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SVWAG

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
BNY
301
Bank of New York Mellon
BNY
$108B
$416K 0.03%
3,584
+139
+4% +$15.4K
VB icon
302
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$412K 0.03%
1,599
-179
-10% -$45.9K
PLTR icon
303
Palantir
PLTR
$380B
$412K 0.03%
2,316
+38
+2% +$6.88K
SLF icon
304
Sun Life Financial
SLF
$45.3B
$402K 0.03%
6,441
-224
-3% -$13.5K
HII icon
305
Huntington Ingalls Industries
HII
$12.5B
$401K 0.03%
1,180
+4
+0.3% +$1.24K
EW icon
306
Edwards Lifesciences
EW
$51.2B
$399K 0.03%
4,680
-281
-6% -$23.1K
VCLT icon
307
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.88B
$394K 0.03%
5,195
– –
NKE icon
308
Nike
NKE
$63B
$393K 0.03%
6,171
-152
-2% -$9.91K
SYY icon
309
Sysco
SYY
$40.3B
$392K 0.03%
5,316
-79
-1% -$6.01K
NVS icon
310
Novartis
NVS
$294B
$390K 0.03%
2,828
-296
-9% -$38.8K
ALL icon
311
Allstate
ALL
$68.1B
$390K 0.03%
1,872
+323
+21% +$66.1K
KRYS icon
312
Krystal Biotech
KRYS
$9.64B
$389K 0.03%
1,579
-424
-21% -$89.2K
VCSH icon
313
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$389K 0.03%
4,878
-15
-0.3% -$1.2K
CRH icon
314
CRH
CRH
$66.5B
$385K 0.03%
3,082
– –
VXUS icon
315
Vanguard Total International Stock ETF
VXUS
$158B
$377K 0.03%
5,003
+575
+13% +$42.9K
IXN icon
316
iShares Global Tech ETF
IXN
$8.77B
$368K 0.02%
3,500
– –
CI icon
317
Cigna
CI
$71.5B
$366K 0.02%
1,331
+9
+0.7% +$2.52K
GPC icon
318
Genuine Parts
GPC
$18.1B
$366K 0.02%
2,973
-185
-6% -$23.9K
OTIS icon
319
Otis Worldwide
OTIS
$27.8B
$362K 0.02%
4,144
+210
+5% +$18.8K
ITOT icon
320
iShares Core S&P Total US Stock Market ETF
ITOT
$97.3B
$362K 0.02%
2,434
– –
VBK icon
321
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
$360K 0.02%
1,193
– –
ELV icon
322
Elevance Health
ELV
$84.8B
$354K 0.02%
1,011
+29
+3% +$9.8K
AEM icon
323
Agnico Eagle Mines
AEM
$83.8B
$354K 0.02%
2,090
– –
IHI icon
324
iShares US Medical Devices ETF
IHI
$3.34B
$353K 0.02%
5,679
-124
-2% -$7.66K
SCHW
325
Charles Schwab
SCHW
$188B
$353K 0.02%
3,529
-108
-3% -$10.2K
11 12
13
14 15

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KRSITF
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VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
SWA
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ACM
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LLL
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MHS
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L7C
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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.