Q2 2026 13F · SEC CIK 1784777

Sound View Wealth Advisors Group, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 440
Top holdings a year, 3 yrs: +12.7%
Assets under management: $2.3B

Sound View Wealth Advisors Group, LLC is a wealth manager that reported 440 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Apple Inc (AAPL, 4.8%), Ishares Tr (IBDS, 3.2%), Nvidia Corporation Com (NVDA, 2.9%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 20.4% for the S&P 500.

Sound View Wealth Advisors Group, LLC holdings largest 50 of 440 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sound View Wealth Advisors Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	4.8%	4.7%	269,682	-1.8%	$78.0M
IBDSIshares Tr	3.2%	3.4%	2,150,618	+5.0%	$52.1M
NVDANvidia Corporation Com	2.9%	2.7%	231,124	+1.4%	$46.2M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	2.7%	2.8%	1,895,010	+7.3%	$43.9M
IBDTIshares Tr	2.6%	2.7%	1,666,571	+6.7%	$42.1M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	2.5%	2.6%	1,880,024	+7.7%	$41.0M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	2.2%	3.3%	1,472,485	-25.7%	$35.7M
MSFTMicrosoft Corp	2.2%	2.4%	93,606	-0.5%	$34.9M
BUFRFt Vest Laddered Buffer ETF	2.0%	2.0%	882,918	-0.0%	$32.3M
IBDWIshares Tr	1.7%	1.7%	1,323,935	+11.9%	$27.6M
LLYLilly Eli & Co	1.7%	1.4%	22,347	-0.2%	$26.8M
VOOVanguard S&p 500 ETF	1.6%	1.6%	38,673	-0.3%	$26.6M
SCHXSchwab Stratgc Tr	1.6%	1.6%	899,798	-2.0%	$26.5M
VTIVanguard Index Fds	1.6%	1.5%	70,286	-0.1%	$26.0M
IBDXIshares Tr	1.6%	1.6%	1,005,519	+11.0%	$25.3M
VGTVanguard Info Tech	1.5%	1.2%	197,243	+685.5%	$23.6M
AMZNAmazon Com Inc Com	1.3%	1.3%	89,124	+0.3%	$21.2M
JPMJpmorgan Chase & Co	1.3%	1.3%	63,442	-1.9%	$20.8M
QQQInvesco Qqq Tr	1.3%	1.1%	28,000	-1.0%	$20.6M
GOOGAlphabet Inc	1.3%	1.1%	57,156	-1.5%	$20.2M
VIGVanguard Dividend Appreciation ETF	1.2%	1.3%	83,264	-4.7%	$19.7M
AVGOBroadcom Inc	1.2%	1.2%	51,102	-7.0%	$19.3M
GOOGLAlphabet Inc	1.1%	1.0%	49,269	+0.3%	$17.6M
SPHQInvesco Exchange Traded Fd T	1.1%	1.0%	193,846	-0.4%	$17.5M
XLKState Street Technology Select Sector Sp	1.1%	0.8%	89,670	+1.0%	$17.1M
SCHDSchwab Strategic Tr	1.0%	1.1%	517,197	-0.7%	$16.4M
JNJJohnson & Johnson	1.0%	1.1%	61,910	-9.1%	$15.7M
CGICCapital Group International	1.0%	0.7%	426,147	+28.9%	$15.5M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	19,957	-1.0%	$14.9M
ABBVAbbvie Inc	0.9%	0.8%	58,534	+10.3%	$14.7M
BMYBristol-Myers Squibb Co Com	0.8%	1.0%	233,338	-4.6%	$13.4M
HDHome Depot Inc Com	0.8%	0.8%	37,073	+5.1%	$13.1M
DIAState Street Spdr Dow Jones Industrial A	0.8%	0.8%	24,956	+0.8%	$13.0M
IBDYIshares Tr	0.8%	—	490,589	—	$12.6M
TSLATesla Inc Com	0.8%	0.9%	29,777	-14.6%	$12.5M
PGProcter & Gamble Co Com	0.7%	0.8%	81,681	+4.0%	$12.0M
IWFIshares Russell 1000 Growth ETF	0.7%	0.6%	86,316	+306.5%	$10.7M
STXSeagate Technology Hldngs Pl	0.7%	—	10,889	—	$10.5M
WMTWalmart Inc	0.7%	0.8%	92,653	-3.4%	$10.5M
CATCaterpillar Inc Com	0.6%	—	9,741	—	$10.4M
AMGNAmgen Inc Com	0.6%	0.7%	27,043	-7.0%	$9.8M
VYMVym	0.6%	0.6%	59,618	-1.8%	$9.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	18,557	-1.5%	$9.3M
DGROIshares Core Dividend Growth ETF	0.6%	0.7%	118,154	-16.0%	$9.0M
SCHFSchwab Intl Equity	0.6%	0.5%	322,218	+3.5%	$8.9M
EPDEnterprise Prods Partners L	0.6%	0.6%	241,788	+0.0%	$8.9M
MUMicron Technology Inc	0.5%	—	7,664	—	$8.8M
IBMInternational Business Machs	0.5%	—	30,915	—	$8.7M
XOMExxon Mobil Corp	0.5%	0.8%	63,310	-5.5%	$8.7M
CATHGlobal X Fds	0.5%	0.6%	97,427	-11.3%	$8.6M

What Sound View Wealth Advisors Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+685.5% shares
IWF Ishares Russell 1000 Growth ETF+306.5% shares
CGIC Capital Group International+28.9% shares
IBDW Ishares Tr+11.9% shares
IBDX Ishares Tr+11.0% shares
ABBV Abbvie Inc+10.3% shares
IBDV Ishares Tr ETF Ibonds Dec 2030 Term Corp+7.7% shares
IBDU Ishares Tr ETF Ibonds Dec 2029 Term Corp+7.3% shares

Reduced

IBDR Ishares Tr ETF Ibonds Dec 2026 Term Corp-25.7% shares
DGRO Ishares Core Dividend Growth ETF-16.0% shares
TSLA Tesla Inc Com-14.6% shares
CATH Global X Fds-11.3% shares
JNJ Johnson & Johnson-9.1% shares
AMGN Amgen Inc Com-7.0% shares
AVGO Broadcom Inc-7.0% shares
XOM Exxon Mobil Corp-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.7% /yr; S&P 500 +20.1%
3 years: +12.7% /yr; S&P 500 +20.4%
5 years: +7.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	440
Q1 2026	$1.5B	422
Q4 2025	$1.5B	416
Q3 2025	$1.5B	422
Q2 2025	$1.4B	423
Q1 2025	$1.2B	406
Q4 2024	$1.2B	415
Q3 2024	$1.2B	407
Q2 2024	$970.2M	358
Q1 2024	$938.2M	371
Q4 2023	$906.6M	385
Q3 2023	$804.0M	365

Questions about Sound View Wealth Advisors Group, LLC's portfolio

What stocks does Sound View Wealth Advisors Group, LLC own?

Sound View Wealth Advisors Group, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 440 positions worth $1.6B. The largest are Apple Inc (AAPL) at 4.8%, Ishares Tr (IBDS) at 3.2%, Nvidia Corporation Com (NVDA) at 2.9%, Ishares Tr ETF Ibonds Dec 2029 Term Corp (IBDU) at 2.7% and Ishares Tr (IBDT) at 2.6%.

What did Sound View Wealth Advisors Group, LLC buy last quarter?

In Q2 2026, Sound View Wealth Advisors Group, LLC added Vanguard Info Tech (VGT) (+685.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+306.5% shares) and Capital Group International (CGIC) (+28.9% shares), compared with its Q1 2026 filing.

What did Sound View Wealth Advisors Group, LLC sell last quarter?

In Q2 2026, Sound View Wealth Advisors Group, LLC cut from its top 50 Ishares Tr (IBTG), cut from its top 50 Southern Co. (SO), cut from its top 50 Rtx Corporation Com (RTX), cut from its top 50 Coca Cola Co (KO), cut from its top 50 Merck & Co. Inc (MRK), Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR) (-25.7% shares), Ishares Core Dividend Growth ETF (DGRO) (-16.0% shares) and Tesla Inc Com (TSLA) (-14.6% shares), compared with its Q1 2026 filing.

How has Sound View Wealth Advisors Group, LLC's portfolio performed?

A portfolio copying Sound View Wealth Advisors Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.7% against +20.1%. Over 5 years: +7.7% a year against +11.6%.

When is Sound View Wealth Advisors Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Sound View Wealth Advisors Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sound View Wealth Advisors Group, LLC manage?

Sound View Wealth Advisors Group, LLC reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.