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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
MTUM icon
251
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
$609K 0.04%
2,434
+662
+37% +$166K
IWN icon
252
iShares Russell 2000 Value ETF
IWN
$14.6B
$608K 0.04%
3,353
+1
+0% +$180
CME icon
253
CME Group
CME
$95.2B
$604K 0.04%
2,211
-42
-2% -$11.4K
T icon
254
AT&T
T
$158B
$602K 0.04%
24,218
-4,758
-16% -$120K
COP icon
255
ConocoPhillips
COP
$140B
$600K 0.04%
6,407
+2,167
+51% +$196K
SLB icon
256
SLB Ltd
SLB
$74.1B
$598K 0.04%
15,591
+1,115
+8% +$40.4K
LIN icon
257
Linde
LIN
$226B
$595K 0.04%
1,395
-182
-12% -$78K
CW icon
258
Curtiss-Wright
CW
$27.6B
$552K 0.04%
1,001
-12
-1% -$6.69K
GLW icon
259
Corning
GLW
$135B
$551K 0.04%
6,292
-367
-6% -$31.6K
LNC icon
260
Lincoln National
LNC
$8.98B
$545K 0.04%
12,241
-576
-4% -$24K
USLM icon
261
United States Lime & Minerals
USLM
$3.38B
$539K 0.04%
4,500
– –
CARR icon
262
Carrier Global
CARR
$53.9B
$535K 0.04%
10,131
+261
+3% +$14.5K
XLF icon
263
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$535K 0.04%
9,762
-200
-2% -$10.7K
PPL
264
PPL Corp
PPL
$26.3B
$529K 0.04%
15,109
-329
-2% -$11.9K
GLDM icon
265
SPDR Gold MiniShares Trust
GLDM
$28.9B
$521K 0.04%
6,105
– –
ACN icon
266
Accenture
ACN
$104B
$516K 0.03%
1,922
+902
+88% +$229K
MOAT icon
267
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$511K 0.03%
4,933
-590
-11% -$60.3K
UTG icon
268
Reaves Utility Income Fund
UTG
$3.58B
$503K 0.03%
13,740
-363
-3% -$13.8K
CMI icon
269
Cummins
CMI
$89.7B
$501K 0.03%
981
+20
+2% +$9.35K
INTU icon
270
Intuit
INTU
$89.7B
$500K 0.03%
755
-144
-16% -$95.2K
CP icon
271
Canadian Pacific Kansas City
CP
$80.4B
$493K 0.03%
6,691
-1,563
-19% -$115K
SUSA icon
272
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$492K 0.03%
3,530
+1
+0% +$138
BDX icon
273
Becton Dickinson
BDX
$47B
$489K 0.03%
2,518
+20
+0.8% +$3.81K
CEG icon
274
Constellation Energy
CEG
$94.7B
$483K 0.03%
1,366
-6
-0.4% -$2.18K
EAGG icon
275
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$480K 0.03%
10,034
-48
-0.5% -$2.31K
9 10
11
12 13

Similar funds

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return

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.