Sound View Wealth Advisors Group, Llc Portfolio Stock Holdings
Sound View Wealth Advisors Group, Llc disclosed 422 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 422
- Portfolio Value
- $1.5B
Holdings by Sector
Sound View Wealth Advisors Group, Llc Portfolio Holdings in Q1 2026
410 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 4.74% | 274,762 | -4,978 | -1.78% | $69,731,819 |
| ISHARES TR | IBDS | Other | 3.38% | 2,048,974 | +66,283 | +3.34% | $49,667,137 |
| ISHARES TR | IBDR | Other | 3.27% | 1,981,257 | -32,045 | -1.59% | $48,025,671 |
| ISHARES TR | IBDU | Other | 2.79% | 1,766,350 | +152,902 | +9.48% | $41,085,297 |
| NVIDIA CORPORATION | NVDA | Technology | 2.70% | 227,962 | -299 | -0.13% | $39,756,656 |
| ISHARES TR | IBDT | Other | 2.69% | 1,562,572 | +116,564 | +8.06% | $39,579,956 |
| ISHARES TR | IBDV | Other | 2.60% | 1,746,344 | +267,629 | +18.10% | $38,227,475 |
| MICROSOFT CORP | MSFT | Technology | 2.37% | 94,047 | +1,301 | +1.40% | $34,813,332 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.03% | 883,125 | -11,593 | -1.30% | $29,823,124 |
| ISHARES TR | IBDW | Other | 1.68% | 1,182,844 | +63,630 | +5.69% | $24,756,920 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.60% | 917,699 | -40,332 | -4.21% | $23,529,809 |
| VANGUARD INDEX FDS | VOO | Other | 1.58% | 38,779 | -160 | -0.41% | $23,172,521 |
| ISHARES TR | IBDX | Other | 1.56% | 905,660 | +49,573 | +5.79% | $22,886,035 |
| VANGUARD INDEX FDS | VTI | Other | 1.54% | 70,368 | -5,537 | -7.29% | $22,574,801 |
| ELI LILLY & CO | LLY | Healthcare | 1.40% | 22,393 | -296 | -1.30% | $20,596,858 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.29% | 64,641 | -608 | -0.93% | $19,014,912 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.28% | 87,389 | -474 | -0.54% | $18,793,829 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 88,867 | +178 | +0.20% | $18,508,400 |
| VANGUARD WORLD FD | VGT | Other | 1.19% | 25,111 | -325 | -1.28% | $17,520,102 |
| BROADCOM INC | AVGO | Technology | 1.16% | 54,932 | -552 | -0.99% | $17,001,927 |
| ALPHABET INC | GOOG | Communication Services | 1.13% | 58,050 | -1,304 | -2.20% | $16,652,131 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.13% | 68,115 | -820 | -1.19% | $16,649,991 |
| INVESCO QQQ TR | QQQ | Other | 1.11% | 28,278 | -102 | -0.36% | $16,321,449 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.09% | 520,591 | -28,775 | -5.24% | $15,971,743 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.01% | 244,617 | -15,952 | -6.12% | $14,836,017 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.00% | 194,574 | -2,581 | -1.31% | $14,630,041 |
| ALPHABET INC | GOOGL | Communication Services | 0.96% | 49,138 | -365 | -0.74% | $14,129,993 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.89% | 20,153 | -79 | -0.39% | $13,106,464 |
| TESLA INC | TSLA | Consumer Cyclical | 0.88% | 34,851 | -314 | -0.89% | $12,955,923 |
| WALMART INC | WMT | Consumer Defensive | 0.81% | 95,884 | -3,597 | -3.62% | $11,916,505 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.80% | 88,777 | -814 | -0.91% | $11,798,404 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.79% | 35,278 | +265 | +0.76% | $11,602,506 |
| ABBVIE INC | ABBV | Healthcare | 0.79% | 53,079 | +290 | +0.55% | $11,544,176 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.78% | 24,751 | -227 | -0.91% | $11,464,323 |
| EXXON MOBIL CORP | XOM | Energy | 0.77% | 67,024 | -893 | -1.31% | $11,371,262 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.77% | 78,510 | -1,770 | -2.20% | $11,339,915 |
| ISHARES TR | IBTG | Other | 0.77% | 491,869 | -2,574 | -0.52% | $11,271,177 |
| AMGEN INC | AMGN | Healthcare | 0.70% | 29,089 | -126 | -0.43% | $10,234,901 |
| ISHARES TR | DGRO | Other | 0.67% | 140,729 | -5,782 | -3.95% | $9,876,372 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.62% | 241,788 | -1,324 | -0.54% | $9,149,258 |
| ISHARES TR | IWF | Other | 0.62% | 21,234 | +6 | +0.03% | $9,054,264 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 18,834 | -43 | -0.23% | $9,025,329 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.61% | 60,702 | -818 | -1.33% | $8,989,941 |
| SOUTHERN CO | SO | Utilities | 0.59% | 89,632 | -154 | -0.17% | $8,651,267 |
| GLOBAL X FDS | CATH | Other | 0.58% | 109,895 | -4,484 | -3.92% | $8,588,294 |
| RTX CORPORATION | RTX | Industrials | 0.58% | 43,845 | -769 | -1.72% | $8,457,729 |
| COCA COLA CO | KO | Consumer Defensive | 0.54% | 105,198 | -6,898 | -6.15% | $8,000,339 |
| MERCK & CO INC | MRK | Healthcare | 0.53% | 64,516 | +235 | +0.37% | $7,760,584 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.52% | 311,252 | +7,823 | +2.58% | $7,703,496 |
| SPDR GOLD TR | GLD | Other | 0.52% | 17,735 | +1,297 | +7.89% | $7,631,193 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.51% | 31,062 | -204 | -0.65% | $7,529,111 |
| CHEVRON CORPORATION | CVX | Energy | 0.50% | 35,657 | +1,791 | +5.29% | $7,377,393 |
| META PLATFORMS INC | META | Communication Services | 0.49% | 12,619 | +52 | +0.41% | $7,219,440 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.48% | 153,725 | -1,932 | -1.24% | $7,054,428 |
| CATERPILLAR INC | CAT | Industrials | 0.48% | 9,882 | -141 | -1.41% | $7,000,968 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.47% | 22,120 | -338 | -1.51% | $6,874,678 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.46% | 40,536 | +305 | +0.76% | $6,702,251 |
| AFLAC INC | AFL | Financial Services | 0.44% | 59,586 | -295 | -0.49% | $6,537,189 |
| PEPSICO INC | PEP | Consumer Defensive | 0.44% | 41,910 | -68 | -0.16% | $6,508,128 |
| VANGUARD BD INDEX FDS | BND | Other | 0.43% | 85,461 | +21 | +0.02% | $6,293,351 |
| VISA INC | V | Financial Services | 0.43% | 20,790 | -810 | -3.75% | $6,283,455 |
| ISHARES TR | IBMO | Other | 0.40% | 227,642 | +12,106 | +5.62% | $5,834,466 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.40% | 70,892 | -161 | -0.23% | $5,811,710 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.40% | 5,828 | +64 | +1.11% | $5,807,490 |
| ISHARES TR | IWR | Other | 0.38% | 56,802 | -832 | -1.44% | $5,522,876 |
| VANGUARD INDEX FDS | VTV | Other | 0.36% | 27,185 | -365 | -1.32% | $5,333,697 |
| ISHARES TR | IWB | Other | 0.36% | 14,853 | -48 | -0.32% | $5,296,151 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.36% | 112,729 | +395 | +0.35% | $5,237,383 |
| EMERSON ELEC CO | EMR | Industrials | 0.35% | 39,404 | -204 | -0.52% | $5,162,712 |
| ISHARES TR | IBMP | Other | 0.34% | 197,983 | +14,929 | +8.16% | $5,036,693 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.31% | 31,282 | -1,305 | -4.00% | $4,586,290 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.31% | 69,064 | +242 | +0.35% | $4,557,524 |
| ISHARES TR | AGG | Other | 0.31% | 45,847 | +1,408 | +3.17% | $4,551,204 |
| ISHARES TR | IEFA | Other | 0.31% | 50,261 | +1,417 | +2.90% | $4,550,133 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.30% | 11,311 | -808 | -6.67% | $4,431,110 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.30% | 12,774 | -385 | -2.93% | $4,384,318 |
| LAM RESEARCH CORP | LRCX | Other | 0.29% | 20,159 | +337 | +1.70% | $4,307,270 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.29% | 127,171 | +1,127 | +0.89% | $4,264,050 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.29% | 45,499 | -1,021 | -2.19% | $4,225,993 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.29% | 37,048 | +508 | +1.39% | $4,193,046 |
| ISHARES TR | IBMQ | Other | 0.28% | 160,924 | +14,946 | +10.24% | $4,108,390 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.27% | 28,880 | -752 | -2.54% | $4,025,018 |
| TEXAS INSTRS INC | TXN | Technology | 0.27% | 20,408 | -1 | -0.00% | $3,961,943 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.27% | 13,049 | -101 | -0.77% | $3,947,099 |
| VANGUARD INDEX FDS | VUG | Other | 0.26% | 8,894 | -128 | -1.42% | $3,884,898 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.26% | 23,996 | +51 | +0.21% | $3,832,185 |
| VANGUARD WORLD FD | VHT | Other | 0.25% | 13,292 | -318 | -2.34% | $3,619,856 |
| ISHARES TR | IWM | Other | 0.24% | 14,492 | -93 | -0.64% | $3,593,990 |
| CISCO SYS INC | CSCO | Technology | 0.24% | 45,635 | -1,956 | -4.11% | $3,540,793 |
| WILLIAMS COS INC | WMB | Energy | 0.24% | 48,609 | -662 | -1.34% | $3,537,780 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.24% | 17,809 | +930 | +5.51% | $3,530,374 |
| BANK AMERICA CORP | BAC | Financial Services | 0.23% | 70,182 | -93 | -0.13% | $3,421,387 |
| ORACLE CORP | ORCL | Technology | 0.23% | 23,233 | -596 | -2.50% | $3,417,840 |
| ISHARES SILVER TR | SLV | Other | 0.23% | 49,713 | -4,692 | -8.62% | $3,387,444 |
| STRYKER CORPORATION | SYK | Healthcare | 0.22% | 9,873 | +70 | +0.71% | $3,244,222 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.22% | 36,496 | +375 | +1.04% | $3,228,416 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.22% | 17,599 | +48 | +0.27% | $3,171,459 |
| WELLTOWER INC | WELL | Real Estate | 0.21% | 15,966 | -224 | -1.38% | $3,156,716 |
| BERKLEY W R CORP | WRB | Financial Services | 0.21% | 46,754 | -23 | -0.05% | $3,098,887 |
| MEDTRONIC PLC | MDT | Other | 0.21% | 34,917 | +351 | +1.02% | $3,025,600 |