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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
+3.15%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
+$1.42M
Cap. Flow %
0.1%
Top 10 Hldgs %
28.44%
Holding
442
New
20
Increased
141
Reduced
201
Closed
26

Top Buys

Rank Stock Value
1
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$13.5M
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$12.7M
3
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$41.4M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.46M
3
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

Rank Sector Weight
1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$76.1M 5.1%
279,740
-12,992
-4% -$3.49M
IBDR icon
2
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.46B
$48.8M 3.27%
2,013,302
+210,605
+12% +$5.11M
IBDS icon
3
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$48.1M 3.23%
1,982,691
+522,395
+36% +$12.7M
MSFT icon
4
Microsoft
MSFT
$2.84T
$44.9M 3.01%
92,746
+167
+0.2% +$83.7K
NVDA icon
5
NVIDIA
NVDA
$5.01T
$42.6M 2.86%
228,261
-4,332
-2% -$806K
IBDU icon
6
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.01B
$37.8M 2.53%
1,613,448
+575,487
+55% +$13.5M
IBDT icon
7
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
$36.8M 2.47%
1,446,008
+240,759
+20% +$6.13M
IBDV icon
8
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.25B
$32.6M 2.19%
1,478,715
+491,085
+50% +$10.9M
BUFR icon
9
FT Vest Fund of Buffer ETFs
BUFR
$10B
$30.7M 2.06%
894,718
+26,024
+3% +$879K
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$70.9B
$25.8M 1.73%
958,031
-19,073
-2% -$509K
VTI icon
11
Vanguard Total Stock Market ETF
VTI
$654B
$25.4M 1.71%
75,905
-1,945
-2% -$647K
VOO icon
12
Vanguard S&P 500 ETF
VOO
$968B
$24.4M 1.64%
38,939
+258
+0.7% +$160K
LLY icon
13
Eli Lilly
LLY
$1.07T
$24.4M 1.64%
22,689
-139
-0.6% -$133K
IBDW icon
14
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.48B
$23.7M 1.59%
1,119,214
+165,152
+17% +$3.5M
IBDX icon
15
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$21.9M 1.47%
856,087
+134,021
+19% +$3.43M
JPM icon
16
JPMorgan Chase
JPM
$939B
$21M 1.41%
65,249
+1,118
+2% +$346K
AMZN icon
17
Amazon
AMZN
$2.5T
$20.5M 1.37%
88,689
-996
-1% -$228K
VIG icon
18
Vanguard Dividend Appreciation ETF
VIG
$111B
$19.3M 1.3%
87,863
+267
+0.3% +$58.3K
AVGO icon
19
Broadcom
AVGO
$1.82T
$19.2M 1.29%
55,484
-2,923
-5% -$1.05M
VGT icon
20
Vanguard Information Technology ETF
VGT
$139B
$19.2M 1.29%
203,488
-752
-0.4% -$71.5K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.9T
$18.6M 1.25%
59,354
-3,182
-5% -$912K
QQQ icon
22
Invesco QQQ Trust
QQQ
$455B
$17.4M 1.17%
28,380
-1,605
-5% -$985K
TSLA icon
23
Tesla
TSLA
$1.24T
$15.8M 1.06%
35,165
+87
+0.2% +$38.6K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.91T
$15.5M 1.04%
49,503
-363
-0.7% -$104K
SCHD icon
25
Schwab US Dividend Equity ETF
SCHD
$102B
$15.1M 1.01%
549,366
+28,380
+5% +$772K
1
2 3 4 5

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Sound View Wealth Advisors Group held 442 positions worth $1.49B, up 2.5% from $1.45B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2025 filing shows 20 new, 141 increased, 201 reduced and 26 closed positions. Its largest new stake was Akre Focus ETF: 26,565 shares worth $1.74M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $41.4M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q4 2025 buy was Akre Focus ETF: 26,565 shares worth $1.74M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025, an estimated $13.5M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2025 reduction was Apple, cutting an estimated $3.49M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $41.4M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.49B portfolio in Q4 2025.
  • Sound View Wealth Advisors Group opened 20 new positions and closed 26 in Q4 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 2.5% quarter-over-quarter to $1.49B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.