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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
BYRN icon
251
Byrna Technologies
BYRN
$86.1M
$659K 0.04%
98,258
-4,200
-4% -$25.8K
TER icon
252
Teradyne
TER
$55.8B
$656K 0.04%
1,355
+1
+0.1% +$377
COP icon
253
ConocoPhillips
COP
$161B
$648K 0.04%
6,237
-150
-2% -$17.8K
TFC icon
254
Truist Financial
TFC
$63.1B
$647K 0.04%
12,984
-1,774
-12% -$87.3K
HSY icon
255
Hershey
HSY
$34.8B
$644K 0.04%
3,672
-406
-10% -$76.6K
CMCSA icon
256
Comcast
CMCSA
$94B
$636K 0.04%
25,916
-1,547
-6% -$39.9K
AON icon
257
Aon
AON
$68.5B
$635K 0.04%
1,914
+48
+3% +$15.5K
O icon
258
Realty Income
O
$58B
$605K 0.04%
9,762
+1,267
+15% +$79K
EWY icon
259
iShares MSCI South Korea ETF
EWY
$28.8B
$600K 0.04%
2,974
-59
-2% -$10.4K
CMI icon
260
Cummins
CMI
$77.2B
$593K 0.04%
831
-100
-11% -$65.9K
APD icon
261
Air Products & Chemicals
APD
$67.1B
$592K 0.04%
2,018
-674
-25% -$196K
IDV icon
262
iShares International Select Dividend ETF
IDV
$8.74B
$589K 0.04%
+14,227
New +$623K
BGRN icon
263
iShares USD Green Bond ETF
BGRN
$504M
$587K 0.04%
12,360
-406
-3% -$19.3K
DELL icon
264
Dell
DELL
$339B
$576K 0.04%
1,336
-26
-2% -$7.52K
KRYS icon
265
Krystal Biotech
KRYS
$10.6B
$565K 0.04%
1,519
-75
-5% -$22.4K
UTG icon
266
Reaves Utility Income Fund
UTG
$3.53B
$560K 0.03%
13,758
+9
+0.1% +$376
COF icon
267
Capital One
COF
$135B
$558K 0.03%
2,782
-528
-16% -$101K
BTI icon
268
British American Tobacco
BTI
$119B
$556K 0.03%
9,003
-121
-1% -$7.3K
SLB icon
269
SLB Ltd
SLB
$85.3B
$552K 0.03%
11,876
-3,053
-20% -$164K
USXF icon
270
iShares ESG Advanced MSCI USA ETF
USXF
$1.49B
$552K 0.03%
7,948
-241
-3% -$15.6K
RDIV icon
271
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$552K 0.03%
9,514
+3,857
+68% +$220K
SJM icon
272
J.M. Smucker
SJM
$13.5B
$547K 0.03%
4,864
+1,288
+36% +$131K
SUSA icon
273
iShares ESG Optimized MSCI USA ETF
SUSA
$4.13B
$545K 0.03%
3,530
– –
CP icon
274
Canadian Pacific Kansas City
CP
$80.5B
$544K 0.03%
6,275
-134
-2% -$11.5K
PAPR icon
275
Innovator US Equity Power Buffer ETF April
PAPR
$965M
$538K 0.03%
12,754
+1,904
+18% +$79.3K
9 10
11
12 13

Similar funds

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.