Sound View Wealth Advisors Group, LLC — 13F Holdings & Portfolio
CIK 1784777 · latest 13F-HR filed 2026-05-06
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
$1.47B
Long-equity book
Holdings
422
Distinct positions
Period
2026-03-31
Filed 2026-05-06
Q/Q Activity
+23 / −17 / ↑119 / ↓145
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$5.6M +17.1%
- CAPITAL GROUP INTERNATIONAL$4.4M +66.7%
- ISHARES TR$3.3M +8.8%
- EXXON MOBIL CORP$3.2M +39.1%
- ISHARES TR$2.8M +7.5%
Top Trims
- MICROSOFT CORP-$10.0M -22.4%
- APPLE INC-$6.3M -8.3%
- ELI LILLY & CO-$3.8M -15.5%
- VANGUARD INDEX FDS-$2.9M -11.3%
- TESLA INC-$2.9M -18.1%
New Positions
- ASTRAZENECA PLC$4.5M
- PGIM ETF TR$415.8K
- ISHARES INC$373.1K
- ISHARES TR$288.6K
- ISHARES TR$283.1K
Exited Positions
- ASTRAZENECA PLC$4.3M
- CCC INTELLIGENT SOLUTIONS HL$834.8K
- BLUEROCK PVT REAL ESTATE FD$352.0K
- SPROTT ASSET MANAGEMENT LP$340.6K
- HUMANA INC$271.5K
All Holdings
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 | $69.7M | 4.74% | 274,762 | SH |
| 2 | ISHARES TR | IBDS | 46435UAA9 | $49.7M | 3.38% | 2,048,974 | SH |
| 3 | ISHARES TR | IBDR | 46435GAA0 | $48.0M | 3.27% | 1,981,257 | SH |
| 4 | ISHARES TR | IBDU | 46436E205 | $41.1M | 2.79% | 1,766,350 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $39.8M | 2.70% | 227,962 | SH |
| 6 | ISHARES TR | IBDT | 46435U515 | $39.6M | 2.69% | 1,562,572 | SH |
| 7 | ISHARES TR | IBDV | 46436E726 | $38.2M | 2.60% | 1,746,344 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $34.8M | 2.37% | 94,047 | SH |
| 9 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $29.8M | 2.03% | 883,125 | SH |
| 10 | ISHARES TR | IBDW | 46436E486 | $24.8M | 1.68% | 1,182,844 | SH |
| 11 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $23.5M | 1.60% | 917,699 | SH |
| 12 | VANGUARD INDEX FDS | VOO | 922908363 | $23.2M | 1.58% | 38,779 | SH |
| 13 | ISHARES TR | IBDX | 46436E312 | $22.9M | 1.56% | 905,660 | SH |
| 14 | VANGUARD INDEX FDS | VTI | 922908769 | $22.6M | 1.54% | 70,368 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $20.6M | 1.40% | 22,393 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $19.0M | 1.29% | 64,641 | SH |
| 17 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $18.8M | 1.28% | 87,389 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $18.5M | 1.26% | 88,867 | SH |
| 19 | VANGUARD WORLD FD | VGT | 92204A702 | $17.5M | 1.19% | 25,111 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $17.0M | 1.16% | 54,932 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $16.7M | 1.13% | 58,050 | SH |
| 22 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.6M | 1.13% | 68,115 | SH |
| 23 | INVESCO QQQ TR | QQQ | 46090E103 | $16.3M | 1.11% | 28,278 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $16.0M | 1.09% | 520,591 | SH |
| 25 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $14.8M | 1.01% | 244,617 | SH |
| 26 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $14.6M | 1.00% | 194,574 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $14.1M | 0.96% | 49,138 | SH |
| 28 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $13.1M | 0.89% | 20,153 | SH |
| 29 | TESLA INC | TSLA | 88160R101 | $13.0M | 0.88% | 34,851 | SH |
| 30 | WALMART INC | WMT | 931142103 | $11.9M | 0.81% | 95,884 | SH |
| 31 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $11.8M | 0.80% | 88,777 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $11.6M | 0.79% | 35,278 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $11.5M | 0.79% | 53,079 | SH |
| 34 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $11.5M | 0.78% | 24,751 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $11.4M | 0.77% | 67,024 | SH |
| 36 | PROCTER & GAMBLE CO | PG | 742718109 | $11.3M | 0.77% | 78,510 | SH |
| 37 | ISHARES TR | IBTG | 46436E858 | $11.3M | 0.77% | 491,869 | SH |
| 38 | CAPITAL GROUP INTERNATIONAL | CGIC | 14021T102 | $10.9M | 0.74% | 330,562 | SH |
| 39 | AMGEN INC | AMGN | 031162100 | $10.2M | 0.70% | 29,089 | SH |
| 40 | ISHARES TR | DGRO | 46434V621 | $9.9M | 0.67% | 140,729 | SH |
| 41 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $9.1M | 0.62% | 241,788 | SH |
| 42 | ISHARES TR | IWF | 464287614 | $9.1M | 0.62% | 21,234 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $9.0M | 0.61% | 18,834 | SH |
| 44 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.0M | 0.61% | 60,702 | SH |
| 45 | SOUTHERN CO | SO | 842587107 | $8.7M | 0.59% | 89,632 | SH |
| 46 | GLOBAL X FDS | CATH | 37954Y889 | $8.6M | 0.58% | 109,895 | SH |
| 47 | RTX CORPORATION | RTX | 75513E101 | $8.5M | 0.58% | 43,845 | SH |
| 48 | COCA COLA CO | KO | 191216100 | $8.0M | 0.54% | 105,198 | SH |
| 49 | MERCK & CO INC | MRK | 58933Y105 | $7.8M | 0.53% | 64,516 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $7.7M | 0.52% | 311,252 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $1.47B | 422 | 0001784777-26-000002 |
| 2025-12-31 | 2026-01-08 | $1.49B | 416 | 0001784777-26-000001 |