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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
IBMP icon
76
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$662M
$5.04M 0.31%
198,399
+416
+0.2% +$10.6K
XLV icon
77
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
$4.99M 0.31%
31,479
+197
+0.6% +$29.3K
EMR icon
78
Emerson Electric
EMR
$85.2B
$4.97M 0.31%
34,696
-4,708
-12% -$663K
MO icon
79
Altria Group
MO
$115B
$4.96M 0.31%
68,995
-69
-0.1% -$4.82K
AGG icon
80
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.8M 0.3%
48,449
+2,602
+6% +$257K
IEFA icon
81
iShares Core MSCI EAFE ETF
IEFA
$196B
$4.64M 0.29%
48,031
-2,230
-4% -$214K
IBTG icon
82
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.02B
$4.61M 0.29%
201,456
-290,413
-59% -$6.64M
VUG icon
83
Vanguard Morningstar Growth ETF
VUG
$228B
$4.59M 0.28%
53,242
-122
-0.2% -$10.3K
GD icon
84
General Dynamics
GD
$97.2B
$4.46M 0.28%
12,579
-195
-2% -$66.8K
INTC icon
85
Intel
INTC
$506B
$4.42M 0.27%
31,633
+320
+1% +$32.4K
IWM icon
86
iShares Russell 2000 ETF
IWM
$81.2B
$4.38M 0.27%
14,584
+92
+0.6% +$25.9K
AZN icon
87
AstraZeneca
AZN
$252B
$4.33M 0.27%
22,836
-34
-0.1% -$6.39K
ABT icon
88
Abbott
ABT
$187B
$4.26M 0.26%
46,918
+24,607
+110% +$2.25M
IBMQ icon
89
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$665M
$4.22M 0.26%
164,866
+3,942
+2% +$101K
ED icon
90
Consolidated Edison
ED
$39.7B
$4.09M 0.25%
37,009
-39
-0.1% -$4.24K
PANW icon
91
Palo Alto Networks
PANW
$272B
$4.09M 0.25%
11,984
+114
+1% +$26.1K
AXP icon
92
American Express
AXP
$220B
$4.08M 0.25%
12,061
-988
-8% -$316K
PGR icon
93
Progressive
PGR
$127B
$4.01M 0.25%
18,341
+532
+3% +$107K
QCOM icon
94
Qualcomm
QCOM
$180B
$4M 0.25%
21,626
-818
-4% -$153K
VHT icon
95
Vanguard Health Care ETF
VHT
$19.3B
$3.97M 0.25%
13,279
-13
-0.1% -$3.61K
BAC icon
96
Bank of America
BAC
$438B
$3.94M 0.24%
69,063
-1,119
-2% -$59.5K
AMAT icon
97
Applied Materials
AMAT
$361B
$3.72M 0.23%
5,148
+167
+3% +$77.1K
WELL icon
98
Welltower
WELL
$170B
$3.68M 0.23%
16,200
+234
+1% +$49.5K
TJX icon
99
TJX Companies
TJX
$145B
$3.66M 0.23%
24,142
+146
+0.6% +$23.1K
WMB icon
100
Williams Companies
WMB
$90.7B
$3.58M 0.22%
48,194
-415
-0.9% -$30.5K
2 3
4
5 6

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RWB
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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
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QPBE
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DP
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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.