Sound View Wealth Advisors Group, LLC holds a diversified book of 440 stocks worth $1.6B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened AB Disruptors ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Sound View Wealth Advisors Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sound View Wealth Advisors Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $649.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $606.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $181.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $173.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $121.4B |
| LPL Financial LLC | 80 / 80 | $93.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $76.4B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $69.4B |
Ranked by how many of Sound View Wealth Advisors Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $78.0M | 269.7K | 4.8% | ▼−1.8% Reduced · −5K sh | |
| 2 | Ishares TR IBONDS 27 ETF | $52.1M | 2.15M | 3.2% | ▲+5.0% Added · +102K sh | |
| 3 | Nvidia Corporation COM | $46.2M | 231.1K | 2.9% | ▲+1.4% Added · +3K sh | |
| 4 | Ishares TR IBONDS DEC 29 | $43.9M | 1.90M | 2.7% | ▲+7.3% Added · +129K sh | |
| 5 | Ishares TR IBDS DEC28 ETF | $42.1M | 1.67M | 2.6% | ▲+6.7% Added · +104K sh | |
| 6 | Ishares TR IBONDS DEC 2030 | $41.0M | 1.88M | 2.5% | ▲+7.7% Added · +134K sh | |
| 7 | Ishares TR IBONDS DEC2026 | $35.7M | 1.47M | 2.2% | ▼−26% Reduced · −509K sh | |
| 8 | Microsoft Corp COM | $34.9M | 93.6K | 2.2% | ▼−0.5% Reduced · −441 sh | |
| 9 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $32.3M | 882.9K | 2.0% | ▼~0% Reduced · −207 sh | |
| 10 | Ishares TR IBONDS DEC 2031 | $27.6M | 1.32M | 1.7% | ▲+12% Added · +141K sh | |
| 11 | Eli Lilly & Co COM | $26.8M | 22.3K | 1.7% | ▼−0.2% Reduced · −46 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $26.6M | 38.7K | 1.6% | ▼−0.3% Reduced · −106 sh | |
| 13 | Schwab Strategic TR US LRG CAP ETF | $26.5M | 899.8K | 1.6% | ▼−1.9% Reduced · −18K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $26.0M | 70.3K | 1.6% | ▼−0.1% Reduced · −82 sh | |
| 15 | Ishares TR IBONDS DEC 2032 | $25.3M | 1.01M | 1.6% | ▲+11% Added · +100K sh | |
| 16 | Vanguard World FD INF TECH ETF | $23.6M | 197.2K | 1.5% | ▲+685% Added · +172K sh | |
| 17 | Amazon Com Inc COM | $21.2M | 89.1K | 1.3% | ▲+0.3% Added · +257 sh | |
| 18 | JPMorgan Chase & Co COM | $20.8M | 63.4K | 1.3% | ▼−1.9% Reduced · −1K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $20.6M | 28.0K | 1.3% | ▼−1.0% Reduced · −278 sh | |
| 20 | Alphabet Inc CAP STK CL C | $20.2M | 57.2K | 1.3% | ▼−1.5% Reduced · −894 sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $19.7M | 83.3K | 1.2% | ▼−4.7% Reduced · −4K sh | |
| 22 | Broadcom Inc COM | $19.3M | 51.1K | 1.2% | ▼−7.0% Reduced · −4K sh | |
| 23 | Alphabet Inc CAP STK CL A | $17.6M | 49.3K | 1.1% | ▲+0.3% Added · +131 sh | |
| 24 | Invesco Exchange Traded FD T S&P500 QUALITY | $17.5M | 193.8K | 1.1% | ▼−0.4% Reduced · −728 sh | |
| 25 | Select Sector SPDR TR ST STR TECHN ETF | $17.1M | 89.7K | 1.1% | ▲+1.0% Added · +893 sh | |
| 26 | Schwab Strategic TR US DIVIDEND EQ | $16.4M | 517.2K | 1.0% | ▼−0.7% Reduced · −3K sh | |
| 27 | Johnson & Johnson COM | $15.7M | 61.9K | 1.0% | ▼−9.1% Reduced · −6K sh | |
| 28 | Capital Group International SHS | $15.5M | 426.1K | 1.0% | ▲+29% Added · +96K sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $14.9M | 20.0K | 0.9% | ▼−1.0% Reduced · −196 sh | |
| 30 | Abbvie Inc COM | $14.7M | 58.5K | 0.9% | ▲+10% Added · +5K sh | |
| 31 | Bristol-Myers Squibb Co COM | $13.4M | 233.3K | 0.8% | ▼−4.6% Reduced · −11K sh | |
| 32 | Home Depot Inc COM | $13.1M | 37.1K | 0.8% | ▲+5.1% Added · +2K sh | |
| 33 | State STR SPDR Dow Jones Ind UT SER 1 | $13.0M | 25.0K | 0.8% | ▲+0.8% Added · +205 sh | |
| 34 | Ishares TR IBONDS DEC 2033 | $12.6M | 490.6K | 0.8% | ▲13× Added · +453K sh | |
| 35 | Tesla Inc COM | $12.5M | 29.8K | 0.8% | ▼−15% Reduced · −5K sh | |
| 36 | Procter & Gamble Co COM | $12.0M | 81.7K | 0.7% | ▲+4.0% Added · +3K sh | |
| 37 | Ishares TR RUS 1000 GRW ETF | $10.7M | 86.3K | 0.7% | ▲+306% Added · +65K sh | |
| 38 | Seagate Technology HLDNGS PL ORD SHS | $10.5M | 10.9K | 0.7% | ▼−3.7% Reduced · −422 sh | |
| 39 | Walmart Inc COM | $10.5M | 92.7K | 0.7% | ▼−3.4% Reduced · −3K sh | |
| 40 | Caterpillar Inc COM | $10.4M | 9.7K | 0.6% | ▼−1.4% Reduced · −141 sh | |
| 41 | Amgen Inc COM | $9.8M | 27.0K | 0.6% | ▼−7.0% Reduced · −2K sh | |
| 42 | Vanguard Whitehall FDS HIGH DIV YLD | $9.4M | 59.6K | 0.6% | ▼−1.8% Reduced · −1K sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $9.3M | 18.6K | 0.6% | ▼−1.5% Reduced · −277 sh | |
| 44 | Ishares TR CORE DIV GRWTH | $9.0M | 118.2K | 0.6% | ▼−16% Reduced · −23K sh | |
| 45 | Schwab Strategic TR INTL EQTY ETF | $8.9M | 322.2K | 0.6% | ▲+3.5% Added · +11K sh | |
| 46 | Enterprise Prods Partners L COM | $8.9M | 241.8K | 0.6% | —Held | |
| 47 | Micron Technology Inc COM | $8.8M | 7.7K | 0.5% | ▼−8.3% Reduced · −693 sh | |
| 48 | International Business Machs COM | $8.7M | 30.9K | 0.5% | ▼−0.5% Reduced · −147 sh | |
| 49 | Exxon Mobil Corp COM | $8.7M | 63.3K | 0.5% | ▼−5.5% Reduced · −4K sh | |
| 50 | Global X FDS S&P 500 CATHOLIC | $8.6M | 97.4K | 0.5% | ▼−11% Reduced · −12K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1784777/holdings"
Use Arkolith to show Sound View Wealth Advisors Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 440 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 422 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 416 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 425 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 423 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 407 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 415 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 407 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.