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
-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
Cap. Flow
+$8.5M
Cap. Flow %
0.58%
Top 10 Hldgs %
28.26%
Holding
438
New
22
Increased
130
Reduced
224
Closed
16

Top Buys

Rank Stock Value
1
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.9M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$4.4M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.86M
2
AAPL icon
Apple
AAPL
+$1.3M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$930K
5
SCHD icon
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
SPHQ icon
26
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$14.6M 1%
194,574
-2,581
-1% -$201K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.17T
$14.1M 0.96%
49,138
-365
-0.7% -$115K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$13.1M 0.89%
20,153
-79
-0.4% -$53.7K
TSLA icon
29
Tesla
TSLA
$1.4T
$13M 0.88%
34,851
-314
-0.9% -$129K
WMT icon
30
Walmart Inc
WMT
$870B
$11.9M 0.81%
95,884
-3,597
-4% -$442K
XLK icon
31
State Street Technology Select Sector SPDR ETF
XLK
$117B
$11.8M 0.8%
88,777
-814
-0.9% -$115K
HD icon
32
Home Depot
HD
$330B
$11.6M 0.79%
35,278
+265
+0.8% +$96.6K
ABBV icon
33
AbbVie
ABBV
$448B
$11.5M 0.79%
53,079
+290
+0.5% +$64.3K
DIA icon
34
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$11.5M 0.78%
24,751
-227
-0.9% -$110K
XOM icon
35
ExxonMobil
XOM
$640B
$11.4M 0.77%
67,024
-893
-1% -$130K
PG icon
36
Procter & Gamble
PG
$347B
$11.3M 0.77%
78,510
-1,770
-2% -$268K
IBTG icon
37
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.25B
$11.3M 0.77%
491,869
-2,574
-0.5% -$58.9K
CGIC
38
Capital Group International Core Equity ETF
CGIC
$2.19B
$10.9M 0.74%
330,562
+128,602
+64% +$4.4M
AMGN icon
39
Amgen
AMGN
$198B
$10.2M 0.7%
29,089
-126
-0.4% -$44.9K
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$42.2B
$9.88M 0.67%
140,729
-5,782
-4% -$415K
EPD icon
41
Enterprise Products Partners
EPD
$84.1B
$9.15M 0.62%
241,788
-1,324
-0.5% -$46.9K
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$125B
$9.05M 0.62%
84,936
+24
+0% +$2.72K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.03M 0.61%
18,834
-43
-0.2% -$21.1K
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$80.8B
$8.99M 0.61%
60,702
-818
-1% -$123K
SO icon
45
Southern Company
SO
$108B
$8.65M 0.59%
89,632
-154
-0.2% -$14.2K
CATH icon
46
Global X S&P 500 Catholic Values ETF
CATH
$1.29B
$8.59M 0.58%
109,895
-4,484
-4% -$367K
RTX icon
47
RTX Corp
RTX
$262B
$8.46M 0.58%
43,845
-769
-2% -$153K
KO icon
48
Coca-Cola
KO
$354B
$8M 0.54%
105,198
-6,898
-6% -$521K
MRK icon
49
Merck
MRK
$315B
$7.76M 0.53%
64,516
+235
+0.4% +$27.1K
SCHF icon
50
Schwab International Equity ETF
SCHF
$66.3B
$7.7M 0.52%
311,252
+7,823
+3% +$199K
1
2
3 4 5

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
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 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

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.