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Sound View Wealth Advisors Group Portfolio holdings
AUM
$1.61B
Turnover
13.02%
1-Year Est. Return
26.11%
This Fund
S&P 500
This Quarter Est. Return
+14.53%
1 Year Est. Return
+26.11%
3 Year Est. Return
+73%
5 Year Est. Return
+92.61%
10 Year Est. Return
–
AUM
$1.61B
AUM Growth
+$141M
(+9.6%)
Cap. Flow
-$4.61M
Cap. Flow % of AUM
Cap. Flow %
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
26.93%
Holding
461
New
39
Increased
122
Reduced
223
Closed
21
Avg Time Held
4
years
Top 10 Avg Time Held
3
years
Top 20 Avg Time Held
2.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$11.7M |
| 2 |
Capital Group International Core Equity ETF
CGIC
|
+$3.41M |
| 3 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$2.98M |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$2.94M |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$2.92M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$12.3M |
| 2 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$6.64M |
| 3 |
Tesla
TSLA
|
+$2.02M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.67M |
| 5 |
Broadcom
AVGO
|
+$1.54M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.98% |
| 2 | Technology | 17.22% |
| 3 | Healthcare | 7.98% |
| 4 | Financials | 5.77% |
| 5 | Industrials | 4.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.95T
| $78M | 4.84% |
269,682
-5,080
| -2% | -$1.45M |
2019 Q2
28 quarters
|
|
2
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
| $52.1M | 3.23% |
2,150,618
+101,644
| +5% | +$2.46M |
2019 Q3
27 quarters
|
|
3
NVIDIA
NVDA
$5.23T
| $46.2M | 2.87% |
231,124
+3,162
| +1% | +$650K |
2019 Q2
28 quarters
|
|
|
4
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.99B
| $43.9M | 2.72% |
1,895,010
+128,660
| +7% | +$2.98M |
2023 Q4
10 quarters
|
|
5
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.11B
| $42.1M | 2.61% |
1,666,571
+103,999
| +7% | +$2.63M |
2022 Q4
14 quarters
|
|
|
6
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.36B
| $41M | 2.54% |
1,880,024
+133,680
| +8% | +$2.92M |
2023 Q4
10 quarters
|
|
|
7
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.9B
| $35.7M | 2.21% |
1,472,485
-508,772
| -26% | -$12.3M |
2019 Q2
28 quarters
|
|
8
Microsoft
MSFT
$3.95T
| $34.9M | 2.17% |
93,606
-441
| -0.5% | -$178K |
2019 Q2
28 quarters
|
|
9
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $32.3M | 2% |
882,918
-207
| -0% | -$7.41K |
2023 Q4
10 quarters
|
|
|
10
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.64B
| $27.6M | 1.71% |
1,323,935
+141,091
| +12% | +$2.94M |
2023 Q4
10 quarters
|
|
11
Eli Lilly
LLY
$1.14T
| $26.8M | 1.66% |
22,347
-46
| -0.2% | -$47K |
2019 Q2
28 quarters
|
|
12
Vanguard S&P 500 ETF
VOO
$1.04T
| $26.6M | 1.65% |
38,673
-106
| -0.3% | -$70.7K |
2019 Q2
28 quarters
|
|
13
Schwab US Large- Cap ETF
SCHX
$74.4B
| $26.5M | 1.64% |
899,798
-17,901
| -2% | -$511K |
2019 Q2
28 quarters
|
|
14
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $26M | 1.61% |
70,286
-82
| -0.1% | -$29.3K |
2019 Q2
28 quarters
|
|
15
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.77B
| $25.3M | 1.57% |
1,005,519
+99,859
| +11% | +$2.52M |
2024 Q4
6 quarters
|
|
16
Vanguard Information Technology ETF
VGT
$148B
| $23.6M | 1.46% |
197,243
-3,645
| -2% | -$399K |
2019 Q2
28 quarters
|
|
17
Amazon
AMZN
$2.83T
| $21.2M | 1.32% |
89,124
+257
| +0.3% | +$64.5K |
2019 Q2
28 quarters
|
|
18
JPMorgan Chase
JPM
$890B
| $20.8M | 1.29% |
63,442
-1,199
| -2% | -$372K |
2019 Q2
28 quarters
|
|
19
Invesco QQQ Trust
QQQ
$484B
| $20.6M | 1.28% |
28,000
-278
| -1% | -$191K |
2019 Q2
28 quarters
|
|
20
Alphabet (Google) Class C
GOOG
$4.11T
| $20.2M | 1.25% |
57,156
-894
| -2% | -$320K |
2019 Q2
28 quarters
|
|
21
Vanguard Dividend Appreciation ETF
VIG
$114B
| $19.7M | 1.22% |
83,264
-4,125
| -5% | -$947K |
2019 Q2
28 quarters
|
|
|
22
Broadcom
AVGO
$1.6T
| $19.3M | 1.2% |
51,102
-3,830
| -7% | -$1.54M |
2019 Q2
28 quarters
|
|
23
Alphabet (Google) Class A
GOOGL
$4.16T
| $17.6M | 1.09% |
49,269
+131
| +0.3% | +$47.2K |
2019 Q2
28 quarters
|
|
24
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
| $17.5M | 1.08% |
193,846
-728
| -0.4% | -$60.5K |
2019 Q2
28 quarters
|
|
25
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $17.1M | 1.06% |
89,670
+893
| +1% | +$153K |
2020 Q2
24 quarters
|
|
Similar funds
Sound View Wealth Advisors Group's Q2 2026 Portfolio in Review
As of Q2 2026, Sound View Wealth Advisors Group held 461 positions worth $1.61B, up 9.6% from $1.47B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Sound View Wealth Advisors Group's Q2 2026 filing shows 39 new, 122 increased, 223 reduced and 21 closed positions. Its largest new stake was Honeywell Aerospace: 3,496 shares worth $773K. The largest sale was iShares iBonds Dec 2026 Term Corporate ETF, an estimated $12.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 49% of assets, down from 49% a quarter earlier, followed by Technology and Healthcare.
- Sound View Wealth Advisors Group's largest Q2 2026 buy was Honeywell Aerospace: 3,496 shares worth $773K.
- Sound View Wealth Advisors Group added most to iShares iBonds Dec 2033 Term Corporate ETF in Q2 2026, an estimated $11.7M increase.
- Sound View Wealth Advisors Group's biggest Q2 2026 reduction was iShares iBonds Dec 2026 Term Corporate ETF, cutting an estimated $12.3M.
- Sound View Wealth Advisors Group fully exited ServiceNow in Q2 2026, selling an estimated $703K.
- Sound View Wealth Advisors Group's ten largest holdings make up 27% of its $1.61B portfolio in Q2 2026.
- Sound View Wealth Advisors Group opened 39 new positions and closed 21 in Q2 2026.
- Sound View Wealth Advisors Group's portfolio value rose 9.6% quarter-over-quarter to $1.61B.
Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.