We are live on ! Find out more
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
-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
XMHQ icon
326
Invesco S&P MidCap Quality ETF
XMHQ
$5.36B
$343K 0.02%
3,319
+861
+35% +$91.3K
VCSH icon
327
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$340K 0.02%
4,294
-584
-12% -$46.5K
SYY icon
328
Sysco
SYY
$39.3B
$340K 0.02%
4,763
-553
-10% -$45.7K
PLTR icon
329
Palantir
PLTR
$299B
$338K 0.02%
2,313
-3
-0.1% -$459
UL icon
330
Unilever
UL
$133B
$334K 0.02%
5,861
-888
-13% -$59.5K
TD icon
331
Toronto Dominion Bank
TD
$200B
$328K 0.02%
3,513
-17
-0.5% -$1.62K
DSI icon
332
iShares MSCI KLD 400 Social ETF
DSI
$5.28B
$325K 0.02%
2,679
-15
-0.6% -$1.92K
VMC icon
333
Vulcan Materials
VMC
$36B
$323K 0.02%
1,187
-8
-0.7% -$2.35K
ESGU icon
334
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$321K 0.02%
2,270
– –
MTB icon
335
M&T Bank
MTB
$36.3B
$317K 0.02%
1,535
-7
-0.5% -$1.51K
MPC icon
336
Marathon Petroleum
MPC
$92.2B
$317K 0.02%
1,298
-3
-0.2% -$606
RDIV icon
337
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.36B
$315K 0.02%
5,657
+568
+11% +$31.3K
IOCT icon
338
Innovator International Developed Power Buffer ETF October
IOCT
$166M
$306K 0.02%
8,729
– –
IHI icon
339
iShares US Medical Devices ETF
IHI
$2.97B
$305K 0.02%
5,726
+47
+0.8% +$2.76K
ESGV icon
340
Vanguard ESG US Stock ETF
ESGV
$13.2B
$297K 0.02%
2,646
-5
-0.2% -$594
FTI icon
341
TechnipFMC
FTI
$29.9B
$297K 0.02%
4,293
-200
-4% -$12K
CRH icon
342
CRH
CRH
$66.9B
$295K 0.02%
2,807
-275
-9% -$32.3K
PDEC icon
343
Innovator US Equity Power Buffer ETF December
PDEC
$982M
$294K 0.02%
6,908
-100
-1% -$4.33K
ELV icon
344
Elevance Health
ELV
$84.4B
$293K 0.02%
1,002
-9
-0.9% -$2.96K
GPC icon
345
Genuine Parts
GPC
$16.6B
$292K 0.02%
2,760
-213
-7% -$26.4K
PFG icon
346
Principal Financial Group
PFG
$23.4B
$292K 0.02%
3,235
-635
-16% -$58K
CEG icon
347
Constellation Energy
CEG
$98.2B
$291K 0.02%
1,042
-324
-24% -$98.5K
IGV icon
348
iShares Expanded Tech-Software Sector ETF
IGV
$13.2B
$289K 0.02%
+3,605
New +$319K
HWM icon
349
Howmet Aerospace
HWM
$112B
$288K 0.02%
1,248
+75
+6% +$17.5K
MSA icon
350
Mine Safety
MSA
$6.63B
$286K 0.02%
1,746
– –
12 13
14
15 16

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.