Sound View Wealth Advisors Group, LLC

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CIK 1784777

13F portfolio (2026-Q1)

$1.5B

Positions

422

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

422

Top 5

16.9%

Top 10

28.3%

Effective N

75.4

HHI

0.013

This quarter

23 new · 0 exit →

By sector

Unclassified49.4%

Information Technology15.4%

Health Care7.8%

Financials5.7%

Consumer Discretionary5.5%

Industrials4.1%

Utilities3.3%

Communication Services3.0%

Other5.8%

By market cap

Unknown50.1%

Mega (>$200B)32.6%

Large ($10–200B)16.7%

Mid ($2–10B)0.6%

Micro (<$300M)0.1%

Small ($300M–2B)0.0%

By region

North America50.0%

Other49.4%

Europe0.5%

Asia-Pacific0.1%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	50.01%	158
Pharmaceuticals & Biotechnology	7.03%	21
Technology Hardware & Equipment	6.35%	13
Semiconductors & Semiconductor Equipment	5.10%	12
Specialty Retail	3.81%	10
Utilities	3.28%	20
Software	2.94%	11
Software & IT Services	2.81%	6
Banks	2.77%	18
Oil, Gas & Consumable Fuels	1.51%	10
Commercial Services & Supplies	1.38%	14
Machinery	1.36%	10
Insurance	1.29%	14
Aerospace & Defense	1.28%	9
Beverages	1.02%	3
Chemicals	1.01%	10
Automobiles & Components	0.95%	3
Tobacco	0.80%	3
Equity Real Estate Investment Trusts (REITs)	0.69%	8
Health Care Equipment & Supplies	0.65%	9
Capital Markets	0.59%	10
Hotels, Restaurants & Leisure	0.57%	4
Electrical Equipment & Components	0.54%	5
Food Products	0.28%	4
Road & Rail	0.28%	5
Metals & Mining	0.21%	5
Diversified Telecommunication Services	0.20%	2
Communications Equipment	0.20%	1
Health Care Providers & Services	0.18%	1
Media & Entertainment	0.18%	3
Paper & Forest Products	0.15%	1
Distributors	0.11%	5
Construction & Engineering	0.09%	2
Construction Materials	0.08%	3
Entertainment	0.08%	1
Professional Services	0.07%	1
Airlines	0.04%	1
Leisure Products	0.03%	1
Marine	0.02%	1
Life Sciences Tools & Services	0.02%	1
Transportation Infrastructure	0.02%	1
Food & Staples Retailing	0.02%	1
Textiles, Apparel & Luxury Goods	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	4.74%
2	IBDS	ISHARES TR	Unclassified	3.38%
3	IBDR	ISHARES TR	Unclassified	3.27%
4	IBDU	ISHARES TR	Unclassified	2.79%
5	NVDA	NVIDIA CORP	Information Technology	2.70%
6	IBDT	ISHARES TR	Unclassified	2.69%
7	IBDV	ISHARES TR	Unclassified	2.60%
8	MSFT	MICROSOFT CORP	Information Technology	2.37%
9	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	2.03%
10	IBDW	ISHARES TR	Unclassified	1.68%

266/422 names classified · sector 50.6% of weight · industry 50.0% · mkt cap 49.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 28 quarters

Information TechnologyAAPL, MSFT, NVDA, INTC, AVGO · other

Health CareJNJ, LLY, AMGN, MRK, PFE · other

Consumer DiscretionaryAMZN, HD, MCD, TSLA, WMT · other

FinancialsJPM, BRK.B, V, AFL, CME · other

IndustrialsGD, HON, GPN, NSC, BA · other

Communication ServicesGOOG, VZ, GOOGL, META, T · other

Consumer StaplesKO, PEP, PM, DEO, MO · other

UtilitiesSO, NEE, EPD, AEP, DUK · other

MaterialsPG, KMB, APD, NKE, CL · other

EnergyCVX, XOM, ENB, COP, BP · other

Real EstateDLR, EQIX, SPG, WELL, VTR · other

UnclassifiedISHARES TR, IBDR, IBDS, Ishares Ibonds Dec, IBDU · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 50.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 48% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (238 classified)Sound View Wealth Advisors Group, LLC centroid (Large Core)

Information TechnologyHealth CareConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesUtilitiesConsumer StaplesEnergyMaterialsReal Estate

Style box summary for Sound View Wealth Advisors Group, LLC: centroid Large Core. Heaviest cells: Large Growth 16.3%, Large Core 15.6%, Large Value 10.6%.

Classified: 48.3% of book weight (238/422 names) · unclassified 51.7%: IBDS, IBDR, IBDU, IBDT, IBDV, BUFR, IBDW, SCHX, VOO, IBDX +174 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 422 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	274,762	$70M	4.7%	HOLD
2	IBDSISHARES TR	2,048,974	$50M	3.4%	ADD 3%
3	IBDRISHARES TR	1,981,257	$48M	3.3%	HOLD
4	IBDUISHARES TR	1,766,350	$41M	2.8%	ADD 9%
5	NVDANVIDIA CORPORATION	227,962	$40M	2.7%	HOLD
6	IBDTISHARES TR	1,562,572	$40M	2.7%	ADD 8%
7	IBDVISHARES TR	1,746,344	$38M	2.6%	ADD 18%
8	MSFTMICROSOFT CORP	94,047	$35M	2.4%	HOLD
9	BUFRFIRST TR EXCHNG TRADED FD VI	883,125	$30M	2.0%	HOLD
10	IBDWISHARES TR	1,182,844	$25M	1.7%	ADD 6%
11	SCHXSCHWAB U.S. LARGE-CAP ETF	917,699	$24M	1.6%	TRIM −4%
12	VOOVANGUARD INDEX FDS	38,779	$23M	1.6%	HOLD
13	IBDXISHARES TR	905,660	$23M	1.6%	ADD 6%
14	VTIVANGUARD INDEX FDS	70,368	$23M	1.5%	TRIM −7%
15	LLYELI LILLY & CO	22,393	$21M	1.4%	HOLD
16	JPMJPMORGAN CHASE & CO	64,641	$19M	1.3%	HOLD
17	VIGVANGUARD SPECIALIZED FUNDS	87,389	$19M	1.3%	HOLD
18	AMZNAMAZON COM INC	88,867	$19M	1.3%	HOLD
19	VGTVANGUARD WORLD FD	25,111	$18M	1.2%	HOLD
20	AVGOBROADCOM INC	54,932	$17M	1.2%	HOLD
21	GOOGALPHABET INC	58,050	$17M	1.1%	TRIM −2%
22	JNJJOHNSON & JOHNSON	68,115	$17M	1.1%	HOLD
23	QQQINVESCO QQQ TR	28,278	$16M	1.1%	HOLD
24	SCHDSCHWAB STRATEGIC TR	520,591	$16M	1.1%	TRIM −5%
25	BMYBRISTOL-MYERS SQUIBB CO	244,617	$15M	1.0%	TRIM −6%
26	SPHQINVESCO EXCHANGE TRADED FD T	194,574	$15M	1.0%	HOLD
27	GOOGLALPHABET INC	49,138	$14M	1.0%	HOLD
28	SPYSTATE STR SPDR S&P 500 ETF T	20,153	$13M	0.9%	HOLD
29	TSLATESLA INC	34,851	$13M	0.9%	HOLD
30	WMTWALMART INC	95,884	$12M	0.8%	TRIM −4%
31	XLKSELECT SECTOR SPDR TR	88,777	$12M	0.8%	HOLD
32	HDHOME DEPOT INC	35,278	$12M	0.8%	HOLD
33	ABBVABBVIE INC	53,079	$12M	0.8%	HOLD
34	DIASPDR DOW JONES INDL AVERAGE	24,751	$11M	0.8%	HOLD
35	XOMEXXON MOBIL CORP	67,024	$11M	0.8%	HOLD
36	PGPROCTER AND GAMBLE CO	78,510	$11M	0.8%	TRIM −2%
37	IBTGISHARES TR	491,869	$11M	0.8%	HOLD
38	CGICCAPITAL GROUP INTERNATIONAL	330,562	$11M	0.7%	ADD 64%
39	AMGNAMGEN INC	29,089	$10M	0.7%	HOLD
40	DGROISHARES CORE DIVIDEND GROWTH ETF	140,729	$10M	0.7%	TRIM −4%
41	EPDENTERPRISE PRODS PARTNERS L	241,788	$9M	0.6%	HOLD
42	IWFISHARES TR	21,234	$9M	0.6%	HOLD
43	BRK.BBERKSHIRE HATHAWAY INC DEL	18,834	$9M	0.6%	HOLD
44	VYMVANGUARD WHITEHALL FDS	60,702	$9M	0.6%	HOLD
45	SOSOUTHERN CO	89,632	$9M	0.6%	HOLD
46	CATHGLOBAL X FDS	109,895	$9M	0.6%	TRIM −4%
47	RTXRTX CORPORATION	43,845	$8M	0.6%	HOLD
48	KOCOCA COLA CO	105,198	$8M	0.5%	TRIM −6%
49	MRKMERCK & CO INC	64,516	$8M	0.5%	HOLD
50	SCHFSCHWAB STRATEGIC TR	311,252	$8M	0.5%	ADD 3%
51	GLDSPDR GOLD TR	17,735	$8M	0.5%	ADD 8%
52	IBMINTERNATIONAL BUSINESS MACHS	31,062	$8M	0.5%	HOLD
53	CVXCHEVRON CORP NEW	35,657	$7M	0.5%	ADD 5%
54	METAMETA PLATFORMS INC	12,619	$7M	0.5%	HOLD
55	XLUSELECT SECTOR SPDR TR	153,725	$7M	0.5%	HOLD
56	CATCATERPILLAR INC	9,882	$7M	0.5%	HOLD
57	MCDMCDONALDS CORP	22,120	$7M	0.5%	HOLD
58	PMPHILIP MORRIS INTL INC	40,536	$7M	0.5%	HOLD
59	AFLAFLAC INC	59,586	$7M	0.4%	HOLD
60	PEPPEPSICO INC	41,910	$7M	0.4%	HOLD
61	BNDVANGUARD BD INDEX FDS	85,461	$6M	0.4%	HOLD
62	VVISA INC	20,790	$6M	0.4%	TRIM −4%
63	IBMOISHARES TR	227,642	$6M	0.4%	ADD 6%
64	XLPSELECT SECTOR SPDR TR	70,892	$6M	0.4%	HOLD
65	COSTCOSTCO WHSL CORP NEW	5,828	$6M	0.4%	HOLD
66	IWRISHARES TR	56,802	$6M	0.4%	HOLD
67	VTVVANGUARD INDEX FDS	27,185	$5M	0.4%	HOLD
68	IWBISHARES TR	14,853	$5M	0.4%	HOLD
69	FITBFIFTH THIRD BANCORP	112,729	$5M	0.4%	HOLD
70	EMREMERSON ELEC CO	39,404	$5M	0.4%	HOLD
71	IBMPISHARES TR	197,983	$5M	0.3%	ADD 8%
72	XLVSELECT SECTOR SPDR TR	31,282	$5M	0.3%	TRIM −4%
73	MOALTRIA GROUP INC	69,064	$5M	0.3%	HOLD
74	AGGISHARES TR	45,847	$5M	0.3%	ADD 3%
75	IEFAISHARES TR	50,261	$5M	0.3%	ADD 3%
76	AZNASTRAZENECA PLC	22,870	$5M	0.3%	NEW
77	STXSEAGATE TECHNOLOGY HLDNGS PL	11,311	$4M	0.3%	TRIM −7%
78	GDGENERAL DYNAMICS CORP	12,774	$4M	0.3%	TRIM −3%
79	LRCXLAM RESEARCH CORP	20,159	$4M	0.3%	HOLD
80	KMIKINDER MORGAN INC DEL	127,171	$4M	0.3%	HOLD
81	NEENEXTERA ENERGY INC	45,499	$4M	0.3%	TRIM −2%
82	EDCONSOLIDATED EDISON INC	37,048	$4M	0.3%	HOLD
83	IBMQISHARES TR	160,924	$4M	0.3%	ADD 10%
84	GILDGILEAD SCIENCES INC	28,880	$4M	0.3%	TRIM −3%
85	TXNTEXAS INSTRS INC	20,408	$4M	0.3%	HOLD
86	AXPAMERICAN EXPRESS CO	13,049	$4M	0.3%	HOLD
87	VUGVANGUARD INDEX FDS	8,894	$4M	0.3%	HOLD
88	TJXTJX COS INC NEW	23,996	$4M	0.3%	HOLD
89	VHTVANGUARD WORLD FD	13,292	$4M	0.2%	TRIM −2%
90	IWMISHARES TR	14,492	$4M	0.2%	HOLD
91	CSCOCISCO SYS INC	45,635	$4M	0.2%	TRIM −4%
92	WMBWILLIAMS COS INC	48,609	$4M	0.2%	HOLD
93	PGRPROGRESSIVE CORP	17,809	$4M	0.2%	ADD 6%
94	BACBANK AMERICA CORP	70,182	$3M	0.2%	HOLD
95	ORCLORACLE CORP	23,233	$3M	0.2%	TRIM −3%
96	SLVISHARES SILVER TR	49,713	$3M	0.2%	TRIM −9%
97	SYKSTRYKER CORPORATION	9,873	$3M	0.2%	HOLD
98	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	36,496	$3M	0.2%	HOLD
99	DLRDIGITAL RLTY TR INC	17,599	$3M	0.2%	HOLD
100	WELLWELLTOWER INC	15,966	$3M	0.2%	HOLD
101	WRBBERKLEY W R CORP	46,754	$3M	0.2%	HOLD
102	MDTMEDTRONIC PLC	34,917	$3M	0.2%	HOLD
103	AEPAMERICAN ELEC PWR CO INC	22,387	$3M	0.2%	HOLD
104	QCOMQUALCOMM INC	22,444	$3M	0.2%	HOLD
105	IVVISHARES TR	4,366	$3M	0.2%	TRIM −10%
106	DUKDUKE ENERGY CORP NEW	21,780	$3M	0.2%	HOLD
107	MUMICRON TECHNOLOGY INC	8,357	$3M	0.2%	TRIM −6%
108	WFCWELLS FARGO CO NEW	34,899	$3M	0.2%	ADD 3%
109	LOWLOWES COS INC	11,748	$3M	0.2%	TRIM −7%
110	XELXCEL ENERGY INC	34,649	$3M	0.2%	HOLD
111	WCNWASTE CONNECTIONS INC	16,373	$3M	0.2%	ADD 3%
112	HCAHCA HEALTHCARE INC	5,487	$3M	0.2%	TRIM −2%
113	ZZILLOW GROUP INC	62,685	$3M	0.2%	TRIM −6%
114	VOVANGUARD INDEX FDS	8,978	$3M	0.2%	ADD 3%
115	TMOTHERMO FISHER SCIENTIFIC INC	5,140	$3M	0.2%	ADD 3%
116	IAUISHARES GOLD TR	28,358	$3M	0.2%	HOLD
117	IGSBISHARES TR	45,612	$2M	0.2%	HOLD
118	VRTVERTIV HOLDINGS CO	9,371	$2M	0.2%	TRIM −7%
119	ITWILLINOIS TOOL WKS INC	8,860	$2M	0.2%	HOLD
120	ABTABBOTT LABS	22,311	$2M	0.2%	TRIM −6%
121	VZVERIZON COMMUNICATIONS INC	45,568	$2M	0.2%	HOLD
122	DEDEERE & CO	3,966	$2M	0.2%	HOLD
123	DNPDNP SELECT INCOME FD INC	216,565	$2M	0.2%	HOLD
124	KMBKIMBERLY-CLARK CORP	22,698	$2M	0.1%	TRIM −8%
125	VOEVANGUARD INDEX FDS	11,880	$2M	0.1%	TRIM −4%
126	NOBLPROSHARES TR	20,165	$2M	0.1%	HOLD
127	LMTLOCKHEED MARTIN CORP	3,494	$2M	0.1%	HOLD
128	VOOGVANGUARD ADMIRAL FDS INC	4,922	$2M	0.1%	ADD 2%
129	IBMRISHARES TR	77,269	$2M	0.1%	ADD 4%
130	IBKRINTERACTIVE BROKERS GROUP IN	28,528	$2M	0.1%	HOLD
131	ISTBISHARES TR	39,342	$2M	0.1%	TRIM −7%
132	PANWPALO ALTO NETWORKS INC	11,870	$2M	0.1%	ADD 14%
133	REGNREGENERON PHARMACEUTICALS	2,445	$2M	0.1%	HOLD
134	EQIXEQUINIX INC	1,902	$2M	0.1%	ADD 37%
135	ADPAUTOMATIC DATA PROCESSING IN	9,174	$2M	0.1%	TRIM −5%
136	WMWASTE MGMT INC DEL	8,035	$2M	0.1%	HOLD
137	VRTXVERTEX PHARMACEUTICALS INC	3,863	$2M	0.1%	HOLD
138	IWDISHARES TR	7,993	$2M	0.1%	HOLD
139	AMATAPPLIED MATLS INC	4,981	$2M	0.1%	HOLD
140	JAZZJAZZ PHARMACEUTICALS PLC	8,898	$2M	0.1%	HOLD
141	PFFISHARES TR	54,904	$2M	0.1%	TRIM −6%
142	ZGZILLOW GROUP INC	39,293	$2M	0.1%	HOLD
143	AMDADVANCED MICRO DEVICES INC	7,987	$2M	0.1%	HOLD
144	MRVLMARVELL TECHNOLOGY INC	16,288	$2M	0.1%	ADD 3%
145	HONHONEYWELL INTL INC	7,014	$2M	0.1%	HOLD
146	MDLZMONDELEZ INTL INC	27,418	$2M	0.1%	TRIM −5%
147	JIREJ P MORGAN EXCHANGE TRADED F	20,820	$2M	0.1%	ADD 22%
148	IVWISHARES TR	13,822	$2M	0.1%	HOLD
149	DVYISHARES TR	10,062	$2M	0.1%	HOLD
150	PFEPFIZER INC	52,747	$1M	0.1%	TRIM −8%
151	BRK.ABERKSHIRE HATHAWAY INC DEL	2	$1M	0.1%	HOLD
152	NFLXNETFLIX INC	14,693	$1M	0.1%	TRIM −13%
153	AKREPROFESIONALLY MANAGED PORTFO	26,565	$1M	0.1%	HOLD
154	BUFFINNOVATOR ETFS TRUST	28,259	$1M	0.1%	TRIM −5%
155	INTCINTEL CORP	31,313	$1M	0.1%	ADD 9%
156	NSCNORFOLK SOUTHN CORP	4,803	$1M	0.1%	HOLD
157	GISGENERAL MILLS INC	36,369	$1M	0.1%	HOLD
158	GSGOLDMAN SACHS GROUP INC	1,576	$1M	0.1%	HOLD
159	NOCNORTHROP GRUMMAN CORP	1,901	$1M	0.1%	ADD 3%
160	BLKBLACKROCK INC	1,336	$1M	0.1%	HOLD
161	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,797	$1M	0.1%	TRIM −10%
162	FCXFREEPORT MCMORAN INC	21,726	$1M	0.1%	HOLD
163	IEFISHARES TR	13,253	$1M	0.1%	TRIM −2%
164	UNHUNITEDHEALTH GROUP INC	4,670	$1M	0.1%	TRIM −4%
165	ETNEATON CORP PLC	3,504	$1M	0.1%	HOLD
166	WDAYWORKDAY INC	9,646	$1M	0.1%	ADD 19%
167	AIRRFirst Trust RBA Amern Indl Renaissance ETF	11,263	$1M	0.1%	ADD 12%
168	VCRVANGUARD WORLD FD	3,429	$1M	0.1%	HOLD
169	TMFCRBB FD INC	18,362	$1M	0.1%	HOLD
170	VWOVANGUARD INTL EQUITY INDEX F	22,007	$1M	0.1%	HOLD
171	SHOPSHOPIFY INC	9,913	$1M	0.1%	ADD 18%
172	NXPINXP SEMICONDUCTORS N V	5,967	$1M	0.1%	HOLD
173	DISDISNEY WALT CO	12,095	$1M	0.1%	ADD 4%
174	SMHVANECK ETF TRUST	3,032	$1M	0.1%	HOLD
175	ISRGINTUITIVE SURGICAL INC	2,457	$1M	0.1%	TRIM −6%
176	GEGE AEROSPACE	3,972	$1M	0.1%	HOLD
177	ZTSZOETIS INC	9,456	$1M	0.1%	HOLD
178	FIXCOMFORT SYS USA INC	808	$1M	0.1%	HOLD
179	VEAVANGUARD TAX-MANAGED FDS	17,052	$1M	0.1%	ADD 11%
180	CSXCSX CORP	26,264	$1M	0.1%	HOLD
181	KLACKLA CORP	731	$1M	0.1%	TRIM −7%
182	COWZPACER FDS TR	17,108	$1M	0.1%	TRIM −27%
183	CRMSALESFORCE INC	5,729	$1M	0.1%	TRIM −4%
184	PEGPUBLIC SVC ENTERPRISE GROUP	13,173	$1M	0.1%	HOLD
185	IBMSISHARES TR	40,930	$1M	0.1%	ADD 7%
186	IWSISHARES TR	7,253	$1M	0.1%	HOLD
187	POCTINNOVATOR S&P 500 POWER BUFFER ETF	23,631	$1M	0.1%	TRIM −5%
188	PAYXPAYCHEX INC	11,048	$1M	0.1%	ADD 10%
189	EFXEQUIFAX INC	5,574	$1M	0.1%	TRIM −3%
190	IJRISHARES TR	8,067	$1M	0.1%	ADD 6%
191	FDLFirst Trust Morningstar Div Leaders ETF	19,092	$969,848	0.1%	HOLD
192	IBDYISHARES TR	37,215	$962,008	0.1%	ADD 384%
193	IBBISHARES TR	5,666	$956,788	0.1%	HOLD
194	USMVISHARES TR	10,284	$953,698	0.1%	HOLD
195	MSMORGAN STANLEY	5,787	$952,367	0.1%	TRIM −3%
196	IWPISHARES TR	7,416	$950,138	0.1%	HOLD
197	BYRNBYRNA TECHNOLOGIES INC	102,458	$940,564	0.1%	HOLD
198	ASMLASML HOLDING N V	704	$929,864	0.1%	TRIM −5%
199	BXBLACKSTONE INC	8,037	$924,133	0.1%	ADD 4%
200	PHYSSprott Physical Gold Trust	25,975	$920,569	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

309K

288K

294K

293K

280K

275K

$70M

IBDSISHARES TR

1.0M

1.2M

1.3M

1.5M

2.0M

$50M

IBDRISHARES TR

1.3M

1.4M

1.7M

1.8M

2.0M

$48M

IBDUISHARES TR

717K

817K

945K

1.0M

1.6M

1.8M

$41M

NVDANVIDIA CORPORATION

228K

232K

238K

233K

228K

$40M

IBDTISHARES TR

863K

952K

1.1M

1.2M

1.4M

1.6M

$40M

IBDVISHARES TR

688K

758K

892K

988K

1.5M

1.7M

$38M

MSFTMICROSOFT CORP

90K

92K

94K

93K

94K

$35M

BUFRFIRST TR EXCHNG TRADED FD VI

797K

823K

851K

869K

895K

883K

$30M

IBDWISHARES TR

696K

771K

885K

954K

1.1M

1.2M

$25M

SCHXSCHWAB U.S. LARGE-CAP ETF

976K

956K

958K

977K

958K

918K

$24M

VOOVANGUARD INDEX FDS

40K

39K

$23M

IBDXISHARES TR

299K

543K

657K

722K

856K

906K

$23M

VTIVANGUARD INDEX FDS

75K

71K

77K

78K

76K

70K

$23M

LLYELI LILLY & CO

29K

23K

22K

$21M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Sound View Wealth Advisors Group, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 422 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Sound View Wealth Advisors Group, LLC