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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
RTX icon
51
RTX Corp
RTX
$271B
$8.38M 0.52%
44,189
+344
+0.8% +$63.1K
LRCX icon
52
Lam Research
LRCX
$385B
$8.3M 0.52%
19,163
-996
-5% -$302K
SO icon
53
Southern Company
SO
$101B
$8.28M 0.51%
86,522
-3,110
-3% -$293K
KO icon
54
Coca-Cola
KO
$379B
$8.14M 0.51%
100,115
-5,083
-5% -$401K
MRK icon
55
Merck
MRK
$371B
$7.98M 0.5%
62,066
-2,450
-4% -$287K
V icon
56
Visa
V
$700B
$7.16M 0.44%
20,879
+89
+0.4% +$28.6K
XLU icon
57
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$7.15M 0.44%
157,707
+3,982
+3% +$180K
PM icon
58
Philip Morris
PM
$284B
$7.13M 0.44%
39,416
-1,120
-3% -$194K
META icon
59
Meta Platforms (Facebook)
META
$1.57T
$7.06M 0.44%
12,536
-83
-0.7% -$50.8K
AFL icon
60
Aflac
AFL
$58.8B
$6.98M 0.43%
59,536
-50
-0.1% -$5.76K
GLD icon
61
SPDR Gold Trust
GLD
$149B
$6.43M 0.4%
17,462
-273
-2% -$113K
FITB
62
Fifth Third Bancorp
FITB
$49.8B
$6.43M 0.4%
114,106
+1,377
+1% +$69.8K
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$56.9B
$6.28M 0.39%
56,915
+113
+0.2% +$11.9K
BND icon
64
Vanguard Total Bond Market
BND
$160B
$6.27M 0.39%
85,414
-47
-0.1% -$3.45K
IWB icon
65
iShares Russell 1000 ETF
IWB
$49B
$6.19M 0.38%
15,104
+251
+2% +$99.5K
XLP icon
66
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$6.08M 0.38%
73,216
+2,324
+3% +$194K
VTV icon
67
Vanguard Morningstar Value ETF
VTV
$193B
$5.88M 0.37%
26,998
-187
-0.7% -$39K
CVX icon
68
Chevron
CVX
$409B
$5.69M 0.35%
34,331
-1,326
-4% -$247K
IBMO icon
69
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$554M
$5.5M 0.34%
214,675
-12,967
-6% -$332K
COST icon
70
Costco
COST
$406B
$5.49M 0.34%
5,867
+39
+0.7% +$38.9K
TXN icon
71
Texas Instruments
TXN
$236B
$5.4M 0.34%
18,127
-2,281
-11% -$633K
CSCO icon
72
Cisco
CSCO
$431B
$5.34M 0.33%
45,502
-133
-0.3% -$13.9K
MCD icon
73
McDonald's
MCD
$181B
$5.32M 0.33%
19,677
-2,443
-11% -$701K
PEP icon
74
PepsiCo
PEP
$188B
$5.27M 0.33%
38,915
-2,995
-7% -$448K
AMD icon
75
Advanced Micro Devices
AMD
$780B
$5.08M 0.32%
8,749
+762
+10% +$312K
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.