Institutional Manager · CIK 0001784777
Sound View Wealth Advisors Group, LLC
SAVANNAH, GA · File #028-19564
Latest AUM
$1.49B
Positions
416
Top-10 Concentration
42.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025416 pos · $1.49B
- 13F HOLDINGS REPORTQ/E Sep 2025425 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Mar 2025407 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Dec 2024415 pos · $1.24B
- 13F HOLDINGS REPORTQ/E Sep 2024407 pos · $1.23B
- 13F HOLDINGS REPORTQ/E Jun 2024358 pos · $970.2M
- 13F HOLDINGS REPORTQ/E Mar 2024371 pos · $938.2M
- 13F HOLDINGS REPORTQ/E Dec 2023365 pos · $804.0M
- 13F HOLDINGS REPORTQ/E Sep 2023363 pos · $762.8M
- 13F HOLDINGS REPORTQ/E Jun 2023365 pos · $728.6M
- 13F HOLDINGS REPORTQ/E Mar 2023268 pos · $472.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 279,740 | $76.1M | 7.70% |
| 2 | ISHARES TR | 46435GAA0 | 2,013,302 | $48.8M | 4.94% |
| 3 | ISHARES TR | 46435UAA9 | 1,982,691 | $48.1M | 4.87% |
| 4 | MICROSOFT CORP | MSFT | 92,746 | $44.9M | 4.54% |
| 5 | NVIDIA CORPORATION | NVDA | 228,261 | $42.6M | 4.31% |
| 6 | ISHARES TR | 46436E205 | 1,613,448 | $37.8M | 3.82% |
| 7 | ISHARES TR | 46435U515 | 1,446,008 | $36.8M | 3.73% |
| 8 | ISHARES TR | 46436E726 | 1,478,715 | $32.6M | 3.30% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 894,718 | $30.7M | 3.10% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 958,031 | $25.8M | 2.61% |
| 11 | VANGUARD INDEX FDS | 922908769 | 75,905 | $25.4M | 2.58% |
| 12 | VANGUARD INDEX FDS | 922908363 | 38,939 | $24.4M | 2.47% |
| 13 | ELI LILLY & CO | LLY | 22,689 | $24.4M | 2.47% |
| 14 | ISHARES TR | 46436E486 | 1,119,214 | $23.7M | 2.40% |
| 15 | ISHARES TR | 46436E312 | 856,087 | $21.9M | 2.21% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 65,249 | $21.0M | 2.13% |
| 17 | AMAZON COM INC | AMZN | 88,689 | $20.5M | 2.07% |
| 18 | VANGUARD SPECIALIZED FUNDS | 921908844 | 87,863 | $19.3M | 1.96% |
| 19 | BROADCOM INC | AVGO | 55,484 | $19.2M | 1.94% |
| 20 | VANGUARD WORLD FD | 92204A702 | 25,436 | $19.2M | 1.94% |