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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
SCHF icon
51
Schwab International Equity ETF
SCHF
$67B
$7.29M 0.49%
303,429
+22,770
+8% +$541K
MCD icon
52
McDonald's
MCD
$189B
$6.86M 0.46%
22,458
-97
-0.4% -$29.7K
MRK icon
53
Merck
MRK
$316B
$6.77M 0.45%
64,281
+499
+0.8% +$46.8K
XLU icon
54
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$6.64M 0.45%
155,657
+6,313
+4% +$280K
AFL icon
55
Aflac
AFL
$64.4B
$6.6M 0.44%
59,881
+303
+0.5% +$33.4K
CGIC
56
Capital Group International Core Equity ETF
CGIC
$2.26B
$6.56M 0.44%
201,960
+55,707
+38% +$1.76M
GLD icon
57
SPDR Gold Trust
GLD
$131B
$6.51M 0.44%
16,438
+112
+0.7% +$42.8K
PM icon
58
Philip Morris
PM
$293B
$6.45M 0.43%
40,231
-165
-0.4% -$25.6K
BND icon
59
Vanguard Total Bond Market
BND
$157B
$6.33M 0.42%
85,440
-19
-0% -$1.41K
PEP icon
60
PepsiCo
PEP
$190B
$6.02M 0.4%
41,978
-96
-0.2% -$14.1K
CAT icon
61
Caterpillar
CAT
$382B
$5.74M 0.39%
10,023
-389
-4% -$216K
IWB icon
62
iShares Russell 1000 ETF
IWB
$49B
$5.56M 0.37%
14,901
+311
+2% +$115K
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$56.3B
$5.55M 0.37%
57,634
-1,764
-3% -$170K
IBMO icon
64
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$576M
$5.53M 0.37%
215,536
+46,752
+28% +$1.2M
XLP icon
65
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$5.52M 0.37%
71,053
+3,018
+4% +$236K
VTV icon
66
Vanguard Morningstar Value ETF
VTV
$188B
$5.26M 0.35%
27,550
+283
+1% +$53.2K
FITB
67
Fifth Third Bancorp
FITB
$51.7B
$5.26M 0.35%
112,334
+2,431
+2% +$107K
EMR icon
68
Emerson Electric
EMR
$86.3B
$5.26M 0.35%
39,608
-293
-0.7% -$38.9K
CVX icon
69
Chevron
CVX
$384B
$5.16M 0.35%
33,866
-3,766
-10% -$574K
XLV icon
70
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$5.04M 0.34%
32,587
-1,083
-3% -$162K
COST icon
71
Costco
COST
$422B
$4.97M 0.33%
5,764
+111
+2% +$101K
AXP icon
72
American Express
AXP
$233B
$4.86M 0.33%
13,150
+137
+1% +$49K
IBMP icon
73
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$654M
$4.65M 0.31%
183,054
+37,333
+26% +$948K
ORCL icon
74
Oracle
ORCL
$405B
$4.64M 0.31%
23,829
+186
+0.8% +$44.3K
Z icon
75
Zillow
Z
$7.99B
$4.55M 0.31%
66,685
-11
-0% -$797
1 2
3
4 5

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KRSITF
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AAIM
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VCP
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PWMAG
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SWA
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ACM
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LLL
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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.