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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
NOBL icon
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$2.14M 0.15%
40,330
-468
-1% -$25.7K
LMT icon
127
Lockheed Martin
LMT
$119B
$2.11M 0.14%
3,494
-31
-0.9% -$19.1K
VOOG icon
128
Vanguard S&P 500 Growth ETF
VOOG
$26B
$2.01M 0.14%
29,532
+582
+2% +$42.1K
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$464M
$1.96M 0.13%
77,269
+3,254
+4% +$83.2K
IBKR icon
130
Interactive Brokers
IBKR
$41.7B
$1.91M 0.13%
28,528
-353
-1% -$25.2K
ISTB icon
131
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$1.91M 0.13%
39,342
-3,011
-7% -$147K
PANW icon
132
Palo Alto Networks
PANW
$273B
$1.9M 0.13%
11,870
+1,442
+14% +$242K
REGN icon
133
Regeneron Pharmaceuticals
REGN
$68.3B
$1.89M 0.13%
2,445
+14
+0.6% +$10.7K
EQIX icon
134
Equinix
EQIX
$101B
$1.86M 0.13%
1,902
+517
+37% +$460K
ADP icon
135
Automatic Data Processing
ADP
$97.2B
$1.86M 0.13%
9,174
-495
-5% -$114K
WM icon
136
Waste Management
WM
$94.9B
$1.85M 0.13%
8,035
+57
+0.7% +$13.1K
VRTX icon
137
Vertex Pharmaceuticals
VRTX
$120B
$1.72M 0.12%
3,863
-7
-0.2% -$3.26K
IWD icon
138
iShares Russell 1000 Value ETF
IWD
$81.7B
$1.71M 0.12%
7,993
– –
AMAT icon
139
Applied Materials
AMAT
$440B
$1.7M 0.12%
4,981
+74
+2% +$24.9K
JAZZ icon
140
Jazz Pharmaceuticals
JAZZ
$15.7B
$1.68M 0.11%
8,898
+102
+1% +$17.8K
PFF icon
141
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.66M 0.11%
54,904
-3,391
-6% -$106K
ZG icon
142
Zillow
ZG
$7.17B
$1.63M 0.11%
39,293
– –
AMD icon
143
Advanced Micro Devices
AMD
$901B
$1.62M 0.11%
7,987
+62
+0.8% +$13.2K
MRVL icon
144
Marvell Technology
MRVL
$189B
$1.61M 0.11%
16,288
+405
+3% +$34K
HON icon
145
Honeywell
HON
$73.8B
$1.59M 0.11%
7,014
-35
-0.5% -$8K
MDLZ icon
146
Mondelez International
MDLZ
$78.1B
$1.58M 0.11%
27,418
-1,480
-5% -$85.7K
JIRE icon
147
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.1B
$1.58M 0.11%
20,820
+3,784
+22% +$296K
IVW icon
148
iShares S&P 500 Growth ETF
IVW
$74.2B
$1.56M 0.11%
13,822
-32
-0.2% -$3.85K
DVY icon
149
iShares Select Dividend ETF
DVY
$23.8B
$1.52M 0.1%
10,062
-3
-0% -$453
PFE icon
150
Pfizer
PFE
$141B
$1.48M 0.1%
52,747
-4,694
-8% -$125K
4 5
6
7 8

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KRSITF
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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
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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.