Sound View Wealth Advisors Group
$1.6B 13F equity value
462 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sound View Wealth Advisors Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 269,682 | $78M | 4.8% |
| IBDS | ISHARES TR | 2,150,618 | $52M | 3.2% |
| NVDA | NVIDIA CORPORATION | 231,124 | $46M | 2.9% |
| IBDU | ISHARES TR | 1,895,010 | $44M | 2.7% |
| IBDT | ISHARES TR | 1,666,571 | $42M | 2.6% |
| IBDV | ISHARES TR | 1,880,024 | $41M | 2.5% |
| IBDR | ISHARES TR | 1,472,485 | $36M | 2.2% |
| MSFT | MICROSOFT CORP | 93,606 | $35M | 2.2% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 882,918 | $32M | 2.0% |
| IBDW | ISHARES TR | 1,323,935 | $28M | 1.7% |
Track Sound View Wealth Advisors Group's 13F portfolio: $1.6B in reported holdings, 462 positions. Top holdings and quarterly changes on SentiSense.
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