent Positions
86
Longest Held
Bristol-Myers Squibb Co. logo
Bristol-Myers Squibb Co.BMY - 19 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.16%
Avg. Position Weight
0.99%
Largest Position
CGCP
Capital Group Core Plus Income ETFCGCP - 8.78%
Largest Ownership Stake
Willamette Valley Vineyards logo
Willamette Valley VineyardsWVVI - 0.31%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2020)

Avg. New Position
0.23%
Avg. Ownership Stake
0.003%
Largest Position
SPDR Portfolio S&P 500 ETF logo
SPDR Portfolio S&P 500 ETFSPLG - 16.96% (Q1 2024)
Largest Ownership Stake
Willamette Valley Vineyards logo
Willamette Valley VineyardsWVVI - 0.72% (Q4 2020)

Portfolio Turnover

Current Quarter

Turnover Ratio
2.5%
Value Traded
$3.96M
Positions Added
1
Positions Exited
2

Historical (Since Q4 2020)

Avg. Turnover Ratio
19.5%
Avg. Positions Added
58
Avg. Positions Exited
60
Highest Turnover
50.0%
Q4 2020
Lowest Turnover
2.5%
Q3 2025

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