Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $78M | 4.8% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $52.1M | 3.2% |
| Nvidia CorporationCOM | COM | $46.2M | 2.9% |
| iShares TRIBONDS DEC 29 | IBONDS DEC 29 | $43.9M | 2.7% |
| iShares TRIBDS DEC28 ETF | IBDS DEC28 ETF | $42.1M | 2.6% |
| iShares TRIBONDS DEC 2030 | IBONDS DEC 2030 | $41M | 2.5% |
| iShares TRIBONDS DEC2026 | IBONDS DEC2026 | $35.7M | 2.2% |
| Microsoft Corp.COM | COM | $34.9M | 2.2% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $32.3M | 2.0% |
| iShares TRIBONDS DEC 2031 | IBONDS DEC 2031 | $27.6M | 1.7% |
| Eli Lilly & COCOM | COM | $26.8M | 1.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $26.6M | 1.6% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $26.5M | 1.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $26M | 1.6% |
| iShares TRIBONDS DEC 2032 | IBONDS DEC 2032 | $25.3M | 1.6% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $23.6M | 1.5% |
| Amazon Com Inc.COM | COM | $21.2M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $20.8M | 1.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $20.6M | 1.3% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $20.2M | 1.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $19.7M | 1.2% |
| Broadcom Inc.COM | COM | $19.3M | 1.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $17.6M | 1.1% |
| Invesco Exchange Traded FD TS&P500 QUALITY | S&P500 QUALITY | $17.5M | 1.1% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $17.1M | 1.1% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $16.4M | 1.0% |
| Johnson & JohnsonCOM | COM | $15.7M | 1.0% |
| Capital Group InternationalSHS | SHS | $15.5M | 1.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $14.9M | 0.9% |
| Abbvie Inc.COM | COM | $14.7M | 0.9% |
| Bristol-myers Squibb COCOM | COM | $13.4M | 0.8% |
| Home Depot Inc.COM | COM | $13.1M | 0.8% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $13M | 0.8% |
| iShares TRIBONDS DEC 2033 | IBONDS DEC 2033 | $12.6M | 0.8% |
| Tesla Inc.COM | COM | $12.5M | 0.8% |
| Procter & Gamble COCOM | COM | $12M | 0.7% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $10.7M | 0.7% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $10.5M | 0.7% |
| Walmart Inc.COM | COM | $10.5M | 0.7% |
| Caterpillar Inc.COM | COM | $10.4M | 0.6% |
| Amgen Inc.COM | COM | $9.79M | 0.6% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $9.42M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $9.29M | 0.6% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $8.95M | 0.6% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $8.93M | 0.6% |
| Enterprise Prods Partners LCOM | COM | $8.89M | 0.6% |
| Micron Technology Inc.COM | COM | $8.85M | 0.5% |
| International Business MachsCOM | COM | $8.69M | 0.5% |
| Exxon Mobil Corp.COM | COM | $8.66M | 0.5% |
| Global X FdsS&P 500 CATHOLIC | S&P 500 CATHOLIC | $8.62M | 0.5% |
Apple Inc.COM$78M
- Class
- COM
- Share
- 4.8%
iShares TRIBONDS 27 ETF$52.1M
- Class
- IBONDS 27 ETF
- Share
- 3.2%
Nvidia CorporationCOM$46.2M
- Class
- COM
- Share
- 2.9%
iShares TRIBONDS DEC 29$43.9M
- Class
- IBONDS DEC 29
- Share
- 2.7%
iShares TRIBDS DEC28 ETF$42.1M
- Class
- IBDS DEC28 ETF
- Share
- 2.6%
iShares TRIBONDS DEC 2030$41M
- Class
- IBONDS DEC 2030
- Share
- 2.5%
iShares TRIBONDS DEC2026$35.7M
- Class
- IBONDS DEC2026
- Share
- 2.2%
Microsoft Corp.COM$34.9M
- Class
- COM
- Share
- 2.2%
First TR Exchng Traded FD VIFT LADD BUFF ETF$32.3M
- Class
- FT LADD BUFF ETF
- Share
- 2.0%
iShares TRIBONDS DEC 2031$27.6M
- Class
- IBONDS DEC 2031
- Share
- 1.7%
Eli Lilly & COCOM$26.8M
- Class
- COM
- Share
- 1.7%
Vanguard Index FdsS&P 500 ETF SHS$26.6M
- Class
- S&P 500 ETF SHS
- Share
- 1.6%
Schwab Strategic TRUS LRG CAP ETF$26.5M
- Class
- US LRG CAP ETF
- Share
- 1.6%
Vanguard Index FdsTOTAL STK MKT$26M
- Class
- TOTAL STK MKT
- Share
- 1.6%
iShares TRIBONDS DEC 2032$25.3M
- Class
- IBONDS DEC 2032
- Share
- 1.6%
Vanguard World FDINF TECH ETF$23.6M
- Class
- INF TECH ETF
- Share
- 1.5%
Amazon Com Inc.COM$21.2M
- Class
- COM
- Share
- 1.3%
JPMORGAN Chase & COCOM$20.8M
- Class
- COM
- Share
- 1.3%
Invesco Qqq TRUNIT SER 1$20.6M
- Class
- UNIT SER 1
- Share
- 1.3%
Alphabet Inc.CAP STK CL C$20.2M
- Class
- CAP STK CL C
- Share
- 1.3%
Vanguard Specialized FundsDIV APP ETF$19.7M
- Class
- DIV APP ETF
- Share
- 1.2%
Broadcom Inc.COM$19.3M
- Class
- COM
- Share
- 1.2%
Alphabet Inc.CAP STK CL A$17.6M
- Class
- CAP STK CL A
- Share
- 1.1%
Invesco Exchange Traded FD TS&P500 QUALITY$17.5M
- Class
- S&P500 QUALITY
- Share
- 1.1%
Select Sector SPDR TRST STR TECHN ETF$17.1M
- Class
- ST STR TECHN ETF
- Share
- 1.1%
Schwab Strategic TRUS DIVIDEND EQ$16.4M
- Class
- US DIVIDEND EQ
- Share
- 1.0%
Johnson & JohnsonCOM$15.7M
- Class
- COM
- Share
- 1.0%
Capital Group InternationalSHS$15.5M
- Class
- SHS
- Share
- 1.0%
State Str SPDR S&P 500 ETF TTR UNIT$14.9M
- Class
- TR UNIT
- Share
- 0.9%
Abbvie Inc.COM$14.7M
- Class
- COM
- Share
- 0.9%
Bristol-myers Squibb COCOM$13.4M
- Class
- COM
- Share
- 0.8%
Home Depot Inc.COM$13.1M
- Class
- COM
- Share
- 0.8%
State Str SPDR Dow Jones IndUT SER 1$13M
- Class
- UT SER 1
- Share
- 0.8%
iShares TRIBONDS DEC 2033$12.6M
- Class
- IBONDS DEC 2033
- Share
- 0.8%
Tesla Inc.COM$12.5M
- Class
- COM
- Share
- 0.8%
Procter & Gamble COCOM$12M
- Class
- COM
- Share
- 0.7%
iShares TRRUS 1000 GRW ETF$10.7M
- Class
- RUS 1000 GRW ETF
- Share
- 0.7%
Seagate Technology Hldngs PLORD SHS$10.5M
- Class
- ORD SHS
- Share
- 0.7%
Walmart Inc.COM$10.5M
- Class
- COM
- Share
- 0.7%
Caterpillar Inc.COM$10.4M
- Class
- COM
- Share
- 0.6%
Amgen Inc.COM$9.79M
- Class
- COM
- Share
- 0.6%
Vanguard Whitehall FdsHIGH DIV YLD$9.42M
- Class
- HIGH DIV YLD
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$9.29M
- Class
- CL B NEW
- Share
- 0.6%
iShares TRCORE DIV GRWTH$8.95M
- Class
- CORE DIV GRWTH
- Share
- 0.6%
Schwab Strategic TRINTL EQTY ETF$8.93M
- Class
- INTL EQTY ETF
- Share
- 0.6%
Enterprise Prods Partners LCOM$8.89M
- Class
- COM
- Share
- 0.6%
Micron Technology Inc.COM$8.85M
- Class
- COM
- Share
- 0.5%
International Business MachsCOM$8.69M
- Class
- COM
- Share
- 0.5%
Exxon Mobil Corp.COM$8.66M
- Class
- COM
- Share
- 0.5%
Global X FdsS&P 500 CATHOLIC$8.62M
- Class
- S&P 500 CATHOLIC
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 440 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1784777
- File number
- 028-19564
- Options
- 0 call, 0 put
- In the 25 largest
- 47.3%
- Prior quarter
- $1.47B at 31 March 2026
- Positions opened
- 41
- Positions closed
- 23
Common questions
What are Sound View Wealth Advisors Group’s 13F holdings worth?
$1.61 billion across 440 positions for the quarter ended 30 June 2026.
What is Sound View Wealth Advisors Group’s largest 13F holding?
APPLE INC (COM) was the largest position at $78 million, or 4.8% of reported 13F value, as of 30 June 2026.
How concentrated is Sound View Wealth Advisors Group’s 13F portfolio?
The ten largest positions accounted for 26.9% of reported value and the twenty-five largest for 47.3%, across 440 positions as of 30 June 2026.
Does Form 13F show everything Sound View Wealth Advisors Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Sound View Wealth Advisors Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.