§ 13F · FUND PROFILE
Sound View Wealth Advisors Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 425Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 275K | $70M | 4.7% | −2% |
| 2 | IBDS | ISHARES TR | 2.05M | $50M | 3.4% | +3% |
| 3 | IBDR | ISHARES TR | 1.98M | $48M | 3.3% | −2% |
| 4 | IBDU | ISHARES TR | 1.77M | $41M | 2.8% | +9% |
| 5 | NVDA | NVIDIA CORPORATION | 228K | $40M | 2.7% | ±0% |
| 6 | IBDT | ISHARES TR | 1.56M | $40M | 2.7% | +8% |
| 7 | IBDV | ISHARES TR | 1.75M | $38M | 2.6% | +18% |
| 8 | MSFT | MICROSOFT CORP | 94K | $35M | 2.4% | +1% |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | 883K | $30M | 2.0% | −1% |
| 10 | IBDW | ISHARES TR | 1.18M | $25M | 1.7% | +6% |
§ 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 $1.5 billion in assets. The fund runs a broad portfolio of 425 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed