Filed: 8/7/2025ACC: 0001765380-25-000306
📋 What this filing means
SOUND VIEW WEALTH ADVISORS GROUP, LLC filed this quarterly 13F‑HR report disclosing 423 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
423
Positions
$1.35B
Total AUM (reported)
21.20M
Total Shares
Allocation by class
COM$608.25M44.9%
IBONDS DEC25 ETF$46.02M3.4%
IBONDS DEC2026$41.49M3.1%
IBONDS 27 ETF$32.03M2.4%
IBDS DEC28 ETF$27.98M2.1%
FT VEST LADDERED$27.07M2.0%
TOTAL STK MKT$23.51M1.7%
Portfolio Concentration
Top 3$153.11M11.3%
4–10$213.13M15.7%
11–25$268.07M19.8%
Rest$719.13M53.1%
Top 3 weight
11.3%
Top 10 weight
27.1%
Voting Authority Distribution
Total shares with voting rights: 21.20M
Sole
Full voting authority
1.57M
shares
% of voting shares7.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.62M
shares
% of voting shares92.6%
Investment Discretion (by position count)
Sole423
Shared0
Other0
Dominant voting typeNone · 92.6% of voting shares
Institutional Holdings423
Rows:
APPLE INC
SOLEShares293.76K
TypeSH
Market value$60.27M
4.45%
Sole
49.93K
Shared
0.00
None
243.83K
MICROSOFT CORP
SOLEShares94.12K
TypeSH
Market value$46.82M
3.46%
Sole
6.04K
Shared
0.00
None
88.08K
ISHARES TR
SOLEShares1.83M
TypeSH
Market value$46.02M
3.40%
Sole
66.51K
Shared
0.00
None
1.76M
ISHARES TR
SOLEShares1.71M
TypeSH
Market value$41.49M
3.07%
Sole
95.88K
Shared
0.00
None
1.61M
NVIDIA CORPORATION
SOLEShares238.40K
TypeSH
Market value$37.66M
2.78%
Sole
15.49K
Shared
0.00
None
222.91K
ISHARES TR
SOLEShares1.32M
TypeSH
Market value$32.03M
2.37%
Sole
70.33K
Shared
0.00
None
1.25M
ISHARES TR
SOLEShares1.10M
TypeSH
Market value$27.98M
2.07%
Sole
59.40K
Shared
0.00
None
1.04M
FIRST TR EXCHNG TRADED FD VI
SOLEShares851.23K
TypeSH
Market value$27.07M
2.00%
Sole
80.68K
Shared
0.00
None
770.55K
VANGUARD INDEX FDS
SOLEShares77.34K
TypeSH
Market value$23.51M
1.74%
Sole
13.05K
Shared
0.00
None
64.29K
SCHWAB STRATEGIC TR
SOLEShares957.53K
TypeSH
Market value$23.40M
1.73%
Sole
30.29K
Shared
0.00
None
927.23K
ISHARES TR
SOLEShares944.55K
TypeSH
Market value$22.04M
1.63%
Sole
64.50K
Shared
0.00
None
880.04K
VANGUARD INDEX FDS
SOLEShares38.60K
TypeSH
Market value$21.92M
1.62%
Sole
2.25K
Shared
0.00
None
36.35K
AMAZON COM INC
SOLEShares89.86K
TypeSH
Market value$19.71M
1.46%
Sole
5.24K
Shared
0.00
None
84.62K
ISHARES TR
SOLEShares892.44K
TypeSH
Market value$19.62M
1.45%
Sole
62.33K
Shared
0.00
None
830.11K
ISHARES TR
SOLEShares885.24K
TypeSH
Market value$18.63M
1.38%
Sole
64.65K
Shared
0.00
None
820.60K
JPMORGAN CHASE & CO.
SOLEShares63.46K
TypeSH
Market value$18.40M
1.36%
Sole
6.03K
Shared
0.00
None
57.43K
ELI LILLY & CO
SOLEShares23.38K
TypeSH
Market value$18.23M
1.35%
Sole
764.00
Shared
0.00
None
22.62K
VANGUARD SPECIALIZED FUNDS
SOLEShares87.97K
TypeSH
Market value$18.00M
1.33%
Sole
3.47K
Shared
0.00
None
84.50K
BROADCOM INC
SOLEShares64.34K
TypeSH
Market value$17.73M
1.31%
Sole
5.09K
Shared
0.00
None
59.25K
VANGUARD WORLD FD
SOLEShares25.73K
TypeSH
Market value$17.07M
1.26%
Sole
1.77K
Shared
0.00
None
23.96K
INVESCO QQQ TR
SOLEShares30.15K
TypeSH
Market value$16.63M
1.23%
Sole
1.46K
Shared
0.00
None
28.69K
ISHARES TR
SOLEShares657.14K
TypeSH
Market value$16.62M
1.23%
Sole
44.82K
Shared
0.00
None
612.32K
INVESCO EXCHANGE TRADED FD T
SOLEShares213.73K
TypeSH
Market value$15.23M
1.13%
Sole
10.91K
Shared
0.00
None
202.82K
BRISTOL-MYERS SQUIBB CO
SOLEShares307.85K
TypeSH
Market value$14.25M
1.05%
Sole
2.41K
Shared
0.00
None
305.44K
SCHWAB STRATEGIC TR
SOLEShares528.07K
TypeSH
Market value$13.99M
1.03%
Sole
21.01K
Shared
0.00
None
507.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 293.76K | SH | $60.27M 4.45% | 49.93K | 0.00 | 243.83K |
MICROSOFT CORPSOLE | COM | 94.12K | SH | $46.82M 3.46% | 6.04K | 0.00 | 88.08K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 1.83M | SH | $46.02M 3.40% | 66.51K | 0.00 | 1.76M |
ISHARES TRSOLE | IBONDS DEC2026 | 1.71M | SH | $41.49M 3.07% | 95.88K | 0.00 | 1.61M |
NVIDIA CORPORATIONSOLE | COM | 238.40K | SH | $37.66M 2.78% | 15.49K | 0.00 | 222.91K |
ISHARES TRSOLE | IBONDS 27 ETF | 1.32M | SH | $32.03M 2.37% | 70.33K | 0.00 | 1.25M |
ISHARES TRSOLE | IBDS DEC28 ETF | 1.10M | SH | $27.98M 2.07% | 59.40K | 0.00 | 1.04M |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 851.23K | SH | $27.07M 2.00% | 80.68K | 0.00 | 770.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 77.34K | SH | $23.51M 1.74% | 13.05K | 0.00 | 64.29K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 957.53K | SH | $23.40M 1.73% | 30.29K | 0.00 | 927.23K |
ISHARES TRSOLE | IBONDS DEC 29 | 944.55K | SH | $22.04M 1.63% | 64.50K | 0.00 | 880.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.60K | SH | $21.92M 1.62% | 2.25K | 0.00 | 36.35K |
AMAZON COM INCSOLE | COM | 89.86K | SH | $19.71M 1.46% | 5.24K | 0.00 | 84.62K |
ISHARES TRSOLE | IBONDS DEC 2030 | 892.44K | SH | $19.62M 1.45% | 62.33K | 0.00 | 830.11K |
ISHARES TRSOLE | IBONDS DEC 2031 | 885.24K | SH | $18.63M 1.38% | 64.65K | 0.00 | 820.60K |
JPMORGAN CHASE & CO.SOLE | COM | 63.46K | SH | $18.40M 1.36% | 6.03K | 0.00 | 57.43K |
ELI LILLY & COSOLE | COM | 23.38K | SH | $18.23M 1.35% | 764.00 | 0.00 | 22.62K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 87.97K | SH | $18.00M 1.33% | 3.47K | 0.00 | 84.50K |
BROADCOM INCSOLE | COM | 64.34K | SH | $17.73M 1.31% | 5.09K | 0.00 | 59.25K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 25.73K | SH | $17.07M 1.26% | 1.77K | 0.00 | 23.96K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.15K | SH | $16.63M 1.23% | 1.46K | 0.00 | 28.69K |
ISHARES TRSOLE | IBONDS DEC 2032 | 657.14K | SH | $16.62M 1.23% | 44.82K | 0.00 | 612.32K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 213.73K | SH | $15.23M 1.13% | 10.91K | 0.00 | 202.82K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 307.85K | SH | $14.25M 1.05% | 2.41K | 0.00 | 305.44K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 528.07K | SH | $13.99M 1.03% | 21.01K | 0.00 | 507.06K |
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