Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sound View Wealth Advisors Group, LLC (CIK 1784777) reported $1.61B across 440 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($78.0M, 4.84%), IBDS ($52.1M, 3.23%), NVDA ($46.2M, 2.87%), IBDU ($43.9M, 2.72%), IBDT ($42.1M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $78.0M | 4.84% | 269,682 | Trimmed |
| 2 | IBDS | ISHARES TR | $52.1M | 3.23% | 2.2M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $46.2M | 2.87% | 231,124 | Added |
| 4 | IBDU | ISHARES TR | $43.9M | 2.72% | 1.9M | Added |
| 5 | IBDT | ISHARES TR | $42.1M | 2.61% | 1.7M | Added |
| 6 | IBDV | ISHARES TR | $41.0M | 2.54% | 1.9M | Added |
| 7 | IBDR | ISHARES TR | $35.7M | 2.21% | 1.5M | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $34.9M | 2.17% | 93,606 | Trimmed |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | $32.3M | 2.00% | 882,918 | Trimmed |
| 10 | IBDW | ISHARES TR | $27.6M | 1.71% | 1.3M | Added |
| 11 | LLY | ELI LILLY & CO | $26.8M | 1.66% | 22,347 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $26.6M | 1.65% | 38,673 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $26.5M | 1.64% | 899,798 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $26.0M | 1.61% | 70,286 | Trimmed |
| 15 | IBDX | ISHARES TR | $25.3M | 1.57% | 1.0M | Added |
| 16 | VGT | VANGUARD WORLD FD | $23.6M | 1.46% | 197,243 | Added |
| 17 | AMZN | AMAZON COM INC | $21.2M | 1.32% | 89,124 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $20.8M | 1.29% | 63,442 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $20.6M | 1.28% | 28,000 | Trimmed |
| 20 | GOOG | ALPHABET INC | $20.2M | 1.25% | 57,156 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $19.7M | 1.22% | 83,264 | Trimmed |
| 22 | AVGO | BROADCOM INC | $19.3M | 1.20% | 51,102 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $17.6M | 1.09% | 49,269 | Added |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.5M | 1.08% | 193,846 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $17.1M | 1.06% | 89,670 | Added |
Source: SEC Form 13F filings · as of 2026-06-30