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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
TSCO icon
301
Tractor Supply
TSCO
$15.4B
$409K 0.03%
9,018
-80
-0.9% -$4.08K
MCK icon
302
McKesson
MCK
$95.3B
$404K 0.03%
467
+62
+15% +$55.3K
SLF icon
303
Sun Life Financial
SLF
$45.1B
$403K 0.03%
6,441
– –
TER icon
304
Teradyne
TER
$57.8B
$401K 0.03%
1,354
– –
VCLT icon
305
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.88B
$388K 0.03%
5,195
– –
ICE icon
306
Intercontinental Exchange
ICE
$80.6B
$385K 0.03%
2,451
-193
-7% -$31.5K
SIRI icon
307
SiriusXM
SIRI
$10B
$385K 0.03%
16,686
– –
MET icon
308
MetLife
MET
$60B
$383K 0.03%
5,414
-248
-4% -$18.6K
ALL icon
309
Allstate
ALL
$64.8B
$377K 0.03%
1,817
-55
-3% -$11.3K
CAH icon
310
Cardinal Health
CAH
$51.7B
$374K 0.03%
1,772
-373
-17% -$80.3K
EW icon
311
Edwards Lifesciences
EW
$48.6B
$374K 0.03%
4,665
-15
-0.3% -$1.24K
EWY icon
312
iShares MSCI South Korea ETF
EWY
$22.7B
$373K 0.03%
+3,033
New +$380K
BDX icon
313
Becton Dickinson
BDX
$42.2B
$372K 0.03%
2,364
-154
-6% -$28.3K
VLO icon
314
Valero Energy
VLO
$92.3B
$369K 0.03%
1,492
+1
+0.1% +$206
SCHW
315
Charles Schwab
SCHW
$175B
$367K 0.03%
3,904
+375
+11% +$36.8K
CCL icon
316
Carnival Corporation Ltd
CCL
$35.7B
$363K 0.02%
14,039
+22
+0.2% +$642
F icon
317
Ford
F
$57.5B
$361K 0.02%
31,297
-5,101
-14% -$67.2K
VBK icon
318
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$361K 0.02%
1,193
– –
XLC icon
319
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$357K 0.02%
3,224
-769
-19% -$89K
ITOT icon
320
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$353K 0.02%
2,482
+48
+2% +$7.14K
YUM icon
321
Yum! Brands
YUM
$40.7B
$352K 0.02%
2,264
– –
IXN icon
322
iShares Global Tech ETF
IXN
$8.95B
$350K 0.02%
3,500
– –
CI icon
323
Cigna
CI
$75.4B
$348K 0.02%
1,305
-26
-2% -$7.19K
SJM icon
324
J.M. Smucker
SJM
$12.6B
$345K 0.02%
3,576
+375
+12% +$39.3K
PWV icon
325
Invesco Large Cap Value ETF
PWV
$1.65B
$344K 0.02%
4,938
– –
11 12
13
14 15

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
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
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return

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.