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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
DASH icon
226
DoorDash
DASH
$77.4B
$731K 0.05%
4,866
+229
+5% +$42.3K
MCO icon
227
Moody's
MCO
$85.5B
$726K 0.05%
1,665
-63
-4% -$29.8K
EFA icon
228
iShares MSCI EAFE ETF
EFA
$77.1B
$726K 0.05%
7,469
+10
+0.1% +$1K
KNSA icon
229
Kiniksa Pharmaceuticals
KNSA
$4.8B
$725K 0.05%
15,050
+258
+2% +$11.4K
IGM icon
230
iShares Expanded Tech Sector ETF
IGM
$10.3B
$724K 0.05%
6,112
-46
-0.7% -$5.79K
CME icon
231
CME Group
CME
$90.1B
$721K 0.05%
2,442
+231
+10% +$68.6K
SPG icon
232
Simon Property Group
SPG
$73.4B
$714K 0.05%
3,829
+115
+3% +$21.9K
NBIX icon
233
Neurocrine Biosciences
NBIX
$17.4B
$713K 0.05%
5,414
+171
+3% +$22.7K
IVOO icon
234
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
$711K 0.05%
6,220
-16
-0.3% -$1.88K
PNC icon
235
PNC Financial Services
PNC
$101B
$710K 0.05%
3,410
– –
NOW icon
236
ServiceNow
NOW
$98.4B
$703K 0.05%
6,722
-153
-2% -$18K
VFLO icon
237
VictoryShares Free Cash Flow ETF
VFLO
$8.39B
$703K 0.05%
17,798
+757
+4% +$30.2K
DHR icon
238
Danaher
DHR
$126B
$698K 0.05%
3,679
-341
-8% -$72.6K
LIN icon
239
Linde
LIN
$235B
$688K 0.05%
1,388
-7
-0.5% -$3.3K
T icon
240
AT&T
T
$160B
$688K 0.05%
23,734
-484
-2% -$12.9K
MAR icon
241
Marriott International
MAR
$97.5B
$681K 0.05%
2,083
– –
TFC icon
242
Truist Financial
TFC
$63.2B
$678K 0.05%
14,758
+3
+0% +$148
CW icon
243
Curtiss-Wright
CW
$27.1B
$678K 0.05%
996
-5
-0.5% -$3.33K
DFUS
244
Dimensional US Equity ETF
DFUS
$20.9B
$677K 0.05%
9,544
+6
+0.1% +$445
RACE icon
245
Ferrari
RACE
$65.4B
$666K 0.05%
1,969
-220
-10% -$77K
FSS icon
246
Federal Signal
FSS
$7.13B
$663K 0.05%
6,131
– –
CB icon
247
Chubb
CB
$133B
$659K 0.04%
2,021
-2
-0.1% -$642
TRV icon
248
Travelers Companies
TRV
$77.6B
$647K 0.04%
2,219
-26
-1% -$7.62K
FTEC icon
249
Fidelity MSCI Information Technology Index ETF
FTEC
$20.3B
$639K 0.04%
3,072
– –
IWN icon
250
iShares Russell 2000 Value ETF
IWN
$14.4B
$636K 0.04%
3,354
+1
+0% +$194
8 9
10
11 12

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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
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VCP
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PWMAG
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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.