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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
KMI icon
101
Kinder Morgan
KMI
$69.9B
$3.49M 0.22%
109,245
-17,926
-14% -$578K
ADP icon
102
Automatic Data Processing
ADP
$110B
$3.44M 0.21%
15,371
+6,197
+68% +$1.32M
VIGI icon
103
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
$3.44M 0.21%
36,818
+322
+0.9% +$29.8K
MRVL icon
104
Marvell Technology
MRVL
$201B
$3.41M 0.21%
11,451
-4,837
-30% -$970K
ORCL icon
105
Oracle
ORCL
$457B
$3.38M 0.21%
23,040
-193
-0.8% -$35K
GILD icon
106
Gilead Sciences
GILD
$187B
$3.37M 0.21%
26,642
-2,238
-8% -$295K
WRB icon
107
W.R. Berkley
WRB
$25.7B
$3.3M 0.2%
46,743
-11
-0% -$737
IVV icon
108
iShares Core S&P 500 ETF
IVV
$889B
$3.28M 0.2%
4,377
+11
+0.3% +$8.01K
VRT icon
109
Vertiv
VRT
$108B
$3.18M 0.2%
9,508
+137
+1% +$43.5K
SYK icon
110
Stryker
SYK
$116B
$3.18M 0.2%
10,087
+214
+2% +$67.4K
NEE icon
111
NextEra Energy
NEE
$174B
$3.12M 0.19%
35,594
-9,905
-22% -$896K
VO icon
112
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$2.91M 0.18%
36,127
+215
+0.6% +$16.7K
DLR icon
113
Digital Realty Trust
DLR
$69.9B
$2.91M 0.18%
16,204
-1,395
-8% -$267K
AEP icon
114
American Electric Power
AEP
$67.8B
$2.88M 0.18%
21,051
-1,336
-6% -$176K
WFC icon
115
Wells Fargo
WFC
$272B
$2.83M 0.18%
34,280
-619
-2% -$49.7K
WCN
116
Waste Connections
WCN
$41.5B
$2.75M 0.17%
16,516
+143
+0.9% +$22.6K
XEL icon
117
Xcel Energy
XEL
$47.3B
$2.64M 0.16%
32,837
-1,812
-5% -$145K
KMB icon
118
Kimberly-Clark
KMB
$34.9B
$2.63M 0.16%
23,978
+1,280
+6% +$127K
DUK icon
119
Duke Energy
DUK
$93.7B
$2.54M 0.16%
20,061
-1,719
-8% -$217K
DE icon
120
Deere & Co
DE
$187B
$2.52M 0.16%
3,978
+12
+0.3% +$6.95K
IBKR icon
121
Interactive Brokers
IBKR
$42B
$2.5M 0.15%
28,674
+146
+0.5% +$12.2K
VOOG icon
122
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$2.42M 0.15%
29,289
-243
-0.8% -$19.3K
IGSB icon
123
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.39M 0.15%
45,612
– –
TMO icon
124
Thermo Fisher Scientific
TMO
$227B
$2.37M 0.15%
4,720
-420
-8% -$202K
DNP icon
125
DNP Select Income Fund
DNP
$4.07B
$2.35M 0.15%
218,106
+1,541
+0.7% +$16.4K
3 4
5
6 7

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.