Sound View Wealth Advisors Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Sound View Wealth Advisors Group, Llc disclosed 425 stock positions valued at approximately $1.61B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ISHARES TR, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 425
- Portfolio Value
- $1.61B
Holdings by Sector
Sound View Wealth Advisors Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.84% | 269,682 | -5,080 | -1.85% | $78,035,208 |
| ISHARES TR | IBDS | Other | 3.23% | 2,150,618 | +101,644 | +4.96% | $52,087,966 |
| NVIDIA CORPORATION | NVDA | Technology | 2.87% | 231,124 | +3,162 | +1.39% | $46,245,578 |
| ISHARES TR | IBDU | Other | 2.72% | 1,895,010 | +128,660 | +7.28% | $43,888,440 |
| ISHARES TR | IBDT | Other | 2.61% | 1,666,571 | +103,999 | +6.66% | $42,080,924 |
| ISHARES TR | IBDV | Other | 2.54% | 1,880,024 | +133,680 | +7.65% | $40,984,526 |
| ISHARES TR | IBDR | Other | 2.21% | 1,472,485 | -508,772 | -25.68% | $35,678,317 |
| MICROSOFT CORP | MSFT | Technology | 2.17% | 93,606 | -441 | -0.47% | $34,916,725 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.00% | 882,918 | -207 | -0.02% | $32,253,004 |
| ISHARES TR | IBDW | Other | 1.71% | 1,323,935 | +141,091 | +11.93% | $27,590,804 |
| ELI LILLY & CO | LLY | Healthcare | 1.66% | 22,347 | -46 | -0.21% | $26,803,825 |
| VANGUARD INDEX FDS | VOO | Other | 1.65% | 38,673 | -106 | -0.27% | $26,561,343 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.64% | 899,798 | -17,901 | -1.95% | $26,481,070 |
| VANGUARD INDEX FDS | VTI | Other | 1.61% | 70,286 | -82 | -0.12% | $26,008,711 |
| ISHARES TR | IBDX | Other | 1.57% | 1,005,519 | +99,859 | +11.03% | $25,329,023 |
| VANGUARD WORLD FD | VGT | Other | 1.46% | 197,243 | +172,132 | +685.48% | $23,574,496 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.32% | 89,124 | +257 | +0.29% | $21,241,710 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.29% | 63,442 | -1,199 | -1.85% | $20,766,541 |
| INVESCO QQQ TR | QQQ | Other | 1.28% | 28,000 | -278 | -0.98% | $20,619,375 |
| ALPHABET INC | GOOG | Communication Services | 1.25% | 57,156 | -894 | -1.54% | $20,194,921 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.22% | 83,264 | -4,125 | -4.72% | $19,701,858 |
| BROADCOM INC | AVGO | Technology | 1.20% | 51,102 | -3,830 | -6.97% | $19,303,854 |
| ALPHABET INC | GOOGL | Communication Services | 1.09% | 49,269 | +131 | +0.27% | $17,607,436 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.08% | 193,846 | -728 | -0.37% | $17,465,561 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.06% | 89,670 | +893 | +1.01% | $17,083,926 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.02% | 517,197 | -3,394 | -0.65% | $16,400,327 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.98% | 61,910 | -6,205 | -9.11% | $15,723,168 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.93% | 19,957 | -196 | -0.97% | $14,902,925 |
| ABBVIE INC | ABBV | Healthcare | 0.91% | 58,534 | +5,455 | +10.28% | $14,729,517 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.83% | 233,338 | -11,279 | -4.61% | $13,444,931 |
Showing 30 of 425 holdings in the latest reporting period.