Sound View Wealth Advisors Group, LLC — 13F Holdings & Portfolio
CIK 1784777 · latest 13F-HR filed 2026-08-11
Sound View Wealth Advisors Group, LLC manages $1.61B in 13F-reported U.S. long-equity assets across 440 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.84%), IBDS (3.23%), NVDA (2.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 41 new positions and exited 23; 212 existing positions rose in reported value and 91 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.61B
Long-equity book
Holdings
440
Distinct positions
Period
2026-06-30
Filed 2026-08-11
Q/Q Activity
+41 / −23 / ↑212 / ↓91
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26AAPL4.8% · -2%IBDS3.2% · +5%NVDA2.9% · +1%IBDU2.7% · +7%IBDT2.6% · +7%IBDV2.5% · +8%IBDR2.2% · -26%MSFT2.2% · -0%BUFR2.0% · -0%IBDW1.7% · +12%LLY1.7% · -0%VOO1.6% · -0%SCHX1.6% · -2%VTI1.6% · -0%IBDX1.6% · +11%VGT1.5% · +686%AMZN1.3% · +0%JPM1.3% · -2%QQQ1.3% · -1%GOOG1.3% · -2%VIG1.2% · -5%AVGO1.2% · -7%GOOGL1.1% · +0%SPHQ1.1% · -0%XLK1.1% · +1%SCHD1.0% · -1%JNJ1.0% · -9%CGIC1.0% · +29%SPY0.9% · -1%ABBV0.9% · +10%BMY0.8% · -5%HD0.8% · +5%DIA0.8% · +1%IBDY0.8% · +1218%TSLA0.8% · -15%PG0.7% · +4%IWF0.7% · +306%STX0.7% · -4%WMT0.7% · -3%CAT0.6% · -1%AMGN0.6% · -7%VYM0.6% · -2%BRK.B0.6% · -2%DGRO0.6% · -16%SCHF0.6% · +4%EPD0.6% · 0%MU0.5% · -8%IBM0.5% · -0%XOM0.5% · -6%CATH0.5% · -11%RTX0.5% · +1%LRCX0.5% · -5%SO0.5% · -4%KO0.5% · -5%MRK0.5% · -4%V0.4% · +0%XLU0.4% · +3%PM0.4% · -3%META0.4% · -1%AFL0.4% · -0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 26.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 29, 2026.
Assets Under Management
$2.28B
Discretionary
$2.18B
Employees
19
Accounts
3,285
Address
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH, GA 31411
SUITE 201
SAVANNAH, GA 31411
Phone
(912) 239-4630
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| AMBROSE, EDWARD, FRANCIS Control | PARTNER since Feb 2019 | Less than 5% | Individual |
| BOUCHILLON, KELLY, LEE Control | SENIOR PARTNER since Feb 2019 | Less than 5% | Individual |
| BOUCHILLON, MELISSA, K Control | CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER since Feb 2019 | Less than 5% | Individual |
| FOCUS OPERATING, LLC Control | MEMBER (MANAGER) since Feb 2019 | 75% or more | Domestic Entity |
| HAM, OSCAR, EMERSON Control | SENIOR PARTNER since Feb 2019 | Less than 5% | Individual |
| CD&R ASSOCIATES XII, L.P. Control Indirect owner via CD&R FERDINAND CO-INVESTOR, L.P. | GENERAL PARTNER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| CD&R ASSOCIATES XII, L.P. Control Indirect owner via CLAYTON, DUBILIER & RICE FUND XII, L.P. | GENERAL PARTNER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| CD&R FERDINAND CO-INVESTOR, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P. | PARTNER since Aug 2023 | 25–50% | Foreign Entity |
| CD&R FERDINAND HOLDINGS, L.P. Control Indirect owner via FERDINAND FFP ULTIMATE HOLDINGS, LP | PARTNER since Aug 2023 | 50–75% | Domestic Entity |
| CD&R INVESTMENT ASSOCIATES XII, LTD. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P. | GENERAL PARTNER since Aug 2023 | General partner, trustee or manager | Foreign Entity |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. Control Indirect owner via CD&R FERDINAND HOLDINGS, L.P. | PARTNER since Aug 2023 | 50–75% | Foreign Entity |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Control Indirect owner via FERDINAND FFP, ACQUISITION, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP PARENT, INC. Control Indirect owner via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | MEMBER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS B COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP ULTIMATE HOLDINGS, LP Control Indirect owner via FERDINAND FFP PARENT, INC. | SHAREHOLDER since Aug 2023 | 75% or more | Domestic Entity |
| FERDINAND FFP, ACQUISITION, LLC Control Indirect owner via FOCUS FINANCIAL PARTNERS INC. | SHAREHOLDER, CLASS A COMMON STOCK since Aug 2023 | 75% or more | Domestic Entity |
| FOCUS FINANCIAL PARTNERS INC. Control Indirect owner via FOCUS FINANCIAL PARTNERS, LLC | MANAGING MEMBER since Jul 2018 | 75% or more | Domestic Entity |
| FOCUS FINANCIAL PARTNERS, LLC Control Indirect owner via FOCUS OPERATING, LLC | MEMBER since Jan 2007 | 75% or more | Domestic Entity |
Ownership & leadership changes · 4 filings with changes since Feb 25, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Oct 11, 2023 filing
- AddedCD&R ASSOCIATES XII, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via CD&R FERDINAND CO-INVESTOR, L.P. · control person
- AddedCD&R ASSOCIATES XII, L.P. · GENERAL PARTNER · General partner, trustee or manager · indirect via CLAYTON, DUBILIER & RICE FUND XII, L.P. · control person
- AddedCD&R INVESTMENT ASSOCIATES XII, LTD. · GENERAL PARTNER · General partner, trustee or manager · indirect via CD&R FERDINAND HOLDINGS, L.P. · control person
Sep 26, 2023 filing
- ChangedFOCUS FINANCIAL PARTNERS INC. · indirect via FOCUS FINANCIAL PARTNERS, LLC: title MEMBER → MANAGING MEMBER
Sep 15, 2023 filing
- ChangedFERDINAND FFP ULTIMATE HOLDINGS, LP · indirect via FOCUS FINANCIAL PARTNERS INC.: title SHAREHOLDER → SHAREHOLDER, CLASS B COMMON STOCK
- ChangedFERDINAND FFP, ACQUISITION, LLC · indirect via FOCUS FINANCIAL PARTNERS INC.: title SHAREHOLDER → SHAREHOLDER, CLASS A COMMON STOCK
Sep 12, 2023 filing
- AddedCD&R FERDINAND CO-INVESTOR, L.P. · PARTNER · 25–50% · indirect via CD&R FERDINAND HOLDINGS, L.P. · control person
- AddedCD&R FERDINAND HOLDINGS, L.P. · PARTNER · 50–75% · indirect via FERDINAND FFP ULTIMATE HOLDINGS, LP · control person
- AddedCLAYTON, DUBILIER & RICE FUND XII, L.P. · PARTNER · 50–75% · indirect via CD&R FERDINAND HOLDINGS, L.P. · control person
- AddedFERDINAND FFP INTERMEDIATE HOLDINGS, LLC · MEMBER · 75% or more · indirect via FERDINAND FFP, ACQUISITION, LLC · control person
- AddedFERDINAND FFP PARENT, INC. · MEMBER · 75% or more · indirect via FERDINAND FFP INTERMEDIATE HOLDINGS, LLC · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
- AddedFERDINAND FFP ULTIMATE HOLDINGS, LP · SHAREHOLDER · 75% or more · indirect via FERDINAND FFP PARENT, INC. · control person
- AddedFERDINAND FFP, ACQUISITION, LLC · SHAREHOLDER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS INC. · control person
Feb 25, 2019 filing (earliest on record)
- ListedAMBROSE, EDWARD, FRANCIS · PARTNER · Less than 5% · control person
- ListedBOUCHILLON, KELLY, LEE · SENIOR PARTNER · Less than 5% · control person
- ListedBOUCHILLON, MELISSA, K · CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER · Less than 5% · control person
- ListedFOCUS FINANCIAL PARTNERS INC. · MEMBER · 75% or more · indirect via FOCUS FINANCIAL PARTNERS, LLC · control person
- ListedFOCUS FINANCIAL PARTNERS, LLC · MEMBER · 75% or more · indirect via FOCUS OPERATING, LLC · control person
- ListedFOCUS OPERATING, LLC · MEMBER (MANAGER) · 75% or more · control person
- ListedHAM, OSCAR, EMERSON · SENIOR PARTNER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ISHARES TR$11.7M +1212.9%
- APPLE INC$8.3M +11.9%
- NVIDIA CORPORATION$6.5M +16.3%
- ELI LILLY & CO$6.2M +30.1%
- SEAGATE TECHNOLOGY HLDNGS PL$6.1M +137.1%
Top Trims
- ISHARES TR-$12.3M -25.7%
- ISHARES TR-$6.7M -59.1%
- EXXON MOBIL CORP-$2.7M -23.9%
- CHEVRON CORPORATION-$1.7M -22.9%
- MCDONALDS CORP-$1.6M -22.6%
New Positions
- AB ACTIVE ETFS INC$836.3K
- HONEYWELL INTL INC$782.8K
- HONEYWELL AEROSPACE INC$772.9K
- ISHARES TR$589.4K
- TEMA ETF TRUST$500.8K
Exited Positions
- HONEYWELL INTL INC$1.6M
- SERVICENOW INC$702.8K
- BIOMARIN PHARMACEUTICAL INC$424.6K
- BECTON DICKINSON & CO$371.7K
- CARNIVAL CORP$363.3K
Sound View Wealth Advisors Group, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $78.0M | 4.84% | 269,682 | SH |
| 2 | ISHARES TR | IBDS | 46435UAA9 | $52.1M | 3.23% | 2,150,618 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $46.2M | 2.87% | 231,124 | SH |
| 4 | ISHARES TR | IBDU | 46436E205 | $43.9M | 2.72% | 1,895,010 | SH |
| 5 | ISHARES TR | IBDT | 46435U515 | $42.1M | 2.61% | 1,666,571 | SH |
| 6 | ISHARES TR | IBDV | 46436E726 | $41.0M | 2.54% | 1,880,024 | SH |
| 7 | ISHARES TR | IBDR | 46435GAA0 | $35.7M | 2.21% | 1,472,485 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $34.9M | 2.17% | 93,606 | SH |
| 9 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $32.3M | 2.00% | 882,918 | SH |
| 10 | ISHARES TR | IBDW | 46436E486 | $27.6M | 1.71% | 1,323,935 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $26.8M | 1.66% | 22,347 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $26.6M | 1.65% | 38,673 | SH |
| 13 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $26.5M | 1.64% | 899,798 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $26.0M | 1.61% | 70,286 | SH |
| 15 | ISHARES TR | IBDX | 46436E312 | $25.3M | 1.57% | 1,005,519 | SH |
| 16 | VANGUARD WORLD FD | VGT | 92204A702 | $23.6M | 1.46% | 197,243 | SH |
| 17 | AMAZON COM INC | AMZN | 023135106 | $21.2M | 1.32% | 89,124 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $20.8M | 1.29% | 63,442 | SH |
| 19 | INVESCO QQQ TR | QQQ | 46090E103 | $20.6M | 1.28% | 28,000 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $20.2M | 1.25% | 57,156 | SH |
| 21 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $19.7M | 1.22% | 83,264 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $19.3M | 1.20% | 51,102 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $17.6M | 1.09% | 49,269 | SH |
| 24 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $17.5M | 1.08% | 193,846 | SH |
| 25 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $17.1M | 1.06% | 89,670 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $16.4M | 1.02% | 517,197 | SH |
| 27 | JOHNSON & JOHNSON | JNJ | 478160104 | $15.7M | 0.98% | 61,910 | SH |
| 28 | CAPITAL GROUP INTERNATIONAL | CGIC | 14021T102 | $15.5M | 0.96% | 426,147 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $14.9M | 0.93% | 19,957 | SH |
| 30 | ABBVIE INC | ABBV | 00287Y109 | $14.7M | 0.91% | 58,534 | SH |
| 31 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $13.4M | 0.83% | 233,338 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $13.1M | 0.81% | 37,073 | SH |
| 33 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $13.0M | 0.81% | 24,956 | SH |
| 34 | ISHARES TR | IBDY | 46436E130 | $12.6M | 0.78% | 490,589 | SH |
| 35 | TESLA INC | TSLA | 88160R101 | $12.5M | 0.78% | 29,777 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $12.0M | 0.74% | 81,681 | SH |
| 37 | ISHARES TR | IWF | 464287614 | $10.7M | 0.67% | 86,316 | SH |
| 38 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $10.5M | 0.65% | 10,889 | SH |
| 39 | WALMART INC | WMT | 931142103 | $10.5M | 0.65% | 92,653 | SH |
| 40 | CATERPILLAR INC | CAT | 149123101 | $10.4M | 0.64% | 9,741 | SH |
| 41 | AMGEN INC | AMGN | 031162100 | $9.8M | 0.61% | 27,043 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.4M | 0.58% | 59,618 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.3M | 0.58% | 18,557 | SH |
| 44 | ISHARES TR | DGRO | 46434V621 | $9.0M | 0.56% | 118,154 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $8.9M | 0.55% | 322,218 | SH |
| 46 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $8.9M | 0.55% | 241,788 | SH |
| 47 | MICRON TECHNOLOGY INC | MU | 595112103 | $8.8M | 0.55% | 7,664 | SH |
| 48 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $8.7M | 0.54% | 30,915 | SH |
| 49 | EXXON MOBIL CORP | XOM | 30231G102 | $8.7M | 0.54% | 63,310 | SH |
| 50 | GLOBAL X FDS | CATH | 37954Y889 | $8.6M | 0.54% | 97,427 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $1.61B | 440 | 0001765380-26-000326 |
| 2026-03-31 | 2026-05-06 | $1.47B | 422 | 0001784777-26-000002 |
| 2025-12-31 | 2026-01-08 | $1.49B | 416 | 0001784777-26-000001 |
Filer Information
Address
1 SKIDAWAY VILLAGE WALKSUITE 201
SAVANNAH, GA 31411
Phone
(912) 239-4630
Filing Manager
Sound View Wealth Advisors Group, LLC
SAVANNAH, GA
Signatory
Melissa Bouchillon
Chief Compliance Officer