Sound View Wealth Advisors Group, LLC

CIK

1784777

Location

SAVANNAH, GA

Portfolio Value

Small $932,762,049

Diversification

Diversified

Filing Date

Global Rank

#1,970 / 8,517 ▲ 38

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

+18.3%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+167.3%

SPY

+75.3%

Annualised alpha

+18.2%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.4%

+0.1 pts

Top 5

24.0%

+0.8 pts

Top 10

34.9%

+1.1 pts

HHI

204

Diversified+5

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.7%	$277,449,191	49
Healthcare	13.8%	$128,561,099	38
Unclassified	11.5%	$107,080,384	20
Financial Services	10.4%	$97,036,955	51
Industrials	6.9%	$64,700,048	42
Consumer Cyclical	6.8%	$63,841,813	20
Consumer Defensive	6.7%	$62,900,793	19
Communication Services	5.8%	$54,379,117	12
Energy	3.8%	$35,227,151	17
Utilities	2.9%	$26,645,483	12
Real Estate	1.1%	$10,446,085	8
Basic Materials	0.5%	$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
PROP	Prairie Operating Co.	+116,500	172,850	$124,797
CGIC	Capital Group International Core Equity ETF	+95,585	426,147	$15,507,489
ABT	Abbott Laboratories	+24,607	46,918	$4,257,339
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
PG	PROCTER & GAMBLE Co	+3,171	81,681	$11,977,701
NVDA	Nvidia Corp	+3,162	231,124	$46,245,601
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
DNP	Dnp Select Income Fund Inc	+1,541	218,106	$2,353,363
DHR	Danaher Corp /De/	+1,412	5,091	$969,733
FITB	Fifth Third Bancorp	+1,377	114,106	$6,432,155
BKNG	Booking Holdings Inc.	+1,323	1,378	$245,614
SJM	J M SMUCKER Co	+1,288	4,864	$547,200
KMB	Kimberly Clark Corp	+1,280	23,978	$2,632,065
O	Realty Income Corp	+1,267	9,762	$604,853
ADPV	Adaptiv Select ETF	+1,078	7,539	$364,254
NBIX	Neurocrine Biosciences Inc	+958	6,372	$1,073,936
CRM	Salesforce, Inc.	+944	6,673	$1,045,392
AMD	Advanced Micro Devices Inc	+762	8,749	$5,082,381
IQV	Iqvia Holdings Inc.	+645	2,038	$393,782
PGR	Progressive Corp/Oh/	+532	18,341	$4,006,591
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
F	Ford Motor Co	−10,746	20,551	$285,658
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
SLB	Slb Limited/Nv	−3,053	11,876	$552,115
PEP	Pepsico Inc	−2,995	38,915	$5,269,091
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	16,227	$2,162,247
HONA	Honeywell Aerospace Inc.	3,496	$772,895
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
CLS	Celestica Inc	620	$226,176
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
PONY	Pony AI Inc.	12,822	$89,112
LPL	LG Display Co., Ltd.	18,800	$73,132
STLA	Stellantis N.V.	11,652	$66,882
NSA	National Storage Affiliates Trust	4,630	$0
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

297 tracked positions · $932,762,049 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 297 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	269,682	-5,080	$78,035,183	+11.9%	8.37%
NVDA	Nvidia Corp Technology	Added	231,124	+3,162	$46,245,601	+16.3%	4.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	106,425	-763	$37,802,191	+22.8%	4.05%
MSFT	Microsoft Corp Technology	Reduced	93,606	-441	$34,916,910	+0.3%	3.74%
LLY	ELI LILLY & Co Healthcare	Reduced	22,347	-46	$26,803,664	+30.1%	2.87%
AMZN	Amazon Com Inc Consumer Cyclical	Added	89,124	+257	$21,241,814	+14.8%	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	63,442	-1,199	$20,766,469	+9.2%	2.23%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,000	-278	$20,619,200	+26.3%	2.21%
VIG	Vanguard Dividend Appreciation ETF	Reduced	83,264	-4,125	$19,701,927	+4.8%	2.11%
AVGO	Broadcom Inc. Technology	Reduced	51,102	-3,830	$19,303,780	+13.5%	2.07%
JNJ	Johnson & Johnson Healthcare	Reduced	61,910	-6,205	$15,723,282	−5.6%	1.69%
CGIC	Capital Group International Core Equity ETF	Added	426,147	+95,585	$15,507,489	+41.7%	1.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,957	-196	$14,903,288	+13.7%	1.60%
ABBV	AbbVie Inc. Healthcare	Added	58,534	+5,455	$14,729,495	+27.6%	1.58%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	233,338	-11,279	$13,444,935	−9.4%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	37,073	+1,795	$13,074,905	+12.7%	1.40%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	24,956	+205	$13,036,764	+13.7%	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	29,777	-5,074	$12,524,206	−3.3%	1.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	81,681	+3,171	$11,977,701	+5.6%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,559	-277	$10,783,437	+3.1%	1.16%
STX	Seagate Technology Holdings plc Technology	Reduced	10,889	-422	$10,507,885	+137.1%	1.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	92,653	-3,231	$10,493,878	−11.9%	1.13%
CAT	Caterpillar Inc Industrials	Reduced	9,741	-141	$10,373,190	+48.2%	1.11%
AMGN	Amgen Inc Healthcare	Reduced	27,043	-2,046	$9,792,811	−4.3%	1.05%
EPD	Enterprise Products Partners L.P. Energy	Held	241,788	0	$8,888,126	−2.9%	0.95%
MU	Micron Technology Inc Technology	Reduced	7,664	-693	$8,846,478	+213.3%	0.95%
IBM	International Business Machines Corp Technology	Reduced	30,915	-147	$8,693,607	+15.5%	0.93%
XOM	ExxonMobil Holdings Corp Energy	Reduced	63,310	-3,714	$8,655,743	−23.9%	0.93%
RTX	RTX Corp Industrials	Added	44,189	+344	$8,383,978	−0.9%	0.90%
LRCX	Lam Research Corp Technology	Reduced	19,163	-996	$8,303,902	+92.8%	0.89%
SO	Southern Co Utilities	Reduced	86,522	-3,110	$8,281,020	−4.3%	0.89%
KO	Coca Cola Co Consumer Defensive	Reduced	100,115	-5,083	$8,136,346	+1.7%	0.87%
MRK	Merck & Co., Inc. Healthcare	Reduced	62,066	-2,450	$7,975,481	+2.8%	0.86%
V	Visa Inc. Financial Services	Added	20,879	+89	$7,163,376	+14.0%	0.77%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	39,416	-1,120	$7,130,748	+6.4%	0.76%
META	Meta Platforms, Inc. Communication Services	Reduced	12,536	-83	$7,061,403	−2.2%	0.76%
AFL	Aflac Inc Financial Services	Reduced	59,536	-50	$6,980,596	+6.8%	0.75%
GLD	Spdr Gold Trust	Reduced	17,462	-273	$6,432,651	−15.7%	0.69%
FITB	Fifth Third Bancorp Financial Services	Added	114,106	+1,377	$6,432,155	+22.8%	0.69%
CVX	Chevron Corp Energy	Reduced	34,331	-1,326	$5,690,706	−22.9%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,867	+39	$5,488,402	−5.5%	0.59%
TXN	Texas Instruments Inc Technology	Reduced	18,127	-2,281	$5,403,114	+36.4%	0.58%
CSCO	Cisco Systems, Inc. Technology	Reduced	45,502	-133	$5,344,664	+50.9%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,677	-2,443	$5,318,889	−22.6%	0.57%
PEP	Pepsico Inc Consumer Defensive	Reduced	38,915	-2,995	$5,269,091	−19.0%	0.56%
AMD	Advanced Micro Devices Inc Technology	Added	8,749	+762	$5,082,381	+212.8%	0.54%
EMR	Emerson Electric Co Industrials	Reduced	34,696	-4,708	$4,966,732	−3.8%	0.53%
MO	Altria Group, Inc. Consumer Defensive	Reduced	68,995	-69	$4,964,190	+8.9%	0.53%
GD	General Dynamics Corp Industrials	Reduced	12,579	-195	$4,455,984	+1.6%	0.48%
INTC	Intel Corp Technology	Added	31,633	+320	$4,416,915	+219.6%	0.47%

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.