Sound View Wealth Advisors Group, LLC
Sector Allocation
- Other47.1%$758.0M
- Technology20.3%$327.0M
- Healthcare8.0%$128.9M
- Financials7.8%$125.5M
- Consumer Discretionary4.0%$64.0M
- Consumer Staples3.8%$60.5M
- Industrials3.4%$54.6M
- Energy2.2%$35.2M
- Utilities2.0%$31.6M
- Real Estate0.7%$10.7M
AUM History
13fpro.ai/research/fund/sound-view-wealth-advisors-group-llc-1784777
Conviction and streaks
Diversifying · top 10 = 26.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$78.0M- ISHARES$52.1M
NVDA
$46.2M- ISHARES$43.9M
- ISHARES$42.1M
- ISHARES$41.0M
- ISHARES$35.7M
MSFT
$34.9M- FIRST$32.3M
- ISHARES$27.6M
LLY
$26.8M- VANGUARD$26.6M
- SCHWAB$26.5M
- VANGUARD$26.0M
- ISHARES$25.3M
- VANGUARD$23.6M
AMZN
$21.2MJPM
$20.8MQQQ
$20.6MGOOG
$20.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sound-view-wealth-advisors-group-llc-1784777
Sound View Wealth Advisors Group, LLC 13F holdings — Q2 2026
$1.6B portfolio (+9.6% QoQ) · 440 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
$78.0M
4.8% of stocks
-2%This quarter+12.8%Since filed10+ qtrsHeld- 2
ISHARES TR - IBONDS 27 ETF
$52.1M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $46.2M
2.9% of stocks
+1%This quarter-0.7%Since filed10+ qtrsHeld- 4
ISHARES TR - IBONDS DEC 29
$43.9M
2.7% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - IBDS DEC28 ETF
$42.1M
2.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - IBONDS DEC 2030
$41.0M
2.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - IBONDS DEC2026
$35.7M
2.2% of stocks
-26%This quarter—Since filed—HeldAIQuality—Est. buy— $34.9M
2.2% of stocks
-0.5%This quarter+5.7%Since filed10+ qtrsHeld- 9
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$32.3M
2.0% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - IBONDS DEC 2031
$27.6M
1.7% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $78.0M | 4.8% | -2% | +12.8% | 10+ qtrsTrimmed 3 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - IBONDS 27 ETF | $52.1M | 3.2% | +5% | — | — | — | — | |
| 3 | $46.2M | 2.9% | +1% | -0.7% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $34.9M | 2.2% | -0.5% | +5.7% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $32.3M | 2.0% | -0.0% | — | — | — | — | |
| 10 | ISHARES TR - IBONDS DEC 2031 | $27.6M | 1.7% | +12% | — | — | — | — |
All holdings — Sound View Wealth Advisors Group, LLC (Q2 2026)
440 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $26.8M | 1.7% | 22K | -0.2% | 10+ qtrs | 85.7 | 13F | |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $26.6M | 1.6% | 39K | -0.3% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $26.5M | 1.6% | 900K | -2% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $26.0M | 1.6% | 70K | -0.1% | — | — | 13F |
| 15 | — | ISHARES TR - IBONDS DEC 2032etf/fund | — | $25.3M | 1.6% | 1.01M | +11% | — | — | 13F |
| 16 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $23.6M | 1.5% | 197K | +685% | — | — | 13F |
| 17 | AMAZON COM INC | Consumer Discretionary | $21.2M | 1.3% | 89K | +0.3% | 10+ qtrs | 67.5 | 13F | |
| 18 | JPMORGAN CHASE & CO | Financials | $20.8M | 1.3% | 63K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $20.6M | 1.3% | 28K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Alphabet Inc. | Technology | $20.2M | 1.3% | 57K | -2% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $19.7M | 1.2% | 83K | -5% | — | — | 13F |
| 22 | Broadcom Inc. | Technology | $19.3M | 1.2% | 51K | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $17.6M | 1.1% | 49K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Invesco Ltd. | Financials | $17.5M | 1.1% | 194K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $17.1M | 1.1% | 90K | +1% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $16.4M | 1.0% | 517K | -0.7% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $15.7M | 1.0% | 62K | -9% | |||
| 28 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $15.5M | 1.0% | 426K | +29% | |||
| 29 | $SPY | SPDR S&P 500 ETF TRUST | — | $14.9M | 0.9% | 20K | -1.0% | |||
| 30 | $ABBV | AbbVie Inc. | Healthcare | $14.7M | 0.9% | 59K | +10% | |||
| 31 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $13.4M | 0.8% | 233K | -5% | |||
| 32 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $13.1M | 0.8% | 37K | +5% | |||
| 33 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $13.0M | 0.8% | 25K | +0.8% | |||
| 34 | — | ISHARES TR - IBONDS DEC 2033 | — | $12.6M | 0.8% | 491K | +1218% | |||
| 35 | $TSLA | Tesla, Inc. | Consumer Discretionary | $12.5M | 0.8% | 30K | -15% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.0M | 0.7% | 82K | +4% | |||
| 37 | — | ISHARES TR - RUS 1000 GRW ETF | — | $10.7M | 0.7% | 86K | +306% | |||
| 38 | $STX | Seagate Technology Holdings plc | Technology | $10.5M | 0.7% | 11K | -4% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $10.5M | 0.7% | 93K | -3% | |||
| 40 | $CAT | CATERPILLAR INC | Industrials | $10.4M | 0.6% | 9,741 | -1% | |||
| 41 | $AMGN | AMGEN INC | Healthcare | $9.8M | 0.6% | 27K | -7% | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $9.4M | 0.6% | 60K | -2% | |||
| 43 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.3M | 0.6% | 19K | -1% | |||
| 44 | — | ISHARES TR - CORE DIV GRWTH | — | $9.0M | 0.6% | 118K | -16% | |||
| 45 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $8.9M | 0.6% | 322K | +4% | |||
| 46 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $8.9M | 0.6% | 242K | — | |||
| 47 | $MU | MICRON TECHNOLOGY INC | Technology | $8.8M | 0.6% | 7,664 | -8% | |||
| 48 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.7M | 0.5% | 31K | -0.5% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $8.7M | 0.5% | 63K | -6% | |||
| 50 | — | GLOBAL X FDS - S&P 500 CATHOLIC | — | $8.6M | 0.5% | 97K | -11% | |||
| 51 | $RTX | RTX Corp | Industrials | $8.4M | 0.5% | 44K | +0.8% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $8.3M | 0.5% | 19K | -5% | |||
| 53 | $SO | SOUTHERN CO | Utilities | $8.3M | 0.5% | 87K | -3% | |||
| 54 | $KO | COCA COLA CO | Consumer Staples | $8.1M | 0.5% | 100K | -5% | |||
| 55 | $MRK | Merck & Co., Inc. | Healthcare | $8.0M | 0.5% | 62K | -4% | |||
| 56 | $V | VISA INC. | Financials | $7.2M | 0.4% | 21K | +0.4% | |||
| 57 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $7.2M | 0.4% | 158K | +3% | |||
| 58 | $PM | Philip Morris International Inc. | Consumer Staples | $7.1M | 0.4% | 39K | -3% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $7.1M | 0.4% | 13K | -0.7% | |||
| 60 | $AFL | AFLAC INC | Financials | $7.0M | 0.4% | 60K | -0.1% | |||
| 61 | $GLD | SPDR GOLD TRUST | Financials | $6.4M | 0.4% | 17K | -2% | |||
| 62 | $FITB | FIFTH THIRD BANCORP | Financials | $6.4M | 0.4% | 114K | +1% | |||
| 63 | — | ISHARES TR - RUS MID CAP ETF | — | $6.3M | 0.4% | 57K | +0.2% | |||
| 64 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $6.3M | 0.4% | 85K | -0.1% | |||
| 65 | — | ISHARES TR - RUS 1000 ETF | — | $6.2M | 0.4% | 15K | +2% | |||
| 66 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $6.1M | 0.4% | 73K | +3% | |||
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | — | $5.9M | 0.4% | 27K | -0.7% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $5.7M | 0.3% | 34K | -4% | |||
| 69 | — | ISHARES TR - IBONDS DEC 26 | — | $5.5M | 0.3% | 215K | -6% | |||
| 70 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.5M | 0.3% | 5,867 | +0.7% | |||
| 71 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.4M | 0.3% | 18K | -11% | |||
| 72 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.3M | 0.3% | 46K | -0.3% | |||
| 73 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.3M | 0.3% | 20K | -11% | |||
| 74 | $PEP | PEPSICO INC | Consumer Staples | $5.3M | 0.3% | 39K | -7% | |||
| 75 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.1M | 0.3% | 8,749 | +10% | |||
| 76 | — | ISHARES TR - IBONDS DEC 27 | — | $5.0M | 0.3% | 198K | +0.2% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $5.0M | 0.3% | 31K | +0.6% | |||
| 78 | $EMR | EMERSON ELECTRIC CO | Industrials | $5.0M | 0.3% | 35K | -12% | |||
| 79 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $5.0M | 0.3% | 69K | -0.1% | |||
| 80 | — | ISHARES TR - CORE US AGGBD ET | — | $4.8M | 0.3% | 48K | +6% | |||
| 81 | — | ISHARES TR - CORE MSCI EAFE | — | $4.6M | 0.3% | 48K | -4% | |||
| 82 | — | ISHARES TR - IBONDS 26 TRM TS | — | $4.6M | 0.3% | 201K | -59% | |||
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $4.6M | 0.3% | 53K | +499% | |||
| 84 | $GD | GENERAL DYNAMICS CORP | Industrials | $4.5M | 0.3% | 13K | -2% | |||
| 85 | $INTC | INTEL CORP | Technology | $4.4M | 0.3% | 32K | +1% | |||
| 86 | — | ISHARES TR - RUSSELL 2000 ETF | — | $4.4M | 0.3% | 15K | +0.6% | |||
| 87 | $AZN | ASTRAZENECA PLC | Healthcare | $4.3M | 0.3% | 23K | -0.1% | |||
| 88 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.3M | 0.3% | 47K | +110% | |||
| 89 | — | ISHARES TR - IBONDS DEC 28 | — | $4.2M | 0.3% | 165K | +2% | |||
| 90 | $ED | CONSOLIDATED EDISON INC | Utilities | $4.1M | 0.3% | 37K | -0.1% | |||
| 91 | $PANW | Palo Alto Networks Inc | Technology | $4.1M | 0.3% | 12K | +1.0% | |||
| 92 | $AXP | AMERICAN EXPRESS CO | Financials | $4.1M | 0.3% | 12K | -8% | |||
| 93 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $4.0M | 0.3% | 18K | +3% | |||
| 94 | $QCOM | QUALCOMM INC/DE | Technology | $4.0M | 0.3% | 22K | -4% | |||
| 95 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $4.0M | 0.3% | 13K | -0.1% | |||
| 96 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $3.9M | 0.2% | 69K | -2% | |||
| 97 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.7M | 0.2% | 5,148 | +3% | |||
| 98 | $WELL | WELLTOWER INC. | Real Estate | $3.7M | 0.2% | 16K | +1% | |||
| 99 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.7M | 0.2% | 24K | +0.6% | |||
| 100 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.6M | 0.2% | 48K | -0.9% | |||
| 101 | $KMI | KINDER MORGAN, INC. | Energy | $3.5M | 0.2% | 109K | -14% | |||
| 102 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.4M | 0.2% | 15K | +68% | |||
| 103 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $3.4M | 0.2% | 37K | +0.9% | |||
| 104 | $MRVL | Marvell Technology, Inc. | Technology | $3.4M | 0.2% | 11K | -30% | |||
| 105 | $ORCL | ORACLE CORP | Technology | $3.4M | 0.2% | 23K | -0.8% | |||
| 106 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $3.4M | 0.2% | 27K | -8% | |||
| 107 | $WRB | BERKLEY W R CORP | Financials | $3.3M | 0.2% | 47K | -0.0% | |||
| 108 | — | ISHARES TR - CORE S&P500 ETF | — | $3.3M | 0.2% | 4,377 | +0.3% | |||
| 109 | $VRT | Vertiv Holdings Co | Technology | $3.2M | 0.2% | 9,508 | +1% | |||
| 110 | $SYK | STRYKER CORP | Healthcare | $3.2M | 0.2% | 10K | +2% | |||
| 111 | $NEE | NEXTERA ENERGY INC | Utilities | $3.1M | 0.2% | 36K | -22% | |||
| 112 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.9M | 0.2% | 36K | +302% | |||
| 113 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.9M | 0.2% | 16K | -8% | |||
| 114 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $2.9M | 0.2% | 21K | -6% | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.8M | 0.2% | 34K | -2% | |||
| 116 | $WCN | Waste Connections, Inc. | Utilities | $2.8M | 0.2% | 17K | +0.9% | |||
| 117 | $XEL | XCEL ENERGY INC | Utilities | $2.6M | 0.2% | 33K | -5% | |||
| 118 | $KMB | KIMBERLY CLARK CORP | Materials | $2.6M | 0.2% | 24K | +6% | |||
| 119 | $DUK | Duke Energy CORP | Utilities | $2.5M | 0.2% | 20K | -8% | |||
| 120 | $DE | DEERE & CO | Industrials | $2.5M | 0.2% | 3,978 | +0.3% | |||
| 121 | $IBKR | Interactive Brokers Group, Inc. | Financials | $2.5M | 0.1% | 29K | +0.5% | |||
| 122 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $2.4M | 0.1% | 29K | +495% | |||
| 123 | — | ISHARES TR - ISHS 1-5YR INVS | — | $2.4M | 0.1% | 46K | — | |||
| 124 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.4M | 0.1% | 4,720 | -8% | |||
| 125 | $DNP | DNP SELECT INCOME FUND INC | Other | $2.4M | 0.1% | 218K | +0.7% | |||
| 126 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $2.3M | 0.1% | 12K | +0.1% | |||
| 127 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.3M | 0.1% | 11K | -10% | |||
| 128 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.3M | 0.1% | 8,350 | -6% | |||
| 129 | $MDT | Medtronic plc | Healthcare | $2.2M | 0.1% | 28K | -19% | |||
| 130 | $HCA | HCA Healthcare, Inc. | Healthcare | $2.2M | 0.1% | 5,577 | +2% | |||
| 131 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $2.2M | 0.1% | 16K | +44% | |||
| 132 | $IAU | ISHARES GOLD TRUST | Financials | $2.1M | 0.1% | 28K | — | |||
| 133 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.1M | 0.1% | 4,992 | +7% | |||
| 134 | — | PROSHARES TR - S&P 500 DV ARIST | — | $2.1M | 0.1% | 37K | +83% | |||
| 135 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $2.1M | 0.1% | 4,169 | +8% | |||
| 136 | $SLV | iShares Silver Trust | Financials | $2.0M | 0.1% | 38K | -23% | |||
| 137 | $KLAC | KLA CORP | Technology | $2.0M | 0.1% | 6,696 | +816% | |||
| 138 | $Z | ZILLOW GROUP, INC. | Industrials | $2.0M | 0.1% | 63K | — | |||
| 139 | — | ISHARES TR - IBONDS DEC 2029 | — | $2.0M | 0.1% | 78K | +0.5% | |||
| 140 | $EQIX | EQUINIX INC | Real Estate | $1.9M | 0.1% | 1,845 | -3% | |||
| 141 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.9M | 0.1% | 7,919 | -0.9% | |||
| 142 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.9M | 0.1% | 3,943 | +4% | |||
| 143 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $1.9M | 0.1% | 7,757 | -13% | |||
| 144 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.8M | 0.1% | 2,804 | -8% | |||
| 145 | — | ISHARES TR - CORE 1 5 YR USD | — | $1.8M | 0.1% | 38K | -4% | |||
| 146 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.8M | 0.1% | 43K | -6% | |||
| 147 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $1.8M | 0.1% | 22K | +4% | |||
| 148 | $WM | WASTE MANAGEMENT INC | Utilities | $1.8M | 0.1% | 7,939 | -1% | |||
| 149 | — | ISHARES TR - PFD AND INCM SEC | — | $1.7M | 0.1% | 55K | +0.2% | |||
| 150 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.6M | 0.1% | 3,230 | -8% |
What changed in Q2 2026
Against the previous quarter's 13F: 39 new, 128 added to, 217 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (39)
- AB ACTIVE ETFS INC - DISRUPTORS ETF$836K
first bought this quarter
$HONAHoneywell Aerospace Inc.$773K
first bought this quarter
- ISHARES TR - INTL SEL DIV ETF$589K
first bought this quarter
- TEMA ETF TRUST - SPACE INNOV ETF$501K
first bought this quarter
$RYTMRHYTHM PHARMACEUTICALS, INC.$409K
first bought this quarter
$IRDMIridium Communications Inc.$390K
first bought this quarter
+33 more in the Excel export
Added to (128)
- VANGUARD WORLD FD - INF TECH ETF+685%
now $23.6M
- ISHARES TR - IBONDS DEC 2033+1218%
now $12.6M
- ISHARES TR - RUS 1000 GRW ETF+306%
now $10.7M
- VANGUARD INDEX FDS - GROWTH ETF+499%
now $4.6M
- CAPITAL GROUP INTERNATIONAL - SHS+29%
now $15.5M
- ISHARES TR - IBONDS DEC 29+7%
now $43.9M
+122 more in the Excel export
Trimmed (217)
- ISHARES TR - IBONDS DEC2026-26%
now $35.7M
- ISHARES TR - IBONDS 26 TRM TS-59%
now $4.6M
$TSLATesla, Inc.-15%
now $12.5M · held 10+ qtrs
- ISHARES TR - CORE DIV GRWTH-16%
now $9.0M
$JNJJOHNSON & JOHNSON-9%
now $15.7M · held 10+ qtrs, 3 trims in a row
now $78.0M · held 10+ qtrs, 3 trims in a row
+211 more in the Excel export
Holdings by quarter
Every 13F Sound View Wealth Advisors Group, LLC has filed, 28 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sound View Wealth Advisors Group's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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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 an AI quality ranking built from its SEC filings (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.