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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
UNP icon
201
Union Pacific
UNP
$181B
$918K 0.06%
3,783
-164
-4% -$40.2K
IBIT icon
202
iShares Bitcoin Trust
IBIT
$47.5B
$918K 0.06%
23,886
+1,106
+5% +$47.9K
WEC icon
203
WEC Energy
WEC
$37.4B
$900K 0.06%
7,777
-231
-3% -$26K
C icon
204
Citigroup
C
$221B
$898K 0.06%
7,917
-81
-1% -$9.22K
ET icon
205
Energy Transfer Partners
ET
$70.3B
$893K 0.06%
46,283
-333
-0.7% -$6.1K
PRK icon
206
Park National Corp
PRK
$3.35B
$881K 0.06%
5,393
– –
GEV icon
207
GE Vernova
GEV
$275B
$878K 0.06%
1,006
-28
-3% -$21.8K
HSY icon
208
Hershey
HSY
$34.9B
$848K 0.06%
4,078
-214
-5% -$45.1K
XLE icon
209
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$843K 0.06%
13,764
+28
+0.2% +$1.5K
COP icon
210
ConocoPhillips
COP
$146B
$843K 0.06%
6,387
-20
-0.3% -$2.21K
MMM icon
211
3M
MMM
$87.5B
$839K 0.06%
5,775
– –
GLW icon
212
Corning
GLW
$134B
$834K 0.06%
6,133
-159
-3% -$19.2K
DFUV icon
213
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$832K 0.06%
17,170
– –
VEU icon
214
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
$828K 0.06%
11,021
-1,340
-11% -$104K
SHY icon
215
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$819K 0.06%
9,914
– –
HDV
216
iShares Core High Dividend ETF
HDV
$14.3B
$807K 0.05%
29,740
+880
+3% +$23.4K
CMCSA icon
217
Comcast
CMCSA
$78.3B
$788K 0.05%
27,463
-4,835
-15% -$145K
CL icon
218
Colgate-Palmolive
CL
$72.1B
$785K 0.05%
9,216
-902
-9% -$80.4K
APD icon
219
Air Products & Chemicals
APD
$65.5B
$782K 0.05%
2,692
-464
-15% -$128K
MA icon
220
Mastercard
MA
$469B
$769K 0.05%
1,539
+30
+2% +$15.8K
SLB icon
221
SLB Ltd
SLB
$70.6B
$767K 0.05%
14,929
-662
-4% -$32.1K
MUB icon
222
iShares National Muni Bond ETF
MUB
$45B
$753K 0.05%
7,092
-512
-7% -$55.1K
LCTU icon
223
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.19B
$753K 0.05%
10,729
-30
-0.3% -$2.2K
IJH icon
224
iShares Core S&P Mid-Cap ETF
IJH
$122B
$746K 0.05%
11,041
+5
+0% +$347
IWO icon
225
iShares Russell 2000 Growth ETF
IWO
$14.6B
$745K 0.05%
2,375
+2
+0.1% +$665
7 8
9
10 11

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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.