Sound View Wealth Advisors Group, LLC

Q1 2026 13F-HR Holdings

Location
Savannah, GA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
422
Total value ($000)
$1,470,088
Net value change ($000)
-20,657 (-1.4%)
New positions
23
Sold out positions
17
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
IBDV 5,592 17.1%
AZN 4,510 NEW
CGIC 4,381 66.7%
IBDU 3,322 8.8%
XOM 3,198 39.1%
IBDT 2,772 7.5%
JNJ 2,384 16.7%
CVX 2,215 42.9%
IBDS 1,527 3.2%
EPD 1,355 17.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,041 -22.4%
AAPL -6,318 -8.3%
AZN -4,330 -100.0%
LLY -3,787 -15.5%
VTI -2,874 -11.3%
TSLA -2,858 -18.1%
NVDA -2,814 -6.6%
SCHX -2,251 -8.7%
AVGO -2,201 -11.5%
JPM -2,010 -9.6%
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