Sound View Wealth Advisors Group
$1.5B Assets Reported
438 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 274,762 | $70M | 4.7% |
| IBDS | ISHARES TR | 2,048,974 | $50M | 3.4% |
| IBDR | ISHARES TR | 1,981,257 | $48M | 3.3% |
| IBDU | ISHARES TR | 1,766,350 | $41M | 2.8% |
| NVDA | NVIDIA CORPORATION | 227,962 | $40M | 2.7% |
| IBDT | ISHARES TR | 1,562,572 | $40M | 2.7% |
| IBDV | ISHARES TR | 1,746,344 | $38M | 2.6% |
| MSFT | MICROSOFT CORP | 94,047 | $35M | 2.4% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 883,125 | $30M | 2.0% |
| IBDW | ISHARES TR | 1,182,844 | $25M | 1.7% |
Track Sound View Wealth Advisors Group's 13F portfolio: $1.5B in reported holdings, 438 positions. Top holdings, AUM, and quarterly changes on SentiSense.