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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
CCL icon
351
Carnival Corporation Ltd
CCL
$32.2B
$316K 0.02%
11,047
-2,992
-21% -$81.7K
VB icon
352
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$312K 0.02%
1,028
-7
-0.7% -$2.01K
MSA icon
353
Mine Safety
MSA
$7.28B
$305K 0.02%
1,746
– –
ELV icon
354
Elevance Health
ELV
$88.4B
$302K 0.02%
781
-221
-22% -$82K
MOAT icon
355
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
$300K 0.02%
2,881
-1,818
-39% -$184K
UL icon
356
Unilever
UL
$138B
$299K 0.02%
4,973
-888
-15% -$51.3K
DEO icon
357
Diageo
DEO
$49.6B
$297K 0.02%
3,694
-2,503
-40% -$202K
SPCX
358
SpaceX
SPCX
$1.95T
$297K 0.02%
+1,738
New +$295K
RSP icon
359
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$296K 0.02%
1,389
+25
+2% +$5.12K
ITA icon
360
iShares US Aerospace & Defense ETF
ITA
$13.5B
$295K 0.02%
1,216
-78
-6% -$17.8K
MCK icon
361
McKesson
MCK
$106B
$295K 0.02%
390
-77
-16% -$61K
CRS icon
362
Carpenter Technology
CRS
$23.6B
$294K 0.02%
+477
New +$225K
DTM icon
363
DT Midstream
DTM
$13.2B
$292K 0.02%
1,991
+200
+11% +$28.3K
WSO icon
364
Watsco Inc
WSO
$13B
$291K 0.02%
698
-11
-2% -$4.42K
ALAB icon
365
Astera Labs
ALAB
$53.8B
$291K 0.02%
+602
New +$160K
GPC icon
366
Genuine Parts
GPC
$19B
$289K 0.02%
2,450
-310
-11% -$32.4K
CDNS icon
367
Cadence Design Systems
CDNS
$80.6B
$289K 0.02%
769
– –
F icon
368
Ford
F
$58.3B
$286K 0.02%
20,551
-10,746
-34% -$145K
CGDV icon
369
Capital Group Dividend Value ETF
CGDV
$38.7B
$284K 0.02%
5,769
-55
-0.9% -$2.59K
YUM icon
370
Yum! Brands
YUM
$41.1B
$282K 0.02%
1,764
-500
-22% -$77.4K
FTI icon
371
TechnipFMC
FTI
$31.3B
$281K 0.02%
4,242
-51
-1% -$3.61K
SOXX icon
372
iShares Semiconductor ETF
SOXX
$42.8B
$281K 0.02%
+438
New +$222K
IHI icon
373
iShares US Medical Devices ETF
IHI
$3.43B
$280K 0.02%
5,675
-51
-0.9% -$2.59K
AEVA
374
Aeva Technologies
AEVA
$1.09B
$278K 0.02%
+9,684
New +$191K
AYI icon
375
Acuity Brands
AYI
$10B
$277K 0.02%
735
-2
-0.3% -$593
13 14
15
16 17

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RWB
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BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
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TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
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QPBE
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DP
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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.