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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
TGT icon
276
Target
TGT
$74.7B
$535K 0.03%
4,096
-93
-2% -$11.8K
LNC icon
277
Lincoln National
LNC
$8.71B
$529K 0.03%
14,964
+2,094
+16% +$75.3K
BNY
278
Bank of New York Mellon
BNY
$112B
$521K 0.03%
3,605
+34
+1% +$4.65K
IBIT icon
279
iShares Bitcoin Trust
IBIT
$61.8B
$520K 0.03%
15,617
-8,269
-35% -$336K
PPL
280
PPL Corp
PPL
$26.4B
$512K 0.03%
14,072
– –
WWD icon
281
Woodward
WWD
$20.4B
$506K 0.03%
1,189
-309
-21% -$117K
SLF icon
282
Sun Life Financial
SLF
$45.1B
$505K 0.03%
6,441
– –
VXUS icon
283
Vanguard Total International Stock ETF
VXUS
$165B
$505K 0.03%
5,903
– –
TDV icon
284
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$277M
$501K 0.03%
4,823
– –
NASA
285
Tema Space Innovators ETF
NASA
$1.09B
$501K 0.03%
+16,486
New +$527K
TRGP icon
286
Targa Resources
TRGP
$62.2B
$499K 0.03%
1,862
– –
SIRI icon
287
SiriusXM
SIRI
$9.77B
$493K 0.03%
16,686
– –
FDX icon
288
FedEx
FDX
$76.3B
$490K 0.03%
1,565
-101
-6% -$36.7K
GLDM icon
289
SPDR Gold MiniShares Trust
GLDM
$31.7B
$485K 0.03%
6,105
– –
XLF icon
290
State Street Financial Select Sector SPDR ETF
XLF
$55.5B
$484K 0.03%
9,021
– –
USLM icon
291
United States Lime & Minerals
USLM
$3.35B
$481K 0.03%
4,600
+100
+2% +$11.6K
TPG icon
292
TPG
TPG
$8.78B
$479K 0.03%
11,815
-15
-0.1% -$631
DRI icon
293
Darden Restaurants
DRI
$24.6B
$476K 0.03%
2,309
– –
PSEP icon
294
Innovator US Equity Power Buffer ETF September
PSEP
$819M
$472K 0.03%
10,242
– –
EW icon
295
Edwards Lifesciences
EW
$51.8B
$463K 0.03%
5,117
+452
+10% +$37.9K
EAGG icon
296
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.06B
$461K 0.03%
9,732
-302
-3% -$14.3K
PULS icon
297
PGIM Ultra Short Bond ETF
PULS
$18.7B
$456K 0.03%
9,200
+800
+10% +$39.7K
VDE icon
298
Vanguard Energy ETF
VDE
$10.9B
$454K 0.03%
3,022
+200
+7% +$32.4K
MET icon
299
MetLife
MET
$62B
$449K 0.03%
5,311
-103
-2% -$8.31K
PAUG icon
300
Innovator US Equity Power Buffer ETF August
PAUG
$1.04B
$444K 0.03%
9,722
-322
-3% -$14.4K
10 11
12
13 14

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.