Filed: 11/10/2025ACC: 0001784777-25-000002
📋 What this filing means
SOUND VIEW WEALTH ADVISORS GROUP, LLC filed this quarterly 13F‑HR report disclosing 422 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
422
Positions
$1.45B
Total AUM (reported)
21.90M
Total Shares
Allocation by class
COM$649.09M44.6%
IBONDS DEC2026$43.81M3.0%
IBONDS DEC25 ETF$41.41M2.8%
IBONDS 27 ETF$35.54M2.4%
IBDS DEC28 ETF$30.76M2.1%
FT VEST LADDERED$29.03M2.0%
US LRG CAP ETF$25.74M1.8%
Portfolio Concentration
Top 3$166.30M11.4%
4–10$231.21M15.9%
11–25$286.63M19.7%
Rest$770.84M53.0%
Top 3 weight
11.4%
Top 10 weight
27.3%
Voting Authority Distribution
Total shares with voting rights: 21.90M
Sole
Full voting authority
1.67M
shares
% of voting shares7.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.22M
shares
% of voting shares92.4%
Investment Discretion (by position count)
Sole422
Shared0
Other0
Dominant voting typeNone · 92.4% of voting shares
Institutional Holdings422
Rows:
APPLE INC
SOLEShares292.73K
TypeSH
Market value$74.54M
5.12%
Sole
51.18K
Shared
0.00
None
241.55K
MICROSOFT CORP
SOLEShares92.58K
TypeSH
Market value$47.95M
3.30%
Sole
6.30K
Shared
0.00
None
86.28K
ISHARES TR
SOLEShares1.80M
TypeSH
Market value$43.81M
3.01%
Sole
104.34K
Shared
0.00
None
1.70M
NVIDIA CORPORATION
SOLEShares232.59K
TypeSH
Market value$43.18M
2.97%
Sole
15.62K
Shared
0.00
None
216.97K
ISHARES TR
SOLEShares1.64M
TypeSH
Market value$41.41M
2.85%
Sole
48.93K
Shared
0.00
None
1.60M
ISHARES TR
SOLEShares1.46M
TypeSH
Market value$35.54M
2.44%
Sole
78.67K
Shared
0.00
None
1.38M
ISHARES TR
SOLEShares1.21M
TypeSH
Market value$30.76M
2.11%
Sole
69.20K
Shared
0.00
None
1.14M
FIRST TR EXCHNG TRADED FD VI
SOLEShares868.69K
TypeSH
Market value$29.03M
2.00%
Sole
84.33K
Shared
0.00
None
784.36K
SCHWAB STRATEGIC TR
SOLEShares977.10K
TypeSH
Market value$25.74M
1.77%
Sole
24.36K
Shared
0.00
None
952.75K
VANGUARD INDEX FDS
SOLEShares77.85K
TypeSH
Market value$25.55M
1.76%
Sole
13.14K
Shared
0.00
None
64.71K
ISHARES TR
SOLEShares1.04M
TypeSH
Market value$24.36M
1.67%
Sole
71.17K
Shared
0.00
None
966.79K
VANGUARD INDEX FDS
SOLEShares38.68K
TypeSH
Market value$23.69M
1.63%
Sole
2.26K
Shared
0.00
None
36.42K
ISHARES TR
SOLEShares987.63K
TypeSH
Market value$21.88M
1.50%
Sole
69.25K
Shared
0.00
None
918.38K
ISHARES TR
SOLEShares954.06K
TypeSH
Market value$20.25M
1.39%
Sole
72.66K
Shared
0.00
None
881.40K
JPMORGAN CHASE & CO.
SOLEShares64.13K
TypeSH
Market value$20.23M
1.39%
Sole
6.29K
Shared
0.00
None
57.84K
AMAZON COM INC
SOLEShares89.69K
TypeSH
Market value$19.69M
1.35%
Sole
5.41K
Shared
0.00
None
84.27K
BROADCOM INC
SOLEShares58.41K
TypeSH
Market value$19.27M
1.32%
Sole
5.27K
Shared
0.00
None
53.13K
VANGUARD WORLD FD
SOLEShares25.53K
TypeSH
Market value$19.06M
1.31%
Sole
1.80K
Shared
0.00
None
23.73K
VANGUARD SPECIALIZED FUNDS
SOLEShares87.60K
TypeSH
Market value$18.90M
1.30%
Sole
3.57K
Shared
0.00
None
84.03K
ISHARES TR
SOLEShares722.07K
TypeSH
Market value$18.50M
1.27%
Sole
51.87K
Shared
0.00
None
670.20K
INVESCO QQQ TR
SOLEShares29.98K
TypeSH
Market value$18.00M
1.24%
Sole
1.45K
Shared
0.00
None
28.54K
ELI LILLY & CO
SOLEShares22.83K
TypeSH
Market value$17.42M
1.20%
Sole
843.00
Shared
0.00
None
21.98K
TESLA INC
SOLEShares35.08K
TypeSH
Market value$15.60M
1.07%
Sole
5.92K
Shared
0.00
None
29.15K
ALPHABET INC
SOLEShares62.54K
TypeSH
Market value$15.23M
1.05%
Sole
2.56K
Shared
0.00
None
59.98K
INVESCO EXCHANGE TRADED FD T
SOLEShares198.59K
TypeSH
Market value$14.55M
1.00%
Sole
11.25K
Shared
0.00
None
187.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 292.73K | SH | $74.54M 5.12% | 51.18K | 0.00 | 241.55K |
MICROSOFT CORPSOLE | COM | 92.58K | SH | $47.95M 3.30% | 6.30K | 0.00 | 86.28K |
ISHARES TRSOLE | IBONDS DEC2026 | 1.80M | SH | $43.81M 3.01% | 104.34K | 0.00 | 1.70M |
NVIDIA CORPORATIONSOLE | COM | 232.59K | SH | $43.18M 2.97% | 15.62K | 0.00 | 216.97K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 1.64M | SH | $41.41M 2.85% | 48.93K | 0.00 | 1.60M |
ISHARES TRSOLE | IBONDS 27 ETF | 1.46M | SH | $35.54M 2.44% | 78.67K | 0.00 | 1.38M |
ISHARES TRSOLE | IBDS DEC28 ETF | 1.21M | SH | $30.76M 2.11% | 69.20K | 0.00 | 1.14M |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 868.69K | SH | $29.03M 2.00% | 84.33K | 0.00 | 784.36K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 977.10K | SH | $25.74M 1.77% | 24.36K | 0.00 | 952.75K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 77.85K | SH | $25.55M 1.76% | 13.14K | 0.00 | 64.71K |
ISHARES TRSOLE | IBONDS DEC 29 | 1.04M | SH | $24.36M 1.67% | 71.17K | 0.00 | 966.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.68K | SH | $23.69M 1.63% | 2.26K | 0.00 | 36.42K |
ISHARES TRSOLE | IBONDS DEC 2030 | 987.63K | SH | $21.88M 1.50% | 69.25K | 0.00 | 918.38K |
ISHARES TRSOLE | IBONDS DEC 2031 | 954.06K | SH | $20.25M 1.39% | 72.66K | 0.00 | 881.40K |
JPMORGAN CHASE & CO.SOLE | COM | 64.13K | SH | $20.23M 1.39% | 6.29K | 0.00 | 57.84K |
AMAZON COM INCSOLE | COM | 89.69K | SH | $19.69M 1.35% | 5.41K | 0.00 | 84.27K |
BROADCOM INCSOLE | COM | 58.41K | SH | $19.27M 1.32% | 5.27K | 0.00 | 53.13K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 25.53K | SH | $19.06M 1.31% | 1.80K | 0.00 | 23.73K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 87.60K | SH | $18.90M 1.30% | 3.57K | 0.00 | 84.03K |
ISHARES TRSOLE | IBONDS DEC 2032 | 722.07K | SH | $18.50M 1.27% | 51.87K | 0.00 | 670.20K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 29.98K | SH | $18.00M 1.24% | 1.45K | 0.00 | 28.54K |
ELI LILLY & COSOLE | COM | 22.83K | SH | $17.42M 1.20% | 843.00 | 0.00 | 21.98K |
TESLA INCSOLE | COM | 35.08K | SH | $15.60M 1.07% | 5.92K | 0.00 | 29.15K |
ALPHABET INCSOLE | CAP STK CL C | 62.54K | SH | $15.23M 1.05% | 2.56K | 0.00 | 59.98K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 198.59K | SH | $14.55M 1.00% | 11.25K | 0.00 | 187.34K |
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