Sound View Wealth Advisors Group, LLC

CIK

1784777

Location

SAVANNAH, GA

Portfolio Value

Mid $1,610,648,545

Diversification

Diversified

Filing Date

Global Rank

#1,863 / 8,794 ▲ 179 · as of Jun 2026

Top Industry

Semiconductors 12.2%

Period ended 3 months ago

Filed Aug 11, 2026 · 55d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

334 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

23.6%

+17.2 pts

Top 5

38.9%

+16.0 pts

Top 10

49.1%

+14.7 pts

HHI

669

Diversified+485

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	48.7%	$783,931,453	55
Technology	17.2%	$277,449,191	49
Healthcare	8.0%	$128,561,099	38
Financial Services	6.1%	$98,072,382	53
Industrials	4.0%	$64,700,048	42
Consumer Cyclical	4.0%	$63,841,813	20
Consumer Defensive	3.9%	$62,900,793	19
Communication Services	3.4%	$54,379,117	12
Energy	2.2%	$35,227,151	17
Utilities	1.7%	$26,645,483	12
Real Estate	0.6%	$10,446,085	8
Basic Materials	0.3%	$4,493,930	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+430,403	13,527,311	$380,561,686
EDV	Vanguard World Funds Extended Duration ETF	+174,765	222,986	$30,119,432
PROP	Prairie Operating Co.	+116,500	172,850	$124,797
CGIC	Capital Group International Core Equity ETF	+95,585	426,147	$15,507,489
VB	Vanguard Morningstar Small-Cap ETF	+71,129	240,562	$69,321,175
ABT	Abbott Laboratories	+24,607	46,918	$4,257,339
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+24,358	35,500	$3,229,771
—		+23,423	43,671	$3,177,017
—		+16,738	36,903	$2,072,472
AIRR	First Trust RBA American Industrial Renaissance ETF	+8,121	19,384	$2,401,800
ABI	VictoryShares Pioneer Asset-Based Income ETF	+8,028	30,509	$1,865,550
FBCG	Fidelity Blue Chip Growth ETF	+6,840	9,912	$1,329,377
ACN	Accenture plc	+6,358	8,524	$1,060,726
ADP	Automatic Data Processing Inc	+6,197	15,371	$3,442,335
KLAC	Kla Corp	+5,965	6,696	$2,020,250
ABBV	AbbVie Inc.	+5,455	58,534	$14,729,495
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+4,949	295,721	$30,298,789
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,314	25,134	$2,000,014
IVZ	Invesco Ltd.	+3,857	9,514	$551,812
PG	PROCTER & GAMBLE Co	+3,171	81,681	$11,977,701
NVDA	Nvidia Corp	+3,162	231,124	$46,245,601
—		+2,324	73,216	$6,082,053
LNC	Lincoln National Corp	+2,094	14,964	$528,977
USB	US Bancorp De	+1,886	13,758	$830,983
HD	Home Depot, Inc.	+1,795	37,073	$13,074,905
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−17,926	109,245	$3,492,562
PFE	Pfizer Inc	−13,589	39,158	$942,924
SLV	iShares Silver Trust	−11,383	38,330	$2,049,505
BMY	Bristol Myers Squibb Co	−11,279	233,338	$13,444,935
AGNG	Global X Funds Global X Aging Population ETF	−11,102	120,973	$9,630,083
F	Ford Motor Co	−10,746	20,551	$285,658
FNDA	Schwab Fundamental U.S. Small Company ETF	−10,329	1,739,213	$51,806,809
NEE	Nextera Energy Inc	−9,905	35,594	$3,124,085
ET	Energy Transfer LP	−9,127	37,156	$710,422
IBIT	iShares Bitcoin Trust ETF	−8,269	15,617	$519,889
GIS	General Mills Inc	−7,019	29,350	$1,021,380
MDT	Medtronic plc	−6,671	28,246	$2,209,684
JNJ	Johnson & Johnson	−6,205	61,910	$15,723,282
KO	Coca Cola Co	−5,083	100,115	$8,136,346
AAPL	Apple Inc.	−5,080	269,682	$78,035,183
TSLA	Tesla, Inc.	−5,074	29,777	$12,524,206
MRVL	Marvell Technology, Inc.	−4,837	11,451	$3,411,138
EMR	Emerson Electric Co	−4,708	34,696	$4,966,732
BYRN	Byrna Technologies Inc.	−4,200	98,258	$659,311
VIG	Vanguard Dividend Appreciation ETF	−4,125	83,264	$19,701,927
AVGO	Broadcom Inc.	−3,830	51,102	$19,303,780
XOM	ExxonMobil Holdings Corp	−3,714	63,310	$8,655,743
HON	Honeywell International Inc	−3,518	3,496	$782,754
WMT	Walmart Inc.	−3,231	92,653	$10,493,878
SO	Southern Co	−3,110	86,522	$8,281,020
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BUFC	AB Conservative Buffer ETF	5,646	$836,285
HONA	Honeywell Aerospace Inc.	3,496	$772,895
ARMY	Tema ETF Trust Tema International Defense ETF	16,486	$500,844
RYTM	Rhythm Pharmaceuticals, Inc.	3,682	$408,812
IRDM	Iridium Communications Inc.	7,101	$389,489
HUM	Humana Inc	953	$378,550
WDC	Western Digital Corp	550	$351,296
SPCX	Space Exploration Technologies Corp	1,738	$296,954
CRS	Carpenter Technology Corp	477	$294,232
ALAB	Astera Labs, Inc.	602	$290,778
AEVA	Aeva Technologies, Inc.	9,684	$278,124
FORM	Formfactor Inc	1,722	$275,399
NBIS	Nebius Group N.V.	937	$258,771
KVUE	Kenvue Inc.	12,912	$246,748
PWR	Quanta Services, Inc.	336	$241,933
BKF	iShares MSCI BIC ETF	921	$232,303
CLS	Celestica Inc	620	$226,176
AIEQ	Amplify AI Powered Equity ETF	2,150	$225,599
TBLU	Tortoise Global Water ETF	4,026	$225,133
FTNT	Fortinet, Inc.	1,459	$224,131
STM	STMicroelectronics N.V.	2,905	$217,555
FLEX	Flex Ltd.	1,320	$213,932
RKLB	Rocket Lab Corp	2,078	$211,228
SAP	Sap SE	1,367	$210,668
NUE	Nucor Corp	918	$204,484
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	6,722	$702,785
BMRN	Biomarin Pharmaceutical Inc	7,516	$424,578
BDX	Becton Dickinson & Co	2,364	$371,691
HII	Huntington Ingalls Industries, Inc.	715	$271,628
ALB	Albemarle Corp	1,452	$260,677
INTU	Intuit Inc.	601	$259,860
ESLT	Elbit Systems Ltd	300	$254,727
UPS	United Parcel Service Inc	2,422	$238,276
OXY	Occidental Petroleum Corp /De/	3,650	$237,250
NKE	NIKE, Inc.	4,314	$227,865
TTE	TotalEnergies SE	2,416	$219,807
AWK	American Water Works Company, Inc.	1,608	$218,832
ANET	Arista Networks, Inc.	1,741	$213,759
LHX	L3harris Technologies, Inc. /De/	609	$210,196
ZBH	Zimmer Biomet Holdings, Inc.	2,286	$206,700
CTAS	Cintas Corp	1,205	$203,813
CCI	Crown Castle Inc.	2,501	$203,356
CLX	Clorox Co /De/	1,962	$203,322
ORLY	O Reilly Automotive Inc	2,183	$201,512
COTY	Coty Inc.	24,256	$48,754
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

334 tracked positions · $1,610,648,545 total · filing declares 440 positions · $1,610,856,906 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 334 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	13,527,311	+430,403	$380,561,686	—	23.63%
AAPL	Apple Inc. Technology	Reduced	269,682	-5,080	$78,035,183	+11.9%	4.84%
VB	Vanguard Morningstar Small-Cap ETF	Added	240,562	+71,129	$69,321,175	+25.0%	4.30%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	1,739,213	-10,329	$51,806,809	+9.7%	3.22%
NVDA	Nvidia Corp Technology	Added	231,124	+3,162	$46,245,601	+16.3%	2.87%
GOOGL	Alphabet Inc. Communication Services	Reduced	106,425	-763	$37,802,191	+22.8%	2.35%
MSFT	Microsoft Corp Technology	Reduced	93,606	-441	$34,916,910	+0.3%	2.17%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	882,918	-207	$32,252,994	+8.1%	2.00%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	295,721	+4,949	$30,298,789	+23.0%	1.88%
EDV	Vanguard World Funds Extended Duration ETF	Added	222,986	+174,765	$30,119,432	+274.9%	1.87%
LLY	ELI LILLY & Co Healthcare	Reduced	22,347	-46	$26,803,664	+30.1%	1.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	89,124	+257	$21,241,814	+14.8%	1.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,442	-1,199	$20,766,469	+9.2%	1.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,000	-278	$20,619,200	+26.3%	1.28%
VIG	Vanguard Dividend Appreciation ETF	Reduced	83,264	-4,125	$19,701,927	+4.8%	1.22%
AVGO	Broadcom Inc. Technology	Reduced	51,102	-3,830	$19,303,780	+13.5%	1.20%
CVY	Invesco Zacks Multi-Asset Income ETF	Reduced	198,784	-728	$17,839,676	+19.1%	1.11%
JNJ	Johnson & Johnson Healthcare	Reduced	61,910	-6,205	$15,723,282	−5.6%	0.98%
CGIC	Capital Group International Core Equity ETF	Added	426,147	+95,585	$15,507,489	+41.7%	0.96%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,957	-196	$14,903,288	+13.7%	0.93%
ABBV	AbbVie Inc. Healthcare	Added	58,534	+5,455	$14,729,495	+27.6%	0.91%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	233,338	-11,279	$13,444,935	−9.4%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	37,073	+1,795	$13,074,905	+12.7%	0.81%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	24,956	+205	$13,036,764	+13.7%	0.81%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	96,436	-762	$12,859,496	+5.2%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	29,777	-5,074	$12,524,206	−3.3%	0.78%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	81,681	+3,171	$11,977,701	+5.6%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,559	-277	$10,783,437	+3.1%	0.67%
STX	Seagate Technology Holdings plc Technology	Reduced	10,889	-422	$10,507,885	+137.1%	0.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	92,653	-3,231	$10,493,878	−11.9%	0.65%
CAT	Caterpillar Inc Industrials	Reduced	9,741	-141	$10,373,190	+48.2%	0.64%
AMGN	Amgen Inc Healthcare	Reduced	27,043	-2,046	$9,792,811	−4.3%	0.61%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	120,973	-11,102	$9,630,083	+1.0%	0.60%
EPD	Enterprise Products Partners L.P. Energy	Held	241,788	0	$8,888,126	−2.9%	0.55%
MU	Micron Technology Inc Technology	Reduced	7,664	-693	$8,846,478	+213.3%	0.55%
IBM	International Business Machines Corp Technology	Reduced	30,915	-147	$8,693,607	+15.5%	0.54%
XOM	ExxonMobil Holdings Corp Energy	Reduced	63,310	-3,714	$8,655,743	−23.9%	0.54%
RTX	RTX Corp Industrials	Added	44,189	+344	$8,383,978	−0.9%	0.52%
LRCX	Lam Research Corp Technology	Reduced	19,163	-996	$8,303,902	+92.8%	0.52%
SO	Southern Co Utilities	Reduced	86,522	-3,110	$8,281,020	−4.3%	0.51%
KO	Coca Cola Co Consumer Defensive	Reduced	100,115	-5,083	$8,136,346	+1.7%	0.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	62,066	-2,450	$7,975,481	+2.8%	0.50%
V	Visa Inc. Financial Services	Added	20,879	+89	$7,163,376	+14.0%	0.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	39,416	-1,120	$7,130,748	+6.4%	0.44%
META	Meta Platforms, Inc. Communication Services	Reduced	12,536	-83	$7,061,403	−2.2%	0.44%
AFL	Aflac Inc Financial Services	Reduced	59,536	-50	$6,980,596	+6.8%	0.43%
GLD	Spdr Gold Trust	Reduced	17,462	-273	$6,432,651	−15.7%	0.40%
FITB	Fifth Third Bancorp Financial Services	Added	114,106	+1,377	$6,432,155	+22.8%	0.40%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	85,414	-47	$6,270,241	−0.4%	0.39%
		Added	73,216	+2,324	$6,082,053	+4.7%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.