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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
(+9.6%)
Cap. Flow
-$4.61M
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
26.93%
Holding
461
New
39
Increased
122
Reduced
223
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$11.7M |
| 2 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$3.41M |
| 3 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$2.98M |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$2.94M |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$2.92M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$12.3M |
| 2 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$6.64M |
| 3 |
Tesla
TSLA
|
+$2.02M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.67M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Huntington Ingalls Industries
HII
$11.3B
| – | – |
-715
| Closed | -$272K |
|
452
Intuit
INTU
$91B
| – | – |
-601
| Closed | -$260K |
|
453
L3Harris
LHX
$47.8B
| – | – |
-609
| Closed | -$210K |
|
454
Nike
NKE
$57B
| – | – |
-4,314
| Closed | -$228K |
|
455
ServiceNow
NOW
$146B
| – | – |
-6,722
| Closed | -$703K |
|
456
O'Reilly Automotive
ORLY
$71.1B
| – | – |
-2,183
| Closed | -$202K |
|
457
Occidental Petroleum
OXY
$60B
| – | – |
-3,650
| Closed | -$237K |
|
458
Global X SuperDividend ETF
SDIV
$1.24B
| – | – |
-8,800
| Closed | -$222K |
|
459
TotalEnergies
TTE
$196B
| – | – |
-2,416
| Closed | -$220K |
|
460
United Parcel Service
UPS
$87B
| – | – |
-2,422
| Closed | -$238K |
|
461
Zimmer Biomet
ZBH
$18.7B
| – | – |
-2,286
| Closed | -$207K |
|
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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.