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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
-0.62%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.47B
AUM Growth
-$20.7M
Cap. Flow
+$8.5M
Cap. Flow %
0.58%
Top 10 Hldgs %
28.26%
Holding
438
New
22
Increased
130
Reduced
224
Closed
16

Top Buys

Rank Stock Value
1
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.9M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$4.4M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.86M
2
AAPL icon
Apple
AAPL
+$1.3M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$930K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$873K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.79T
$69.7M 4.74%
274,762
-4,978
-2% -$1.3M
IBDS icon
2
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$49.7M 3.38%
2,048,974
+66,283
+3% +$1.61M
IBDR icon
3
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$48M 3.27%
1,981,257
-32,045
-2% -$777K
IBDU icon
4
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$41.1M 2.79%
1,766,350
+152,902
+9% +$3.58M
NVDA icon
5
NVIDIA
NVDA
$5.14T
$39.8M 2.7%
227,962
-299
-0.1% -$54.9K
IBDT icon
6
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$39.6M 2.69%
1,562,572
+116,564
+8% +$2.96M
IBDV icon
7
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$38.2M 2.6%
1,746,344
+267,629
+18% +$5.9M
MSFT icon
8
Microsoft
MSFT
$2.9T
$34.8M 2.37%
94,047
+1,301
+1% +$544K
BUFR icon
9
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$29.8M 2.03%
883,125
-11,593
-1% -$398K
IBDW icon
10
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$24.8M 1.68%
1,182,844
+63,630
+6% +$1.34M
SCHX icon
11
Schwab US Large- Cap ETF
SCHX
$71.7B
$23.5M 1.6%
917,699
-40,332
-4% -$1.08M
VOO icon
12
Vanguard S&P 500 ETF
VOO
$979B
$23.2M 1.58%
38,779
-160
-0.4% -$100K
IBDX icon
13
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$22.9M 1.56%
905,660
+49,573
+6% +$1.26M
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$661B
$22.6M 1.54%
70,368
-5,537
-7% -$1.86M
LLY icon
15
Eli Lilly
LLY
$1.04T
$20.6M 1.4%
22,393
-296
-1% -$300K
JPM icon
16
JPMorgan Chase
JPM
$926B
$19M 1.29%
64,641
-608
-0.9% -$185K
VIG icon
17
Vanguard Dividend Appreciation ETF
VIG
$110B
$18.8M 1.28%
87,389
-474
-0.5% -$106K
AMZN icon
18
Amazon
AMZN
$2.63T
$18.5M 1.26%
88,867
+178
+0.2% +$39.2K
VGT icon
19
Vanguard Information Technology ETF
VGT
$142B
$17.5M 1.19%
200,888
-2,600
-1% -$239K
AVGO icon
20
Broadcom
AVGO
$1.89T
$17M 1.16%
54,932
-552
-1% -$182K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.17T
$16.7M 1.13%
58,050
-1,304
-2% -$410K
JNJ icon
22
Johnson & Johnson
JNJ
$615B
$16.6M 1.13%
68,115
-820
-1% -$191K
QQQ icon
23
Invesco QQQ Trust
QQQ
$469B
$16.3M 1.11%
28,278
-102
-0.4% -$62K
SCHD icon
24
Schwab US Dividend Equity ETF
SCHD
$101B
$16M 1.09%
520,591
-28,775
-5% -$873K
BMY icon
25
Bristol-Myers Squibb
BMY
$124B
$14.8M 1.01%
244,617
-15,952
-6% -$930K
1
2 3 4 5

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KRSITF
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CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
SWA
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ACM
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Sound View Wealth Advisors Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sound View Wealth Advisors Group held 438 positions worth $1.47B, down 1.4% from $1.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q1 2026 filing shows 22 new, 130 increased, 224 reduced and 16 closed positions. Its largest new stake was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K. The largest sale was Vanguard Total Stock Market ETF, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q1 2026 buy was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026, an estimated $5.9M increase.
  • Sound View Wealth Advisors Group's biggest Q1 2026 reduction was Vanguard Total Stock Market ETF, cutting an estimated $1.86M.
  • Sound View Wealth Advisors Group fully exited CCC Intelligent Solutions in Q1 2026, selling an estimated $835K.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.47B portfolio in Q1 2026.
  • Sound View Wealth Advisors Group opened 22 new positions and closed 16 in Q1 2026.
  • Sound View Wealth Advisors Group's portfolio value fell 1.4% quarter-over-quarter to $1.47B.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.