StockDriftsStockDriftsTop 50 Sound View Wealth Advisors Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.84% | 269.7K | $78.0M | -1.85%(-5.08K) | $141.11(+116.41%) | 2026-06-30 | |
| IBDS | ISHARES TR | 3.23% | 2.15M | $52.1M | +4.96%(+101.64K) | $24.22(-0.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.87% | 231.1K | $46.2M | +1.39%(+3.16K) | $42.73(+429.06%) | 2026-06-30 | |
| IBDU | ISHARES TR | 2.72% | 1.90M | $43.9M | +7.28%(+128.66K) | $23.03(+0.16%) | 2026-06-30 | |
| IBDT | ISHARES TR | 2.61% | 1.67M | $42.1M | +6.66%(+104.00K) | $25.00(+0.77%) | 2026-06-30 | |
| IBDV | ISHARES TR | 2.54% | 1.88M | $41.0M | +7.65%(+133.68K) | $21.65(-0.09%) | 2026-06-30 | |
| IBDR | ISHARES TR | 2.21% | 1.47M | $35.7M | -25.68%(-508.77K) | $24.44(-0.97%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.17% | 93.6K | $34.9M | -0.47%(-441) | $230.26(+111.10%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2% | 882.9K | $32.3M | -0.02%(-207) | $27.94(+33.96%) | 2026-06-30 | |
| IBDW | ISHARES TR | 1.71% | 1.32M | $27.6M | +11.93%(+141.09K) | $20.56(+0.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.30% | +45.43% | +8.95% | +53.53% |
| Top 20 Holdings Unweighted | +14.16% | +48.78% | +9.94% | +60.61% |
Sound View Wealth Advisors Group LLC reports $1.61B in US-listed equity holdings across 440 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), IBDS (3.2%) and NVDA (2.9%). The top 20 holdings account for 41.63% of reported assets. Its disclosed equity book has returned +45.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sound View Wealth Advisors Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1784777). View Sound View Wealth Advisors Group LLC’s 13F filings on SEC