account_balance

Investment manager · 13F filer · SEC CIK 1784777

Sound View Wealth Advisors Group, LLC

Reported value$1.62Bas of Sep 30, 2026

Positions435 17 new, 22 sold out

Top 10 weight29.0%AAPL alone is 5%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

AAPLApple Inc.

5.4%Trimmed −2%

NVDANVIDIA Corp

3.3%

IBDSiShares Tr

3.2%

MSFTMicrosoft Corp

3.0%

IBDUiShares Tr

2.9%Added +11%

IBDTiShares Tr

2.8%Added +10%

IBDViShares Tr

2.7%Added +12%

BUFRFirst Tr Exchng Traded Fd Vi

2.0%

IBDRiShares Tr

1.9%Trimmed −15%

IBDWiShares Tr

1.7%Added +7%

VOOVanguard Index FDS

1.7%

SCHXSchwab Strategic Tr

1.7%

AAPLApple Inc.

5.4%Trimmed −2%

NVDANVIDIA Corp

3.3%

IBDSiShares Tr

3.2%

MSFTMicrosoft Corp

3.0%

IBDUiShares Tr

2.9%+11%

IBDTiShares Tr

2.8%

IBDViShares Tr

2.7%

BUFRFirst Tr Exchng Traded Fd Vi

2.0%

IBDRiShares Tr

1.9%

IBDW1.7%

VOO1.7%

SCHX1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

AAPL Apple Inc. 5.4% Trimmed −2%NVDA NVIDIA Corp 3.3% Held

IBDS iShares Tr 3.2% Held

MSFT Microsoft Corp 3.0% Held

IBDU iShares Tr 2.9% Added +11%

IBDT iShares Tr 2.8% Added +10%

IBDV iShares Tr 2.7% Added +12%

BUFR First Tr Exchng Traded Fd Vi 2.0% Held

IBDR iShares Tr 1.9% Trimmed −15%

IBDW iShares Tr 1.7% Added +7%

VOO Vanguard Index FDS 1.7% Held

SCHX Schwab Strategic Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 11, 2026 filing

add_circleNew

RDVY $341K
PSA $303K
WPM $302K
APH $289K

arrow_upwardAdded

IBDY +23%
IBDV +12%
IBDU +11%
IBDT +10%

arrow_downwardTrimmed

IBTG −15%
IBDR −15%
BMY −14%
PEP −10%

remove_circleSold out

NASA $501K
WDC $351K
APP $342K
CRS $294K

Sound View Wealth Advisors Group, LLC

Where the money is

Biggest moves since Jun 30, 2026

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