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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
BRK.A icon
151
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.44M 0.1%
2
– –
NFLX icon
152
Netflix
NFLX
$285B
$1.41M 0.1%
14,693
-2,145
-13% -$189K
AKRE
153
Akre Focus ETF
AKRE
$5.05B
$1.4M 0.1%
26,565
– –
BUFF icon
154
Innovator Laddered Allocation Power Buffer ETF
BUFF
$899M
$1.4M 0.1%
28,259
-1,441
-5% -$72.1K
INTC icon
155
Intel
INTC
$516B
$1.38M 0.09%
31,313
+2,603
+9% +$119K
NSC icon
156
Norfolk Southern
NSC
$74.3B
$1.38M 0.09%
4,803
-62
-1% -$18.4K
GIS icon
157
General Mills
GIS
$19.7B
$1.35M 0.09%
36,369
+499
+1% +$21.7K
GS icon
158
Goldman Sachs
GS
$324B
$1.33M 0.09%
1,576
+2
+0.1% +$1.78K
NOC icon
159
Northrop Grumman
NOC
$74.6B
$1.3M 0.09%
1,901
+47
+3% +$32.5K
BLK icon
160
Blackrock
BLK
$164B
$1.29M 0.09%
1,336
-18
-1% -$18.9K
TSM icon
161
TSMC
TSM
$2.18T
$1.28M 0.09%
3,797
-437
-10% -$150K
FCX icon
162
Freeport-McMoran
FCX
$93.4B
$1.28M 0.09%
21,726
-434
-2% -$26.2K
IEF icon
163
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$1.26M 0.09%
13,253
-290
-2% -$27.9K
UNH icon
164
UnitedHealth
UNH
$392B
$1.26M 0.09%
4,670
-172
-4% -$51.2K
ETN icon
165
Eaton
ETN
$158B
$1.25M 0.09%
3,504
-9
-0.3% -$3.2K
WDAY icon
166
Workday
WDAY
$32.7B
$1.25M 0.09%
9,646
+1,532
+19% +$243K
AIRR icon
167
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$1.25M 0.08%
11,263
+1,178
+12% +$133K
VCR icon
168
Vanguard Consumer Discretionary ETF
VCR
$6.07B
$1.23M 0.08%
3,429
-58
-2% -$22.4K
TMFC icon
169
Motley Fool 100 Index ETF
TMFC
$2.04B
$1.21M 0.08%
18,362
-117
-0.6% -$8.14K
VWO icon
170
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.19M 0.08%
22,007
+173
+0.8% +$9.69K
SHOP icon
171
Shopify
SHOP
$154B
$1.18M 0.08%
9,913
+1,496
+18% +$197K
NXPI icon
172
NXP Semiconductors
NXPI
$70.4B
$1.17M 0.08%
5,967
-68
-1% -$15.1K
DIS icon
173
Walt Disney
DIS
$166B
$1.17M 0.08%
12,095
+496
+4% +$52.4K
SMH icon
174
VanEck Semiconductor ETF
SMH
$70.7B
$1.16M 0.08%
3,032
-56
-2% -$22.2K
ISRG icon
175
Intuitive Surgical
ISRG
$121B
$1.13M 0.08%
2,457
-166
-6% -$84K
5 6
7
8 9

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KRSITF
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CWM
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AAIM
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VCP
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PWMAG
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SWA
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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.