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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
PWR icon
401
Quanta Services
PWR
$93.9B
$242K 0.02%
+336
New +$230K
FV icon
402
First Trust Dorsey Wright Focus 5 ETF
FV
$3.81B
$240K 0.01%
+3,157
New +$218K
XAR icon
403
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.77B
$239K 0.01%
843
-207
-20% -$56K
UBER icon
404
Uber
UBER
$155B
$234K 0.01%
3,246
-422
-12% -$30.9K
IYW icon
405
iShares US Technology ETF
IYW
$25.5B
$232K 0.01%
+921
New +$212K
DHI icon
406
D.R. Horton
DHI
$39.9B
$229K 0.01%
1,407
-60
-4% -$8.96K
CLS icon
407
Celestica
CLS
$39.4B
$226K 0.01%
+620
New +$233K
HACK icon
408
Amplify Cybersecurity ETF
HACK
$2.85B
$226K 0.01%
+2,150
New +$190K
ATR icon
409
AptarGroup
ATR
$8.1B
$225K 0.01%
1,801
-3
-0.2% -$364
TCAI
410
Tortoise AI Infrastructure ETF
TCAI
$241M
$225K 0.01%
+4,026
New +$194K
FTNT icon
411
Fortinet
FTNT
$115B
$224K 0.01%
+1,459
New +$169K
SFLR icon
412
Innovator Equity Managed Floor ETF
SFLR
$2.18B
$219K 0.01%
5,684
-294
-5% -$11K
SHLD icon
413
Global X Defense Tech ETF
SHLD
$6.97B
$219K 0.01%
3,662
-3,045
-45% -$203K
MAIN icon
414
Main Street Capital
MAIN
$5.39B
$218K 0.01%
4,197
-100
-2% -$5.27K
CEG icon
415
Constellation Energy
CEG
$106B
$218K 0.01%
876
-166
-16% -$46.7K
STM icon
416
STMicroelectronics
STM
$46.6B
$218K 0.01%
+2,905
New +$175K
OTIS icon
417
Otis Worldwide
OTIS
$27.1B
$215K 0.01%
3,003
-126
-4% -$9.41K
JEPQ icon
418
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.8B
$214K 0.01%
+3,485
New +$207K
FLEX icon
419
Flex
FLEX
$40.5B
$214K 0.01%
+1,320
New +$160K
IVE icon
420
iShares S&P 500 Value ETF
IVE
$50.1B
$212K 0.01%
+933
New +$208K
RKLB icon
421
Rocket Lab Corp
RKLB
$41.1B
$211K 0.01%
+2,078
New +$207K
IGE icon
422
iShares North American Natural Resources ETF
IGE
$766M
$211K 0.01%
3,752
– –
SAP icon
423
SAP
SAP
$248B
$211K 0.01%
+1,367
New +$233K
VDC icon
424
Vanguard Consumer Staples ETF
VDC
$7.87B
$207K 0.01%
919
-2
-0.2% -$456
FHLC icon
425
Fidelity MSCI Health Care Index ETF
FHLC
$3.5B
$207K 0.01%
+2,679
New +$192K
15 16
17
18 19

Similar funds

RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

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.