SOUND VIEW WEALTH ADVISORS GROUP, LLC

PrivateCIK: 1784777

Location

SAVANNAH, GA

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

% of voting shares7.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

21.74M

% 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

SOLE

COM

Shares274.76K

TypeSH

Market value$69.73M

4.74%

Sole

50.45K

Shared

0.00

None

224.32K

ISHARES TR

SOLE

IBONDS 27 ETF

Shares2.05M

TypeSH

Market value$49.67M

3.38%

Sole

84.08K

Shared

0.00

None

1.96M

ISHARES TR

SOLE

IBONDS DEC2026

Shares1.98M

TypeSH

Market value$48.03M

3.27%

Sole

105.87K

Shared

0.00

None

1.88M

ISHARES TR

SOLE

IBONDS DEC 29

Shares1.77M

TypeSH

Market value$41.09M

2.79%

Sole

76.32K

Shared

0.00

None

1.69M

NVIDIA CORPORATION

SOLE

COM

Shares227.96K

TypeSH

Market value$39.76M

2.70%

Sole

15.52K

Shared

0.00

None

212.44K

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares1.56M

TypeSH

Market value$39.58M

2.69%

Sole

74.29K

Shared

0.00

None

1.49M

ISHARES TR

SOLE

IBONDS DEC 2030

Shares1.75M

TypeSH

Market value$38.23M

2.60%

Sole

74.60K

Shared

0.00

None

1.67M

MICROSOFT CORP

SOLE

COM

Shares94.05K

TypeSH

Market value$34.81M

2.37%

Sole

6.55K

Shared

0.00

None

87.50K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares883.13K

TypeSH

Market value$29.82M

2.03%

Sole

85.40K

Shared

0.00

None

797.73K

ISHARES TR

SOLE

IBONDS DEC 2031

Shares1.18M

TypeSH

Market value$24.76M

1.68%

Sole

78.16K

Shared

0.00

None

1.10M

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares917.70K

TypeSH

Market value$23.53M

1.60%

Sole

23.44K

Shared

0.00

None

894.26K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares38.78K

TypeSH

Market value$23.17M

1.58%

Sole

2.21K

Shared

0.00

None

36.57K

ISHARES TR

SOLE

IBONDS DEC 2032

Shares905.66K

TypeSH

Market value$22.89M

1.56%

Sole

56.90K

Shared

0.00

None

848.76K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares70.37K

TypeSH

Market value$22.57M

1.54%

Sole

9.40K

Shared

0.00

None

60.97K

ELI LILLY & CO

SOLE

COM

Shares22.39K

TypeSH

Market value$20.60M

1.40%

Sole

810.00

Shared

0.00

None

21.58K

JPMORGAN CHASE & CO

SOLE

COM

Shares64.64K

TypeSH

Market value$19.01M

1.29%

Sole

6.13K

Shared

0.00

None

58.51K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares87.39K

TypeSH

Market value$18.79M

1.28%

Sole

3.61K

Shared

0.00

None

83.78K

AMAZON COM INC

SOLE

COM

Shares88.87K

TypeSH

Market value$18.51M

1.26%

Sole

3.96K

Shared

0.00

None

84.90K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares25.11K

TypeSH

Market value$17.52M

1.19%

Sole

1.79K

Shared

0.00

None

23.32K

BROADCOM INC

SOLE

COM

Shares54.93K

TypeSH

Market value$17.00M

1.16%

Sole

4.28K

Shared

0.00

None

50.65K

ALPHABET INC

SOLE

CAP STK CL C

Shares58.05K

TypeSH

Market value$16.65M

1.13%

Sole

2.53K

Shared

0.00

None

55.52K

JOHNSON & JOHNSON

SOLE

COM

Shares68.11K

TypeSH

Market value$16.65M

1.13%

Sole

11.02K

Shared

0.00

None

57.10K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares28.28K

TypeSH

Market value$16.32M

1.11%

Sole

1.42K

Shared

0.00

None

26.86K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares520.59K

TypeSH

Market value$15.97M

1.09%

Sole

18.62K

Shared

0.00

None

501.97K

BRISTOL-MYERS SQUIBB CO

SOLE

COM

Shares244.62K

TypeSH

Market value$14.84M

1.01%

Sole

1.58K

Shared

0.00

None

243.04K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	274.76K	SH	$69.73M 4.74%	50.45K	224.32K
ISHARES TRSOLE	IBONDS 27 ETF	2.05M	SH	$49.67M 3.38%	84.08K	1.96M
ISHARES TRSOLE	IBONDS DEC2026	1.98M	SH	$48.03M 3.27%	105.87K	1.88M
ISHARES TRSOLE	IBONDS DEC 29	1.77M	SH	$41.09M 2.79%	76.32K	1.69M
NVIDIA CORPORATIONSOLE	COM	227.96K	SH	$39.76M 2.70%	15.52K	212.44K
ISHARES TRSOLE	IBDS DEC28 ETF	1.56M	SH	$39.58M 2.69%	74.29K	1.49M
ISHARES TRSOLE	IBONDS DEC 2030	1.75M	SH	$38.23M 2.60%	74.60K	1.67M
MICROSOFT CORPSOLE	COM	94.05K	SH	$34.81M 2.37%	6.55K	87.50K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	883.13K	SH	$29.82M 2.03%	85.40K	797.73K
ISHARES TRSOLE	IBONDS DEC 2031	1.18M	SH	$24.76M 1.68%	78.16K	1.10M
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	917.70K	SH	$23.53M 1.60%	23.44K	894.26K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	38.78K	SH	$23.17M 1.58%	2.21K	36.57K
ISHARES TRSOLE	IBONDS DEC 2032	905.66K	SH	$22.89M 1.56%	56.90K	848.76K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	70.37K	SH	$22.57M 1.54%	9.40K	60.97K
ELI LILLY & COSOLE	COM	22.39K	SH	$20.60M 1.40%	810.00	21.58K
JPMORGAN CHASE & COSOLE	COM	64.64K	SH	$19.01M 1.29%	6.13K	58.51K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	87.39K	SH	$18.79M 1.28%	3.61K	83.78K
AMAZON COM INCSOLE	COM	88.87K	SH	$18.51M 1.26%	3.96K	84.90K
VANGUARD WORLD FDSOLE	INF TECH ETF	25.11K	SH	$17.52M 1.19%	1.79K	23.32K
BROADCOM INCSOLE	COM	54.93K	SH	$17.00M 1.16%	4.28K	50.65K
ALPHABET INCSOLE	CAP STK CL C	58.05K	SH	$16.65M 1.13%	2.53K	55.52K
JOHNSON & JOHNSONSOLE	COM	68.11K	SH	$16.65M 1.13%	11.02K	57.10K
INVESCO QQQ TRSOLE	UNIT SER 1	28.28K	SH	$16.32M 1.11%	1.42K	26.86K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	520.59K	SH	$15.97M 1.09%	18.62K	501.97K
BRISTOL-MYERS SQUIBB COSOLE	COM	244.62K	SH	$14.84M 1.01%	1.58K	243.04K

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