Filed: 5/8/2025ACC: 0001765380-25-000197
📋 What this filing means
SOUND VIEW WEALTH ADVISORS GROUP, LLC filed this quarterly 13F‑HR report disclosing 406 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
406
Positions
$1.22B
Total AUM (reported)
19.63M
Total Shares
Allocation by class
COM$553.61M45.4%
IBONDS DEC25 ETF$52.37M4.3%
IBONDS DEC2026$34.13M2.8%
IBONDS 27 ETF$28.04M2.3%
FT VEST LADDERED$24.43M2.0%
IBDS DEC28 ETF$24.05M2.0%
US LRG CAP ETF$21.11M1.7%
Portfolio Concentration
Top 3$150.77M12.4%
4–10$180.98M14.8%
11–25$239.75M19.7%
Rest$647.29M53.1%
Top 3 weight
12.4%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 19.63M
Sole
Full voting authority
1.49M
shares
% of voting shares7.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.14M
shares
% of voting shares92.4%
Investment Discretion (by position count)
Sole406
Shared0
Other0
Dominant voting typeNone · 92.4% of voting shares
Institutional Holdings406
Rows:
APPLE INC
SOLEShares287.94K
TypeSH
Market value$63.96M
5.25%
Sole
50.29K
Shared
0.00
None
237.65K
ISHARES TR
SOLEShares2.08M
TypeSH
Market value$52.37M
4.30%
Sole
89.77K
Shared
0.00
None
1.99M
MICROSOFT CORP
SOLEShares91.75K
TypeSH
Market value$34.44M
2.83%
Sole
5.99K
Shared
0.00
None
85.76K
ISHARES TR
SOLEShares1.41M
TypeSH
Market value$34.13M
2.80%
Sole
86.86K
Shared
0.00
None
1.32M
ISHARES TR
SOLEShares1.16M
TypeSH
Market value$28.04M
2.30%
Sole
61.34K
Shared
0.00
None
1.10M
NVIDIA CORPORATION
SOLEShares231.57K
TypeSH
Market value$25.10M
2.06%
Sole
15.30K
Shared
0.00
None
216.27K
FIRST TR EXCHNG TRADED FD VI
SOLEShares822.84K
TypeSH
Market value$24.43M
2.00%
Sole
77.33K
Shared
0.00
None
745.51K
ELI LILLY & CO
SOLEShares29.20K
TypeSH
Market value$24.11M
1.98%
Sole
825.00
Shared
0.00
None
28.37K
ISHARES TR
SOLEShares952.15K
TypeSH
Market value$24.05M
1.97%
Sole
49.44K
Shared
0.00
None
902.71K
SCHWAB STRATEGIC TR
SOLEShares956.16K
TypeSH
Market value$21.11M
1.73%
Sole
24.54K
Shared
0.00
None
931.62K
VANGUARD INDEX FDS
SOLEShares38.86K
TypeSH
Market value$19.97M
1.64%
Sole
2.19K
Shared
0.00
None
36.67K
VANGUARD INDEX FDS
SOLEShares70.98K
TypeSH
Market value$19.51M
1.60%
Sole
12.79K
Shared
0.00
None
58.19K
ISHARES TR
SOLEShares817.23K
TypeSH
Market value$18.90M
1.55%
Sole
53.30K
Shared
0.00
None
763.93K
VANGUARD SPECIALIZED FUNDS
SOLEShares91.60K
TypeSH
Market value$17.77M
1.46%
Sole
3.49K
Shared
0.00
None
88.10K
AMAZON COM INC
SOLEShares87.40K
TypeSH
Market value$16.63M
1.36%
Sole
5.18K
Shared
0.00
None
82.22K
ISHARES TR
SOLEShares757.60K
TypeSH
Market value$16.46M
1.35%
Sole
51.22K
Shared
0.00
None
706.38K
ISHARES TR
SOLEShares770.50K
TypeSH
Market value$15.99M
1.31%
Sole
52.15K
Shared
0.00
None
718.35K
SCHWAB STRATEGIC TR
SOLEShares547.47K
TypeSH
Market value$15.31M
1.26%
Sole
23.30K
Shared
0.00
None
524.16K
JPMORGAN CHASE & CO.
SOLEShares62.34K
TypeSH
Market value$15.29M
1.25%
Sole
5.85K
Shared
0.00
None
56.49K
PROCTER AND GAMBLE CO
SOLEShares84.78K
TypeSH
Market value$14.45M
1.19%
Sole
18.48K
Shared
0.00
None
66.30K
INVESCO EXCHANGE TRADED FD T
SOLEShares217.31K
TypeSH
Market value$14.42M
1.18%
Sole
10.41K
Shared
0.00
None
206.90K
INVESCO QQQ TR
SOLEShares30.35K
TypeSH
Market value$14.23M
1.17%
Sole
1.40K
Shared
0.00
None
28.95K
VANGUARD WORLD FD
SOLEShares26.06K
TypeSH
Market value$14.13M
1.16%
Sole
1.78K
Shared
0.00
None
24.27K
ISHARES TR
SOLEShares543.27K
TypeSH
Market value$13.58M
1.11%
Sole
32.81K
Shared
0.00
None
510.47K
HOME DEPOT INC
SOLEShares35.79K
TypeSH
Market value$13.12M
1.08%
Sole
2.22K
Shared
0.00
None
33.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 287.94K | SH | $63.96M 5.25% | 50.29K | 0.00 | 237.65K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 2.08M | SH | $52.37M 4.30% | 89.77K | 0.00 | 1.99M |
MICROSOFT CORPSOLE | COM | 91.75K | SH | $34.44M 2.83% | 5.99K | 0.00 | 85.76K |
ISHARES TRSOLE | IBONDS DEC2026 | 1.41M | SH | $34.13M 2.80% | 86.86K | 0.00 | 1.32M |
ISHARES TRSOLE | IBONDS 27 ETF | 1.16M | SH | $28.04M 2.30% | 61.34K | 0.00 | 1.10M |
NVIDIA CORPORATIONSOLE | COM | 231.57K | SH | $25.10M 2.06% | 15.30K | 0.00 | 216.27K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 822.84K | SH | $24.43M 2.00% | 77.33K | 0.00 | 745.51K |
ELI LILLY & COSOLE | COM | 29.20K | SH | $24.11M 1.98% | 825.00 | 0.00 | 28.37K |
ISHARES TRSOLE | IBDS DEC28 ETF | 952.15K | SH | $24.05M 1.97% | 49.44K | 0.00 | 902.71K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 956.16K | SH | $21.11M 1.73% | 24.54K | 0.00 | 931.62K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.86K | SH | $19.97M 1.64% | 2.19K | 0.00 | 36.67K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.98K | SH | $19.51M 1.60% | 12.79K | 0.00 | 58.19K |
ISHARES TRSOLE | IBONDS DEC 29 | 817.23K | SH | $18.90M 1.55% | 53.30K | 0.00 | 763.93K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 91.60K | SH | $17.77M 1.46% | 3.49K | 0.00 | 88.10K |
AMAZON COM INCSOLE | COM | 87.40K | SH | $16.63M 1.36% | 5.18K | 0.00 | 82.22K |
ISHARES TRSOLE | IBONDS DEC 2030 | 757.60K | SH | $16.46M 1.35% | 51.22K | 0.00 | 706.38K |
ISHARES TRSOLE | IBONDS DEC 2031 | 770.50K | SH | $15.99M 1.31% | 52.15K | 0.00 | 718.35K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 547.47K | SH | $15.31M 1.26% | 23.30K | 0.00 | 524.16K |
JPMORGAN CHASE & CO.SOLE | COM | 62.34K | SH | $15.29M 1.25% | 5.85K | 0.00 | 56.49K |
PROCTER AND GAMBLE COSOLE | COM | 84.78K | SH | $14.45M 1.19% | 18.48K | 0.00 | 66.30K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 217.31K | SH | $14.42M 1.18% | 10.41K | 0.00 | 206.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.35K | SH | $14.23M 1.17% | 1.40K | 0.00 | 28.95K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 26.06K | SH | $14.13M 1.16% | 1.78K | 0.00 | 24.27K |
ISHARES TRSOLE | IBONDS DEC 2032 | 543.27K | SH | $13.58M 1.11% | 32.81K | 0.00 | 510.47K |
HOME DEPOT INCSOLE | COM | 35.79K | SH | $13.12M 1.08% | 2.22K | 0.00 | 33.58K |
Page 1 of 17
…