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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
SUSA icon
276
iShares ESG Optimized MSCI USA ETF
SUSA
$3.98B
$466K 0.03%
3,530
– –
PSX icon
277
Phillips 66
PSX
$86.2B
$463K 0.03%
2,541
-147
-5% -$23K
DEO icon
278
Diageo
DEO
$45.7B
$461K 0.03%
6,197
-1,115
-15% -$97.3K
LNC icon
279
Lincoln National
LNC
$7.83B
$457K 0.03%
12,870
+629
+5% +$24.2K
VXUS icon
280
Vanguard Total International Stock ETF
VXUS
$153B
$455K 0.03%
5,903
+900
+18% +$71.5K
MOAT icon
281
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$454K 0.03%
4,699
-234
-5% -$24.3K
NUBD icon
282
Nuveen ESG US Aggregate Bond ETF
NUBD
$459M
$453K 0.03%
20,404
– –
DRI icon
283
Darden Restaurants
DRI
$22.1B
$453K 0.03%
2,309
-27
-1% -$5.55K
USXF icon
284
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$452K 0.03%
8,189
-25
-0.3% -$1.45K
OKE icon
285
Oneok
OKE
$58.4B
$446K 0.03%
4,931
-1,020
-17% -$84K
XLF icon
286
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$445K 0.03%
9,021
-741
-8% -$38.6K
AZO icon
287
AutoZone
AZO
$48.2B
$442K 0.03%
131
-3
-2% -$10.8K
PSEP icon
288
Innovator US Equity Power Buffer ETF September
PSEP
$841M
$441K 0.03%
10,242
– –
DDOG icon
289
Datadog
DDOG
$88.1B
$433K 0.03%
3,668
+1,129
+44% +$139K
NVS icon
290
Novartis
NVS
$290B
$432K 0.03%
2,828
– –
PAPR icon
291
Innovator US Equity Power Buffer ETF April
PAPR
$949M
$432K 0.03%
10,850
-371
-3% -$14.6K
RSG icon
292
Republic Services
RSG
$67.3B
$430K 0.03%
1,964
-9
-0.5% -$1.97K
ACN icon
293
Accenture
ACN
$84.6B
$429K 0.03%
2,166
+244
+13% +$56.9K
PAUG icon
294
Innovator US Equity Power Buffer ETF August
PAUG
$856M
$429K 0.03%
10,044
-100
-1% -$4.33K
BMRN icon
295
BioMarin Pharmaceuticals
BMRN
$11.2B
$425K 0.03%
7,516
+206
+3% +$12K
AEM icon
296
Agnico Eagle Mines
AEM
$72.1B
$424K 0.03%
2,090
– –
BNY
297
Bank of New York Mellon
BNY
$108B
$424K 0.03%
3,571
-13
-0.4% -$1.55K
PULS icon
298
PGIM Ultra Short Bond ETF
PULS
$17.7B
$416K 0.03%
+8,400
New +$417K
KRYS icon
299
Krystal Biotech
KRYS
$9.86B
$412K 0.03%
1,594
+15
+0.9% +$3.99K
TDV icon
300
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$263M
$409K 0.03%
4,823
+1
+0% +$88
10 11
12
13 14

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SRC
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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
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
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.