Holders — by stockHoldings — by fund
Sound View Wealth Advisors Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1784777
$1.61B
disclosed book value
440
positions
4.8%
largest position share
Positions, as of 2026-06-30
top 100 of 440 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 269,682 | $78.0M | 4.8% |
| 2 | IBDSISHARES TR | 2.2M | $52.1M | 3.2% |
| 3 | NVDANVIDIA CORPORATION | 231,124 | $46.2M | 2.9% |
| 4 | IBDUISHARES TR | 1.9M | $43.9M | 2.7% |
| 5 | IBDTISHARES TR | 1.7M | $42.1M | 2.6% |
| 6 | IBDVISHARES TR | 1.9M | $41.0M | 2.5% |
| 7 | IBDRISHARES TR | 1.5M | $35.7M | 2.2% |
| 8 | MSFTMICROSOFT CORP | 93,606 | $34.9M | 2.2% |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 882,918 | $32.3M | 2% |
| 10 | IBDWISHARES TR | 1.3M | $27.6M | 1.7% |
| 11 | LLYELI LILLY & CO | 22,347 | $26.8M | 1.7% |
| 12 | VOOVANGUARD INDEX FDS | 38,673 | $26.6M | 1.6% |
| 13 | SCHXSCHWAB STRATEGIC TR | 899,798 | $26.5M | 1.6% |
| 14 | VTIVANGUARD INDEX FDS | 70,286 | $26.0M | 1.6% |
| 15 | IBDXISHARES TR | 1.0M | $25.3M | 1.6% |
| 16 | VGTVANGUARD WORLD FD | 197,243 | $23.6M | 1.5% |
| 17 | AMZNAMAZON COM INC | 89,124 | $21.2M | 1.3% |
| 18 | JPMJPMORGAN CHASE & CO | 63,442 | $20.8M | 1.3% |
| 19 | QQQINVESCO QQQ TR | 28,000 | $20.6M | 1.3% |
| 20 | GOOGALPHABET INC | 57,156 | $20.2M | 1.3% |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 83,264 | $19.7M | 1.2% |
| 22 | AVGOBROADCOM INC | 51,102 | $19.3M | 1.2% |
| 23 | GOOGLALPHABET INC | 49,269 | $17.6M | 1.1% |
| 24 | SPHQINVESCO EXCHANGE TRADED FD T | 193,846 | $17.5M | 1.1% |
| 25 | XLKSELECT SECTOR SPDR TR | 89,670 | $17.1M | 1.1% |
| 26 | SCHDSCHWAB STRATEGIC TR | 517,197 | $16.4M | 1% |
| 27 | JNJJOHNSON & JOHNSON | 61,910 | $15.7M | 1% |
| 28 | CGICCAPITAL GROUP INTERNATIONAL | 426,147 | $15.5M | 1% |
| 29 | SPYSTATE STR SPDR S&P 500 ETF T | 19,957 | $14.9M | 0.9% |
| 30 | ABBVABBVIE INC | 58,534 | $14.7M | 0.9% |
| 31 | BMYBRISTOL-MYERS SQUIBB CO | 233,338 | $13.4M | 0.8% |
| 32 | HDHOME DEPOT INC | 37,073 | $13.1M | 0.8% |
| 33 | DIASTATE STR SPDR DOW JONES IND | 24,956 | $13.0M | 0.8% |
| 34 | IBDYISHARES TR | 490,589 | $12.6M | 0.8% |
| 35 | TSLATESLA INC | 29,777 | $12.5M | 0.8% |
| 36 | PGPROCTER & GAMBLE CO | 81,681 | $12.0M | 0.7% |
| 37 | IWFISHARES TR | 86,316 | $10.7M | 0.7% |
| 38 | SEAGATE TECHNOLOGY HLDNGS PL | 10,889 | $10.5M | 0.7% |
| 39 | WMTWALMART INC | 92,653 | $10.5M | 0.7% |
| 40 | CATCATERPILLAR INC | 9,741 | $10.4M | 0.6% |
| 41 | AMGNAMGEN INC | 27,043 | $9.8M | 0.6% |
| 42 | VYMVANGUARD WHITEHALL FDS | 59,618 | $9.4M | 0.6% |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,557 | $9.3M | 0.6% |
| 44 | DGROISHARES TR | 118,154 | $9.0M | 0.6% |
| 45 | SCHFSCHWAB STRATEGIC TR | 322,218 | $8.9M | 0.6% |
| 46 | EPDENTERPRISE PRODS PARTNERS L | 241,788 | $8.9M | 0.6% |
| 47 | MUMICRON TECHNOLOGY INC | 7,664 | $8.8M | 0.5% |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 30,915 | $8.7M | 0.5% |
| 49 | EXMOCEXXON MOBIL CORP | 63,310 | $8.7M | 0.5% |
| 50 | CATHGLOBAL X FDS | 97,427 | $8.6M | 0.5% |
| 51 | RTXRTX CORPORATION | 44,189 | $8.4M | 0.5% |
| 52 | LRCXLAM RESEARCH CORP | 19,163 | $8.3M | 0.5% |
| 53 | SOSOUTHERN CO | 86,522 | $8.3M | 0.5% |
| 54 | KOCOCA COLA CO | 100,115 | $8.1M | 0.5% |
| 55 | MRKMERCK & CO INC | 62,066 | $8.0M | 0.5% |
| 56 | VVISA INC | 20,879 | $7.2M | 0.4% |
| 57 | XLUSELECT SECTOR SPDR TR | 157,707 | $7.2M | 0.4% |
| 58 | PMPHILIP MORRIS INTL INC | 39,416 | $7.1M | 0.4% |
| 59 | METAMETA PLATFORMS INC | 12,536 | $7.1M | 0.4% |
| 60 | AFLAFLAC INC | 59,536 | $7.0M | 0.4% |
| 61 | GLDSPDR GOLD TR | 17,462 | $6.4M | 0.4% |
| 62 | FITBFIFTH THIRD BANCORP | 114,106 | $6.4M | 0.4% |
| 63 | IWRISHARES TR | 56,915 | $6.3M | 0.4% |
| 64 | BNDVANGUARD BD INDEX FDS | 85,414 | $6.3M | 0.4% |
| 65 | IWBISHARES TR | 15,104 | $6.2M | 0.4% |
| 66 | XLPSELECT SECTOR SPDR TR | 73,216 | $6.1M | 0.4% |
| 67 | VTVVANGUARD INDEX FDS | 26,998 | $5.9M | 0.4% |
| 68 | CVXCHEVRON CORPORATION | 34,331 | $5.7M | 0.4% |
| 69 | ISHARES TR | 214,675 | $5.5M | 0.3% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 5,867 | $5.5M | 0.3% |
| 71 | TXNTEXAS INSTRS INC | 18,127 | $5.4M | 0.3% |
| 72 | CSCOCISCO SYS INC | 45,502 | $5.3M | 0.3% |
| 73 | MCDMCDONALDS CORP | 19,677 | $5.3M | 0.3% |
| 74 | PEPPEPSICO INC | 38,915 | $5.3M | 0.3% |
| 75 | AMDADVANCED MICRO DEVICES INC | 8,749 | $5.1M | 0.3% |
| 76 | IBMPISHARES TR | 198,399 | $5.0M | 0.3% |
| 77 | XLVSELECT SECTOR SPDR TR | 31,479 | $5.0M | 0.3% |
| 78 | EMREMERSON ELEC CO | 34,696 | $5.0M | 0.3% |
| 79 | MOALTRIA GROUP INC | 68,995 | $5.0M | 0.3% |
| 80 | AGGISHARES TR | 48,449 | $4.8M | 0.3% |
| 81 | IEFAISHARES TR | 48,031 | $4.6M | 0.3% |
| 82 | IBTGISHARES TR | 201,456 | $4.6M | 0.3% |
| 83 | VUGVANGUARD INDEX FDS | 53,242 | $4.6M | 0.3% |
| 84 | GDGENERAL DYNAMICS CORP | 12,579 | $4.5M | 0.3% |
| 85 | INTCINTEL CORP | 31,633 | $4.4M | 0.3% |
| 86 | IWMISHARES TR | 14,584 | $4.4M | 0.3% |
| 87 | ASTRAZENECA PLC | 22,836 | $4.3M | 0.3% |
| 88 | ABTABBOTT LABORATORIES | 46,918 | $4.3M | 0.3% |
| 89 | ISHARES TR | 164,866 | $4.2M | 0.3% |
| 90 | EDCONSOLIDATED EDISON INC | 37,009 | $4.1M | 0.3% |
| 91 | PANWPALO ALTO NETWORKS INC | 11,984 | $4.1M | 0.3% |
| 92 | AXPAMERICAN EXPRESS CO | 12,061 | $4.1M | 0.3% |
| 93 | PGRPROGRESSIVE CORP | 18,341 | $4.0M | 0.2% |
| 94 | QCOMQUALCOMM INC | 21,626 | $4.0M | 0.2% |
| 95 | VHTVANGUARD WORLD FD | 13,279 | $4.0M | 0.2% |
| 96 | BACBANK OF AMER CORP | 69,063 | $3.9M | 0.2% |
| 97 | AMATAPPLIED MATLS INC | 5,148 | $3.7M | 0.2% |
| 98 | WELLWELLTOWER INC | 16,200 | $3.7M | 0.2% |
| 99 | TJXTJX COS INC NEW | 24,142 | $3.7M | 0.2% |
| 100 | WMBWILLIAMS COS INC | 48,194 | $3.6M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.