Sound View Wealth Advisors Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Sound View Wealth Advisors Group, LLC reported 422 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by Microsoft (MSFT, 3.3%) and iShares Ibonds Dec 2026 Term (IBDR, 3.0%). Compared with Q2 2025, it opened 13 new positions, sold out of 14, added to 150 and reduced 208. The biggest buy was a new position in Global X S&P 500 Ca Val ETF (CATH) and the biggest sale iShares Ibonds Dec 2025 Term (IBDQ, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001784777-25-000002 ↗ filed Nov 10, 2025
Holdings Value
Holdings 422 stocks · $1.5B
| AAPL Apple Inc. | 5.12% | 292,732 | $74.5M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.30% | 92,579 | $48.0M | Reduce -1.6% |
| IBDR iShares Ibonds Dec 2026 Term | 3.01% | 1,802,697 | $43.8M | Add +5.4% |
| NVDA Nvidia Corp. | 2.97% | 232,593 | $43.2M | Reduce -2.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.85% | 1,644,079 | $41.4M | Reduce -10.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.44% | 1,460,296 | $35.5M | Add +10.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.11% | 1,205,249 | $30.8M | Add +9.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.00% | 868,694 | $29.0M | Add +2.0% |
| SCHX Schwab US Large-Cap ETF | 1.77% | 977,104 | $25.7M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 77,850 | $25.5M | Add +0.7% |
| IBDU iShares Ibonds Dec 2029 Term | 1.67% | 1,037,961 | $24.4M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 1.63% | 38,681 | $23.7M | Add +0.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.50% | 987,630 | $21.9M | Add +10.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.39% | 954,062 | $20.2M | Add +7.8% |
| JPM JPMorgan Chase & Co. | 1.39% | 64,131 | $20.2M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.35% | 89,685 | $19.7M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.32% | 58,407 | $19.3M | Reduce -9.2% |
| VGT Vanguard Info Tech ETF | 1.31% | 25,530 | $19.1M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 1.30% | 87,596 | $18.9M | Reduce -0.4% |
| IBDX iShares Ibonds Dec 2032 TC | 1.27% | 722,066 | $18.5M | Add +9.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 29,985 | $18.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 1.20% | 22,828 | $17.4M | Reduce -2.4% |
| TSLA Tesla Inc. | 1.07% | 35,078 | $15.6M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.05% | 62,536 | $15.2M | Reduce -0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 1.00% | 198,587 | $14.6M | Reduce -7.1% |
| HD Home Depot Inc. | 0.98% | 35,263 | $14.3M | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 0.98% | 520,986 | $14.2M | Reduce -1.3% |
| BMY Bristol-Myers Squibb Co. | 0.94% | 302,950 | $13.7M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 19,816 | $13.2M | Add +0.1% |
| JNJ Johnson & Johnson | 0.90% | 70,595 | $13.1M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.88% | 83,614 | $12.8M | Reduce -3.4% |
| XLK SS Technology Select Sector | 0.85% | 44,079 | $12.4M | Add +3.0% |
| ABBV Abbvie Inc. | 0.85% | 53,429 | $12.4M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.83% | 49,866 | $12.1M | Add +2.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.79% | 24,713 | $11.5M | Reduce -2.1% |
| IWF iShares Russell 1000 Growth | 0.72% | 22,469 | $10.5M | Add +0.5% |
| WMT Walmart Inc. | 0.70% | 99,451 | $10.2M | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.70% | 150,071 | $10.2M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 18,995 | $9.5M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.64% | 12,746 | $9.4M | Add +0.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.64% | 114,566 | $9.3M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 31,839 | $9.0M | Add +2.4% |
| SO The Southern Co. | 0.60% | 91,383 | $8.7M | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 0.58% | 59,706 | $8.4M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.57% | 29,327 | $8.3M | Reduce -1.1% |
| EPD Enterprise Products Partners | 0.53% | 245,944 | $7.7M | No change |
| XOM Exxon Mobil Corp. | 0.52% | 66,504 | $7.5M | Add +4.5% |
| KO The Coca-Cola Co. | 0.51% | 112,869 | $7.5M | Reduce -1.6% |
| RTX RTX Corp. | 0.51% | 44,674 | $7.5M | Add +3.6% |
| V Visa Inc. Class A | 0.50% | 21,411 | $7.3M | Add +2.5% |
| MCD McDonald's Corp. | 0.47% | 22,555 | $6.9M | Reduce -2.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.46% | 291,746 | $6.7M | Add +20.9% |
| AFL Aflac Inc. | 0.46% | 59,578 | $6.7M | Add +1.3% |
| ORCL Oracle Corp. | 0.46% | 23,643 | $6.6M | Add +0.9% |
| PM Philip Morris International | 0.45% | 40,396 | $6.6M | Reduce -2.9% |
| SCHF Schwab Intl Equity ETF | 0.45% | 280,659 | $6.5M | Add +50.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 74,672 | $6.5M | Add +3.5% |
| BND Vanguard Total Bond Market | 0.44% | 85,459 | $6.4M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.41% | 42,074 | $5.9M | Reduce -4.2% |
| CVX Chevron Corp. | 0.40% | 37,632 | $5.8M | Add +0.9% |
| GLD SPDR Gold Shares | 0.40% | 16,326 | $5.8M | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 59,398 | $5.7M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.37% | 63,782 | $5.4M | Add +1.1% |
| IWB iShares Russell 1000 ETF | 0.37% | 14,590 | $5.3M | Add +0.9% |
| XLP SS Consumer Staples Sel Sect | 0.37% | 68,035 | $5.3M | Add +7.2% |
| EMR Emerson Electric Co. | 0.36% | 39,901 | $5.2M | No change |
| COST Costco Wholesale Corp. | 0.36% | 5,653 | $5.2M | Add +0.1% |
| Z Zillow Group Inc. Class C | 0.35% | 66,696 | $5.1M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 27,267 | $5.1M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.34% | 10,412 | $5.0M | Reduce -0.8% |
| FITB Fifth Third Bancorp | 0.34% | 109,903 | $4.9M | Add +4.3% |
| XLV SS Health Care Select Sector | 0.32% | 33,670 | $4.7M | Reduce -39.2% |
| MO Altria Group Inc. | 0.32% | 69,929 | $4.6M | Reduce -2.7% |
| GD General Dynamics Corp. | 0.32% | 13,533 | $4.6M | Reduce -1.6% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.31% | 146,253 | $4.5M | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.31% | 191,032 | $4.5M | Reduce -19.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,191 | $4.4M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 0.30% | 43,360 | $4.3M | Reduce -0.1% |
| IBMO iShares Ibonds Dec 2026 Term | 0.30% | 168,784 | $4.3M | Reduce -17.9% |
| AXP American Express Co. | 0.30% | 13,013 | $4.3M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 49,045 | $4.3M | Add +9.3% |
| PGR Progressive Corp. | 0.28% | 16,697 | $4.1M | Add +5.2% |
| IBMN iShares Ibonds Dec 2025 Term | 0.26% | 141,043 | $3.8M | Reduce -13.9% |
| QCOM Qualcomm Inc. | 0.26% | 22,671 | $3.8M | Reduce -1.9% |
| VHT Vanguard Health Care ETF | 0.26% | 14,335 | $3.7M | Reduce -5.0% |
| IBMP iShares Ibonds Dec 2027 Term | 0.26% | 145,721 | $3.7M | Reduce -5.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 71,868 | $3.7M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.25% | 5,474 | $3.7M | Add +0.2% |
| ED Consolidated Edison Inc. | 0.25% | 35,725 | $3.6M | Add +6.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.25% | 46,791 | $3.6M | Add +2.8% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 46,766 | $3.6M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.25% | 47,457 | $3.6M | Reduce -3.9% |
| IWM iShares Russell 2000 ETF | 0.24% | 14,547 | $3.5M | Add +1.5% |
| TXN Texas Instruments Inc. | 0.24% | 18,972 | $3.5M | Add +3.6% |
| SYK Stryker Corp. | 0.24% | 9,384 | $3.5M | Add +5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 23,402 | $3.4M | Add +8.2% |
| KMI Kinder Morgan Inc. | 0.23% | 118,927 | $3.4M | Reduce -0.2% |
| KMB Kimberly-Clark Corp. | 0.23% | 26,556 | $3.3M | Reduce -5.0% |
| GILD Gilead Sciences Inc. | 0.23% | 29,562 | $3.3M | Add +8.9% |
| ABT Abbott Laboratories | 0.22% | 24,341 | $3.3M | Reduce -2.9% |
Portfolio Sells Q2 2025 → Q3 2025
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -10.1% | 2.85% | −0.55 |
| XLV SS Health Care Select Sector | Reduce -39.2% | 0.32% | −0.23 |
| MSFT Microsoft Corp. | Reduce -1.6% | 3.30% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 1.20% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.88% | −0.14 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -7.1% | 1.00% | −0.13 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.6% | 0.94% | −0.11 |
| PM Philip Morris International | Reduce -2.9% | 0.45% | −0.11 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -19.7% | 0.31% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.35% | −0.10 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -17.9% | 0.30% | −0.09 |
| KO The Coca-Cola Co. | Reduce -1.6% | 0.51% | −0.09 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -13.9% | 0.26% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 0.98% | −0.06 |
| SO The Southern Co. | Reduce -3.6% | 0.60% | −0.05 |
| AMGN Amgen Inc. | Reduce -1.1% | 0.57% | −0.04 |
| HON Honeywell International Inc. | Reduce -13.6% | 0.11% | −0.04 |
| NFLX Netflix Inc. | Reduce -5.7% | 0.15% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -5.0% | 0.23% | −0.04 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -5.9% | 0.26% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.1% | 0.79% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 1.30% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -4.6% | 0.08% | −0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -10.5% | 0.15% | −0.03 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -8.4% | 0.18% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -0.1% | 0.44% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.47% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.22% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -0.2% | 0.23% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.20% | −0.03 |
| PAYX Paychex Inc. | Reduce -6.1% | 0.09% | −0.03 |
| WM Waste Management Inc. | Reduce -8.0% | 0.13% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -12.5% | 0.15% | −0.03 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -12.4% | 0.12% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.3% | 0.13% | −0.03 |
| DE Deere & Co. | Reduce -0.2% | 0.13% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -8.3% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.41% | −0.02 |
| ACN Accenture PLC Class A | Reduce -42.2% | 0.02% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.9% | 0.58% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.0% | 0.09% | −0.02 |
| EQIX Equinix Inc. | Reduce -10.6% | 0.10% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -5.0% | 0.26% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.7% | 0.09% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.1% | 0.30% | −0.02 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.02 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Reduce -8.9% | 0.04% | −0.02 |
| UPS United Parcel Service Class B | Reduce -39.4% | 0.02% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| CATH Global X S&P 500 Ca Val ETF | New | 0.64% | +0.64 |
| CGIC Cap Group Intl Core Eq | New | 0.31% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.83% | +0.20 |
| SCHF Schwab Intl Equity ETF | Add +50.8% | 0.45% | +0.15 |
| ORCL Oracle Corp. | Add +0.9% | 0.46% | +0.08 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +10.7% | 2.44% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +10.7% | 1.50% | +0.05 |
| XLK SS Technology Select Sector | Add +3.0% | 0.85% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | Add +20.9% | 0.46% | +0.05 |
| RTX RTX Corp. | Add +3.6% | 0.51% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +9.5% | 2.11% | +0.05 |
| IBDU iShares Ibonds Dec 2029 Term | Add +9.9% | 1.67% | +0.05 |
| IBDX iShares Ibonds Dec 2032 TC | Add +9.9% | 1.27% | +0.04 |
| SLV iShares Silver Trust | Add +12.5% | 0.16% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +2.0% | 1.77% | +0.04 |
| GLD SPDR Gold Shares | Add +1.9% | 0.40% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +41.6% | 0.12% | +0.04 |
| TJX TJX Companies Inc. | Add +8.2% | 0.23% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 1.39% | +0.03 |
| IBKR Interactive Brokers Gro Class A | Add +12.3% | 0.13% | +0.03 |
| WELL Welltower Inc. | Add +9.2% | 0.19% | +0.03 |
| XEL Xcel Energy Inc. | Add +7.3% | 0.18% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | New | 0.02% | +0.02 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.02% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 0.72% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 1.76% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +20.0% | 0.11% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.3% | 0.29% | +0.02 |
| CLX Clorox Company | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | Add +4.3% | 0.34% | +0.02 |
| ETHA iShares Ethereum Trust ETF | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +0.1% | 0.05% | +0.02 |
| ESLT Elbit Systems Ltd. | New | 0.02% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +7.8% | 1.39% | +0.02 |
| DFAS Dimensional US Small Cap ETF | New | 0.01% | +0.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.01% | +0.01 |
| WDAY Workday Inc. Class A | Add +20.2% | 0.13% | +0.01 |
| GLW Corning Inc. | Add +8.9% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +1.5% | 0.24% | +0.01 |
| JAZZ Jazz Pharmaceuticals PLC | Add +1.8% | 0.08% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.5% | 0.45% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +2.5% | 0.11% | +0.01 |
| AZN Astrazeneca PLC-Spons ADR | Add +2.8% | 0.25% | +0.01 |
| WFC Wells Fargo & Co. | Add +9.3% | 0.19% | +0.01 |
| DASH DoorDash Inc. Class A | Add +13.2% | 0.08% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +21.8% | 0.03% | +0.01 |
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 |