Sound View Wealth Advisors Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Sound View Wealth Advisors Group, LLC reported 440 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Ishrs Ibnds Dec 27 Corp. ETF (IBDS, 3.2%) and Nvidia (NVDA, 2.9%). Compared with Q1 2026, it opened 38 new positions, sold out of 21, added to 122 and reduced 224. The biggest buy was iShares Ibonds Dec 2033 (IBDY, shares +1218%) and the biggest sale iShares Ibonds Dec 2026 Term (IBDR, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001765380-26-000326 ↗ filed Aug 11, 2026
Holdings Value
Holdings 440 stocks · $1.6B
| AAPL Apple Inc. | 4.84% | 269,682 | $78.0M | Reduce -1.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.23% | 2,150,618 | $52.1M | Add +5.0% |
| NVDA Nvidia Corp. | 2.87% | 231,124 | $46.2M | Add +1.4% |
| IBDU iShares Ibonds Dec 2029 Term | 2.72% | 1,895,010 | $43.9M | Add +7.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.61% | 1,666,571 | $42.1M | Add +6.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.54% | 1,880,024 | $41.0M | Add +7.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.21% | 1,472,485 | $35.7M | Reduce -25.7% |
| MSFT Microsoft Corp. | 2.17% | 93,606 | $34.9M | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.00% | 882,918 | $32.3M | Reduce -0.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.71% | 1,323,935 | $27.6M | Add +11.9% |
| LLY Eli Lilly & Co. | 1.66% | 22,347 | $26.8M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 1.65% | 38,673 | $26.6M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 1.64% | 899,798 | $26.5M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.61% | 70,286 | $26.0M | Reduce -0.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.57% | 1,005,519 | $25.3M | Add +11.0% |
| VGT Vanguard Info Tech ETF | 1.46% | 197,243 | $23.6M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 1.32% | 89,124 | $21.2M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 1.29% | 63,442 | $20.8M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.28% | 28,000 | $20.6M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.25% | 57,156 | $20.2M | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 1.22% | 83,264 | $19.7M | Reduce -4.7% |
| AVGO Broadcom Inc. | 1.20% | 51,102 | $19.3M | Reduce -7.0% |
| GOOGL Alphabet Inc. Class A | 1.09% | 49,269 | $17.6M | Add +0.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.08% | 193,846 | $17.5M | Reduce -0.4% |
| XLK SS Technology Select Sector | 1.06% | 89,670 | $17.1M | Add +1.0% |
| SCHD Schwab US DVD Equity ETF | 1.02% | 517,197 | $16.4M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.98% | 61,910 | $15.7M | Reduce -9.1% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.96% | 426,147 | $15.5M | Add +28.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 19,957 | $14.9M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.91% | 58,534 | $14.7M | Add +10.3% |
| BMY Bristol-Myers Squibb Co. | 0.83% | 233,338 | $13.4M | Reduce -4.6% |
| HD Home Depot Inc. | 0.81% | 37,073 | $13.1M | Add +5.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.81% | 24,956 | $13.0M | Add +0.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.78% | 490,589 | $12.6M | Add +1218.3% |
| TSLA Tesla Inc. | 0.78% | 29,777 | $12.5M | Reduce -14.6% |
| PG The Procter & Gamble Co. | 0.74% | 81,681 | $12.0M | Add +4.0% |
| IWF iShares Russell 1000 Growth | 0.67% | 86,316 | $10.7M | Add +1.6% |
| STX Seagate Technology Holdings | 0.65% | 10,889 | $10.5M | Reduce -3.7% |
| WMT Walmart Inc. | 0.65% | 92,653 | $10.5M | Reduce -3.4% |
| CAT Caterpillar Inc. | 0.64% | 9,741 | $10.4M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.61% | 27,043 | $9.8M | Reduce -7.0% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 59,618 | $9.4M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 18,557 | $9.3M | Reduce -1.5% |
| DGRO iShares Core Dividend Growth | 0.56% | 118,154 | $9.0M | Reduce -16.0% |
| SCHF Schwab Intl Equity ETF | 0.55% | 322,218 | $8.9M | Add +3.5% |
| EPD Enterprise Products Partners | 0.55% | 241,788 | $8.9M | No change |
| MU Micron Technology Inc. | 0.55% | 7,664 | $8.8M | Reduce -8.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 30,915 | $8.7M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.54% | 63,310 | $8.7M | Reduce -5.5% |
| CATH Global X S&P 500 Ca Val ETF | 0.54% | 97,427 | $8.6M | Reduce -11.3% |
| RTX RTX Corp. | 0.52% | 44,189 | $8.4M | Add +0.8% |
| LRCX Lam Research Corp. | 0.52% | 19,163 | $8.3M | Reduce -4.9% |
| SO The Southern Co. | 0.51% | 86,522 | $8.3M | Reduce -3.5% |
| KO The Coca-Cola Co. | 0.51% | 100,115 | $8.1M | Reduce -4.8% |
| MRK Merck & Co. Inc. | 0.50% | 62,066 | $8.0M | Reduce -3.8% |
| V Visa Inc. Class A | 0.44% | 20,879 | $7.2M | Add +0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 157,707 | $7.2M | Add +2.6% |
| PM Philip Morris International | 0.44% | 39,416 | $7.1M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.44% | 12,536 | $7.1M | Reduce -0.7% |
| AFL Aflac Inc. | 0.43% | 59,536 | $7.0M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.40% | 17,462 | $6.4M | Reduce -1.5% |
| FITB Fifth Third Bancorp | 0.40% | 114,106 | $6.4M | Add +1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 56,915 | $6.3M | Add +0.2% |
| BND Vanguard Total Bond Market | 0.39% | 85,414 | $6.3M | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.38% | 15,104 | $6.2M | Add +1.7% |
| XLP SS Consumer Staples Sel Sect | 0.38% | 73,216 | $6.1M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.37% | 26,998 | $5.9M | Reduce -0.7% |
| CVX Chevron Corp. | 0.35% | 34,331 | $5.7M | Reduce -3.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.34% | 214,675 | $5.5M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 0.34% | 5,867 | $5.5M | Add +0.7% |
| TXN Texas Instruments Inc. | 0.34% | 18,127 | $5.4M | Reduce -11.2% |
| CSCO Cisco Systems Inc. | 0.33% | 45,502 | $5.3M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.33% | 19,677 | $5.3M | Reduce -11.0% |
| PEP Pepsico Inc. | 0.33% | 38,915 | $5.3M | Reduce -7.2% |
| AMD Advanced Micro Devices | 0.32% | 8,749 | $5.1M | Add +9.5% |
| IBMP iShares Ibonds Dec 2027 Term | 0.31% | 198,399 | $5.0M | Add +0.2% |
| XLV SS Health Care Select Sector | 0.31% | 31,479 | $5.0M | Add +0.6% |
| EMR Emerson Electric Co. | 0.31% | 34,696 | $5.0M | Reduce -11.9% |
| MO Altria Group Inc. | 0.31% | 68,995 | $5.0M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.30% | 48,449 | $4.8M | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 48,031 | $4.6M | Reduce -4.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.29% | 201,456 | $4.6M | Reduce -59.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 53,242 | $4.6M | Reduce -0.2% |
| GD General Dynamics Corp. | 0.28% | 12,579 | $4.5M | Reduce -1.5% |
| INTC Intel Corp. | 0.27% | 31,633 | $4.4M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.27% | 14,584 | $4.4M | Add +0.6% |
| AZN Astrazeneca PLC | 0.27% | 22,836 | $4.3M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.26% | 46,918 | $4.3M | Add +110.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.26% | 164,866 | $4.2M | Add +2.5% |
| ED Consolidated Edison Inc. | 0.25% | 37,009 | $4.1M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.25% | 11,984 | $4.1M | Add +1.0% |
| AXP American Express Co. | 0.25% | 12,061 | $4.1M | Reduce -7.6% |
| PGR Progressive Corp. | 0.25% | 18,341 | $4.0M | Add +3.0% |
| QCOM Qualcomm Inc. | 0.25% | 21,626 | $4.0M | Reduce -3.6% |
| VHT Vanguard Health Care ETF | 0.25% | 13,279 | $4.0M | Reduce -0.1% |
| BAC Bank of America Corp. | 0.24% | 69,063 | $3.9M | Reduce -1.6% |
| AMAT Applied Materials Inc. | 0.23% | 5,148 | $3.7M | Add +3.4% |
| WELL Welltower Inc. | 0.23% | 16,200 | $3.7M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 24,142 | $3.7M | Add +0.6% |
| WMB Williams Cos Inc. | 0.22% | 48,194 | $3.6M | Reduce -0.8% |
Portfolio Sells Q1 2026 → Q2 2026
| IBDR iShares Ibonds Dec 2026 Term | Reduce -25.7% | 2.21% | −1.05 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -59.0% | 0.29% | −0.48 |
| XOM Exxon Mobil Corp. | Reduce -5.5% | 0.54% | −0.24 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.17% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.6% | 0.83% | −0.17 |
| WMT Walmart Inc. | Reduce -3.4% | 0.65% | −0.16 |
| JNJ Johnson & Johnson | Reduce -9.1% | 0.98% | −0.16 |
| CVX Chevron Corp. | Reduce -3.7% | 0.35% | −0.15 |
| MCD McDonald's Corp. | Reduce -11.0% | 0.33% | −0.14 |
| GLD SPDR Gold Shares | Reduce -1.5% | 0.40% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -16.0% | 0.56% | −0.12 |
| PEP Pepsico Inc. | Reduce -7.2% | 0.33% | −0.12 |
| TSLA Tesla Inc. | Reduce -14.6% | 0.78% | −0.10 |
| SLV iShares Silver Trust | Reduce -22.9% | 0.13% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -21.8% | 0.19% | −0.09 |
| AMGN Amgen Inc. | Reduce -7.0% | 0.61% | −0.09 |
| SO The Southern Co. | Reduce -3.5% | 0.51% | −0.07 |
| KMI Kinder Morgan Inc. | Reduce -14.1% | 0.22% | −0.07 |
| MDT Medtronic PLC | Reduce -19.1% | 0.14% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.7% | 1.02% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -7.8% | 0.21% | −0.06 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.05% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.7% | 1.22% | −0.06 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -5.7% | 0.34% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.44% | −0.05 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -11.3% | 0.54% | −0.05 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -10.2% | 0.14% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -6.1% | 0.11% | −0.04 |
| EMR Emerson Electric Co. | Reduce -11.9% | 0.31% | −0.04 |
| PFE Pfizer Inc. | Reduce -25.8% | 0.06% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -7.6% | 0.10% | −0.04 |
| KO The Coca-Cola Co. | Reduce -4.8% | 0.51% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -0.1% | 0.39% | −0.04 |
| NFLX Netflix Inc. | Reduce -11.1% | 0.06% | −0.04 |
| AZN Astrazeneca PLC | Reduce -0.1% | 0.27% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.58% | −0.04 |
| DUK Duke Energy Corp. | Reduce -7.9% | 0.16% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -7.9% | 0.18% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -39.5% | 0.07% | −0.04 |
| ZTS Zoetis Inc. | Reduce -1.6% | 0.04% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -3.8% | 0.50% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -7.5% | 0.06% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 0.25% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Reduce -34.6% | 0.03% | −0.03 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Reduce -19.3% | 0.06% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -25.8% | 0.05% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.8% | 0.58% | −0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.0% | 2.00% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| IBDY iShares Ibonds Dec 2033 Corp. | Add +1218.3% | 0.78% | +0.72 |
| XLK SS Technology Select Sector | Add +1.0% | 1.06% | +0.26 |
| CGIC Cap Group Intl Core Eq | Add +28.9% | 0.96% | +0.22 |
| AMD Advanced Micro Devices | Add +9.5% | 0.32% | +0.20 |
| INTC Intel Corp. | Add +1.0% | 0.27% | +0.18 |
| NVDA Nvidia Corp. | Add +1.4% | 2.87% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 1.09% | +0.13 |
| ABBV Abbvie Inc. | Add +10.3% | 0.91% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +1.0% | 0.25% | +0.12 |
| AMAT Applied Materials Inc. | Add +3.4% | 0.23% | +0.12 |
| ABT Abbott Laboratories | Add +110.3% | 0.26% | +0.11 |
| ADP Automatic Data Processing | Add +67.5% | 0.21% | +0.09 |
| AMZN Amazon.com Inc. | Add +0.3% | 1.32% | +0.06 |
| FWD AB Disruptors ETF | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +1.6% | 0.67% | +0.05 |
| AIRR First Trust Rba American Ind | Add +44.1% | 0.13% | +0.05 |
| FITB Fifth Third Bancorp | Add +1.2% | 0.40% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +6.9% | 0.13% | +0.04 |
| IGV iShares Expanded Tech-Softwa | Add +198.2% | 0.06% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +1.5% | 0.20% | +0.04 |
| IDV iShares International Select | New | 0.04% | +0.04 |
| ACN Accenture PLC Class A | Add +293.5% | 0.07% | +0.04 |
| CEFA Global X S&P Cath Val Devel | Add +198.0% | 0.05% | +0.03 |
| NASA Tema Space Innovators ETF | New | 0.03% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +3.5% | 0.55% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.9% | 0.12% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.8% | 0.81% | +0.03 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +11.9% | 1.71% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.27% | +0.03 |
| RYTM Rhythm Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| IBKR Interactive Brokers Gro Class A | Add +0.5% | 0.15% | +0.02 |
| VFLO Victoryshares Free Cash Flow | Add +43.7% | 0.07% | +0.02 |
| IRDM Iridium Communications Inc. | New | 0.02% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +1.7% | 0.38% | +0.02 |
| HUM Humana Inc. | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +5.1% | 0.81% | +0.02 |
| WDC Western Digital Corp. | New | 0.02% | +0.02 |
| USHY iShares Broad Usd High Yield | New | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| CRS Carpenter Technology | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.02% | +0.02 |
| NBIX Neurocrine Biosciences Inc. | Add +17.7% | 0.07% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| AEVA Aeva Technologies Inc. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +0.4% | 0.44% | +0.02 |
| FORM Formfactor Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +3.8% | 0.08% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.3% | 0.06% | +0.02 |
| REET iShares Global REIT ETF | New | 0.02% | +0.02 |
| NBIS Nebius Group NV | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 440 | $1.6B | AAPL, IBDS, NVDA, IBDU, IBDT |
| Q1 2026 | 422 | $1.5B | AAPL, IBDS, IBDR, IBDU, NVDA |
| Q4 2025 | 416 | $1.5B | AAPL, IBDR, IBDS, MSFT, NVDA |
| Q3 2025 | 422 | $1.5B | AAPL, MSFT, IBDR, NVDA, IBDQ |
| Q2 2025 | 423 | $1.4B | AAPL, MSFT, IBDQ, IBDR, NVDA |
| Q1 2025 | 406 | $1.2B | AAPL, IBDQ, MSFT, IBDR, IBDS |
| Q4 2024 | 415 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q3 2024 | 407 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q2 2024 | 358 | $970.2M | AAPL, MSFT, IBDQ, LLY, NVDA |
| Q1 2024 | 371 | $938.2M | AAPL, MSFT, IBDQ, IBDR, LLY |