Sound View Wealth Advisors Group, LLC
13F Reported Value
ⓘ$1.6B
Holdings
440
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sound View Wealth Advisors Group, LLC disclosed 440 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.8% of the equity portfolio. During the quarter the fund opened 39 new positions and exited 21 and a full exit from $NOW. The portfolio is most concentrated in Other (47.1% of disclosed assets). All figures are sourced directly from Sound View Wealth Advisors Group, LLC’s Form 13F-HR filing with the SEC under CIK 1784777.
AI Fund Analysis
Diversifying
$AAPL
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$78.0M269,682 sh ISHARES TR - IBONDS 27 ETF
—Quality
$52.1M2,150,618 sh- 85.9#5
Quality
$46.2M231,124 sh ISHARES TR - IBONDS DEC 29
—Quality
$43.9M1,895,010 shISHARES TR - IBDS DEC28 ETF
—Quality
$42.1M1,666,571 shISHARES TR - IBONDS DEC 2030
—Quality
$41.0M1,880,024 shISHARES TR - IBONDS DEC2026
—Quality
$35.7M1,472,485 sh- 79.8
Quality
$34.9M93,606 sh FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
—Quality
$32.3M882,918 shISHARES TR - IBONDS DEC 2031
—Quality
$27.6M1,323,935 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $78.0M | 269,682 |
| ISHARES TR - IBONDS 27 ETF | — | $52.1M | 2,150,618 |
| NVIDIA CORP$NVDA | 85.9#5 | $46.2M | 231,124 |
| ISHARES TR - IBONDS DEC 29 | — | $43.9M | 1,895,010 |
| ISHARES TR - IBDS DEC28 ETF | — | $42.1M | 1,666,571 |
| ISHARES TR - IBONDS DEC 2030 | — | $41.0M | 1,880,024 |
| ISHARES TR - IBONDS DEC2026 | — | $35.7M | 1,472,485 |
 MICROSOFT CORP$MSFT | 79.8 | $34.9M | 93,606 |
| FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $32.3M | 882,918 |
| ISHARES TR - IBONDS DEC 2031 | — | $27.6M | 1,323,935 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sound View Wealth Advisors Group, LLC's 440 positions.
Showing top 10 of 440 holdings.
Sector Allocation
Other
$758.0M
Technology
$318.8M
Healthcare
$125.6M
Financials
$124.8M
Industrials
$81.3M
Consumer Discretionary
$66.0M
Consumer Staples
$43.7M
Energy
$35.2M
Top Holdings — Sound View Wealth Advisors Group, LLC (Q2 2026)
Top 150 of 440 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $78.0M | 4.8% | -2% | 76.4 |
| 2 | — | ISHARES TR - IBONDS 27 ETF | $52.1M | 3.2% | +5% | — |
| 3 | $NVDA | NVIDIA CORP | $46.2M | 2.9% | +1% | 85.9 |
| 4 | — | ISHARES TR - IBONDS DEC 29 | $43.9M | 2.7% | +7% | — |
| 5 | — | ISHARES TR - IBDS DEC28 ETF | $42.1M | 2.6% | +7% | — |
| 6 | — | ISHARES TR - IBONDS DEC 2030 | $41.0M | 2.5% | +8% | — |
| 7 | — | ISHARES TR - IBONDS DEC2026 | $35.7M | 2.2% | -26% | — |
| 8 | $MSFT | MICROSOFT CORP | $34.9M | 2.2% | -0% | 79.8 |
| 9 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $32.3M | 2.0% | -0% | — |
| 10 | — | ISHARES TR - IBONDS DEC 2031 | $27.6M | 1.7% | +12% | — |
| 11 |  $LLY | ELI LILLY & Co | $26.8M | 1.7% | -0% | 87.5 |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $26.6M | 1.6% | -0% | — |
| 13 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $26.5M | 1.6% | -2% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $26.0M | 1.6% | -0% | — |
| 15 | — | ISHARES TR - IBONDS DEC 2032 | $25.3M | 1.6% | +11% | — |
| 16 | — | VANGUARD WORLD FD - INF TECH ETF | $23.6M | 1.5% | +685% | — |
| 17 |  $AMZN | AMAZON COM INC | $21.2M | 1.3% | +0% | 68.7 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $20.8M | 1.3% | -2% | 70.7 |
| 19 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $20.6M | 1.3% | -1% | — |
| 20 |  $GOOGL | Alphabet Inc. | $20.2M | 1.3% | -2% | 78.2 |
| 21 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $19.7M | 1.2% | -5% | — |
| 22 |  $AVGO | Broadcom Inc. | $19.3M | 1.2% | -7% | 84.5 |
| 23 |  $GOOG | Alphabet Inc. | $17.6M | 1.1% | +0% | 78.2 |
| 24 |  $IVZ | Invesco Ltd. | $17.5M | 1.1% | -0% | — |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $17.1M | 1.1% | +1% | — |
| 26 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $16.4M | 1.0% | -1% | — |
| 27 |  $JNJ | JOHNSON & JOHNSON | $15.7M | 1.0% | -9% | 69 |
| 28 | — | CAPITAL GROUP INTERNATIONAL - SHS | $15.5M | 1.0% | +29% | — |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $14.9M | 0.9% | -1% | — |
| 30 |  $ABBV | AbbVie Inc. | $14.7M | 0.9% | +10% | 72.6 |
| 31 |  $BMY | BRISTOL MYERS SQUIBB CO | $13.4M | 0.8% | -5% | 70.4 |
| 32 |  $HD | HOME DEPOT, INC. | $13.1M | 0.8% | +5% | 60.3 |
| 33 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $13.0M | 0.8% | +1% | — |
| 34 | — | ISHARES TR - IBONDS DEC 2033 | $12.6M | 0.8% | +1218% | — |
| 35 |  $TSLA | Tesla, Inc. | $12.5M | 0.8% | -15% | 53.9 |
| 36 |  $PG | PROCTER & GAMBLE Co | $12.0M | 0.7% | +4% | 64.6 |
| 37 | — | ISHARES TR - RUS 1000 GRW ETF | $10.7M | 0.7% | +306% | — |
| 38 |  $STX | Seagate Technology Holdings plc | $10.5M | 0.7% | -4% | — |
| 39 |  $WMT | Walmart Inc. | $10.5M | 0.7% | -3% | 60.2 |
| 40 |  $CAT | CATERPILLAR INC | $10.4M | 0.6% | -1% | 66.5 |
| 41 |  $AMGN | AMGEN INC | $9.8M | 0.6% | -7% | 79.2 |
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $9.4M | 0.6% | -2% | — |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.3M | 0.6% | -1% | 73.8 |
| 44 | — | ISHARES TR - CORE DIV GRWTH | $9.0M | 0.6% | -16% | — |
| 45 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $8.9M | 0.6% | +4% | — |
| 46 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $8.9M | 0.6% | +0% | 61.4 |
| 47 |  $MU | MICRON TECHNOLOGY INC | $8.8M | 0.6% | -8% | 86.2 |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.7M | 0.5% | -0% | 70 |
| 49 |  $XOM.R34088 | EXXON MOBIL CORP | $8.7M | 0.5% | -6% | 57.9 |
| 50 | — | GLOBAL X FDS - S&P 500 CATHOLIC | $8.6M | 0.5% | -11% | — |
| 51 |  $RTX | RTX Corp | $8.4M | 0.5% | +1% | 73.2 |
| 52 |  $LRCX | LAM RESEARCH CORP | $8.3M | 0.5% | -5% | 79.4 |
| 53 |  $SO | SOUTHERN CO | $8.3M | 0.5% | -3% | 62 |
| 54 |  $KO | COCA COLA CO | $8.1M | 0.5% | -5% | 69.5 |
| 55 |  $MRK | Merck & Co., Inc. | $8.0M | 0.5% | -4% | 59.9 |
| 56 |  $V | VISA INC. | $7.2M | 0.4% | +0% | 82.9 |
| 57 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $7.2M | 0.4% | +3% | — |
| 58 |  $PM | Philip Morris International Inc. | $7.1M | 0.4% | -3% | 75.9 |
| 59 |  $META | Meta Platforms, Inc. | $7.1M | 0.4% | -1% | 79.6 |
| 60 |  $AFL | AFLAC INC | $7.0M | 0.4% | -0% | 61.3 |
| 61 |  $GLD | SPDR GOLD TRUST | $6.4M | 0.4% | -2% | — |
| 62 |  $FITB | FIFTH THIRD BANCORP | $6.4M | 0.4% | +1% | 63.2 |
| 63 | — | ISHARES TR - RUS MID CAP ETF | $6.3M | 0.4% | +0% | — |
| 64 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $6.3M | 0.4% | -0% | — |
| 65 | — | ISHARES TR - RUS 1000 ETF | $6.2M | 0.4% | +2% | — |
| 66 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $6.1M | 0.4% | +3% | — |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $5.9M | 0.4% | -1% | — |
| 68 |  $CVX | CHEVRON CORP | $5.7M | 0.3% | -4% | 62.8 |
| 69 | — | ISHARES TR - IBONDS DEC 26 | $5.5M | 0.3% | -6% | — |
| 70 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.5M | 0.3% | +1% | 66.2 |
| 71 |  $TXN | TEXAS INSTRUMENTS INC | $5.4M | 0.3% | -11% | 73.4 |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $5.3M | 0.3% | -0% | 70.3 |
| 73 |  $MCD | MCDONALDS CORP | $5.3M | 0.3% | -11% | 69 |
| 74 |  $PEP | PEPSICO INC | $5.3M | 0.3% | -7% | 63.4 |
| 75 |  $AMD | ADVANCED MICRO DEVICES INC | $5.1M | 0.3% | +10% | 79.8 |
| 76 | — | ISHARES TR - IBONDS DEC 27 | $5.0M | 0.3% | +0% | — |
| 77 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $5.0M | 0.3% | +1% | — |
| 78 |  $EMR | EMERSON ELECTRIC CO | $5.0M | 0.3% | -12% | 65.3 |
| 79 |  $MO | ALTRIA GROUP, INC. | $5.0M | 0.3% | -0% | 67.4 |
| 80 | — | ISHARES TR - CORE US AGGBD ET | $4.8M | 0.3% | +6% | — |
| 81 | — | ISHARES TR - CORE MSCI EAFE | $4.6M | 0.3% | -4% | — |
| 82 | — | ISHARES TR - IBONDS 26 TRM TS | $4.6M | 0.3% | -59% | — |
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.6M | 0.3% | +499% | — |
| 84 |  $GD | GENERAL DYNAMICS CORP | $4.5M | 0.3% | -2% | 68.7 |
| 85 |  $INTC | INTEL CORP | $4.4M | 0.3% | +1% | 45.6 |
| 86 | — | ISHARES TR - RUSSELL 2000 ETF | $4.4M | 0.3% | +1% | — |
| 87 |  $AZN | ASTRAZENECA PLC | $4.3M | 0.3% | -0% | — |
| 88 |  $ABT | ABBOTT LABORATORIES | $4.3M | 0.3% | +110% | 65.5 |
| 89 | — | ISHARES TR - IBONDS DEC 28 | $4.2M | 0.3% | +2% | — |
| 90 |  $ED | CONSOLIDATED EDISON INC | $4.1M | 0.3% | -0% | 67.3 |
| 91 |  $PANW | Palo Alto Networks Inc | $4.1M | 0.3% | +1% | 65.5 |
| 92 |  $AXP | AMERICAN EXPRESS CO | $4.1M | 0.3% | -8% | 69.4 |
| 93 |  $PGR | PROGRESSIVE CORP/OH/ | $4.0M | 0.3% | +3% | 80.1 |
| 94 |  $QCOM | QUALCOMM INC/DE | $4.0M | 0.3% | -4% | 70.5 |
| 95 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $4.0M | 0.3% | -0% | — |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.9M | 0.2% | -2% | 67.6 |
| 97 |  $AMAT | APPLIED MATERIALS INC /DE | $3.7M | 0.2% | +3% | 72.3 |
| 98 |  $WELL | WELLTOWER INC. | $3.7M | 0.2% | +1% | 59.8 |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $3.7M | 0.2% | +1% | 68.7 |
| 100 |  $WMB | WILLIAMS COMPANIES, INC. | $3.6M | 0.2% | -1% | 64.3 |
| 101 |  $KMI | KINDER MORGAN, INC. | $3.5M | 0.2% | -14% | 71.3 |
| 102 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.4M | 0.2% | +68% | 69.8 |
| 103 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $3.4M | 0.2% | +1% | — |
| 104 |  $MRVL | Marvell Technology, Inc. | $3.4M | 0.2% | -30% | 76.5 |
| 105 |  $ORCL | ORACLE CORP | $3.4M | 0.2% | -1% | 66.2 |
| 106 |  $GILD | GILEAD SCIENCES, INC. | $3.4M | 0.2% | -8% | 57.4 |
| 107 |  $WRB | BERKLEY W R CORP | $3.3M | 0.2% | -0% | 68.6 |
| 108 | — | ISHARES TR - CORE S&P500 ETF | $3.3M | 0.2% | +0% | — |
| 109 |  $VRT | Vertiv Holdings Co | $3.2M | 0.2% | +1% | 81 |
| 110 |  $SYK | STRYKER CORP | $3.2M | 0.2% | +2% | 72.1 |
| 111 |  $NEE | NEXTERA ENERGY INC | $3.1M | 0.2% | -22% | 64.6 |
| 112 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.9M | 0.2% | +302% | — |
| 113 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.9M | 0.2% | -8% | 72.8 |
| 114 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.9M | 0.2% | -6% | 66.8 |
| 115 |  $WFC | WELLS FARGO & COMPANY/MN | $2.8M | 0.2% | -2% | 61.8 |
| 116 |  $WCN | Waste Connections, Inc. | $2.8M | 0.2% | +1% | 68.2 |
| 117 |  $XEL | XCEL ENERGY INC | $2.6M | 0.2% | -5% | 56.4 |
| 118 |  $KMB | KIMBERLY CLARK CORP | $2.6M | 0.2% | +6% | 58.7 |
| 119 |  $DUK | Duke Energy CORP | $2.5M | 0.2% | -8% | 56.4 |
| 120 |  $DE | DEERE & CO | $2.5M | 0.2% | +0% | 55.4 |
| 121 |  $IBKR | Interactive Brokers Group, Inc. | $2.5M | 0.1% | +1% | 77 |
| 122 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $2.4M | 0.1% | +495% | — |
| 123 | — | ISHARES TR - ISHS 1-5YR INVS | $2.4M | 0.1% | +0% | — |
| 124 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.4M | 0.1% | -8% | 65.1 |
| 125 |  $DNP | DNP SELECT INCOME FUND INC | $2.4M | 0.1% | +1% | — |
| 126 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $2.3M | 0.1% | +0% | — |
| 127 |  $LOW | LOWES COMPANIES INC | $2.3M | 0.1% | -10% | 60.8 |
| 128 |  $ITW | ILLINOIS TOOL WORKS INC | $2.3M | 0.1% | -6% | 63.6 |
| 129 |  $MDT | Medtronic plc | $2.2M | 0.1% | -19% | 68.7 |
| 130 |  $HCA | HCA Healthcare, Inc. | $2.2M | 0.1% | +2% | 68.9 |
| 131 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.2M | 0.1% | +44% | — |
| 132 |  $IAU | ISHARES GOLD TRUST | $2.1M | 0.1% | +0% | — |
| 133 |  $UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.1% | +7% | 62.7 |
| 134 | — | PROSHARES TR - S&P 500 DV ARIST | $2.1M | 0.1% | +83% | — |
| 135 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.1M | 0.1% | +8% | 75.4 |
| 136 |  $SLV | iShares Silver Trust | $2.0M | 0.1% | -23% | — |
| 137 |  $KLAC | KLA CORP | $2.0M | 0.1% | +816% | 78.6 |
| 138 |  $Z | ZILLOW GROUP, INC. | $2.0M | 0.1% | +0% | 58.5 |
| 139 | — | ISHARES TR - IBONDS DEC 2029 | $2.0M | 0.1% | +0% | — |
| 140 |  $EQIX | EQUINIX INC | $1.9M | 0.1% | -3% | 59 |
| 141 | — | ISHARES TR - RUS 1000 VAL ETF | $1.9M | 0.1% | -1% | — |
| 142 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.1% | +4% | — |
| 143 |  $JAZZ | Jazz Pharmaceuticals plc | $1.9M | 0.1% | -13% | — |
| 144 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.8M | 0.1% | -8% | — |
| 145 | — | ISHARES TR - CORE 1 5 YR USD | $1.8M | 0.1% | -4% | — |
| 146 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.1% | -6% | 65.8 |
| 147 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $1.8M | 0.1% | +4% | — |
| 148 |  $WM | WASTE MANAGEMENT INC | $1.8M | 0.1% | -1% | 67.6 |
| 149 | — | ISHARES TR - PFD AND INCM SEC | $1.7M | 0.1% | +0% | — |
| 150 |  $LMT | LOCKHEED MARTIN CORP | $1.6M | 0.1% | -8% | 65.6 |
New Positions (39)
$HONA Honeywell Aerospace Inc.$772,896
$RYTM RHYTHM PHARMACEUTICALS, INC.$408,812
$IRDM Iridium Communications Inc.$389,511
$HUM HUMANA INC$378,551
$WDC WESTERN DIGITAL CORP$351,296
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$296,909
$CRS CARPENTER TECHNOLOGY CORP$294,233
$ALAB Astera Labs, Inc.$290,778
$AEVA Aeva Technologies, Inc.$278,124
$FORM FORMFACTOR INC$275,399Exited Positions (21)
$NOW ServiceNow, Inc.
$BMRN BIOMARIN PHARMACEUTICAL INC
$BDX BECTON DICKINSON & CO
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$ALB ALBEMARLE CORP
$INTU INTUIT INC.
$ESLT ELBIT SYSTEMS LTD
$UPS UNITED PARCEL SERVICE INC
$OXY OCCIDENTAL PETROLEUM CORP /DE/
$NKE NIKE, Inc.
$TTE TotalEnergies SE
$AWK American Water Works Company, Inc.
$ANET Arista Networks, Inc.
$LHX L3HARRIS TECHNOLOGIES, INC. /DE/Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Sound View Wealth Advisors Group, LLC including:
Track Sound View Wealth Advisors Group, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Sound View Wealth Advisors Group, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Sound View Wealth Advisors Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sound View Wealth Advisors Group, LLC (SEC CIK: 1784777), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sound View Wealth Advisors Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.