We are live on ! Find out more
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
SCHD icon
26
Schwab US Dividend Equity ETF
SCHD
$112B
$16.4M 1.02%
517,197
-3,394
-0.7% -$108K
JNJ icon
27
Johnson & Johnson
JNJ
$663B
$15.7M 0.98%
61,910
-6,205
-9% -$1.45M
CGIC
28
Capital Group International Core Equity ETF
CGIC
$2.52B
$15.5M 0.96%
426,147
+95,585
+29% +$3.41M
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$14.9M 0.93%
19,957
-196
-1% -$142K
ABBV icon
30
AbbVie
ABBV
$453B
$14.7M 0.91%
58,534
+5,455
+10% +$1.17M
BMY icon
31
Bristol-Myers Squibb
BMY
$136B
$13.4M 0.83%
233,338
-11,279
-5% -$648K
HD icon
32
Home Depot
HD
$320B
$13.1M 0.81%
37,073
+1,795
+5% +$584K
DIA icon
33
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$13M 0.81%
24,956
+205
+0.8% +$102K
IBDY icon
34
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
$12.6M 0.78%
490,589
+453,374
+1,218% +$11.7M
TSLA icon
35
Tesla
TSLA
$1.4T
$12.5M 0.78%
29,777
-5,074
-15% -$2.02M
PG icon
36
Procter & Gamble
PG
$340B
$12M 0.74%
81,681
+3,171
+4% +$462K
IWF icon
37
iShares Russell 1000 Growth ETF
IWF
$126B
$10.7M 0.67%
86,316
+1,380
+2% +$166K
STX icon
38
Seagate
STX
$192B
$10.5M 0.65%
10,889
-422
-4% -$322K
WMT icon
39
Walmart Inc
WMT
$850B
$10.5M 0.65%
92,653
-3,231
-3% -$401K
CAT icon
40
Caterpillar
CAT
$374B
$10.4M 0.64%
9,741
-141
-1% -$124K
AMGN icon
41
Amgen
AMGN
$236B
$9.79M 0.61%
27,043
-2,046
-7% -$700K
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$82.8B
$9.42M 0.58%
59,618
-1,084
-2% -$169K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.29M 0.58%
18,557
-277
-1% -$133K
DGRO icon
44
iShares Core Dividend Growth ETF
DGRO
$43.5B
$8.95M 0.56%
118,154
-22,575
-16% -$1.67M
SCHF icon
45
Schwab International Equity ETF
SCHF
$70.1B
$8.93M 0.55%
322,218
+10,966
+4% +$296K
EPD icon
46
Enterprise Products Partners
EPD
$84.1B
$8.89M 0.55%
241,788
– –
MU icon
47
Micron Technology
MU
$1.15T
$8.85M 0.55%
7,664
-693
-8% -$520K
IBM icon
48
IBM
IBM
$221B
$8.69M 0.54%
30,915
-147
-0.5% -$37K
XOM icon
49
ExxonMobil
XOM
$656B
$8.66M 0.54%
63,310
-3,714
-6% -$556K
CATH icon
50
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$8.62M 0.54%
97,427
-12,468
-11% -$1.08M
1
2
3 4 5

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.