Sound View Wealth Advisors Group, LLC

Est. AUM

$1.37B

13F long equity, this entity only

Positions

417

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$69.7M	274762	5.08%	SOLE
2	ISHARES TR	IBONDS 27 ETF	$49.7M	2048974	3.62%	SOLE
3	ISHARES TR	IBONDS DEC2026	$48.0M	1981257	3.50%	SOLE
4	ISHARES TR	IBONDS DEC 29	$41.1M	1766350	2.99%	SOLE
5	NVIDIA CORPORATION	COM	$39.8M	227962	2.90%	SOLE
6	ISHARES TR	IBDS DEC28 ETF	$39.6M	1562572	2.89%	SOLE
7	MICROSOFT CORP	COM	$34.8M	94047	2.54%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$29.8M	883125	2.17%	SOLE
9	SCHWAB STRATEGIC TR	US LRG CAP ETF	$23.5M	917699	1.72%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$23.2M	38779	1.69%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$22.6M	70368	1.65%	SOLE
12	ELI LILLY & CO	COM	$20.6M	22393	1.50%	SOLE
13	JPMORGAN CHASE & CO	COM	$19.0M	64641	1.39%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$18.8M	87389	1.37%	SOLE
15	AMAZON COM INC	COM	$18.5M	88867	1.35%	SOLE
16	VANGUARD WORLD FD	INF TECH ETF	$17.5M	25111	1.28%	SOLE
17	BROADCOM INC	COM	$17.0M	54932	1.24%	SOLE
18	ALPHABET INC	CAP STK CL C	$16.7M	58050	1.21%	SOLE
19	JOHNSON & JOHNSON	COM	$16.6M	68115	1.21%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$16.3M	28278	1.19%	SOLE
21	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$16.0M	520591	1.16%	SOLE
22	BRISTOL-MYERS SQUIBB CO	COM	$14.8M	244617	1.08%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$14.6M	194574	1.07%	SOLE
24	ALPHABET INC	CAP STK CL A	$14.1M	49138	1.03%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.1M	20153	0.96%	SOLE
26	TESLA INC	COM	$13.0M	34851	0.94%	SOLE
27	WALMART INC	COM	$11.9M	95884	0.87%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$11.8M	88777	0.86%	SOLE
29	HOME DEPOT INC	COM	$11.6M	35278	0.85%	SOLE
30	ABBVIE INC	COM	$11.5M	53079	0.84%	SOLE
31	STATE STR SPDR DOW JONES IND	UT SER 1	$11.5M	24751	0.84%	SOLE
32	EXXON MOBIL CORP	COM	$11.4M	67024	0.83%	SOLE
33	PROCTER & GAMBLE CO	COM	$11.3M	78510	0.83%	SOLE
34	CAPITAL GROUP INTERNATIONAL	SHS	$10.9M	330562	0.80%	SOLE
35	AMGEN INC	COM	$10.2M	29089	0.75%	SOLE
36	ISHARES TR	CORE DIV GRWTH	$9.9M	140729	0.72%	SOLE
37	ENTERPRISE PRODS PARTNERS L	COM	$9.1M	241788	0.67%	SOLE
38	ISHARES TR	RUS 1000 GRW ETF	$9.1M	21234	0.66%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.0M	18834	0.66%	SOLE
40	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$9.0M	60702	0.66%	SOLE
41	SOUTHERN CO	COM	$8.7M	89632	0.63%	SOLE
42	GLOBAL X FDS	S&P 500 CATHOLIC	$8.6M	109895	0.63%	SOLE
43	RTX CORPORATION	COM	$8.5M	43845	0.62%	SOLE
44	COCA COLA CO	COM	$8.0M	105198	0.58%	SOLE
45	MERCK & CO INC	COM	$7.8M	64516	0.57%	SOLE
46	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.7M	311252	0.56%	SOLE
47	SPDR GOLD TR	GOLD SHS	$7.6M	17735	0.56%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$7.5M	31062	0.55%	SOLE
49	CHEVRON CORPORATION	COM	$7.4M	35657	0.54%	SOLE
50	META PLATFORMS INC	CL A	$7.2M	12619	0.53%	SOLE

1–50 of 417

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.