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

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	NVIDIA CORPORATION	NVDA	+227,061	+$42.3M	+$217,633
EXITED	ISHARES TR	46434VBD1	-1,644,079	-$41.4M	$0
ADD	ISHARES TR	46436E205	+575,487	+$13.5M	-$67,453
ADD	ISHARES TR	46435UAA9	+522,395	+$12.7M	-$87,626
ADD	ISHARES TR	46436E726	+491,085	+$10.8M	-$79,005
ADD	SELECT SECTOR SPDR TR	81369Y803	+45,512	+$6.6M	-$6.1M
ADD	ISHARES TR	46435U515	+240,759	+$6.1M	-$78,324
ADD	ISHARES TR	46435GAA0	+210,605	+$5.1M	-$126,196
ADD	ISHARES TR	46436E858	+202,697	+$4.6M	-$21,873
EXITED	ISHARES TR	46436E866	-191,032	-$4.5M	$0

Sector Allocation

Technology

14.7%$219.2M

Healthcare

6.9%$103.4M

Financials

4.9%$72.6M

Consumer Discretionary

4.3%$63.7M

Industrials

3.0%$45.2M

Consumer Staples

2.3%$33.8M

Communication Services

1.3%$19.5M

1.1%$16.7M

0.9%$13.0M

0.5%$7.7M

0.3%$5.0M

Filing History

Jan 8, 202613F HOLDINGS REPORTQ/E Dec 2025416 pos · $1.49B
Nov 10, 202513F HOLDINGS REPORTQ/E Sep 2025425 pos · $1.45B
Aug 7, 202513F HOLDINGS REPORTQ/E Jun 202542 pos · $1.35B
May 8, 202513F HOLDINGS REPORTQ/E Mar 2025407 pos · $1.22B
Feb 7, 202513F HOLDINGS REPORTQ/E Dec 2024415 pos · $1.24B
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 2024407 pos · $1.23B
Aug 5, 202413F HOLDINGS REPORTQ/E Jun 2024358 pos · $970.2M
May 9, 202413F HOLDINGS REPORTQ/E Mar 2024371 pos · $938.2M
Nov 7, 202313F HOLDINGS REPORTQ/E Dec 2023365 pos · $804.0M

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%