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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
REGN icon
151
Regeneron Pharmaceuticals
REGN
$85.2B
$1.59M 0.1%
2,558
+113
+5% +$76.9K
GS icon
152
Goldman Sachs
GS
$302B
$1.59M 0.1%
1,574
-2
-0.1% -$1.95K
DVY icon
153
iShares Select Dividend ETF
DVY
$23.9B
$1.55M 0.1%
9,932
-130
-1% -$20K
FIX icon
154
Comfort Systems
FIX
$56.7B
$1.53M 0.09%
770
-38
-5% -$69K
MDLZ icon
155
Mondelez International
MDLZ
$78.2B
$1.52M 0.09%
26,331
-1,087
-4% -$65.5K
ETN icon
156
Eaton
ETN
$160B
$1.5M 0.09%
3,519
+15
+0.4% +$6.05K
BRK.A icon
157
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.5M 0.09%
2
– –
GE icon
158
GE Aerospace
GE
$350B
$1.49M 0.09%
3,989
+17
+0.4% +$5.32K
BUFF icon
159
Innovator Laddered Allocation Power Buffer ETF
BUFF
$986M
$1.47M 0.09%
27,986
-273
-1% -$14.1K
AKRE
160
Akre Focus ETF
AKRE
$5.3B
$1.41M 0.09%
26,565
– –
BLK icon
161
Blackrock
BLK
$174B
$1.37M 0.09%
1,424
+88
+7% +$91K
VCR icon
162
Vanguard Consumer Discretionary ETF
VCR
$5.94B
$1.37M 0.08%
3,448
+19
+0.6% +$7.38K
ASML icon
163
ASML
ASML
$659B
$1.35M 0.08%
681
-23
-3% -$36.6K
NSC icon
164
Norfolk Southern
NSC
$74B
$1.35M 0.08%
4,304
-499
-10% -$154K
NXPI icon
165
NXP Semiconductors
NXPI
$57.5B
$1.35M 0.08%
4,815
-1,152
-19% -$317K
VWO icon
166
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$1.33M 0.08%
22,260
+253
+1% +$14.9K
FCX icon
167
Freeport-McMoran
FCX
$104B
$1.31M 0.08%
20,851
-875
-4% -$56.2K
GLW icon
168
Corning
GLW
$133B
$1.28M 0.08%
5,022
-1,111
-18% -$202K
TMFC icon
169
Motley Fool 100 Index ETF
TMFC
$2.09B
$1.28M 0.08%
16,744
-1,618
-9% -$121K
IEF icon
170
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$1.25M 0.08%
13,253
– –
ZG icon
171
Zillow
ZG
$7.94B
$1.23M 0.08%
39,293
– –
GEV icon
172
GE Vernova
GEV
$251B
$1.23M 0.08%
1,044
+38
+4% +$38.8K
VEA icon
173
Vanguard FTSE Developed Markets ETF
VEA
$240B
$1.21M 0.08%
17,052
– –
CSX icon
174
CSX Corp
CSX
$91.5B
$1.21M 0.08%
25,544
-720
-3% -$32.5K
WDAY icon
175
Workday
WDAY
$47.2B
$1.21M 0.08%
9,904
+258
+3% +$32.7K
5 6
7
8 9

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RIA
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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
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.