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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
-0.62%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.47B
AUM Growth
-$20.7M
(-1.4%)
Cap. Flow
+$8.5M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
438
New
22
Increased
130
Reduced
224
Closed
16
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$5.9M |
| 2 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$4.4M |
| 3 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$3.58M |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.96M |
| 5 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$1.61M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.86M |
| 2 |
Apple
AAPL
|
+$1.3M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$1.08M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$930K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$873K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.89% |
| 2 | Healthcare | 8.22% |
| 3 | Financials | 5.79% |
| 4 | Consumer Staples | 4.38% |
| 5 | Consumer Discretionary | 4.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dollar General
DG
$25.3B
| – | – |
-1,539
| Closed | -$204K |
|
427
JFrog
FROG
$9.8B
| – | – |
-3,700
| Closed | -$231K |
|
428
Amplify Cybersecurity ETF
HACK
$2.6B
| – | – |
-3,150
| Closed | -$253K |
|
429
HP
HPQ
$22.7B
| – | – |
-9,074
| Closed | -$202K |
|
430
Humana
HUM
$46.9B
| – | – |
-1,060
| Closed | -$272K |
|
|
MRSH
431
Marsh
MRSH
$83.9B
| – | – |
-1,139
| Closed | -$211K |
|
|
SNV
432
DELISTED
Synovus
SNV
| – | – |
-5,118
| Closed | -$256K |
|
433
S&P Global
SPGI
$124B
| – | – |
-496
| Closed | -$259K |
|
434
Spotify
SPOT
$97.5B
| – | – |
-379
| Closed | -$220K |
|
435
Stellantis
STLA
$16.6B
| – | – |
-15,500
| Closed | -$169K |
|
436
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.3B
| – | – |
-1,859
| Closed | -$222K |
|
|
IBDZ
437
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$860M
| – | – |
-7,632
| Closed | -$201K |
|
|
BPRE
438
Bluerock Private Real Estate Fund
BPRE
| – | – |
-23,467
| Closed | -$352K |
|
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Sound View Wealth Advisors Group's Q1 2026 Portfolio in Review
As of Q1 2026, Sound View Wealth Advisors Group held 438 positions worth $1.47B, down 1.4% from $1.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Sound View Wealth Advisors Group's Q1 2026 filing shows 22 new, 130 increased, 224 reduced and 16 closed positions. Its largest new stake was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K. The largest sale was Vanguard Total Stock Market ETF, an estimated $1.86M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Financials.
- Sound View Wealth Advisors Group's largest Q1 2026 buy was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K.
- Sound View Wealth Advisors Group added most to iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026, an estimated $5.9M increase.
- Sound View Wealth Advisors Group's biggest Q1 2026 reduction was Vanguard Total Stock Market ETF, cutting an estimated $1.86M.
- Sound View Wealth Advisors Group fully exited CCC Intelligent Solutions in Q1 2026, selling an estimated $835K.
- Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.47B portfolio in Q1 2026.
- Sound View Wealth Advisors Group opened 22 new positions and closed 16 in Q1 2026.
- Sound View Wealth Advisors Group's portfolio value fell 1.4% quarter-over-quarter to $1.47B.
Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.