We are live on ! Find out more
SVWAG

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
FV icon
426
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
– –
-3,699
Closed -$229K
GBTC icon
427
Grayscale Bitcoin Trust
GBTC
$9.74B
– –
-2,870
Closed -$258K
IBDQ
428
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-1,644,079
Closed -$41.4M
IBMN
429
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
– –
-141,043
Closed -$3.78M
IBTF
430
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-191,032
Closed -$4.46M
KHC icon
431
Kraft Heinz
KHC
$30.5B
– –
-8,144
Closed -$212K
LHX icon
432
L3Harris
LHX
$53.3B
– –
-699
Closed -$213K
MSTR icon
433
Strategy Inc
MSTR
$35.9B
– –
-661
Closed -$213K
ROK icon
434
Rockwell Automation
ROK
$50.1B
– –
-618
Closed -$216K
SRPT icon
435
Sarepta Therapeutics
SRPT
$1.68B
– –
-12,695
Closed -$245K
SSNC icon
436
SS&C Technologies
SSNC
$18.6B
– –
-2,373
Closed -$211K
TRI icon
437
Thomson Reuters
TRI
$43B
– –
-1,382
Closed -$218K
TT icon
438
Trane Technologies
TT
$106B
– –
-537
Closed -$227K
VDC icon
439
Vanguard Consumer Staples ETF
VDC
$7.99B
– –
-937
Closed -$200K
VFH icon
440
Vanguard Financials ETF
VFH
$13.8B
– –
-1,741
Closed -$229K
VNQ icon
441
Vanguard Real Estate ETF
VNQ
$39.2B
– –
-4,373
Closed -$400K
ETHA
442
iShares Ethereum Trust ETF
ETHA
$5.56B
– –
-7,535
Closed -$237K
14 15 16 17
18

Similar funds

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
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
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return

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.