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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
PAYX icon
201
Paychex
PAYX
$41.5B
$957K 0.06%
9,728
-1,320
-12% -$125K
DFUV icon
202
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$945K 0.06%
17,170
– –
PFE icon
203
Pfizer
PFE
$158B
$943K 0.06%
39,158
-13,589
-26% -$355K
MTUM icon
204
iShares MSCI USA Momentum Factor ETF
MTUM
$24.6B
$938K 0.06%
2,736
+163
+6% +$48.6K
NFLX icon
205
Netflix
NFLX
$314B
$933K 0.06%
13,065
-1,628
-11% -$143K
IWO icon
206
iShares Russell 2000 Growth ETF
IWO
$14.2B
$926K 0.06%
2,352
-23
-1% -$8.39K
VEU icon
207
Vanguard FTSE All-World ex-US ETF
VEU
$69.7B
$923K 0.06%
11,022
+1
+0% +$82
MMM icon
208
3M
MMM
$84.9B
$922K 0.06%
5,696
-79
-1% -$12K
NOC icon
209
Northrop Grumman
NOC
$74.4B
$896K 0.06%
1,759
-142
-7% -$81.9K
COWZ icon
210
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$891K 0.06%
14,323
-2,785
-16% -$176K
DASH icon
211
DoorDash
DASH
$84.3B
$888K 0.06%
4,812
-54
-1% -$8.93K
FTEC icon
212
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
$877K 0.05%
3,072
– –
BX icon
213
Blackstone
BX
$94.1B
$873K 0.05%
7,423
-614
-8% -$73.8K
IJH icon
214
iShares Core S&P Mid-Cap ETF
IJH
$122B
$858K 0.05%
11,129
+88
+0.8% +$6.46K
KNSA icon
215
Kiniksa Pharmaceuticals
KNSA
$6.19B
$850K 0.05%
13,296
-1,754
-12% -$91K
SHOP icon
216
Shopify
SHOP
$165B
$840K 0.05%
7,354
-2,559
-26% -$292K
PNC icon
217
PNC Financial Services
PNC
$92.6B
$840K 0.05%
3,410
– –
FWD icon
218
AB Disruptors ETF
FWD
$3.21B
$836K 0.05%
+5,646
New +$749K
LCTU icon
219
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.24B
$835K 0.05%
10,411
-318
-3% -$24.7K
USB icon
220
US Bancorp
USB
$93.9B
$831K 0.05%
13,758
+1,886
+16% +$106K
SPG icon
221
Simon Property Group
SPG
$66.2B
$826K 0.05%
3,694
-135
-4% -$27.8K
EFX icon
222
Equifax
EFX
$18.9B
$826K 0.05%
5,201
-373
-7% -$63.6K
DDOG icon
223
Datadog
DDOG
$84.7B
$825K 0.05%
3,170
-498
-14% -$92.6K
SHY icon
224
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$814K 0.05%
9,914
– –
IVOO icon
225
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.74B
$810K 0.05%
6,211
-9
-0.1% -$1.12K
7 8
9
10 11

Similar funds

RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
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.