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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
MS icon
176
Morgan Stanley
MS
$342B
$1.2M 0.07%
5,750
-37
-0.6% -$7.33K
IWS icon
177
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$1.19M 0.07%
7,253
– –
VFLO icon
178
VictoryShares Free Cash Flow ETF
VFLO
$10.8B
$1.17M 0.07%
25,578
+7,780
+44% +$338K
IVW icon
179
iShares S&P 500 Growth ETF
IVW
$77.1B
$1.15M 0.07%
8,363
-5,459
-39% -$721K
IJR icon
180
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.12M 0.07%
7,563
-504
-6% -$69.2K
IWP icon
181
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$1.09M 0.07%
7,411
-5
-0.1% -$689
NBIX icon
182
Neurocrine Biosciences
NBIX
$15.8B
$1.07M 0.07%
6,372
+958
+18% +$142K
POCT icon
183
Innovator US Equity Power Buffer ETF October
POCT
$965M
$1.07M 0.07%
23,041
-590
-2% -$26.9K
IBMS
184
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$334M
$1.07M 0.07%
41,328
+398
+1% +$10.3K
IBB icon
185
iShares Biotechnology ETF
IBB
$10.6B
$1.07M 0.07%
5,612
-54
-1% -$9.28K
CRWD icon
186
CrowdStrike
CRWD
$218B
$1.07M 0.07%
5,588
-4
-0.1% -$568
ACN icon
187
Accenture
ACN
$114B
$1.06M 0.07%
8,524
+6,358
+294% +$1.1M
PEG icon
188
Public Service Enterprise Group
PEG
$36.7B
$1.05M 0.07%
12,907
-266
-2% -$21.2K
CRM icon
189
Salesforce
CRM
$213B
$1.05M 0.06%
6,673
+944
+16% +$166K
UNP icon
190
Union Pacific
UNP
$172B
$1.02M 0.06%
3,757
-26
-0.7% -$6.83K
GIS icon
191
General Mills
GIS
$20.5B
$1.02M 0.06%
29,350
-7,019
-19% -$242K
DIS icon
192
Walt Disney
DIS
$182B
$1M 0.06%
10,413
-1,682
-14% -$171K
IGM icon
193
iShares Expanded Tech Sector ETF
IGM
$10.7B
$1,000K 0.06%
6,113
+1
+0% +$150
FDL icon
194
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.08B
$995K 0.06%
20,455
+1,363
+7% +$68K
USMV icon
195
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$992K 0.06%
10,286
+2
+0% +$190
C icon
196
Citigroup
C
$231B
$991K 0.06%
7,078
-839
-11% -$109K
PRK icon
197
Park National Corp
PRK
$3.52B
$987K 0.06%
5,393
– –
IGV icon
198
iShares Expanded Tech-Software Sector ETF
IGV
$14.1B
$974K 0.06%
10,751
+7,146
+198% +$635K
ISRG icon
199
Intuitive Surgical
ISRG
$130B
$972K 0.06%
2,444
-13
-0.5% -$5.68K
DHR icon
200
Danaher
DHR
$146B
$970K 0.06%
5,091
+1,412
+38% +$256K
6 7
8
9 10

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RWB
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BPAMU
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SWP
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TAM
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CBA
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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.