Sound View Wealth Advisors Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.47B
Q ending 2026-03-31
Prior quarter
$1.49B
Q ending 2025-12-31
Change
-1.4% QoQ · +20.6% YoY
Positions
422
reported holdings
Largest positions
Top 100 of 422 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $69.7M | 275K |
| Ishares Tr | IBDS | Shares | $49.7M | 2.0M |
| Ishares Tr | IBDR | Shares | $48.0M | 2.0M |
| Ishares Tr | IBDU | Shares | $41.1M | 1.8M |
| Nvidia Corporation | NVDA | Shares | $39.8M | 228K |
| Ishares Tr | IBDT | Shares | $39.6M | 1.6M |
| Ishares Tr | IBDV | Shares | $38.2M | 1.7M |
| Microsoft Corp | MSFT | Shares | $34.8M | 94K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $29.8M | 883K |
| Ishares Tr | IBDW | Shares | $24.8M | 1.2M |
| Schwab Strategic Tr | SCHX | Shares | $23.5M | 918K |
| Vanguard Index Fds | VOO | Shares | $23.2M | 39K |
| Ishares Tr | IBDX | Shares | $22.9M | 906K |
| Vanguard Index Fds | VTI | Shares | $22.6M | 70K |
| Eli Lilly & Co | LLY | Shares | $20.6M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $19.0M | 65K |
| Vanguard Specialized Funds | VIG | Shares | $18.8M | 87K |
| Amazon Com Inc | AMZN | Shares | $18.5M | 89K |
| Vanguard World Fd | VGT | Shares | $17.5M | 25K |
| Broadcom Inc | AVGO | Shares | $17.0M | 55K |
| Alphabet Inc | GOOG | Shares | $16.7M | 58K |
| Johnson & Johnson | JNJ | Shares | $16.6M | 68K |
| Invesco Qqq Tr | QQQ | Shares | $16.3M | 28K |
| Schwab Strategic Tr | SCHD | Shares | $16.0M | 521K |
| Bristol-Myers Squibb Co | BMY | Shares | $14.8M | 245K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $14.6M | 195K |
| Alphabet Inc | GOOGL | Shares | $14.1M | 49K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.1M | 20K |
| Tesla Inc | TSLA | Shares | $13.0M | 35K |
| Walmart Inc | WMT | Shares | $11.9M | 96K |
| Select Sector Spdr Tr | XLK | Shares | $11.8M | 89K |
| Home Depot Inc | HD | Shares | $11.6M | 35K |
| Abbvie Inc | ABBV | Shares | $11.5M | 53K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $11.5M | 25K |
| Exxon Mobil Corp | XOM | Shares | $11.4M | 67K |
| Procter & Gamble Co | PG | Shares | $11.3M | 79K |
| Ishares Tr | IBTG | Shares | $11.3M | 492K |
| Capital Group International | CGIC | Shares | $10.9M | 331K |
| Amgen Inc | AMGN | Shares | $10.2M | 29K |
| Ishares Tr | DGRO | Shares | $9.9M | 141K |
| Enterprise Prods Partners L | EPD | Shares | $9.1M | 242K |
| Ishares Tr | IWF | Shares | $9.1M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $9.0M | 19K |
| Vanguard Whitehall Fds | VYM | Shares | $9.0M | 61K |
| Southern Co | SO | Shares | $8.7M | 90K |
| Global X Fds | CATH | Shares | $8.6M | 110K |
| Rtx Corporation | RTX | Shares | $8.5M | 44K |
| Coca Cola Co | KO | Shares | $8.0M | 105K |
| Merck & Co Inc | MRK | Shares | $7.8M | 65K |
| Schwab Strategic Tr | SCHF | Shares | $7.7M | 311K |
| Spdr Gold Tr | GLD | Shares | $7.6M | 18K |
| International Business Machs | IBM | Shares | $7.5M | 31K |
| Chevron Corporation | CVX | Shares | $7.4M | 36K |
| Meta Platforms Inc | META | Shares | $7.2M | 13K |
| Select Sector Spdr Tr | XLU | Shares | $7.1M | 154K |
| Caterpillar Inc | CAT | Shares | $7.0M | 10K |
| Mcdonalds Corp | MCD | Shares | $6.9M | 22K |
| Philip Morris Intl Inc | PM | Shares | $6.7M | 41K |
| Aflac Inc | AFL | Shares | $6.5M | 60K |
| Pepsico Inc | PEP | Shares | $6.5M | 42K |
| Vanguard Bd Index Fds | BND | Shares | $6.3M | 85K |
| Visa Inc | V | Shares | $6.3M | 21K |
| Ishares Tr | IBMO | Shares | $5.8M | 228K |
| Select Sector Spdr Tr | XLP | Shares | $5.8M | 71K |
| Costco Wholesale Corporation | COST | Shares | $5.8M | 6K |
| Ishares Tr | IWR | Shares | $5.5M | 57K |
| Vanguard Index Fds | VTV | Shares | $5.3M | 27K |
| Ishares Tr | IWB | Shares | $5.3M | 15K |
| Fifth Third Bancorp | FITB | Shares | $5.2M | 113K |
| Emerson Elec Co | EMR | Shares | $5.2M | 39K |
| Ishares Tr | IBMP | Shares | $5.0M | 198K |
| Select Sector Spdr Tr | XLV | Shares | $4.6M | 31K |
| Altria Group Inc | MO | Shares | $4.6M | 69K |
| Ishares Tr | AGG | Shares | $4.6M | 46K |
| Ishares Tr | IEFA | Shares | $4.6M | 50K |
| Astrazeneca Plc | Shares | $4.5M | 23K | |
| Seagate Technology Hldngs Pl | Shares | $4.4M | 11K | |
| General Dynamics Corp | GD | Shares | $4.4M | 13K |
| Lam Research Corp | LRCX | Shares | $4.3M | 20K |
| Kinder Morgan Inc Del | KMI | Shares | $4.3M | 127K |
| Nextera Energy Inc | NEE | Shares | $4.2M | 45K |
| Consolidated Edison Inc | ED | Shares | $4.2M | 37K |
| Ishares Tr | IBMQ | Shares | $4.1M | 161K |
| Gilead Sciences Inc | GILD | Shares | $4.0M | 29K |
| Texas Instrs Inc | TXN | Shares | $4.0M | 20K |
| American Express Co | AXP | Shares | $3.9M | 13K |
| Vanguard Index Fds | VUG | Shares | $3.9M | 9K |
| Tjx Cos Inc New | TJX | Shares | $3.8M | 24K |
| Vanguard World Fd | VHT | Shares | $3.6M | 13K |
| Ishares Tr | IWM | Shares | $3.6M | 14K |
| Cisco Sys Inc | CSCO | Shares | $3.5M | 46K |
| Williams Cos Inc | WMB | Shares | $3.5M | 49K |
| Progressive Corp | PGR | Shares | $3.5M | 18K |
| Bank America Corp | BAC | Shares | $3.4M | 70K |
| Oracle Corp | ORCL | Shares | $3.4M | 23K |
| Ishares Silver Tr | SLV | Shares | $3.4M | 50K |
| Stryker Corporation | SYK | Shares | $3.2M | 10K |
| Vanguard Whitehall Fds | VIGI | Shares | $3.2M | 36K |
| Digital Rlty Tr Inc | DLR | Shares | $3.2M | 18K |
| Welltower Inc | WELL | Shares | $3.2M | 16K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.