Sound View Wealth Advisors Group, LLC
Sound View Wealth Advisors Group, LLC reported 440 positions worth $1.61B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AAPL (4.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $78.0M | 4.84% | 269,682 | — | — | |
| ▸ 2 | IBDS | SH | $52.1M | 3.23% | 2,150,618 | — | — | |
| ▸ 3 | NVDA | SH | $46.2M | 2.87% | 231,124 | — | — | |
| ▸ 4 | IBDU | SH | $43.9M | 2.73% | 1,895,010 | — | — | |
| ▸ 5 | IBDT | SH | $42.1M | 2.61% | 1,666,571 | — | — | |
| ▸ 6 | IBDV | SH | $41.0M | 2.54% | 1,880,024 | — | — | |
| ▸ 7 | IBDR | SH | $35.7M | 2.21% | 1,472,485 | — | — | |
| ▸ 8 | MSFT | SH | $34.9M | 2.17% | 93,606 | — | — | |
| ▸ 9 | BUFR | SH | $32.3M | 2.00% | 882,918 | — | — | |
| ▸ 10 | IBDW | SH | $27.6M | 1.71% | 1,323,935 | — | — |
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Frequently Asked Questions
What stocks does Sound View Wealth Advisors Group, LLC hold as of Q2 2026?
Sound View Wealth Advisors Group, LLC reported 440 positions worth $1.61B in its Q2 2026 13F filing. Largest positions: AAPL (4.8%), IBDS (3.2%), NVDA (2.9%), IBDU (2.7%) and IBDT (2.6%).
What did Sound View Wealth Advisors Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sound View Wealth Advisors Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.