Sound View Wealth Advisors Group, LLC
CIK 1784777
13F filing for Q2 2026・No. 1,909
- Holdings
- US$1.61B
- Quarter change
- +US$140.77M
- Entries
- 440
- Net bought (estimate)
- −US$3.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 41
- Sold out 23
- Cut 220
- Added 123
- Corporate actions 2
- Unchanged 56
Largest holdings
440 stocks worth US$1.61B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 269,682 | US$78.04M | 4.84% |
| ISHARES TRIBONDS 27 ETF | Added | 2,150,618 | US$52.09M | 3.23% |
| NVDANvidiaCOM | Added | 231,124 | US$46.25M | 2.87% |
| ISHARES TRIBONDS DEC 29 | Added | 1,895,010 | US$43.89M | 2.72% |
| ISHARES TRIBDS DEC28 ETF | Added | 1,666,571 | US$42.08M | 2.61% |
| ISHARES TRIBONDS DEC 2030 | Added | 1,880,024 | US$40.98M | 2.54% |
| ISHARES TRIBONDS DEC2026 | Cut | 1,472,485 | US$35.68M | 2.21% |
| MSFTMicrosoftCOM | Cut | 93,606 | US$34.92M | 2.17% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Cut | 882,918 | US$32.25M | 2.00% |
| ISHARES TRIBONDS DEC 2031 | Added | 1,323,935 | US$27.59M | 1.71% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.