SOUND VIEW WEALTH ADVISORS GROUP, LLC

Filed: 1/8/2026ACC: 0001784777-26-000001

📋 What this filing means

SOUND VIEW WEALTH ADVISORS GROUP, LLC filed this quarterly 13F‑HR report disclosing 416 equity positions with a total reported market value of $1.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

416

Positions

$1.49B

Total AUM (reported)

22.73M

Total Shares

Allocation by class

COM$652.91M43.8%

IBONDS DEC2026$48.78M3.3%

IBONDS 27 ETF$48.14M3.2%

IBONDS DEC 29$37.76M2.5%

IBDS DEC28 ETF$36.81M2.5%

IBONDS DEC 2030$33.63M2.3%

FT VEST LADDERED$30.65M2.1%

Portfolio Concentration

Top 3$172.97M11.6%

4–10$251.06M16.8%

11–25$301.40M20.2%

Rest$765.31M51.3%

Top 3 weight

11.6%

Top 10 weight

28.4%

Voting Authority Distribution

Total shares with voting rights: 22.73M

Sole

Full voting authority

1.63M

% of voting shares7.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.10M

% of voting shares92.8%

Investment Discretion (by position count)

Sole416

Shared0

Other0

Dominant voting typeNone · 92.8% of voting shares

Institutional Holdings416

Rows:

APPLE INC

SOLE

COM

Shares279.74K

TypeSH

Market value$76.05M

5.10%

Sole

51.13K

Shared

0.00

None

228.61K

ISHARES TR

SOLE

IBONDS DEC2026

Shares2.01M

TypeSH

Market value$48.78M

3.27%

Sole

109.24K

Shared

0.00

None

1.90M

ISHARES TR

SOLE

IBONDS 27 ETF

Shares1.98M

TypeSH

Market value$48.14M

3.23%

Sole

83.52K

Shared

0.00

None

1.90M

MICROSOFT CORP

SOLE

COM

Shares92.75K

TypeSH

Market value$44.85M

3.01%

Sole

6.32K

Shared

0.00

None

86.43K

NVIDIA CORPORATION

SOLE

COM

Shares228.26K

TypeSH

Market value$42.57M

2.86%

Sole

15.55K

Shared

0.00

None

212.71K

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.61M

TypeSH

Market value$37.76M

2.53%

Sole

75.81K

Shared

0.00

None

1.54M

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.45M

TypeSH

Market value$36.81M

2.47%

Sole

73.77K

Shared

0.00

None

1.37M

ISHARES TR

SOLE

IBONDS DEC 2030

Shares1.48M

TypeSH

Market value$32.64M

2.19%

Sole

74.08K

Shared

0.00

None

1.40M

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares894.72K

TypeSH

Market value$30.65M

2.06%

Sole

84.89K

Shared

0.00

None

809.83K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares958.03K

TypeSH

Market value$25.78M

1.73%

Sole

23.43K

Shared

0.00

None

934.60K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares75.91K

TypeSH

Market value$25.45M

1.71%

Sole

10.38K

Shared

0.00

None

65.52K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares38.94K

TypeSH

Market value$24.42M

1.64%

Sole

2.24K

Shared

0.00

None

36.70K

ELI LILLY & CO

SOLE

COM

Shares22.69K

TypeSH

Market value$24.38M

1.64%

Sole

837.00

Shared

0.00

None

21.85K

ISHARES TR

SOLE

IBONDS DEC 2031

Shares1.12M

TypeSH

Market value$23.67M

1.59%

Sole

77.63K

Shared

0.00

None

1.04M

ISHARES TR

SOLE

IBONDS DEC 2032

Shares856.09K

TypeSH

Market value$21.86M

1.47%

Sole

56.49K

Shared

0.00

None

799.60K

JPMORGAN CHASE & CO.

SOLE

COM

Shares65.25K

TypeSH

Market value$21.02M

1.41%

Sole

6.28K

Shared

0.00

None

58.97K

AMAZON COM INC

SOLE

COM

Shares88.69K

TypeSH

Market value$20.47M

1.37%

Sole

3.96K

Shared

0.00

None

84.73K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares87.86K

TypeSH

Market value$19.31M

1.30%

Sole

3.62K

Shared

0.00

None

84.25K

BROADCOM INC

SOLE

COM

Shares55.48K

TypeSH

Market value$19.20M

1.29%

Sole

4.85K

Shared

0.00

None

50.64K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares25.44K

TypeSH

Market value$19.17M

1.29%

Sole

1.79K

Shared

0.00

None

23.64K

ALPHABET INC

SOLE

CAP STK CL C

Shares59.35K

TypeSH

Market value$18.63M

1.25%

Sole

2.53K

Shared

0.00

None

56.82K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares28.38K

TypeSH

Market value$17.43M

1.17%

Sole

1.41K

Shared

0.00

None

26.97K

TESLA INC

SOLE

COM

Shares35.16K

TypeSH

Market value$15.81M

1.06%

Sole

5.92K

Shared

0.00

None

29.25K

ALPHABET INC

SOLE

CAP STK CL A

Shares49.50K

TypeSH

Market value$15.49M

1.04%

Sole

6.26K

Shared

0.00

None

43.24K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares549.37K

TypeSH

Market value$15.07M

1.01%

Sole

20.13K

Shared

0.00

None

529.24K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	279.74K	SH	$76.05M 5.10%	51.13K	228.61K
ISHARES TRSOLE	IBONDS DEC2026	2.01M	SH	$48.78M 3.27%	109.24K	1.90M
ISHARES TRSOLE	IBONDS 27 ETF	1.98M	SH	$48.14M 3.23%	83.52K	1.90M
MICROSOFT CORPSOLE	COM	92.75K	SH	$44.85M 3.01%	6.32K	86.43K
NVIDIA CORPORATIONSOLE	COM	228.26K	SH	$42.57M 2.86%	15.55K	212.71K
ISHARES TRSOLE	IBONDS DEC 29	1.61M	SH	$37.76M 2.53%	75.81K	1.54M
ISHARES TRSOLE	IBDS DEC28 ETF	1.45M	SH	$36.81M 2.47%	73.77K	1.37M
ISHARES TRSOLE	IBONDS DEC 2030	1.48M	SH	$32.64M 2.19%	74.08K	1.40M
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	894.72K	SH	$30.65M 2.06%	84.89K	809.83K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	958.03K	SH	$25.78M 1.73%	23.43K	934.60K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	75.91K	SH	$25.45M 1.71%	10.38K	65.52K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	38.94K	SH	$24.42M 1.64%	2.24K	36.70K
ELI LILLY & COSOLE	COM	22.69K	SH	$24.38M 1.64%	837.00	21.85K
ISHARES TRSOLE	IBONDS DEC 2031	1.12M	SH	$23.67M 1.59%	77.63K	1.04M
ISHARES TRSOLE	IBONDS DEC 2032	856.09K	SH	$21.86M 1.47%	56.49K	799.60K
JPMORGAN CHASE & CO.SOLE	COM	65.25K	SH	$21.02M 1.41%	6.28K	58.97K
AMAZON COM INCSOLE	COM	88.69K	SH	$20.47M 1.37%	3.96K	84.73K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	87.86K	SH	$19.31M 1.30%	3.62K	84.25K
BROADCOM INCSOLE	COM	55.48K	SH	$19.20M 1.29%	4.85K	50.64K
VANGUARD WORLD FDSOLE	INF TECH ETF	25.44K	SH	$19.17M 1.29%	1.79K	23.64K
ALPHABET INCSOLE	CAP STK CL C	59.35K	SH	$18.63M 1.25%	2.53K	56.82K
INVESCO QQQ TRSOLE	UNIT SER 1	28.38K	SH	$17.43M 1.17%	1.41K	26.97K
TESLA INCSOLE	COM	35.16K	SH	$15.81M 1.06%	5.92K	29.25K
ALPHABET INCSOLE	CAP STK CL A	49.50K	SH	$15.49M 1.04%	6.26K	43.24K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	549.37K	SH	$15.07M 1.01%	20.13K	529.24K

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