Sound View Wealth Advisors Group, LLC

Institutional manager (13F) · CIK 1784777

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $963M

#	Issuer	Value	Shares
1	APPLE INC	$70M	274,762
2	ISHARES TR	$50M	2,048,974
3	ISHARES TR	$48M	1,981,257
4	ISHARES TR	$41M	1,766,350
5	NVIDIA CORPORATION	$40M	227,962
6	ISHARES TR	$40M	1,562,572
7	ISHARES TR	$38M	1,746,344
8	MICROSOFT CORP	$35M	94,047
9	FIRST TR EXCHNG TRADED FD VI	$30M	883,125
10	ISHARES TR	$25M	1,182,844
11	SCHWAB STRATEGIC TR	$24M	917,699
12	VANGUARD INDEX FDS	$23M	38,779
13	ISHARES TR	$23M	905,660
14	VANGUARD INDEX FDS	$23M	70,368
15	ELI LILLY & CO	$21M	22,393
16	JPMORGAN CHASE & CO	$19M	64,641
17	VANGUARD SPECIALIZED FUNDS	$19M	87,389
18	AMAZON COM INC	$19M	88,867
19	VANGUARD WORLD FD	$18M	25,111
20	BROADCOM INC	$17M	54,932
21	ALPHABET INC	$17M	58,050
22	JOHNSON & JOHNSON	$17M	68,115
23	INVESCO QQQ TR	$16M	28,278
24	SCHWAB STRATEGIC TR	$16M	520,591
25	BRISTOL-MYERS SQUIBB CO	$15M	244,617
26	INVESCO EXCHANGE TRADED FD T	$15M	194,574
27	ALPHABET INC	$14M	49,138
28	STATE STR SPDR S&P 500 ETF T	$13M	20,153
29	TESLA INC	$13M	34,851
30	WALMART INC	$12M	95,884
31	SELECT SECTOR SPDR TR	$12M	88,777
32	HOME DEPOT INC	$12M	35,278
33	ABBVIE INC	$12M	53,079
34	STATE STR SPDR DOW JONES IND	$11M	24,751
35	EXXON MOBIL CORP	$11M	67,024
36	PROCTER & GAMBLE CO	$11M	78,510
37	ISHARES TR	$11M	491,869
38	CAPITAL GROUP INTERNATIONAL	$11M	330,562
39	AMGEN INC	$10M	29,089
40	ISHARES TR	$10M	140,729
41	ENTERPRISE PRODS PARTNERS L	$9M	241,788
42	ISHARES TR	$9M	21,234
43	BERKSHIRE HATHAWAY INC DEL	$9M	18,834
44	VANGUARD WHITEHALL FDS	$9M	60,702
45	SOUTHERN CO	$9M	89,632
46	GLOBAL X FDS	$9M	109,895
47	RTX CORPORATION	$8M	43,845
48	COCA COLA CO	$8M	105,198
49	MERCK & CO INC	$8M	64,516
50	SCHWAB STRATEGIC TR	$8M	311,252

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.