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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
AGG icon
76
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.44M 0.3%
44,439
+1,079
+2% +$108K
GD icon
77
General Dynamics
GD
$105B
$4.43M 0.3%
13,159
-374
-3% -$128K
VUG icon
78
Vanguard Morningstar Growth ETF
VUG
$231B
$4.4M 0.3%
54,132
-1,014
-2% -$82.3K
IEFA icon
79
iShares Core MSCI EAFE ETF
IEFA
$194B
$4.37M 0.29%
48,844
-201
-0.4% -$17.8K
AZN icon
80
AstraZeneca
AZN
$241B
$4.33M 0.29%
23,553
+157
+0.7% +$27.5K
MO icon
81
Altria Group
MO
$114B
$3.97M 0.27%
68,822
-1,107
-2% -$66.8K
VHT icon
82
Vanguard Health Care ETF
VHT
$18.1B
$3.92M 0.26%
13,610
-725
-5% -$203K
BAC icon
83
Bank of America
BAC
$442B
$3.87M 0.26%
70,275
-1,593
-2% -$84.2K
QCOM icon
84
Qualcomm
QCOM
$171B
$3.85M 0.26%
22,494
-177
-0.8% -$30.3K
PGR icon
85
Progressive
PGR
$122B
$3.84M 0.26%
16,879
+182
+1% +$41.1K
NEE icon
86
NextEra Energy
NEE
$182B
$3.73M 0.25%
46,520
-937
-2% -$77.6K
IBMQ icon
87
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$661M
$3.73M 0.25%
145,978
+43,083
+42% +$1.1M
TJX icon
88
TJX Companies
TJX
$174B
$3.68M 0.25%
23,945
+543
+2% +$80.3K
CSCO icon
89
Cisco
CSCO
$477B
$3.67M 0.25%
47,591
+234
+0.5% +$17.4K
GILD icon
90
Gilead Sciences
GILD
$165B
$3.64M 0.24%
29,632
+70
+0.2% +$8.51K
ED icon
91
Consolidated Edison
ED
$40B
$3.63M 0.24%
36,540
+815
+2% +$80.9K
IWM icon
92
iShares Russell 2000 ETF
IWM
$83.2B
$3.59M 0.24%
14,585
+38
+0.3% +$9.34K
TXN icon
93
Texas Instruments
TXN
$260B
$3.54M 0.24%
20,409
+1,437
+8% +$246K
SLV icon
94
iShares Silver Trust
SLV
$28.8B
$3.5M 0.24%
54,405
-311
-0.6% -$15.6K
KMI icon
95
Kinder Morgan
KMI
$70.3B
$3.46M 0.23%
126,044
+7,117
+6% +$192K
SYK icon
96
Stryker
SYK
$129B
$3.45M 0.23%
9,803
+419
+4% +$153K
LRCX icon
97
Lam Research
LRCX
$396B
$3.39M 0.23%
19,822
-1,605
-7% -$250K
STX icon
98
Seagate
STX
$197B
$3.34M 0.22%
12,119
-723
-6% -$188K
MDT icon
99
Medtronic
MDT
$110B
$3.32M 0.22%
34,566
+495
+1% +$48.1K
IVV icon
100
iShares Core S&P 500 ETF
IVV
$902B
$3.32M 0.22%
4,847
-627
-11% -$426K
2 3
4
5 6

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SRC
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KRSITF
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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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

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.