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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
FORM icon
376
FormFactor
FORM
$8.93B
$275K 0.02%
+1,722
New +$228K
VBR icon
377
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.2B
$274K 0.02%
1,128
+7
+0.6% +$1.63K
HBAN icon
378
Huntington Bancshares
HBAN
$31.8B
$273K 0.02%
15,411
-1,997
-11% -$33K
NTRS icon
379
Northern Trust
NTRS
$32.1B
$271K 0.02%
1,557
+9
+0.6% +$1.48K
SRE icon
380
Sempra
SRE
$53.3B
$270K 0.02%
2,915
– –
PNFP icon
381
Pinnacle Financial Partners Inc
PNFP
$14.5B
$270K 0.02%
2,677
– –
CRH icon
382
CRH
CRH
$57.1B
$268K 0.02%
2,507
-300
-11% -$33K
NOCT icon
383
Innovator Growth-100 Power Buffer ETF October
NOCT
$228M
$265K 0.02%
4,233
– –
DFAS icon
384
Dimensional US Small Cap ETF
DFAS
$15.1B
$264K 0.02%
3,204
+19
+0.6% +$1.47K
FHI icon
385
Federated Hermes
FHI
$4.19B
$263K 0.02%
4,765
+2
+0% +$113
REET icon
386
iShares Global REIT ETF
REET
$4.74B
$260K 0.02%
+9,397
New +$255K
NBIS
387
Nebius Group N.V.
NBIS
$59.2B
$259K 0.02%
+937
New +$186K
TSCO icon
388
Tractor Supply
TSCO
$17B
$258K 0.02%
8,151
-867
-10% -$30K
VMRK
389
Vivmark Residential
VMRK
$48.1B
$253K 0.02%
3,724
– –
AMT icon
390
American Tower
AMT
$81.1B
$252K 0.02%
1,541
-77
-5% -$13.9K
LNT icon
391
Alliant Energy
LNT
$17.1B
$251K 0.02%
3,289
-550
-14% -$40.1K
CFG icon
392
Citizens Financial Group
CFG
$28.2B
$249K 0.02%
3,550
-84
-2% -$5.42K
ICE icon
393
Intercontinental Exchange
ICE
$85.9B
$247K 0.02%
2,009
-442
-18% -$66.3K
KVUE icon
394
Kenvue
KVUE
$34.2B
$247K 0.02%
+12,912
New +$228K
SCCO icon
395
Southern Copper
SCCO
$165B
$246K 0.02%
1,427
-212
-13% -$38.1K
BKNG icon
396
Booking.com
BKNG
$126B
$246K 0.02%
1,378
+3
+0.2% +$512
FFLC icon
397
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.21B
$245K 0.02%
+4,161
New +$238K
ZSEP
398
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$197M
$245K 0.02%
8,880
-374
-4% -$10.2K
VTWO icon
399
Vanguard Russell 2000 ETF
VTWO
$16.7B
$244K 0.02%
2,009
-8
-0.4% -$908
ENB icon
400
Enbridge
ENB
$106B
$243K 0.02%
4,475
-154
-3% -$8.45K
14 15
16
17 18

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RWB
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BPAMU
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SWP
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TAM
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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.