Filed: 5/6/2026ACC: 0001784777-26-000002
📋 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 $1.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
422
Positions
$1.47B
Total AUM (reported)
23.38M
Total Shares
Allocation by class
COM$633.16M43.1%
IBONDS 27 ETF$49.67M3.4%
IBONDS DEC2026$48.03M3.3%
IBONDS DEC 29$41.09M2.8%
IBDS DEC28 ETF$39.58M2.7%
IBONDS DEC 2030$39.28M2.7%
FT VEST LADDERED$29.82M2.0%
Portfolio Concentration
Top 3$167.42M11.4%
4–10$248.04M16.9%
11–25$284.03M19.3%
Rest$770.59M52.4%
Top 3 weight
11.4%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 23.38M
Sole
Full voting authority
1.63M
shares
% of voting shares7.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.74M
shares
% of voting shares93.0%
Investment Discretion (by position count)
Sole422
Shared0
Other0
Dominant voting typeNone · 93.0% of voting shares
Institutional Holdings422
Rows:
APPLE INC
SOLEShares274.76K
TypeSH
Market value$69.73M
4.74%
Sole
50.45K
Shared
0.00
None
224.32K
ISHARES TR
SOLEShares2.05M
TypeSH
Market value$49.67M
3.38%
Sole
84.08K
Shared
0.00
None
1.96M
ISHARES TR
SOLEShares1.98M
TypeSH
Market value$48.03M
3.27%
Sole
105.87K
Shared
0.00
None
1.88M
ISHARES TR
SOLEShares1.77M
TypeSH
Market value$41.09M
2.79%
Sole
76.32K
Shared
0.00
None
1.69M
NVIDIA CORPORATION
SOLEShares227.96K
TypeSH
Market value$39.76M
2.70%
Sole
15.52K
Shared
0.00
None
212.44K
ISHARES TR
SOLEShares1.56M
TypeSH
Market value$39.58M
2.69%
Sole
74.29K
Shared
0.00
None
1.49M
ISHARES TR
SOLEShares1.75M
TypeSH
Market value$38.23M
2.60%
Sole
74.60K
Shared
0.00
None
1.67M
MICROSOFT CORP
SOLEShares94.05K
TypeSH
Market value$34.81M
2.37%
Sole
6.55K
Shared
0.00
None
87.50K
FIRST TR EXCHNG TRADED FD VI
SOLEShares883.13K
TypeSH
Market value$29.82M
2.03%
Sole
85.40K
Shared
0.00
None
797.73K
ISHARES TR
SOLEShares1.18M
TypeSH
Market value$24.76M
1.68%
Sole
78.16K
Shared
0.00
None
1.10M
SCHWAB STRATEGIC TR
SOLEShares917.70K
TypeSH
Market value$23.53M
1.60%
Sole
23.44K
Shared
0.00
None
894.26K
VANGUARD INDEX FDS
SOLEShares38.78K
TypeSH
Market value$23.17M
1.58%
Sole
2.21K
Shared
0.00
None
36.57K
ISHARES TR
SOLEShares905.66K
TypeSH
Market value$22.89M
1.56%
Sole
56.90K
Shared
0.00
None
848.76K
VANGUARD INDEX FDS
SOLEShares70.37K
TypeSH
Market value$22.57M
1.54%
Sole
9.40K
Shared
0.00
None
60.97K
ELI LILLY & CO
SOLEShares22.39K
TypeSH
Market value$20.60M
1.40%
Sole
810.00
Shared
0.00
None
21.58K
JPMORGAN CHASE & CO
SOLEShares64.64K
TypeSH
Market value$19.01M
1.29%
Sole
6.13K
Shared
0.00
None
58.51K
VANGUARD SPECIALIZED FUNDS
SOLEShares87.39K
TypeSH
Market value$18.79M
1.28%
Sole
3.61K
Shared
0.00
None
83.78K
AMAZON COM INC
SOLEShares88.87K
TypeSH
Market value$18.51M
1.26%
Sole
3.96K
Shared
0.00
None
84.90K
VANGUARD WORLD FD
SOLEShares25.11K
TypeSH
Market value$17.52M
1.19%
Sole
1.79K
Shared
0.00
None
23.32K
BROADCOM INC
SOLEShares54.93K
TypeSH
Market value$17.00M
1.16%
Sole
4.28K
Shared
0.00
None
50.65K
ALPHABET INC
SOLEShares58.05K
TypeSH
Market value$16.65M
1.13%
Sole
2.53K
Shared
0.00
None
55.52K
JOHNSON & JOHNSON
SOLEShares68.11K
TypeSH
Market value$16.65M
1.13%
Sole
11.02K
Shared
0.00
None
57.10K
INVESCO QQQ TR
SOLEShares28.28K
TypeSH
Market value$16.32M
1.11%
Sole
1.42K
Shared
0.00
None
26.86K
SCHWAB STRATEGIC TR
SOLEShares520.59K
TypeSH
Market value$15.97M
1.09%
Sole
18.62K
Shared
0.00
None
501.97K
BRISTOL-MYERS SQUIBB CO
SOLEShares244.62K
TypeSH
Market value$14.84M
1.01%
Sole
1.58K
Shared
0.00
None
243.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 274.76K | SH | $69.73M 4.74% | 50.45K | 0.00 | 224.32K |
ISHARES TRSOLE | IBONDS 27 ETF | 2.05M | SH | $49.67M 3.38% | 84.08K | 0.00 | 1.96M |
ISHARES TRSOLE | IBONDS DEC2026 | 1.98M | SH | $48.03M 3.27% | 105.87K | 0.00 | 1.88M |
ISHARES TRSOLE | IBONDS DEC 29 | 1.77M | SH | $41.09M 2.79% | 76.32K | 0.00 | 1.69M |
NVIDIA CORPORATIONSOLE | COM | 227.96K | SH | $39.76M 2.70% | 15.52K | 0.00 | 212.44K |
ISHARES TRSOLE | IBDS DEC28 ETF | 1.56M | SH | $39.58M 2.69% | 74.29K | 0.00 | 1.49M |
ISHARES TRSOLE | IBONDS DEC 2030 | 1.75M | SH | $38.23M 2.60% | 74.60K | 0.00 | 1.67M |
MICROSOFT CORPSOLE | COM | 94.05K | SH | $34.81M 2.37% | 6.55K | 0.00 | 87.50K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 883.13K | SH | $29.82M 2.03% | 85.40K | 0.00 | 797.73K |
ISHARES TRSOLE | IBONDS DEC 2031 | 1.18M | SH | $24.76M 1.68% | 78.16K | 0.00 | 1.10M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 917.70K | SH | $23.53M 1.60% | 23.44K | 0.00 | 894.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 38.78K | SH | $23.17M 1.58% | 2.21K | 0.00 | 36.57K |
ISHARES TRSOLE | IBONDS DEC 2032 | 905.66K | SH | $22.89M 1.56% | 56.90K | 0.00 | 848.76K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 70.37K | SH | $22.57M 1.54% | 9.40K | 0.00 | 60.97K |
ELI LILLY & COSOLE | COM | 22.39K | SH | $20.60M 1.40% | 810.00 | 0.00 | 21.58K |
JPMORGAN CHASE & COSOLE | COM | 64.64K | SH | $19.01M 1.29% | 6.13K | 0.00 | 58.51K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 87.39K | SH | $18.79M 1.28% | 3.61K | 0.00 | 83.78K |
AMAZON COM INCSOLE | COM | 88.87K | SH | $18.51M 1.26% | 3.96K | 0.00 | 84.90K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 25.11K | SH | $17.52M 1.19% | 1.79K | 0.00 | 23.32K |
BROADCOM INCSOLE | COM | 54.93K | SH | $17.00M 1.16% | 4.28K | 0.00 | 50.65K |
ALPHABET INCSOLE | CAP STK CL C | 58.05K | SH | $16.65M 1.13% | 2.53K | 0.00 | 55.52K |
JOHNSON & JOHNSONSOLE | COM | 68.11K | SH | $16.65M 1.13% | 11.02K | 0.00 | 57.10K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 28.28K | SH | $16.32M 1.11% | 1.42K | 0.00 | 26.86K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 520.59K | SH | $15.97M 1.09% | 18.62K | 0.00 | 501.97K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 244.62K | SH | $14.84M 1.01% | 1.58K | 0.00 | 243.04K |
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