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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
VSGX icon
426
Vanguard ESG International Stock ETF
VSGX
$6.68B
$206K 0.01%
+2,508
New +$199K
NSA
427
DELISTED
National Storage Affiliates Trust
NSA
$206K 0.01%
+4,630
New +$198K
NUE icon
428
Nucor
NUE
$57.4B
$204K 0.01%
+918
New +$208K
BR icon
429
Broadridge
BR
$18.6B
$202K 0.01%
1,473
-71
-5% -$10.7K
FPE icon
430
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$199K 0.01%
11,119
-936
-8% -$16.9K
ARCC icon
431
Ares Capital
ARCC
$14B
$198K 0.01%
10,688
– –
NZF icon
432
Nuveen Municipal Credit Income Fund
NZF
$2.25B
$158K 0.01%
12,478
– –
PCN
433
PIMCO Corporate & Income Strategy Fund
PCN
$848M
$145K 0.01%
12,123
– –
BFLY icon
434
Butterfly Network
BFLY
$2.15B
$135K 0.01%
16,000
– –
PROP icon
435
Prairie Operating Co
PROP
$45.7M
$125K 0.01%
172,850
+116,500
+207% +$126K
BTZ icon
436
BlackRock Credit Allocation Income Trust
BTZ
$899M
$106K 0.01%
10,400
– –
PONY
437
Pony AI Inc
PONY
$2.94B
$89.1K 0.01%
+12,822
New +$119K
LPL icon
438
LG Display
LPL
$2.96B
$73.1K ﹤0.01%
+18,800
New +$86.3K
STLA icon
439
Stellantis
STLA
$14.2B
$66.9K ﹤0.01%
+11,652
New +$86.2K
CALC icon
440
CalciMedica
CALC
$13.5M
$10.3K ﹤0.01%
2,000
– –
ALB icon
441
Albemarle
ALB
$13.4B
– –
-1,452
Closed -$261K
ANET icon
442
Arista Networks
ANET
$253B
– –
-1,741
Closed -$214K
AWK icon
443
American Water Works
AWK
$27.1B
– –
-1,608
Closed -$219K
BDX icon
444
Becton Dickinson
BDX
$49.3B
– –
-2,364
Closed -$372K
BMRN icon
445
BioMarin Pharmaceuticals
BMRN
$12.6B
– –
-7,516
Closed -$425K
CCI icon
446
Crown Castle
CCI
$31.2B
– –
-2,501
Closed -$203K
CLX icon
447
Clorox
CLX
$10.2B
– –
-1,962
Closed -$203K
COTY icon
448
Coty
COTY
$2.15B
– –
-24,256
Closed -$48.8K
CTAS icon
449
Cintas
CTAS
$78.5B
– –
-1,205
Closed -$204K
ESLT icon
450
Elbit Systems
ESLT
$35B
– –
-300
Closed -$255K
15 16 17
18
19

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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
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.