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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
MAIN icon
351
Main Street Capital
MAIN
$5.35B
$302K 0.02%
4,996
-1,314
-21% -$77.5K
BKNG icon
352
Booking.com
BKNG
$156B
$300K 0.02%
1,400
-125
-8% -$25.7K
NOCT icon
353
Innovator Growth-100 Power Buffer ETF October
NOCT
$229M
$299K 0.02%
+5,161
New +$296K
VDE icon
354
Vanguard Energy ETF
VDE
$9.85B
$296K 0.02%
2,352
+250
+12% +$31.4K
FHI icon
355
Federated Hermes
FHI
$4.72B
$295K 0.02%
5,666
-220
-4% -$11.2K
APP icon
356
Applovin
APP
$113B
$292K 0.02%
433
+4
+0.9% +$2.52K
AMT icon
357
American Tower
AMT
$80.1B
$284K 0.02%
1,619
-51
-3% -$9.28K
MSA icon
358
Mine Safety
MSA
$7.5B
$280K 0.02%
1,746
– –
ALB icon
359
Albemarle
ALB
$15.1B
$275K 0.02%
+1,942
New +$220K
HUM icon
360
Humana
HUM
$43B
$272K 0.02%
1,060
+36
+4% +$9.44K
RDIV icon
361
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$265K 0.02%
+5,089
New +$266K
AYI icon
362
Acuity Brands
AYI
$10.7B
$265K 0.02%
735
– –
DTM icon
363
DT Midstream
DTM
$13.6B
$262K 0.02%
2,191
– –
TER icon
364
Teradyne
TER
$60.2B
$262K 0.02%
+1,354
New +$232K
SPGI icon
365
S&P Global
SPGI
$120B
$259K 0.02%
496
-149
-23% -$73.7K
BA icon
366
Boeing
BA
$185B
$258K 0.02%
1,189
-147
-11% -$30.2K
CVS icon
367
CVS Health
CVS
$124B
$258K 0.02%
3,252
+84
+3% +$6.62K
RSP icon
368
Invesco S&P 500 Equal Weight ETF
RSP
$98.8B
$258K 0.02%
1,345
+3
+0.2% +$569
SRE icon
369
Sempra
SRE
$55.6B
$257K 0.02%
2,915
– –
SNV
370
DELISTED
Synovus
SNV
$256K 0.02%
5,118
– –
HACK icon
371
Amplify Cybersecurity ETF
HACK
$2.83B
$253K 0.02%
3,150
– –
ARGX icon
372
argenx
ARGX
$54.3B
$252K 0.02%
300
-96
-24% -$82.2K
ADI icon
373
Analog Devices
ADI
$184B
$252K 0.02%
930
-3
-0.3% -$754
CGDV icon
374
Capital Group Dividend Value ETF
CGDV
$38.7B
$252K 0.02%
5,769
– –
XMHQ icon
375
Invesco S&P MidCap Quality ETF
XMHQ
$5.57B
$252K 0.02%
+2,458
New +$254K
13 14
15
16 17

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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
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
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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.