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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
CAH icon
326
Cardinal Health
CAH
$57.5B
$366K 0.02%
1,539
-233
-13% -$48.4K
DSI icon
327
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$365K 0.02%
2,562
-117
-4% -$16K
ADPV icon
328
Adaptiv Select ETF
ADPV
$182M
$364K 0.02%
7,539
+1,078
+17% +$48.8K
IXN icon
329
iShares Global Tech ETF
IXN
$9.79B
$361K 0.02%
2,500
-1,000
-29% -$129K
MTB icon
330
M&T Bank
MTB
$34.6B
$361K 0.02%
1,515
-20
-1% -$4.37K
CI icon
331
Cigna
CI
$74.7B
$358K 0.02%
1,297
-8
-0.6% -$2.26K
WDC icon
332
Western Digital
WDC
$169B
$351K 0.02%
+550
New +$267K
VMC icon
333
Vulcan Materials
VMC
$34B
$350K 0.02%
1,187
– –
SNOW icon
334
Snowflake
SNOW
$117B
$347K 0.02%
1,364
+11
+0.8% +$2.02K
XLC icon
335
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$346K 0.02%
3,226
+2
+0.1% +$228
PFG icon
336
Principal Financial Group
PFG
$25B
$343K 0.02%
3,179
-56
-2% -$5.69K
APP icon
337
Applovin
APP
$107B
$342K 0.02%
663
+106
+19% +$51.2K
ESGV icon
338
Vanguard ESG US Stock ETF
ESGV
$13.6B
$339K 0.02%
2,567
-79
-3% -$10.1K
IEMG icon
339
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$337K 0.02%
4,066
+73
+2% +$5.82K
VCSH icon
340
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$336K 0.02%
4,249
-45
-1% -$3.56K
ADI icon
341
Analog Devices
ADI
$176B
$335K 0.02%
843
+15
+2% +$5.94K
SCHW
342
Charles Schwab
SCHW
$189B
$334K 0.02%
3,622
-282
-7% -$25.7K
MPC icon
343
Marathon Petroleum
MPC
$109B
$332K 0.02%
1,298
– –
USHY icon
344
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.4B
$329K 0.02%
+8,891
New +$329K
BA icon
345
Boeing
BA
$168B
$328K 0.02%
1,516
+245
+19% +$54.5K
HWM icon
346
Howmet Aerospace
HWM
$103B
$325K 0.02%
1,209
-39
-3% -$10K
PLTR icon
347
Palantir
PLTR
$419B
$325K 0.02%
2,782
+469
+20% +$64K
AEM icon
348
Agnico Eagle Mines
AEM
$104B
$324K 0.02%
2,090
– –
IOCT icon
349
Innovator International Developed Power Buffer ETF October
IOCT
$170M
$323K 0.02%
8,729
– –
PDEC icon
350
Innovator US Equity Power Buffer ETF December
PDEC
$997M
$317K 0.02%
6,908
– –
12 13
14
15 16

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.