# Sound View Wealth Advisors Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1784777. Source: https://holderbook.com/funds/1784777-sound-view-wealth-advisors-group-llc/

- Reported value: $1.6B
- Positions: 440
- Weight of the ten largest: 26.9%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $78.0M | 269,682 | 4.8% | 29 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $52.1M | 2,150,618 | 3.2% | 28 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $46.2M | 231,124 | 2.9% | 29 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $43.9M | 1,895,010 | 2.7% | 11 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $42.1M | 1,666,571 | 2.6% | 15 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $41.0M | 1,880,024 | 2.5% | 11 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $35.7M | 1,472,485 | 2.2% | 29 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $34.9M | 93,606 | 2.2% | 29 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $32.3M | 882,918 | 2.0% | 11 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $27.6M | 1,323,935 | 1.7% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $26.8M | 22,347 | 1.7% | 29 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $26.6M | 38,673 | 1.6% | 29 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $26.5M | 899,798 | 1.6% | 29 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $26.0M | 70,286 | 1.6% | 29 |
| ISHARES TR | [IBDX](https://holderbook.com/stocks/IBDX/) | $25.3M | 1,005,519 | 1.6% | 7 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $23.6M | 197,243 | 1.5% | 29 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $21.2M | 89,124 | 1.3% | 29 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $20.8M | 63,442 | 1.3% | 29 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $20.6M | 28,000 | 1.3% | 29 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $20.2M | 57,156 | 1.3% | 29 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $19.7M | 83,264 | 1.2% | 29 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $19.3M | 51,102 | 1.2% | 29 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $17.6M | 49,269 | 1.1% | 29 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $17.5M | 193,846 | 1.1% | 29 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $17.1M | 89,670 | 1.1% | 25 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $16.4M | 517,197 | 1.0% | 29 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $15.7M | 61,910 | 1.0% | 29 |
| CAPITAL GROUP INTERNATIONAL | [CGIC](https://holderbook.com/stocks/CGIC/) | $15.5M | 426,147 | 1.0% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $14.9M | 19,957 | 0.9% | 29 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $14.7M | 58,534 | 0.9% | 29 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $13.4M | 233,338 | 0.8% | 29 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $13.1M | 37,073 | 0.8% | 29 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $13.0M | 24,956 | 0.8% | 29 |
| ISHARES TR | [IBDY](https://holderbook.com/stocks/IBDY/) | $12.6M | 490,589 | 0.8% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $12.5M | 29,777 | 0.8% | 25 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $12.0M | 81,681 | 0.7% | 29 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $10.7M | 86,316 | 0.7% | 29 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $10.5M | 10,889 | 0.7% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.5M | 92,653 | 0.7% | 29 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $10.4M | 9,741 | 0.6% | 29 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $9.8M | 27,043 | 0.6% | 29 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $9.4M | 59,618 | 0.6% | 29 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.3M | 18,557 | 0.6% | 29 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $9.0M | 118,154 | 0.6% | 23 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $8.9M | 322,218 | 0.6% | 6 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $8.9M | 241,788 | 0.6% | 17 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $8.8M | 7,664 | 0.5% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $8.7M | 30,915 | 0.5% | 29 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $8.7M | 63,310 | 0.5% | 29 |
| GLOBAL X FDS | [CATH](https://holderbook.com/stocks/CATH/) | $8.6M | 97,427 | 0.5% | 4 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $8.4M | 44,189 | 0.5% | 25 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $8.3M | 19,163 | 0.5% | 7 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $8.3M | 86,522 | 0.5% | 29 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $8.1M | 100,115 | 0.5% | 29 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $8.0M | 62,066 | 0.5% | 29 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $7.2M | 20,879 | 0.4% | 29 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $7.2M | 157,707 | 0.4% | 21 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $7.1M | 39,416 | 0.4% | 29 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.1M | 12,536 | 0.4% | 29 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $7.0M | 59,536 | 0.4% | 29 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $6.4M | 17,462 | 0.4% | 29 |
| FIFTH THIRD BANCORP | [FITB](https://holderbook.com/stocks/FITB/) | $6.4M | 114,106 | 0.4% | 19 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $6.3M | 56,915 | 0.4% | 25 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $6.3M | 85,414 | 0.4% | 29 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $6.2M | 15,104 | 0.4% | 29 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $6.1M | 73,216 | 0.4% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $5.9M | 26,998 | 0.4% | 29 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.7M | 34,331 | 0.4% | 29 |
| ISHARES TR | [IBMO](https://holderbook.com/stocks/IBMO/) | $5.5M | 214,675 | 0.3% | 22 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.5M | 5,867 | 0.3% | 29 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $5.4M | 18,127 | 0.3% | 29 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $5.3M | 45,502 | 0.3% | 29 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $5.3M | 19,677 | 0.3% | 29 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.3M | 38,915 | 0.3% | 29 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.1M | 8,749 | 0.3% | 25 |
| ISHARES TR | [IBMP](https://holderbook.com/stocks/IBMP/) | $5.0M | 198,399 | 0.3% | 22 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $5.0M | 31,479 | 0.3% | 29 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $5.0M | 34,696 | 0.3% | 29 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $5.0M | 68,995 | 0.3% | 29 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $4.8M | 48,449 | 0.3% | 25 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $4.6M | 48,031 | 0.3% | 29 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $4.6M | 201,456 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.6M | 53,242 | 0.3% | 29 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $4.5M | 12,579 | 0.3% | 29 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $4.4M | 31,633 | 0.3% | 29 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $4.4M | 14,584 | 0.3% | 29 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $4.3M | 22,836 | 0.3% | 2 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $4.3M | 46,918 | 0.3% | 29 |
| ISHARES TR | [IBMQ](https://holderbook.com/stocks/IBMQ/) | $4.2M | 164,866 | 0.3% | 13 |
| CONSOLIDATED EDISON INC | [ED](https://holderbook.com/stocks/ED/) | $4.1M | 37,009 | 0.3% | 10 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $4.1M | 11,984 | 0.3% | 15 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $4.1M | 12,061 | 0.3% | 29 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $4.0M | 18,341 | 0.2% | 25 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $4.0M | 21,626 | 0.2% | 29 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $4.0M | 13,279 | 0.2% | 29 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $3.9M | 69,063 | 0.2% | 29 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.7M | 5,148 | 0.2% | 23 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $3.7M | 16,200 | 0.2% | 11 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $3.7M | 24,142 | 0.2% | 25 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $3.6M | 48,194 | 0.2% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.3% | 93% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 93% |
| Q4 2025 | +2.5% | +2.4% | +0.2% | 91% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 91% |
| Q2 2025 | +6.3% | +10.5% | -4.2% | 91% |
| Q1 2025 | -2.4% | -4.6% | +2.2% | 91% |
| Q4 2024 | +0.4% | +2.1% | -1.7% | 90% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 91% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.6B | 440 |
| Q1 2026 | $1.5B | 422 |
| Q4 2025 | $1.5B | 416 |
| Q3 2025 | $1.5B | 422 |
| Q2 2025 | $1.4B | 423 |
| Q1 2025 | $1.2B | 406 |
| Q4 2024 | $1.2B | 415 |
| Q3 2024 | $1.2B | 407 |
| Q2 2024 | $970.2M | 358 |
| Q1 2024 | $938.2M | 371 |
| Q4 2023 | $906.6M | 385 |
| Q3 2023 | $804.0M | 365 |