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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.61B
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
Cap. Flow
-$4.61M
Cap. Flow %
-0.29%
Top 10 Hldgs %
26.93%
Holding
461
New
39
Increased
122
Reduced
223
Closed
21

Top Buys

Rank Stock Value
1
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$11.7M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$3.41M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.98M
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$2.94M
5
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$2.92M

Top Sells

Rank Stock Value
1
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$12.3M
2
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$6.64M
3
TSLA icon
Tesla
TSLA
+$2.02M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.67M
5
AVGO icon
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
AAPL icon
1
Apple
AAPL
$4.67T
$78M 4.84%
269,682
-5,080
-2% -$1.45M
IBDS icon
2
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.9B
$52.1M 3.23%
2,150,618
+101,644
+5% +$2.46M
NVDA icon
3
NVIDIA
NVDA
$5.56T
$46.2M 2.87%
231,124
+3,162
+1% +$650K
IBDU icon
4
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.95B
$43.9M 2.72%
1,895,010
+128,660
+7% +$2.98M
IBDT icon
5
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$42.1M 2.61%
1,666,571
+103,999
+7% +$2.63M
IBDV icon
6
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.29B
$41M 2.54%
1,880,024
+133,680
+8% +$2.92M
IBDR icon
7
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.29B
$35.7M 2.21%
1,472,485
-508,772
-26% -$12.3M
MSFT icon
8
Microsoft
MSFT
$3.71T
$34.9M 2.17%
93,606
-441
-0.5% -$178K
BUFR icon
9
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
$32.3M 2%
882,918
-207
-0% -$7.41K
IBDW icon
10
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.54B
$27.6M 1.71%
1,323,935
+141,091
+12% +$2.94M
LLY icon
11
Eli Lilly
LLY
$1.02T
$26.8M 1.66%
22,347
-46
-0.2% -$47K
VOO icon
12
Vanguard S&P 500 ETF
VOO
$1.03T
$26.6M 1.65%
38,673
-106
-0.3% -$70.7K
SCHX icon
13
Schwab US Large- Cap ETF
SCHX
$74.4B
$26.5M 1.64%
899,798
-17,901
-2% -$511K
VTI icon
14
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$26M 1.61%
70,286
-82
-0.1% -$29.3K
IBDX icon
15
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.75B
$25.3M 1.57%
1,005,519
+99,859
+11% +$2.52M
VGT icon
16
Vanguard Information Technology ETF
VGT
$149B
$23.6M 1.46%
197,243
-3,645
-2% -$399K
AMZN icon
17
Amazon
AMZN
$2.79T
$21.2M 1.32%
89,124
+257
+0.3% +$64.5K
JPM icon
18
JPMorgan Chase
JPM
$953B
$20.8M 1.29%
63,442
-1,199
-2% -$372K
QQQ icon
19
Invesco QQQ Trust
QQQ
$489B
$20.6M 1.28%
28,000
-278
-1% -$191K
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.1T
$20.2M 1.25%
57,156
-894
-2% -$320K
VIG icon
21
Vanguard Dividend Appreciation ETF
VIG
$113B
$19.7M 1.22%
83,264
-4,125
-5% -$947K
AVGO icon
22
Broadcom
AVGO
$1.7T
$19.3M 1.2%
51,102
-3,830
-7% -$1.54M
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.14T
$17.6M 1.09%
49,269
+131
+0.3% +$47.2K
SPHQ icon
24
Invesco S&P 500 Quality ETF
SPHQ
$18.9B
$17.5M 1.08%
193,846
-728
-0.4% -$60.5K
XLK icon
25
State Street Technology Select Sector SPDR ETF
XLK
$122B
$17.1M 1.06%
89,670
+893
+1% +$153K
1
2 3 4 5

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RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

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.