Sound View Wealth Advisors Group, LLC
CIK: 0001784777Latest portfolio: $1.5B · Q4 2025
Holdings
416
Total Value
$1.5B
New Positions
20
Closed Positions
25
Top Holdings
View All 416 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 279,740 | $76.0M | 5.10% | -12,992 | |
| 2 | IBDRISHARES TR | 2,013,302 | $48.8M | 3.27% | +211K | |
| 3 | IBDSISHARES TR | 1,982,691 | $48.1M | 3.23% | +522K | |
| 4 | MSFTMICROSOFT CORP | 92,746 | $44.9M | 3.01% | +167 | |
| 5 | NVDANVIDIA CORPORATION | 228,261 | $42.6M | 2.86% | -4,332 | |
| 6 | IBDUISHARES TR | 1,613,448 | $37.8M | 2.53% | +575K | |
| 7 | IBDTISHARES TR | 1,446,008 | $36.8M | 2.47% | +241K | |
| 8 | IBDVISHARES TR | 1,478,715 | $32.6M | 2.19% | +491K | |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 894,718 | $30.7M | 2.06% | +26K | |
| 10 | SCHXSCHWAB STRATEGIC TR | 958,031 | $25.8M | 1.73% | -19,073 | |
| 11 | VTIVANGUARD INDEX FDS | 75,905 | $25.4M | 1.71% | -1,945 | |
| 12 | VOOVANGUARD INDEX FDS | 38,939 | $24.4M | 1.64% | +258 | |
| 13 | LLYELI LILLY & CO | 22,689 | $24.4M | 1.64% | -139 | |
| 14 | IBDWISHARES TR | 1,119,214 | $23.7M | 1.59% | +165K | |
| 15 | IBDXISHARES TR | 856,087 | $21.9M | 1.47% | +134K | |
| 16 | JPMJPMORGAN CHASE & CO. | 65,249 | $21.0M | 1.41% | +1K | |
| 17 | AMZNAMAZON COM INC | 88,689 | $20.5M | 1.37% | -996 | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 87,863 | $19.3M | 1.30% | +267 | |
| 19 | AVGOBROADCOM INC | 55,484 | $19.2M | 1.29% | -2,923 | |
| 20 | VGTVANGUARD WORLD FD | 25,436 | $19.2M | 1.29% | -94 | |
| 21 | GOOGALPHABET INC | 59,354 | $18.6M | 1.25% | -3,182 | |
| 22 | NDQINVESCO QQQ TR | 28,380 | $17.4M | 1.17% | -1,605 | |
| 23 | TSLATESLA INC | 35,165 | $15.8M | 1.06% | +87 | |
| 24 | GOOGLALPHABET INC | 49,503 | $15.5M | 1.04% | -363 | |
| 25 | SCHDSCHWAB STRATEGIC TR | 549,366 | $15.1M | 1.01% | +28K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.605044853425703e+156T)
Healthcare0.0% ($2.4383142661405514e+130T)
Industrials0.0% ($8.182574152564431e+129T)
Unknown0.0% ($1.7434948865146454e+92T)
Consumer Cyclical0.0% ($2.047115814120477e+65T)
Consumer Defensive0.0% ($1.1504110837836602e+49T)
Energy0.0% ($8.173779451613465e+43T)
Utilities0.0% ($7.829373436292619e+36T)
Communication Services0.0% ($1.8625154948295455e+36T)
Basic Materials0.0% ($1125779594538.4T)
Real Estate0.0% ($30041061687.5T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 8, 2026 | $1.5B | 416 |
| Q3 2025 | Nov 10, 2025 | $1.5T | 425 |
| Q2 2025 | Aug 7, 2025 | $1.4T | 423 |
| Q1 2025 | May 8, 2025 | $1.2T | 407 |
| Q4 2024 | Feb 7, 2025 | $1.2T | 415 |
| Q3 2024 | Nov 12, 2024 | $1225.1T | 407 |
| Q2 2024 | Aug 5, 2024 | $970.2T | 358 |
| Q1 2024 | May 9, 2024 | $938.2T | 371 |
| Q4 2023 | Feb 8, 2024 | $906.6T | 385 |
| Q3 2023 | Nov 7, 2023 | $804.0T | 365 |
| Q2 2023 | Aug 8, 2023 | $762.8T | 363 |
| Q1 2023 | May 12, 2023 | $728.6T | 365 |
| Q4 2022 | Feb 8, 2023 | $472.9T | 268 |
| Q3 2022 | Nov 8, 2022 | $445.9B | 267 |
| Q2 2022 | Aug 5, 2022 | $477.7B | 280 |
| Q1 2022 | May 11, 2022 | $526.0B | 286 |
| Q4 2021 | Jan 20, 2022 | $529.1B | 290 |
| Q3 2021 | Oct 21, 2021 | $478.8B | 284 |
| Q2 2021 | Jul 21, 2021 | $475.8B | 284 |
| Q1 2021 | Apr 28, 2021 | $429.5B | 267 |
| Q4 2020 | Feb 2, 2021 | $409.3B | 255 |
| Q3 2020 | Nov 9, 2020 | $379.8B | 247 |
| Q2 2020 | Aug 7, 2020 | $355.1B | 242 |
| Q1 2020 | May 12, 2020 | $289.5B | 213 |
| Q4 2019 | Jan 27, 2020 | $354.3B | 238 |
| Q3 2019 | Nov 7, 2019 | $335.5B | 238 |
| Q2 2019 | Aug 7, 2019 | $338.3B | 247 |
Fund Information
Sound View Wealth Advisors Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.5B across 416 holdings. The largest position is APPLE INC (AAPL), representing 5.1% of the portfolio. Compared to the previous quarter, the fund opened 21 new positions and closed 27 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.