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Latest Sound View Wealth Advisors Group, LLC Stock Portfolio

$1.61Billion | No. of Holdings #436

Sound View Wealth Advisors Group, LLC Performance

2026 Q2+1.90%
YTD-0.22%
2025+13.82%

About Sound View Wealth Advisors Group, LLC and 13F Hedge Fund Stock Holdings

Sound View Wealth Advisors Group, LLC is a hedge fund based in Savannah, GA. On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sound View Wealth Advisors Group, LLC reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Sound View Wealth Advisors Group, LLC are AAPL, NVDA, DMXF. The fund has invested 4.8% of it's portfolio in APPLE INC and 2.9% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), SERVICENOW INC (NOW) and BIOMARIN PHARMACEUTICAL INC (BMRN) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), GLOBAL X FDS (BITS) and DIAGEO PLC (DEO). Sound View Wealth Advisors Group, LLC opened new stock positions in AB ACTIVE ETFS INC, HONEYWELL INTL INC (HON) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Sound View Wealth Advisors Group, LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$1.61Billion
  as of Aug 11, 2026

Sound View Wealth Advisors Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sound View Wealth Advisors Group, LLC made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 9.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ab active etfs inc836,286
honeywell intl inc782,754
honeywell aerospace inc772,896
ishares tr589,425
tema etf trust500,849
rhythm pharmaceuticals inc408,812
iridium communications inc389,511
humana inc378,551
New stocks bought by Sound View Wealth Advisors Group, LLC

Additions

Ticker% Inc.
ishares tr1,218
vanguard world fd685
vanguard index fds498
vanguard admiral fds inc495
ishares tr393
ishares tr306
vanguard index fds302
accenture plc ireland293
Additions to existing portfolio by Sound View Wealth Advisors Group, LLC

Reductions

Ticker% Reduced
ishares tr-59.04
global x fds-45.4
diageo plc-40.39
ishares tr-39.5
vaneck etf trust-38.69
ishares bitcoin trust etf-34.62
ford mtr co-34.34
marvell technology inc-29.7
Sound View Wealth Advisors Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
coty inc-48,755
carnival corp-363,334
global x fds-222,288
biomarin pharmaceutical inc-424,579
honeywell intl inc-1,585,360
servicenow inc-702,785
nike inc-227,856
occidental pete corp-237,250
Sound View Wealth Advisors Group, LLC got rid off the above stocks

Sector Distribution

Sound View Wealth Advisors Group, LLC has about 47.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
Sector%
Others47.9
Technology17.6
Healthcare8.1
Financial Services5.2
Industrials4.4
Consumer Cyclical4.1
Consumer Defensive4
Communication Services3.3
Energy2.3
Utilities1.9

Market Cap. Distribution

Sound View Wealth Advisors Group, LLC has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED47.9
MEGA-CAP35.1
LARGE-CAP16.2

Stocks belong to which Index?

About 48.9% of the stocks held by Sound View Wealth Advisors Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50.6
S&P 50048.9
Top 5 Winners (%)%
MU
micron technology inc
231.7 %
INTC
intel corp
213.0 %
MRVL
marvell technology inc
170.9 %
AMD
advanced micro devices inc
164.2 %
DELL
dell technologies inc
161.3 %
Top 5 Winners ($)$
AAPL
apple inc
9.7 M
MU
micron technology inc
6.5 M
STX
seagate technology hldngs pl
6.4 M
LLY
eli lilly & co
6.3 M
NVDA
nvidia corporation
5.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
AMPS
ishares tr
-70.4 %
VB
vanguard index fds
-70.4 %
IVOG
vanguard admiral fds inc
-69.7 %
VB
vanguard index fds
-61.5 %
Top 5 Losers ($)$
VAW
vanguard world fd
-64.3 M
IJR
ishares tr
-16.3 M
VB
vanguard index fds
-10.9 M
IVOG
vanguard admiral fds inc
-5.6 M
VB
vanguard index fds
-4.7 M

Sound View Wealth Advisors Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sound View Wealth Advisors Group, LLC

Sound View Wealth Advisors Group, LLC has 436 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Sound View Wealth Advisors Group, LLC last quarter.

$1.61BTotal Value
463Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Sound View Wealth Advisors Group, LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.15%45,612
$2.39M
0.15%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.1%55,024
$1.68M
0.1%
increased 0.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.05%7,074
$761.3K
0.05%
decreased 0.25 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.04%14,227
$589.4K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.03%3,530
$544.7K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.02%2,562
$364.8K
0.02%
decreased 4.37 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.02%1,216
$294.8K
0.02%
decreased 6.03 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.02%5,675
$280.4K
0.02%
decreased 0.89 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.56%118,154
$8.95M
0.56%
decreased 16.04 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Sound View Wealth Advisors Group, LLC's holding in Ishares Tr over time
0.02%9,397
$259.5K
0.02%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Sound View Wealth Advisors Group, LLC's holding in Ishares Inc over time
0.04%2,974
$600.5K
0.04%
decreased 1.95 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Sound View Wealth Advisors Group, LLC's holding in Agnico Eagle Mines Ltd over time
0.02%2,090
$324.2K
0.02%
unchanged 0 percentunchanged