§ 13F · FUND PROFILE
Sound View Wealth Advisors Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1353.4T (13F)Positions · 423Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 280K | $76.1T | 5.1% | −4% |
| 2 | IBDR | ISHARES TR | 2.01M | $48.8T | 3.3% | +12% |
| 3 | IBDS | ISHARES TR | 1.98M | $48.1T | 3.2% | +36% |
| 4 | MSFT | MICROSOFT CORP | 93K | $44.9T | 3.0% | ±0% |
| 5 | NVDA | NVIDIA CORPORATION | 228K | $42.6T | 2.9% | — |
| 6 | IBDU | ISHARES TR | 1.61M | $37.8T | 2.5% | +55% |
| 7 | IBDT | ISHARES TR | 1.45M | $36.8T | 2.5% | +20% |
| 8 | IBDV | ISHARES TR | 1.48M | $32.6T | 2.2% | +50% |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | 895K | $30.7T | 2.1% | +3% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 958K | $25.8T | 1.7% | −2% |
§ 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 $1353447.3 trillion in assets. The fund runs a broad portfolio of 423 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed