Sound View Wealth Advisors Group, LLC
Long book
$1.47B
Q1 2026
Positions
422
Top-10 weight
28%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsSound View Wealth Advisors Group, LLC is an institutional manager, running a $1.47B US long book across 422 positions.
The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, ISHRS IBNDS DEC 27 CORP ETF, ISHARES IBONDS DEC 2026 TERM, ISHARES IBONDS DEC 2029 TERM, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+6.3%
Q3 2024
+0.9%
Q4 2024
-1.7%
Q1 2025
+6.3%
Q2 2025
+6.9%
Q3 2025
+3.0%
Q4 2025
-1.6%
Q1 2026
+10.3%
Sector allocation
Technology 34%
Healthcare 16%
Financials 11%
Industrials 9%
Consumer discretionary 9%
Utilities 7%
Consumer staples 4%
Other 3%
Long book by quarter
What does Sound View own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 274.8K | $69.7M | 4.7% | -1.8% |
| NVDA NVIDIA CORP | Technology | 228.0K | $39.8M | 2.7% | -0.1% |
| MSFT MICROSOFT CORP | Technology | 94.0K | $34.8M | 2.4% | +1.4% |
| LLY ELI LILLY & CO | Healthcare | 22.4K | $20.6M | 1.4% | -1.3% |
| JPM JPMORGAN CHASE & CO | Financials | 64.6K | $19.0M | 1.3% | -0.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 88.9K | $18.5M | 1.3% | +0.2% |
| AVGO BROADCOM INC | Technology | 54.9K | $17.0M | 1.2% | -1.0% |
| GOOG ALPHABET INC-CL C | Technology | 58.0K | $16.7M | 1.1% | -2.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 68.1K | $16.6M | 1.1% | -1.2% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 244.6K | $14.8M | 1.0% | -6.1% |
| GOOGL ALPHABET INC-CL A | Technology | 49.1K | $14.1M | 1.0% | -0.7% |
| TSLA TESLA INC | Industrials | 34.9K | $13.0M | 0.9% | -0.9% |
| WMT WALMART INC | Consumer discretionary | 95.9K | $11.9M | 0.8% | -3.6% |
| HD HOME DEPOT INC | Consumer discretionary | 35.3K | $11.6M | 0.8% | +0.8% |
| ABBV ABBVIE INC | Healthcare | 53.1K | $11.5M | 0.8% | +0.5% |
| XOM EXXON MOBIL CORP | Energy | 67.0K | $11.4M | 0.8% | -1.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 78.5K | $11.3M | 0.8% | -2.2% |
| AMGN AMGEN INC | Healthcare | 29.1K | $10.2M | 0.7% | -0.4% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 241.8K | $9.1M | 0.6% | -0.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 18.8K | $9.0M | 0.6% | -0.2% |
| SO SOUTHERN CO/THE | Utilities | 89.6K | $8.7M | 0.6% | -0.2% |
| RTX RTX CORP | Industrials | 43.8K | $8.5M | 0.6% | -1.7% |
| KO COCA-COLA CO/THE | Consumer staples | 105.2K | $8.0M | 0.5% | -6.2% |
| MRK MERCK & CO. INC. | Healthcare | 64.5K | $7.8M | 0.5% | +0.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 31.1K | $7.5M | 0.5% | -0.7% |
| CVX CHEVRON CORP | Energy | 35.7K | $7.4M | 0.5% | +5.3% |
| META META PLATFORMS INC-CLASS A | Technology | 12.6K | $7.2M | 0.5% | +0.4% |
| CAT CATERPILLAR INC | Industrials | 9.9K | $7.0M | 0.5% | -1.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 22.1K | $6.9M | 0.5% | -1.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 40.5K | $6.7M | 0.5% | +0.8% |
| AFL AFLAC INC | Financials | 59.6K | $6.5M | 0.4% | -0.5% |
| PEP PEPSICO INC | Consumer staples | 41.9K | $6.5M | 0.4% | -0.2% |
| V VISA INC-CLASS A SHARES | Services media | 20.8K | $6.3M | 0.4% | -3.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.8K | $5.8M | 0.4% | +1.1% |
| FITB FIFTH THIRD BANCORP | Financials | 112.7K | $5.2M | 0.4% | +0.4% |
| EMR EMERSON ELECTRIC CO | Industrials | 39.4K | $5.2M | 0.4% | -0.5% |
| MO ALTRIA GROUP INC | Consumer staples | 69.1K | $4.6M | 0.3% | +0.4% |
| AZN ASTRAZENECA PLC | Healthcare | 22.9K | $4.5M | 0.3% | New |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 11.3K | $4.4M | 0.3% | -6.7% |
| GD GENERAL DYNAMICS CORP | Industrials | 12.8K | $4.4M | 0.3% | -2.9% |
| LRCX LAM RESEARCH CORP | Industrials | 20.2K | $4.3M | 0.3% | +1.7% |
| KMI KINDER MORGAN INC | Utilities | 127.2K | $4.3M | 0.3% | +0.9% |
| NEE NEXTERA ENERGY INC | Utilities | 45.5K | $4.2M | 0.3% | -2.2% |
| ED CONSOLIDATED EDISON INC | Utilities | 37.0K | $4.2M | 0.3% | +1.4% |
| GILD GILEAD SCIENCES INC | Healthcare | 28.9K | $4.0M | 0.3% | -2.5% |
| TXN TEXAS INSTRUMENTS INC | Technology | 20.4K | $4.0M | 0.3% | 0.0% |
| AXP AMERICAN EXPRESS CO | Financials | 13.0K | $3.9M | 0.3% | -0.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 24.0K | $3.8M | 0.3% | +0.2% |
| CSCO CISCO SYSTEMS INC | Technology | 45.6K | $3.5M | 0.2% | -4.1% |
| WMB WILLIAMS COS INC | Utilities | 48.6K | $3.5M | 0.2% | -1.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 422 | $1.47B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 8, 2026 | 416 | $1.49B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 425 | $1.45B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 7, 2025 | 42 | $1.35B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 8, 2025 | 407 | $1.22B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 415 | $1.24B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 407 | $1.23B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 358 | $970.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 9, 2024 | 371 | $938.2M | canonical | SEC ↗ |
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