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 $1.47B across 421 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($69.7M, 4.74%), IBDS ($49.7M, 3.38%), IBDR ($48.0M, 3.27%), IBDU ($41.1M, 2.79%), NVDA ($39.8M, 2.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $69.7M | 4.74% | 274,762 | Trimmed |
| 2 | IBDS | ISHARES TR | $49.7M | 3.38% | 2.0M | Added |
| 3 | IBDR | ISHARES TR | $48.0M | 3.27% | 2.0M | Trimmed |
| 4 | IBDU | ISHARES TR | $41.1M | 2.79% | 1.8M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $39.8M | 2.70% | 227,962 | Trimmed |
| 6 | IBDT | ISHARES TR | $39.6M | 2.69% | 1.6M | Added |
| 7 | IBDV | ISHARES TR | $38.2M | 2.60% | 1.7M | Added |
| 8 | MSFT | MICROSOFT CORP | $34.8M | 2.37% | 94,047 | Added |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | $29.8M | 2.03% | 883,125 | Trimmed |
| 10 | IBDW | ISHARES TR | $24.8M | 1.68% | 1.2M | Added |
| 11 | SCHX | SCHWAB STRATEGIC TR | $23.5M | 1.60% | 917,699 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $23.2M | 1.58% | 38,779 | Trimmed |
| 13 | IBDX | ISHARES TR | $22.9M | 1.56% | 905,660 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $22.6M | 1.54% | 70,368 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $20.6M | 1.40% | 22,393 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $19.0M | 1.29% | 64,641 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $18.8M | 1.28% | 87,389 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $18.5M | 1.26% | 88,867 | Added |
| 19 | VGT | VANGUARD WORLD FD | $17.5M | 1.19% | 25,111 | Trimmed |
| 20 | AVGO | BROADCOM INC | $17.0M | 1.16% | 54,932 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $16.6M | 1.13% | 68,115 | Trimmed |
| 22 | GOOG | ALPHABET INC | $16.7M | 1.13% | 58,050 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $16.3M | 1.11% | 28,278 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $16.0M | 1.09% | 520,591 | Trimmed |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $14.8M | 1.01% | 244,617 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31