§ 13F · FUND PROFILE
Sound View Wealth Advisors Group, LLC.
AUM · $1.6B (13F)Positions · 440Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 270K | $78M | 4.8% | −2% |
| 2 | IBDS | ISHARES TR | 2.15M | $52M | 3.2% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 231K | $46M | 2.9% | +1% |
| 4 | IBDU | ISHARES TR | 1.90M | $44M | 2.7% | +7% |
| 5 | IBDT | ISHARES TR | 1.67M | $42M | 2.6% | +7% |
| 6 | IBDV | ISHARES TR | 1.88M | $41M | 2.5% | +8% |
| 7 | IBDR | ISHARES TR | 1.47M | $36M | 2.2% | −26% |
| 8 | MSFT | MICROSOFT CORP | 94K | $35M | 2.2% | ±0% |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | 883K | $32M | 2.0% | ±0% |
| 10 | IBDW | ISHARES TR | 1.32M | $28M | 1.7% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUND SIGNAL
AC read
Sound View Wealth Advisors Group, LLC is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 440 positions.
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