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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
-0.62%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.47B
AUM Growth
-$20.7M
Cap. Flow
+$8.5M
Cap. Flow %
0.58%
Top 10 Hldgs %
28.26%
Holding
438
New
22
Increased
130
Reduced
224
Closed
16

Top Buys

Rank Stock Value
1
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$5.9M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$4.4M
3
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$3.58M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.96M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.61M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.86M
2
AAPL icon
Apple
AAPL
+$1.3M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$930K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$873K

Sector Composition

Rank Sector Weight
1 Technology 14.89%
2 Healthcare 8.22%
3 Financials 5.79%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WRB icon
101
W.R. Berkley
WRB
$26.9B
$3.1M 0.21%
46,754
-23
-0% -$1.58K
MDT icon
102
Medtronic
MDT
$105B
$3.03M 0.21%
34,917
+351
+1% +$33.6K
AEP icon
103
American Electric Power
AEP
$72.4B
$2.93M 0.2%
22,387
-331
-1% -$41.4K
QCOM icon
104
Qualcomm
QCOM
$185B
$2.89M 0.2%
22,444
-50
-0.2% -$7.3K
IVV icon
105
iShares Core S&P 500 ETF
IVV
$886B
$2.85M 0.19%
4,366
-481
-10% -$328K
DUK icon
106
Duke Energy
DUK
$99.7B
$2.85M 0.19%
21,780
-48
-0.2% -$6K
MU icon
107
Micron Technology
MU
$1.08T
$2.82M 0.19%
8,357
-562
-6% -$220K
WFC icon
108
Wells Fargo
WFC
$262B
$2.78M 0.19%
34,899
+1,052
+3% +$90.4K
LOW icon
109
Lowe's Companies
LOW
$115B
$2.78M 0.19%
11,748
-894
-7% -$233K
XEL icon
110
Xcel Energy
XEL
$50.1B
$2.75M 0.19%
34,649
+289
+0.8% +$22.7K
WCN
111
Waste Connections
WCN
$42.7B
$2.66M 0.18%
16,373
+443
+3% +$73.8K
HCA icon
112
HCA Healthcare
HCA
$82.5B
$2.6M 0.18%
5,487
-133
-2% -$67K
Z icon
113
Zillow
Z
$7.18B
$2.59M 0.18%
62,685
-4,000
-6% -$213K
VO icon
114
Vanguard Mid-Cap ETF
VO
$106B
$2.58M 0.18%
35,912
+1,184
+3% +$88K
TMO icon
115
Thermo Fisher Scientific
TMO
$196B
$2.53M 0.17%
5,140
+133
+3% +$72.2K
IAU icon
116
iShares Gold Trust
IAU
$64.2B
$2.5M 0.17%
28,358
– –
IGSB icon
117
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$2.4M 0.16%
45,612
– –
VRT icon
118
Vertiv
VRT
$116B
$2.35M 0.16%
9,371
-745
-7% -$165K
ITW icon
119
Illinois Tool Works
ITW
$78.8B
$2.31M 0.16%
8,860
-157
-2% -$42.7K
ABT icon
120
Abbott
ABT
$175B
$2.29M 0.16%
22,311
-1,518
-6% -$171K
VZ icon
121
Verizon
VZ
$185B
$2.29M 0.16%
45,568
-285
-0.6% -$13.2K
DE icon
122
Deere & Co
DE
$164B
$2.23M 0.15%
3,966
+3
+0.1% +$1.69K
DNP icon
123
DNP Select Income Fund
DNP
$4.16B
$2.23M 0.15%
216,565
+454
+0.2% +$4.63K
KMB icon
124
Kimberly-Clark
KMB
$36.1B
$2.19M 0.15%
22,698
-2,012
-8% -$206K
VOE icon
125
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$2.19M 0.15%
11,880
-497
-4% -$92.8K
3 4
5
6 7

Similar funds

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
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

Sound View Wealth Advisors Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sound View Wealth Advisors Group held 438 positions worth $1.47B, down 1.4% from $1.49B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q1 2026 filing shows 22 new, 130 increased, 224 reduced and 16 closed positions. Its largest new stake was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K. The largest sale was Vanguard Total Stock Market ETF, an estimated $1.86M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q1 2026 buy was PGIM Ultra Short Bond ETF: 8,400 shares worth $416K.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2030 Term Corporate ETF in Q1 2026, an estimated $5.9M increase.
  • Sound View Wealth Advisors Group's biggest Q1 2026 reduction was Vanguard Total Stock Market ETF, cutting an estimated $1.86M.
  • Sound View Wealth Advisors Group fully exited CCC Intelligent Solutions in Q1 2026, selling an estimated $835K.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.47B portfolio in Q1 2026.
  • Sound View Wealth Advisors Group opened 22 new positions and closed 16 in Q1 2026.
  • Sound View Wealth Advisors Group's portfolio value fell 1.4% quarter-over-quarter to $1.47B.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.