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
+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
BPRE
326
Bluerock Private Real Estate Fund
BPRE
$352K 0.02%
+23,467
New +$362K
DSI icon
327
iShares MSCI KLD 400 Social ETF
DSI
$5.52B
$347K 0.02%
2,694
– –
PSX icon
328
Phillips 66
PSX
$81.2B
$347K 0.02%
2,688
– –
TRGP icon
329
Targa Resources
TRGP
$55.8B
$346K 0.02%
1,874
+2
+0.1% +$337
DDOG icon
330
Datadog
DDOG
$101B
$345K 0.02%
2,539
+56
+2% +$8.85K
BR icon
331
Broadridge
BR
$18.9B
$345K 0.02%
1,547
– –
YUM icon
332
Yum! Brands
YUM
$41.6B
$342K 0.02%
2,264
-183
-7% -$27.1K
PFG icon
333
Principal Financial Group
PFG
$24.6B
$341K 0.02%
3,870
-906
-19% -$76.5K
CDNS icon
334
Cadence Design Systems
CDNS
$92.8B
$341K 0.02%
1,092
-5
-0.5% -$1.63K
VMC icon
335
Vulcan Materials
VMC
$37.2B
$341K 0.02%
1,195
– –
CEF icon
336
Sprott Physical Gold and Silver Trust
CEF
$7.86B
$341K 0.02%
7,436
– –
ESGU icon
337
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$338K 0.02%
2,270
– –
SHLD icon
338
Global X Defense Tech ETF
SHLD
$7.48B
$337K 0.02%
5,200
– –
SIRI icon
339
SiriusXM
SIRI
$10.3B
$334K 0.02%
16,686
-5
-0% -$107
TD icon
340
Toronto Dominion Bank
TD
$200B
$333K 0.02%
3,530
– –
MCK icon
341
McKesson
MCK
$103B
$332K 0.02%
405
+3
+0.7% +$2.45K
IQV icon
342
IQVIA
IQV
$38.9B
$329K 0.02%
1,459
-287
-16% -$62.4K
PWV icon
343
Invesco Large Cap Value ETF
PWV
$1.72B
$328K 0.02%
4,938
– –
UBER icon
344
Uber
UBER
$139B
$321K 0.02%
3,933
+100
+3% +$9.01K
ESGV icon
345
Vanguard ESG US Stock ETF
ESGV
$13.6B
$321K 0.02%
2,651
– –
IEMG icon
346
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$315K 0.02%
4,683
-514
-10% -$34.5K
SJM icon
347
J.M. Smucker
SJM
$12.7B
$313K 0.02%
3,201
-370
-10% -$38.2K
MTB icon
348
M&T Bank
MTB
$36.5B
$311K 0.02%
1,542
– –
IOCT icon
349
Innovator International Developed Power Buffer ETF October
IOCT
$169M
$304K 0.02%
+8,729
New +$300K
PDEC icon
350
Innovator US Equity Power Buffer ETF December
PDEC
$995M
$304K 0.02%
7,008
+405
+6% +$17.3K
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
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return

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.