Sound View Wealth Advisors Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Sound View Wealth Advisors Group, LLC reported 422 stock positions worth $1.5 billion. Its top holding was Apple (AAPL) at 4.7% of the portfolio, followed by Ishrs Ibnds Dec 27 Corp. ETF (IBDS, 3.4%) and iShares Ibonds Dec 2026 Term (IBDR, 3.3%). Compared with Q4 2025, it opened 22 new positions, sold out of 16, added to 130 and reduced 224. The biggest buy was iShares Ibonds Dec 2030 (IBDV, shares +18%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001784777-26-000002 ↗ filed May 6, 2026
Holdings Value
Holdings 422 stocks · $1.5B
| AAPL Apple Inc. | 4.74% | 274,762 | $69.7M | Reduce -1.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 3.38% | 2,048,974 | $49.7M | Add +3.3% |
| IBDR iShares Ibonds Dec 2026 Term | 3.27% | 1,981,257 | $48.0M | Reduce -1.6% |
| IBDU iShares Ibonds Dec 2029 Term | 2.79% | 1,766,350 | $41.1M | Add +9.5% |
| NVDA Nvidia Corp. | 2.70% | 227,962 | $39.8M | Reduce -0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.69% | 1,562,572 | $39.6M | Add +8.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.60% | 1,746,344 | $38.2M | Add +18.1% |
| MSFT Microsoft Corp. | 2.37% | 94,047 | $34.8M | Add +1.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.03% | 883,125 | $29.8M | Reduce -1.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.68% | 1,182,844 | $24.8M | Add +5.7% |
| SCHX Schwab US Large-Cap ETF | 1.60% | 917,699 | $23.5M | Reduce -4.2% |
| VOO Vanguard S&P 500 ETF | 1.58% | 38,779 | $23.2M | Reduce -0.4% |
| IBDX iShares Ibonds Dec 2032 TC | 1.56% | 905,660 | $22.9M | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.54% | 70,368 | $22.6M | Reduce -7.3% |
| LLY Eli Lilly & Co. | 1.40% | 22,393 | $20.6M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.29% | 64,641 | $19.0M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.28% | 87,389 | $18.8M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.26% | 88,867 | $18.5M | Add +0.2% |
| VGT Vanguard Info Tech ETF | 1.19% | 25,111 | $17.5M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.16% | 54,932 | $17.0M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.13% | 58,050 | $16.7M | Reduce -2.2% |
| JNJ Johnson & Johnson | 1.13% | 68,115 | $16.6M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.11% | 28,278 | $16.3M | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 1.09% | 520,591 | $16.0M | Reduce -5.2% |
| BMY Bristol-Myers Squibb Co. | 1.01% | 244,617 | $14.8M | Reduce -6.1% |
| SPHQ Invesco S&P 500 Quality ETF | 1.00% | 194,574 | $14.6M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.96% | 49,138 | $14.1M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 20,153 | $13.1M | Reduce -0.4% |
| TSLA Tesla Inc. | 0.88% | 34,851 | $13.0M | Reduce -0.9% |
| WMT Walmart Inc. | 0.81% | 95,884 | $11.9M | Reduce -3.6% |
| XLK SS Technology Select Sector | 0.80% | 88,777 | $11.8M | Reduce -0.9% |
| HD Home Depot Inc. | 0.79% | 35,278 | $11.6M | Add +0.8% |
| ABBV Abbvie Inc. | 0.79% | 53,079 | $11.5M | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.78% | 24,751 | $11.5M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.77% | 67,024 | $11.4M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.77% | 78,510 | $11.3M | Reduce -2.2% |
| IBTG iShares Ibonds Dec 2026 Term | 0.77% | 491,869 | $11.3M | Reduce -0.5% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.74% | 330,562 | $10.9M | Add +63.7% |
| AMGN Amgen Inc. | 0.70% | 29,089 | $10.2M | Reduce -0.4% |
| DGRO iShares Core Dividend Growth | 0.67% | 140,729 | $9.9M | Reduce -4.0% |
| EPD Enterprise Products Partners | 0.62% | 241,788 | $9.1M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.62% | 21,234 | $9.1M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 18,834 | $9.0M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 60,702 | $9.0M | Reduce -1.3% |
| SO The Southern Co. | 0.59% | 89,632 | $8.7M | Reduce -0.2% |
| CATH Global X S&P 500 Ca Val ETF | 0.58% | 109,895 | $8.6M | Reduce -3.9% |
| RTX RTX Corp. | 0.58% | 43,845 | $8.5M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.54% | 105,198 | $8.0M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.53% | 64,516 | $7.8M | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 0.52% | 311,252 | $7.7M | Add +2.6% |
| GLD SPDR Gold Shares | 0.52% | 17,735 | $7.6M | Add +7.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.51% | 31,062 | $7.5M | Reduce -0.7% |
| CVX Chevron Corp. | 0.50% | 35,657 | $7.4M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.49% | 12,619 | $7.2M | Add +0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.48% | 153,725 | $7.1M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.48% | 9,882 | $7.0M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.47% | 22,120 | $6.9M | Reduce -1.5% |
| PM Philip Morris International | 0.46% | 40,536 | $6.7M | Add +0.8% |
| AFL Aflac Inc. | 0.44% | 59,586 | $6.5M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.44% | 41,910 | $6.5M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 0.43% | 85,461 | $6.3M | Add +0.0% |
| V Visa Inc. Class A | 0.43% | 20,790 | $6.3M | Reduce -3.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.40% | 227,642 | $5.8M | Add +5.6% |
| XLP SS Consumer Staples Sel Sect | 0.40% | 70,892 | $5.8M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.40% | 5,828 | $5.8M | Add +1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.38% | 56,802 | $5.5M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 27,185 | $5.3M | Reduce -1.3% |
| IWB iShares Russell 1000 ETF | 0.36% | 14,853 | $5.3M | Reduce -0.3% |
| FITB Fifth Third Bancorp | 0.36% | 112,729 | $5.2M | Add +0.3% |
| EMR Emerson Electric Co. | 0.35% | 39,404 | $5.2M | Reduce -0.5% |
| IBMP iShares Ibonds Dec 2027 Term | 0.34% | 197,983 | $5.0M | Add +8.2% |
| XLV SS Health Care Select Sector | 0.31% | 31,282 | $4.6M | Reduce -4.0% |
| MO Altria Group Inc. | 0.31% | 69,064 | $4.6M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.31% | 45,847 | $4.6M | Add +3.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 50,261 | $4.6M | Add +2.9% |
| AZN Astrazeneca PLC | 0.31% | 22,870 | $4.5M | Reduce -2.9% |
| STX Seagate Technology Holdings | 0.30% | 11,311 | $4.4M | Reduce -6.7% |
| GD General Dynamics Corp. | 0.30% | 12,774 | $4.4M | Reduce -2.9% |
| LRCX Lam Research Corp. | 0.29% | 20,159 | $4.3M | Add +1.7% |
| KMI Kinder Morgan Inc. | 0.29% | 127,171 | $4.3M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.29% | 45,499 | $4.2M | Reduce -2.2% |
| ED Consolidated Edison Inc. | 0.29% | 37,048 | $4.2M | Add +1.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.28% | 160,924 | $4.1M | Add +10.2% |
| GILD Gilead Sciences Inc. | 0.27% | 28,880 | $4.0M | Reduce -2.5% |
| TXN Texas Instruments Inc. | 0.27% | 20,408 | $4.0M | Reduce 0.0% |
| AXP American Express Co. | 0.27% | 13,049 | $3.9M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 8,894 | $3.9M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 23,996 | $3.8M | Add +0.2% |
| VHT Vanguard Health Care ETF | 0.25% | 13,292 | $3.6M | Reduce -2.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 14,492 | $3.6M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.24% | 45,635 | $3.5M | Reduce -4.1% |
| WMB Williams Cos Inc. | 0.24% | 48,609 | $3.5M | Reduce -1.3% |
| PGR Progressive Corp. | 0.24% | 17,809 | $3.5M | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 70,182 | $3.4M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.23% | 23,233 | $3.4M | Reduce -2.5% |
| SLV iShares Silver Trust | 0.23% | 49,713 | $3.4M | Reduce -8.6% |
| SYK Stryker Corp. | 0.22% | 9,873 | $3.2M | Add +0.7% |
| VIGI Vanguard Int Div App Indx FD | 0.22% | 36,496 | $3.2M | Add +1.0% |
| DLR Digital Realty Trust Inc. | 0.22% | 17,599 | $3.2M | Add +0.3% |
| WELL Welltower Inc. | 0.21% | 15,966 | $3.2M | Reduce -1.4% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.8% | 4.74% | −0.36 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 1.40% | −0.23 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.88% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.3% | 1.54% | −0.17 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.70% | −0.15 |
| AVGO Broadcom Inc. | Reduce -1.0% | 1.16% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.2% | 1.60% | −0.13 |
| Z Zillow Group Inc. Class C | Reduce -6.0% | 0.18% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.29% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 1.13% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.51% | −0.11 |
| VGT Vanguard Info Tech ETF | Reduce -1.3% | 1.19% | −0.09 |
| V Visa Inc. Class A | Reduce -3.8% | 0.43% | −0.08 |
| ORCL Oracle Corp. | Reduce -2.5% | 0.23% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 0.96% | −0.08 |
| XLK SS Technology Select Sector | Reduce -0.9% | 0.80% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 1.58% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.20% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 1.11% | −0.06 |
| AXP American Express Co. | Reduce -0.8% | 0.27% | −0.06 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.06 |
| BYRN Byrna Technologies Inc. | Reduce -0.1% | 0.06% | −0.05 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -3.9% | 0.58% | −0.05 |
| ABT Abbott Laboratories | Reduce -6.4% | 0.16% | −0.04 |
| ADP Automatic Data Processing | Reduce -5.1% | 0.13% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 0.89% | −0.03 |
| CRM Salesforce Inc. | Reduce -4.1% | 0.07% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 0.26% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -9.9% | 0.19% | −0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.3% | 2.03% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.23% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -4.0% | 0.31% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.9% | 0.78% | −0.03 |
| BPRE Bluerock Private Real Estate | Sold out | 0.00% | −0.02 |
| NOW ServiceNow Inc. | Reduce -2.2% | 0.05% | −0.02 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.61% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -6.3% | 0.08% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -27.1% | 0.07% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -3.5% | 0.09% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -8.1% | 0.15% | −0.02 |
| HUM Humana Inc. | Sold out | 0.00% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.02 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 1.28% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -2.3% | 0.25% | −0.02 |
| INTU Intuit Inc. | Reduce -20.4% | 0.02% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -7.1% | 0.19% | −0.02 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| IBDV iShares Ibonds Dec 2030 Corp. | Add +18.1% | 2.60% | +0.41 |
| CGIC Cap Group Intl Core Eq | Add +63.7% | 0.74% | +0.30 |
| IBDU iShares Ibonds Dec 2029 Term | Add +9.5% | 2.79% | +0.26 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +8.1% | 2.69% | +0.22 |
| CVX Chevron Corp. | Add +5.3% | 0.50% | +0.16 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +3.3% | 3.38% | +0.15 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +5.7% | 1.68% | +0.10 |
| IBDX iShares Ibonds Dec 2032 TC | Add +5.8% | 1.56% | +0.09 |
| GLD SPDR Gold Shares | Add +7.9% | 0.52% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.4% | 0.53% | +0.07 |
| LRCX Lam Research Corp. | Add +1.7% | 0.29% | +0.07 |
| COST Costco Wholesale Corp. | Add +1.1% | 0.40% | +0.06 |
| KMI Kinder Morgan Inc. | Add +0.9% | 0.29% | +0.06 |
| EQIX Equinix Inc. | Add +37.3% | 0.13% | +0.06 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +384.0% | 0.07% | +0.05 |
| MO Altria Group Inc. | Add +0.3% | 0.31% | +0.04 |
| ED Consolidated Edison Inc. | Add +1.4% | 0.29% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +2.6% | 0.52% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +0.3% | 0.22% | +0.03 |
| AMAT Applied Materials Inc. | Add +1.5% | 0.12% | +0.03 |
| IBMP iShares Ibonds Dec 2027 Term | Add +8.2% | 0.34% | +0.03 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +10.2% | 0.28% | +0.03 |
| PULS Pgim Ultra Short Bond ETF | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +0.1% | 0.15% | +0.03 |
| IBMO iShares Ibonds Dec 2026 Term | Add +5.6% | 0.40% | +0.03 |
| FIX Comfort Systems USA Inc. | Add +0.6% | 0.08% | +0.03 |
| EWY iShares MSCI South Korea ETF | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +0.8% | 0.46% | +0.02 |
| INTC Intel Corp. | Add +9.1% | 0.09% | +0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Add +22.2% | 0.11% | +0.02 |
| IGV iShares Expanded Tech-Softwa | New | 0.02% | +0.02 |
| ITA iShares U.S. Aerospace & Def | New | 0.02% | +0.02 |
| MRVL Marvell Technology Inc. | Add +2.5% | 0.11% | +0.02 |
| SCCO Southern Copper Corp. | New | 0.02% | +0.02 |
| HBAN Huntington Bancshares Inc. | New | 0.02% | +0.02 |
| AIRR First Trust Rba American Ind | Add +11.7% | 0.08% | +0.02 |
| NOC Northrop Grumman Corp. | Add +2.5% | 0.09% | +0.02 |
| ESLT Elbit Systems Ltd. | New | 0.02% | +0.02 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.19% | +0.02 |
| CEFA Global X S&P Cath Val Devel | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.9% | 0.31% | +0.02 |
| XLE SS Energy Select Sector | Add +0.2% | 0.06% | +0.02 |
| IGE iShares North American Natur | New | 0.02% | +0.02 |
| OXY Occidental Petroleum Corp. | New | 0.02% | +0.02 |
| PNFP Pinnacle Financial Partners | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| SDIV Global X Superdividend ETF | New | 0.02% | +0.02 |
| TTE Totalenergies SE | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.01% | +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 |