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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
VOE icon
126
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$2.35M 0.15%
11,887
+7
+0.1% +$1.35K
LOW icon
127
Lowe's Companies
LOW
$115B
$2.33M 0.14%
10,549
-1,199
-10% -$272K
ITW icon
128
Illinois Tool Works
ITW
$76.9B
$2.26M 0.14%
8,350
-510
-6% -$132K
MDT icon
129
Medtronic
MDT
$120B
$2.21M 0.14%
28,246
-6,671
-19% -$538K
HCA icon
130
HCA Healthcare
HCA
$87.7B
$2.17M 0.14%
5,577
+90
+2% +$38K
AIRR icon
131
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.49B
$2.16M 0.13%
16,227
+4,964
+44% +$627K
IAU icon
132
iShares Gold Trust
IAU
$65.8B
$2.14M 0.13%
28,358
– –
UNH icon
133
UnitedHealth
UNH
$356B
$2.07M 0.13%
4,992
+322
+7% +$119K
NOBL icon
134
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.07M 0.13%
36,903
-3,427
-8% -$185K
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$138B
$2.07M 0.13%
4,169
+306
+8% +$136K
SLV icon
136
iShares Silver Trust
SLV
$32.2B
$2.05M 0.13%
38,330
-11,383
-23% -$755K
KLAC icon
137
KLA
KLAC
$242B
$2.02M 0.13%
6,696
-614
-8% -$122K
Z icon
138
Zillow
Z
$7.78B
$1.98M 0.12%
62,685
– –
IBMR icon
139
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$478M
$1.97M 0.12%
77,650
+381
+0.5% +$9.66K
EQIX icon
140
Equinix
EQIX
$102B
$1.92M 0.12%
1,845
-57
-3% -$61K
IWD icon
141
iShares Russell 1000 Value ETF
IWD
$84.2B
$1.92M 0.12%
7,919
-74
-0.9% -$17.2K
TSM icon
142
TSMC
TSM
$2.22T
$1.88M 0.12%
3,943
+146
+4% +$59.2K
JAZZ icon
143
Jazz Pharmaceuticals
JAZZ
$16B
$1.87M 0.12%
7,757
-1,141
-13% -$250K
SMH icon
144
VanEck Semiconductor ETF
SMH
$69.5B
$1.84M 0.11%
2,804
-228
-8% -$124K
ISTB icon
145
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$1.83M 0.11%
37,958
-1,384
-4% -$66.8K
VZ icon
146
Verizon
VZ
$208B
$1.81M 0.11%
42,781
-2,787
-6% -$131K
JIRE icon
147
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$1.79M 0.11%
21,649
+829
+4% +$66.5K
WM icon
148
Waste Management
WM
$87.5B
$1.77M 0.11%
7,939
-96
-1% -$21.4K
PFF icon
149
iShares Preferred and Income Securities ETF
PFF
$13B
$1.68M 0.1%
55,024
+120
+0.2% +$3.74K
LMT icon
150
Lockheed Martin
LMT
$121B
$1.65M 0.1%
3,230
-264
-8% -$143K
4 5
6
7 8

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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
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
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.