We are live on ! Find out more
SVWAG

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
NVS icon
301
Novartis
NVS
$304B
$443K 0.03%
2,828
– –
HAS icon
302
Hasbro
HAS
$13.1B
$442K 0.03%
5,350
+152
+3% +$13.7K
T icon
303
AT&T
T
$176B
$442K 0.03%
21,335
-2,399
-10% -$59.5K
NUBD icon
304
Nuveen ESG US Aggregate Bond ETF
NUBD
$488M
$437K 0.03%
19,753
-651
-3% -$14.4K
VBK icon
305
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.9B
$436K 0.03%
1,193
– –
OKE icon
306
Oneok
OKE
$60.2B
$429K 0.03%
4,931
– –
TD icon
307
Toronto Dominion Bank
TD
$199B
$427K 0.03%
3,513
– –
CME icon
308
CME Group
CME
$101B
$422K 0.03%
1,909
-533
-22% -$147K
AZO icon
309
AutoZone
AZO
$48.7B
$419K 0.03%
131
– –
PSX icon
310
Phillips 66
PSX
$102B
$417K 0.03%
2,466
-75
-3% -$12.9K
ALL icon
311
Allstate
ALL
$65.6B
$411K 0.03%
1,728
-89
-5% -$19.3K
ARGX icon
312
argenx
ARGX
$64.6B
$410K 0.03%
442
+127
+40% +$105K
RYTM icon
313
Rhythm Pharmaceuticals
RYTM
$7.07B
$409K 0.03%
+3,682
New +$333K
ITOT icon
314
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$408K 0.03%
2,482
– –
XMHQ icon
315
Invesco S&P MidCap Quality ETF
XMHQ
$5.61B
$400K 0.02%
3,542
+223
+7% +$24.3K
SYY icon
316
Sysco
SYY
$38.4B
$398K 0.02%
4,758
-5
-0.1% -$379
IQV icon
317
IQVIA
IQV
$44.1B
$394K 0.02%
2,038
+645
+46% +$112K
VCLT icon
318
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.72B
$391K 0.02%
5,195
– –
IRDM icon
319
Iridium Communications
IRDM
$5B
$390K 0.02%
+7,101
New +$304K
VLO icon
320
Valero Energy
VLO
$107B
$389K 0.02%
1,493
+1
+0.1% +$246
RSG icon
321
Republic Services
RSG
$68.2B
$384K 0.02%
1,801
-163
-8% -$34.1K
HUM icon
322
Humana
HUM
$48.2B
$379K 0.02%
+953
New +$271K
PWV icon
323
Invesco Large Cap Value ETF
PWV
$1.88B
$374K 0.02%
4,938
– –
CVS icon
324
CVS Health
CVS
$124B
$372K 0.02%
3,595
+430
+14% +$38.4K
ESGU icon
325
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$372K 0.02%
2,270
– –
11 12
13
14 15

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.