Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2026)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Sound View Wealth Advisors Group, LLC has $1.61 billion in total holdings as of March 31, 2026.
Sound View Wealth Advisors Group, LLC owns shares of 440 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 6.20% of the portfolio was purchased this quarter.
About 3.93% of the portfolio was sold this quarter.
This quarter, Sound View Wealth Advisors Group, LLC has purchased 422 new stocks and bought additional shares in 128 stocks.
Sound View Wealth Advisors Group, LLC sold shares of 215 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Apple: $78,035,208
iShares iBonds Dec 2027 Term Corporate ETF: $52,087,966
NVIDIA: $46,245,578
iShares iBonds Dec 2029 Term Corporate ETF: $43,888,440
iShares iBonds Dec 2028 Term Corporate ETF: $42,080,924

Largest New Holdings this Quarter

00039J509 - AB Disruptors ETF: $836,286 Holding
438516205 - HONEYWELL INTL INC: $782,754 Holding
43849R105 - HONEYWELL AEROSPACE INC: $772,896 Holding
464288448 - iShares International Select Dividend ETF: $589,425 Holding
87975E776 - TEMA ETF TRUST: $500,849 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 172,132 shares (about $20.57M)
iShares iBonds Dec 2033 Term Corporate ETF: 453,374 shares (about $11.67M)
iShares Russell 1000 Growth ETF: 65,082 shares (about $8.08M)
Vanguard Growth ETF: 44,348 shares (about $3.82M)
CAPITAL GROUP INTERNATIONAL: 95,585 shares (about $3.48M)

Largest Sales this Quarter

iShares iBonds Dec 2026 Term Corporate ETF: 508,772 shares (about $12.33M)
iShares iBonds Dec 2026 Term Treasury ETF: 290,413 shares (about $6.65M)
Tesla: 5,074 shares (about $2.13M)
iShares Core Dividend Growth ETF: 22,575 shares (about $1.71M)
Johnson & Johnson: 6,205 shares (about $1.58M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$78,035,208	$1,469,949 â–¼	-1.8%	269,682	4.8%	Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$52,087,966	$2,461,818 â–²	5.0%	2,150,618	3.2%	ETF
NVDA NVIDIA	$46,245,578	$632,684 â–²	1.4%	231,124	2.9%	Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$43,888,440	$2,979,766 â–²	7.3%	1,895,010	2.7%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$42,080,924	$2,625,975 â–²	6.7%	1,666,571	2.6%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$40,984,526	$2,914,224 â–²	7.7%	1,880,024	2.5%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$35,678,317	$12,327,547 â–¼	-25.7%	1,472,485	2.2%	ETF
MSFT Microsoft	$34,916,725	$164,501 â–¼	-0.5%	93,606	2.2%	Technology
BUFR FT Vest Laddered Buffer ETF	$32,253,004	$7,562 â–¼	0.0%	882,918	2.0%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$27,590,804	$2,940,336 â–²	11.9%	1,323,935	1.7%	ETF
LLY Eli Lilly and Company	$26,803,825	$55,174 â–¼	-0.2%	22,347	1.7%	Healthcare
VOO Vanguard S&P 500 ETF	$26,561,343	$72,803 â–¼	-0.3%	38,673	1.6%	ETF
SCHX Schwab US Large-Cap ETF	$26,481,070	$526,827 â–¼	-2.0%	899,798	1.6%	ETF
VTI Vanguard Total Stock Market ETF	$26,008,711	$30,343 â–¼	-0.1%	70,286	1.6%	ETF
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$25,329,023	$2,515,448 â–²	11.0%	1,005,519	1.6%	ETF
VGT Vanguard Information Technology ETF	$23,574,496	$20,573,228 â–²	685.5%	197,243	1.5%	ETF
AMZN Amazon.com	$21,241,710	$61,253 â–²	0.3%	89,124	1.3%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$20,766,541	$392,470 â–¼	-1.9%	63,442	1.3%	Finance
QQQ Invesco QQQ	$20,619,375	$204,721 â–¼	-1.0%	28,000	1.3%	ETF
GOOG Alphabet	$20,194,921	$315,877 â–¼	-1.5%	57,156	1.3%	Communication Services
VIG Vanguard Dividend Appreciation ETF	$19,701,858	$976,054 â–¼	-4.7%	83,264	1.2%	ETF
AVGO Broadcom	$19,303,854	$1,446,788 â–¼	-7.0%	51,102	1.2%	Technology
GOOGL Alphabet	$17,607,436	$46,816 â–²	0.3%	49,269	1.1%	Communication Services
SPHQ Invesco S&P 500 Quality ETF	$17,465,561	$65,593 â–¼	-0.4%	193,846	1.1%	ETF
XLK Technology Select Sector SPDR Fund	$17,083,926	$170,134 â–²	1.0%	89,670	1.1%	ETF
SCHD Schwab US Dividend Equity ETF	$16,400,327	$107,624 â–¼	-0.7%	517,197	1.0%	ETF
JNJ Johnson & Johnson	$15,723,168	$1,575,872 â–¼	-9.1%	61,910	1.0%	Healthcare
CAPITAL GROUP INTERNATIONAL	$15,507,486	$3,478,337 â–²	28.9%	426,147	1.0%	SHS
SPY SPDR S&P 500 ETF Trust	$14,902,925	$146,363 â–¼	-1.0%	19,957	0.9%	ETF
ABBV AbbVie	$14,729,517	$1,372,698 â–²	10.3%	58,534	0.9%	Healthcare
BMY Bristol Myers Squibb	$13,444,931	$649,896 â–¼	-4.6%	233,338	0.8%	Healthcare
HD Home Depot	$13,074,987	$633,065 â–²	5.1%	37,073	0.8%	Consumer Discretionary
DIA SPDR Dow Jones Industrial Average ETF Trust	$13,036,969	$107,092 â–²	0.8%	24,956	0.8%	ETF
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$12,630,219	$11,672,118 â–²	1,218.3%	490,589	0.8%	ETF
TSLA Tesla	$12,524,278	$2,134,137 â–¼	-14.6%	29,777	0.8%	Consumer Discretionary
PG Procter & Gamble	$11,977,712	$464,996 â–²	4.0%	81,681	0.7%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$10,717,851	$8,081,227 â–²	306.5%	86,316	0.7%	ETF
STX Seagate Technology	$10,507,797	$407,227 â–¼	-3.7%	10,889	0.7%	Technology
WALMART INC	$10,493,831	$365,941 â–¼	-3.4%	92,653	0.7%	COM
CAT Caterpillar	$10,373,227	$150,151 â–¼	-1.4%	9,741	0.6%	Industrials
AMGN Amgen	$9,792,780	$740,895 â–¼	-7.0%	27,043	0.6%	Healthcare
VYM Vanguard High Dividend Yield ETF	$9,421,476	$171,305 â–¼	-1.8%	59,618	0.6%	ETF
BRK.B Berkshire Hathaway	$9,285,817	$138,609 â–¼	-1.5%	18,557	0.6%	Finance
DGRO iShares Core Dividend Growth ETF	$8,954,866	$1,710,954 â–¼	-16.0%	118,154	0.6%	ETF
SCHF Schwab International Equity ETF	$8,925,429	$303,758 â–²	3.5%	322,218	0.6%	ETF
EPD Enterprise Products Partners	$8,888,140		0.0%	241,788	0.6%	Energy
MU Micron Technology	$8,846,603	$799,934 â–¼	-8.3%	7,664	0.5%	Technology
IBM International Business Machines	$8,693,588	$41,338 â–¼	-0.5%	30,915	0.5%	Technology
XOM ExxonMobil	$8,655,728	$507,777 â–¼	-5.5%	63,310	0.5%	Energy
CATH Global X S&P 500 Catholic Values ETF	$8,622,290	$1,103,418 â–¼	-11.3%	97,427	0.5%	ETF
RTX RTX	$8,383,983	$65,267 â–²	0.8%	44,189	0.5%	Industrials
LAM RESEARCH CORP	$8,303,826	$431,593 â–¼	-4.9%	19,163	0.5%	COM NEW
SO Southern	$8,281,026	$297,658 â–¼	-3.5%	86,522	0.5%	Utilities
KO CocaCola	$8,136,319	$413,094 â–¼	-4.8%	100,115	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$7,975,522	$314,827 â–¼	-3.8%	62,066	0.5%	Healthcare
V Visa	$7,163,326	$30,535 â–²	0.4%	20,879	0.4%	Finance
XLU Utilities Select Sector SPDR Fund	$7,150,437	$180,544 â–²	2.6%	157,707	0.4%	ETF
PM Philip Morris International	$7,130,759	$202,619 â–¼	-2.8%	39,416	0.4%	Consumer Staples
META Meta Platforms	$7,061,200	$46,752 â–¼	-0.7%	12,536	0.4%	Communication Services
AFL Aflac	$6,980,605	$5,863 â–¼	-0.1%	59,536	0.4%	Finance
GLD SPDR Gold Shares	$6,432,652	$100,568 â–¼	-1.5%	17,462	0.4%	ETF
FITB Fifth Third Bancorp	$6,432,162	$77,622 â–²	1.2%	114,106	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$6,278,903	$12,466 â–²	0.2%	56,915	0.4%	ETF
BND Vanguard Total Bond Market ETF	$6,270,235	$3,450 â–¼	-0.1%	85,414	0.4%	ETF
IWB iShares Russell 1000 ETF	$6,185,163	$102,786 â–²	1.7%	15,104	0.4%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$6,082,073	$193,055 â–²	3.3%	73,216	0.4%	ETF
VTV Vanguard Value ETF	$5,883,674	$40,753 â–¼	-0.7%	26,998	0.4%	ETF
CVX Chevron	$5,690,631	$219,795 â–¼	-3.7%	34,331	0.4%	Energy
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$5,504,290	$332,475 â–¼	-5.7%	214,675	0.3%	ETF
COST Costco Wholesale	$5,488,833	$36,486 â–²	0.7%	5,867	0.3%	Consumer Staples
TXN Texas Instruments	$5,403,206	$679,909 â–¼	-11.2%	18,127	0.3%	Technology
CSCO Cisco Systems	$5,344,617	$15,622 â–¼	-0.3%	45,502	0.3%	Technology
MCD McDonald's	$5,318,978	$660,378 â–¼	-11.0%	19,677	0.3%	Consumer Discretionary
PEP PepsiCo	$5,269,093	$405,523 â–¼	-7.1%	38,915	0.3%	Consumer Staples
AMD Advanced Micro Devices	$5,082,396	$442,655 â–²	9.5%	8,749	0.3%	Technology
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$5,043,304	$10,575 â–²	0.2%	198,399	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$4,994,466	$31,256 â–²	0.6%	31,479	0.3%	ETF
EMR Emerson Electric	$4,966,732	$673,950 â–¼	-11.9%	34,696	0.3%	Industrials
MO Altria Group	$4,964,209	$4,965 â–¼	-0.1%	68,995	0.3%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$4,795,508	$257,547 â–²	5.7%	48,449	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,638,849	$215,374 â–¼	-4.4%	48,031	0.3%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$4,611,331	$6,647,558 â–¼	-59.0%	201,456	0.3%	ETF
VUG Vanguard Growth ETF	$4,586,293	$3,820,159 â–²	498.6%	53,242	0.3%	ETF
GD General Dynamics	$4,456,022	$69,077 â–¼	-1.5%	12,579	0.3%	Industrials
INTC Intel	$4,416,895	$44,681 â–²	1.0%	31,633	0.3%	Technology
IWM iShares Russell 2000 ETF	$4,381,639	$27,641 â–²	0.6%	14,584	0.3%	ETF
AZNCF AstraZeneca	$4,330,181	$6,447 â–¼	-0.1%	22,836	0.3%	Healthcare
ABT Abbott Laboratories	$4,257,379	$2,232,860 â–²	110.3%	46,918	0.3%	Healthcare
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$4,217,260	$100,836 â–²	2.4%	164,866	0.3%	ETF
ED Consolidated Edison	$4,094,274	$4,315 â–¼	-0.1%	37,009	0.3%	Utilities
PANW Palo Alto Networks	$4,086,784	$38,876 â–²	1.0%	11,984	0.3%	Technology
AXP American Express	$4,079,653	$334,193 â–¼	-7.6%	12,061	0.3%	Finance
PGR Progressive	$4,006,533	$116,214 â–²	3.0%	18,341	0.2%	Finance
QCOM Qualcomm	$3,996,337	$151,161 â–¼	-3.6%	21,626	0.2%	Technology
VHT Vanguard Health Care ETF	$3,970,526	$3,887 â–¼	-0.1%	13,279	0.2%	ETF
BAC Bank of America	$3,935,236	$63,761 â–¼	-1.6%	69,063	0.2%	Finance
AMAT Applied Materials	$3,721,745	$120,733 â–²	3.4%	5,148	0.2%	Technology
WELL Welltower	$3,676,942	$53,111 â–²	1.5%	16,200	0.2%	Real Estate
TJX TJX Companies	$3,657,520	$22,119 â–²	0.6%	24,142	0.2%	Consumer Discretionary
WMB Williams Companies	$3,582,718	$30,851 â–¼	-0.9%	48,194	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2026)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2026)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSound View Wealth Advisors Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools