Sound View Wealth Advisors Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Sound View Wealth Advisors Group, LLC reported 416 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by iShares Ibonds Dec 2026 Term (IBDR, 3.3%) and Ishrs Ibnds Dec 27 Corp. ETF (IBDS, 3.2%). Compared with Q3 2025, it opened 20 new positions, sold out of 26, added to 141 and reduced 200. The biggest buy was iShares Ibonds Dec 2029 Term (IBDU, shares +55%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.5B (Q4 2025)
- SEC Filing
- 0001784777-26-000001 ↗ filed Jan 8, 2026
Holdings Value
Holdings 416 stocks · $1.5B
| AAPL Apple Inc. | 5.10% | 279,740 | $76.1M | Reduce -4.4% |
| IBDR iShares Ibonds Dec 2026 Term | 3.27% | 2,013,302 | $48.8M | Add +11.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.23% | 1,982,691 | $48.1M | Add +35.8% |
| MSFT Microsoft Corp. | 3.01% | 92,746 | $44.9M | Add +0.2% |
| NVDA Nvidia Corp. | 2.86% | 228,261 | $42.6M | Reduce -1.9% |
| IBDU iShares Ibonds Dec 2029 Term | 2.53% | 1,613,448 | $37.8M | Add +55.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.47% | 1,446,008 | $36.8M | Add +20.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.19% | 1,478,715 | $32.6M | Add +49.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.06% | 894,718 | $30.7M | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 1.73% | 958,031 | $25.8M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.71% | 75,905 | $25.4M | Reduce -2.5% |
| VOO Vanguard S&P 500 ETF | 1.64% | 38,939 | $24.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.64% | 22,689 | $24.4M | Reduce -0.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.59% | 1,119,214 | $23.7M | Add +17.3% |
| IBDX iShares Ibonds Dec 2032 TC | 1.47% | 856,087 | $21.9M | Add +18.6% |
| JPM JPMorgan Chase & Co. | 1.41% | 65,249 | $21.0M | Add +1.7% |
| AMZN Amazon.com Inc. | 1.37% | 88,689 | $20.5M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 1.30% | 87,863 | $19.3M | Add +0.3% |
| AVGO Broadcom Inc. | 1.29% | 55,484 | $19.2M | Reduce -5.0% |
| VGT Vanguard Info Tech ETF | 1.29% | 25,436 | $19.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.25% | 59,354 | $18.6M | Reduce -5.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 28,380 | $17.4M | Reduce -5.3% |
| TSLA Tesla Inc. | 1.06% | 35,165 | $15.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.04% | 49,503 | $15.5M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 1.01% | 549,366 | $15.1M | Add +5.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.99% | 197,155 | $14.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.96% | 68,935 | $14.3M | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.94% | 260,569 | $14.1M | Reduce -14.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 20,232 | $13.8M | Add +2.1% |
| XLK SS Technology Select Sector | 0.87% | 89,591 | $12.9M | Add +1.6% |
| ABBV Abbvie Inc. | 0.81% | 52,789 | $12.1M | Reduce -1.2% |
| HD Home Depot Inc. | 0.81% | 35,013 | $12.0M | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.81% | 24,978 | $12.0M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.77% | 80,280 | $11.5M | Reduce -4.0% |
| IBTG iShares Ibonds Dec 2026 Term | 0.76% | 494,443 | $11.3M | Add +69.5% |
| WMT Walmart Inc. | 0.74% | 99,481 | $11.1M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.68% | 146,511 | $10.2M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.67% | 21,228 | $10.0M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.64% | 29,215 | $9.6M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 18,877 | $9.5M | Reduce -0.6% |
| CATH Global X S&P 500 Ca Val ETF | 0.63% | 114,379 | $9.4M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 31,266 | $9.3M | Reduce -1.8% |
| VYM Vanguard High DVD Yield ETF | 0.59% | 61,520 | $8.8M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.56% | 12,567 | $8.3M | Reduce -1.4% |
| RTX RTX Corp. | 0.55% | 44,614 | $8.2M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.55% | 67,917 | $8.2M | Add +2.1% |
| KO The Coca-Cola Co. | 0.53% | 112,096 | $7.8M | Reduce -0.7% |
| SO The Southern Co. | 0.53% | 89,786 | $7.8M | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.52% | 243,112 | $7.8M | Reduce -1.1% |
| V Visa Inc. Class A | 0.51% | 21,600 | $7.6M | Add +0.9% |
| SCHF Schwab Intl Equity ETF | 0.49% | 303,429 | $7.3M | Add +8.1% |
| MCD McDonald's Corp. | 0.46% | 22,458 | $6.9M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.45% | 64,281 | $6.8M | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.45% | 155,657 | $6.6M | Add +4.2% |
| AFL Aflac Inc. | 0.44% | 59,881 | $6.6M | Add +0.5% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.44% | 201,960 | $6.6M | Add +38.1% |
| GLD SPDR Gold Shares | 0.44% | 16,438 | $6.5M | Add +0.7% |
| PM Philip Morris International | 0.43% | 40,231 | $6.5M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.42% | 85,440 | $6.3M | Reduce -0.0% |
| PEP Pepsico Inc. | 0.40% | 41,978 | $6.0M | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.39% | 10,023 | $5.7M | Reduce -3.7% |
| IWB iShares Russell 1000 ETF | 0.37% | 14,901 | $5.6M | Add +2.1% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 57,634 | $5.5M | Reduce -3.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.37% | 215,536 | $5.5M | Add +27.7% |
| XLP SS Consumer Staples Sel Sect | 0.37% | 71,053 | $5.5M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 27,550 | $5.3M | Add +1.0% |
| FITB Fifth Third Bancorp | 0.35% | 112,334 | $5.3M | Add +2.2% |
| EMR Emerson Electric Co. | 0.35% | 39,608 | $5.3M | Reduce -0.7% |
| CVX Chevron Corp. | 0.35% | 33,866 | $5.2M | Reduce -10.0% |
| XLV SS Health Care Select Sector | 0.34% | 32,587 | $5.0M | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.33% | 5,764 | $5.0M | Add +2.0% |
| AXP American Express Co. | 0.33% | 13,150 | $4.9M | Add +1.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.31% | 183,054 | $4.6M | Add +25.6% |
| ORCL Oracle Corp. | 0.31% | 23,829 | $4.6M | Add +0.8% |
| Z Zillow Group Inc. Class C | 0.31% | 66,685 | $4.5M | Reduce -0.0% |
| AGG iShares Core U.S. Aggregate | 0.30% | 44,439 | $4.4M | Add +2.5% |
| GD General Dynamics Corp. | 0.30% | 13,159 | $4.4M | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,022 | $4.4M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 48,844 | $4.4M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 47,106 | $4.3M | Add +0.7% |
| MO Altria Group Inc. | 0.27% | 68,822 | $4.0M | Reduce -1.6% |
| VHT Vanguard Health Care ETF | 0.26% | 13,610 | $3.9M | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 70,275 | $3.9M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.26% | 22,494 | $3.8M | Reduce -0.8% |
| PGR Progressive Corp. | 0.26% | 16,879 | $3.8M | Add +1.1% |
| NEE Nextera Energy Inc. | 0.25% | 46,520 | $3.7M | Reduce -2.0% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.25% | 145,978 | $3.7M | Add +41.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 23,945 | $3.7M | Add +2.3% |
| CSCO Cisco Systems Inc. | 0.25% | 47,591 | $3.7M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.24% | 29,632 | $3.6M | Add +0.2% |
| ED Consolidated Edison Inc. | 0.24% | 36,540 | $3.6M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 14,585 | $3.6M | Add +0.3% |
| TXN Texas Instruments Inc. | 0.24% | 20,409 | $3.5M | Add +7.6% |
| SLV iShares Silver Trust | 0.24% | 54,405 | $3.5M | Reduce -0.6% |
| KMI Kinder Morgan Inc. | 0.23% | 126,044 | $3.5M | Add +6.0% |
| SYK Stryker Corp. | 0.23% | 9,803 | $3.4M | Add +4.5% |
| LRCX Lam Research Corp. | 0.23% | 19,822 | $3.4M | Reduce -7.5% |
| STX Seagate Technology Holdings | 0.22% | 12,119 | $3.3M | Reduce -5.6% |
| MDT Medtronic PLC | 0.22% | 34,566 | $3.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.22% | 4,847 | $3.3M | Reduce -11.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −2.85 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.31 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.26 |
| HD Home Depot Inc. | Reduce -0.7% | 0.81% | −0.17 |
| NVDA Nvidia Corp. | Reduce -1.9% | 2.86% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.77% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.56% | −0.09 |
| SO The Southern Co. | Reduce -1.8% | 0.53% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 1.17% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -7.0% | 0.17% | −0.06 |
| CVX Chevron Corp. | Reduce -10.0% | 0.35% | −0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -36.6% | 0.09% | −0.05 |
| MO Altria Group Inc. | Reduce -1.6% | 0.27% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -5.5% | 0.67% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 1.71% | −0.05 |
| Z Zillow Group Inc. Class C | Reduce -0.0% | 0.31% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.81% | −0.04 |
| NFLX Netflix Inc. | Reduce -5.6% | 0.11% | −0.04 |
| TFC Truist Financial Corp. | Reduce -47.5% | 0.05% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.9% | 1.73% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.2% | 0.08% | −0.04 |
| AVGO Broadcom Inc. | Reduce -5.0% | 1.29% | −0.04 |
| PFE Pfizer Inc. | Reduce -37.7% | 0.10% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.17% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -11.4% | 0.22% | −0.03 |
| GIS General Mills Inc. | Reduce -11.2% | 0.11% | −0.03 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -8.8% | 0.13% | −0.03 |
| EQIX Equinix Inc. | Reduce -22.2% | 0.07% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -0.4% | 1.29% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.20% | −0.02 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.0% | 0.37% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.5% | 0.10% | −0.02 |
| AAPL Apple Inc. | Reduce -4.4% | 5.10% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -19.1% | 0.06% | −0.02 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -2.8% | 0.30% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -2.4% | 0.68% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.64% | −0.02 |
| RACE Ferrari NV | Reduce -1.4% | 0.05% | −0.02 |
| NOW ServiceNow Inc. | Reduce -3.0% | 0.07% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Reduce -20.6% | 0.04% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Reduce -0.4% | 0.43% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.3% | 0.08% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -50.4% | 0.01% | −0.02 |
| CLX Clorox Company | Sold out | 0.00% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -24.1% | 0.05% | −0.02 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| IBDU iShares Ibonds Dec 2029 Term | Add +55.4% | 2.53% | +0.86 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +35.8% | 3.23% | +0.79 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +49.7% | 2.19% | +0.69 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +20.0% | 2.47% | +0.36 |
| IBTG iShares Ibonds Dec 2026 Term | Add +69.5% | 0.76% | +0.30 |
| IBDR iShares Ibonds Dec 2026 Term | Add +11.7% | 3.27% | +0.26 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +17.3% | 1.59% | +0.20 |
| IBDX iShares Ibonds Dec 2032 TC | Add +18.6% | 1.47% | +0.19 |
| CGIC Cap Group Intl Core Eq | Add +38.1% | 0.44% | +0.13 |
| AKRE Akre Focus ETF | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.45% | +0.09 |
| IBMO iShares Ibonds Dec 2026 Term | Add +27.7% | 0.37% | +0.07 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +41.9% | 0.25% | +0.07 |
| JIRE JPMorgan Int Res Enh Eqty | Add +272.9% | 0.09% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.0% | 2.06% | +0.06 |
| IBMP iShares Ibonds Dec 2027 Term | Add +25.6% | 0.31% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.7% | 0.29% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +8.1% | 0.49% | +0.04 |
| WMT Walmart Inc. | Add +0.0% | 0.74% | +0.04 |
| GLD SPDR Gold Shares | Add +0.7% | 0.44% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +5.5% | 1.01% | +0.03 |
| REGN Regeneron Pharmaceuticals | Add +1.2% | 0.13% | +0.03 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.55% | +0.03 |
| AXP American Express Co. | Add +1.1% | 0.33% | +0.03 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +0.1% | 0.11% | +0.03 |
| WFC Wells Fargo & Co. | Add +4.9% | 0.21% | +0.03 |
| BPRE Bluerock Private Real Estate | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.25% | +0.02 |
| IOCT Innovator Int Dev Power Buff | New | 0.02% | +0.02 |
| NOCT Innovator Growth-100 Power B | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 1.41% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +6.6% | 0.12% | +0.02 |
| ALB Albemarle Corp. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | Add +0.2% | 0.24% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 0.93% | +0.02 |
| RDIV Invesco S&P Ultra Dividend | New | 0.02% | +0.02 |
| POCT Innovator U.S. Equity Power | Add +32.3% | 0.07% | +0.02 |
| TER Teradyne Inc. | New | 0.02% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.1% | 0.81% | +0.02 |
| ACN Accenture PLC Class A | Add +88.4% | 0.03% | +0.02 |
| PHYS Sprott Physical Gold Trust | Add +30.5% | 0.06% | +0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | New | 0.02% | +0.02 |
| ADPV Adaptiv Select ETF | New | 0.02% | +0.02 |
| FITB Fifth Third Bancorp | Add +2.2% | 0.35% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.3% | 0.08% | +0.02 |
| FROG Jfrog Ltd. | New | 0.02% | +0.02 |
| XAR SS SPDR S&P Aerospace Def | New | 0.02% | +0.02 |
| AIRR First Trust Rba American Ind | Add +30.9% | 0.07% | +0.02 |
| TJX TJX Companies Inc. | Add +2.3% | 0.25% | +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 |