13F Insight
DOSSIER · 13F-HR · Q1 2026

Sound View Wealth Advisors Group, LLC

$1.5B in tracked AUM across 422 positions as of Q1 2026.

SV
CIK 0001784777 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
422
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Sound View Wealth Advisors Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$70M275K4.7%02
IBDS
ISHARES TR
$50M2.0M3.4%03
IBDR
ISHARES TR
$48M2.0M3.3%04
IBDU
ISHARES TR
$41M1.8M2.8%05
NVDA
NVIDIA CORPORATION
$40M228K2.7%06
IBDT
ISHARES TR
$40M1.6M2.7%07
IBDV
ISHARES TR
$38M1.7M2.6%08
MSFT
MICROSOFT CORP
$35M94K2.4%09
BUFR
FIRST TR EXCHNG TRADED FD VI
$30M883K2.0%10
IBDW
ISHARES TR
$25M1.2M1.7%

Filing history

2026Q1Mar 31
$1.5B▼ 1.4%
422 positionsView →2025Q4Dec 31
$1.5B▲ 2.5%
416 positionsView →2025Q3Sep 30
$1.5B▲ 7.5%
425 positionsView →2025Q2Jun 30
$1.4B▲ 11.0%
423 positionsLocked2025Q1Mar 31
$1.2B▼ 1.8%
407 positionsLocked2024Q4Dec 31
$1.2B▲ 1.4%
415 positionsLocked2024Q3Sep 30
$1.2B▲ 26.3%
407 positionsLocked2024Q2Jun 30
$970M▲ 3.4%
358 positionsLocked2024Q1Mar 31
$938M▲ 3.5%
371 positionsLocked2023Q4Dec 31
$907M▲ 12.8%
385 positionsLocked2023Q3Sep 30
$804M▲ 5.4%
365 positionsLocked2023Q2Jun 30
$763M▲ 4.7%
363 positionsLocked
Showing 12 of 27