Sound View Wealth Advisors Group, LLC

Q2 2026 13F-HR Holdings

Location
Savannah, GA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
440
Total value ($000)
$1,610,857
Net value change ($000)
+140,769 (9.6%)
New positions
41
Sold out positions
23
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBDY 11,668 1212.9%
AAPL 8,303 11.9%
NVDA 6,489 16.3%
LLY 6,207 30.1%
STX 6,077 137.1%
VGT 6,054 34.6%
MU 6,024 213.4%
XLK 5,286 44.8%
CGIC 4,562 41.7%
QQQ 4,298 26.3%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -12,348 -25.7%
IBTG -6,660 -59.1%
XOM -2,715 -23.9%
CVX -1,686 -22.9%
HON -1,585 -100.0%
MCD -1,556 -22.6%
WMT -1,423 -11.9%
BMY -1,391 -9.4%
SLV -1,337 -39.5%
PEP -1,239 -19.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type