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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
+3.15%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
+$1.42M
Cap. Flow %
0.1%
Top 10 Hldgs %
28.44%
Holding
442
New
20
Increased
141
Reduced
201
Closed
26

Top Buys

Rank Stock Value
1
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$13.5M
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$12.7M
3
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$41.4M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.46M
3
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

Rank Sector Weight
1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPG icon
226
TPG
TPG
$7.65B
$742K 0.05%
11,626
-138
-1% -$8.15K
IJH icon
227
iShares Core S&P Mid-Cap ETF
IJH
$126B
$728K 0.05%
11,036
-11
-0.1% -$721
TFC icon
228
Truist Financial
TFC
$64.7B
$726K 0.05%
14,755
-13,366
-48% -$616K
GPN icon
229
Global Payments
GPN
$23.9B
$723K 0.05%
9,347
-17
-0.2% -$1.37K
EFA icon
230
iShares MSCI EAFE ETF
EFA
$79.5B
$716K 0.05%
7,459
+12
+0.2% +$1.14K
PNC icon
231
PNC Financial Services
PNC
$102B
$712K 0.05%
3,410
– –
DFUS
232
Dimensional US Equity ETF
DFUS
$21.6B
$707K 0.05%
9,538
+7
+0.1% +$514
HDV
233
iShares Core High Dividend ETF
HDV
$14.7B
$702K 0.05%
28,860
-9,145
-24% -$222K
IVOO icon
234
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.81B
$697K 0.05%
6,236
-386
-6% -$42.8K
FTEC icon
235
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$690K 0.05%
3,072
-250
-8% -$56.6K
SPG icon
236
Simon Property Group
SPG
$72.8B
$687K 0.05%
3,714
+2
+0.1% +$363
AON icon
237
Aon
AON
$76.1B
$683K 0.05%
1,935
+29
+2% +$10.1K
CRWD icon
238
CrowdStrike
CRWD
$217B
$677K 0.05%
5,780
-12
-0.2% -$1.53K
GEV icon
239
GE Vernova
GEV
$274B
$676K 0.05%
1,034
-73
-7% -$44.5K
VFLO icon
240
VictoryShares Free Cash Flow ETF
VFLO
$9.17B
$671K 0.05%
17,041
+3,208
+23% +$123K
FSS icon
241
Federal Signal
FSS
$7.98B
$666K 0.04%
6,131
-9
-0.1% -$1.03K
TRV icon
242
Travelers Companies
TRV
$79.8B
$651K 0.04%
2,245
-215
-9% -$60.5K
MAR icon
243
Marriott International
MAR
$93.4B
$646K 0.04%
2,083
-2
-0.1% -$571
CB icon
244
Chubb
CB
$135B
$631K 0.04%
2,023
+18
+0.9% +$5.26K
DEO icon
245
Diageo
DEO
$49.1B
$631K 0.04%
7,312
-1,901
-21% -$175K
COF icon
246
Capital One
COF
$136B
$627K 0.04%
2,588
-117
-4% -$26K
USB icon
247
US Bancorp
USB
$100B
$621K 0.04%
11,632
-169
-1% -$8.31K
XLE icon
248
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$614K 0.04%
13,736
-62
-0.4% -$2.76K
BGRN icon
249
iShares USD Green Bond ETF
BGRN
$502M
$612K 0.04%
12,766
-10
-0.1% -$481
KNSA icon
250
Kiniksa Pharmaceuticals
KNSA
$6.04B
$610K 0.04%
14,792
+2,063
+16% +$82.8K
8 9
10
11 12

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VCP
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PWMAG
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SWA
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ACM
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LLL
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Sound View Wealth Advisors Group's Q4 2025 Portfolio in Review

As of Q4 2025, Sound View Wealth Advisors Group held 442 positions worth $1.49B, up 2.5% from $1.45B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2025 filing shows 20 new, 141 increased, 201 reduced and 26 closed positions. Its largest new stake was Akre Focus ETF: 26,565 shares worth $1.74M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $41.4M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q4 2025 buy was Akre Focus ETF: 26,565 shares worth $1.74M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025, an estimated $13.5M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2025 reduction was Apple, cutting an estimated $3.49M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $41.4M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.49B portfolio in Q4 2025.
  • Sound View Wealth Advisors Group opened 20 new positions and closed 26 in Q4 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 2.5% quarter-over-quarter to $1.49B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.