Sound View Wealth Advisors Group, LLC

Q3 2026 13F-HR Holdings

Location
Savannah, GA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
435
Total value ($000)
$1,623,331
Net value change ($000)
+12,474 (0.8%)
New positions
19
Sold out positions
24
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 13,017 37.3%
XOM 10,255 NEW
AAPL 9,644 12.4%
NVDA 6,566 14.2%
IBDU 3,749 8.5%
IBDT 3,482 8.3%
IBDV 3,431 8.4%
META 2,209 31.3%
IBDY 2,199 17.4%
AMGN 1,513 15.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,656 -100.0%
IBDR -5,387 -15.1%
CAT -2,603 -25.1%
HD -2,544 -19.5%
TSLA -2,176 -17.4%
LRCX -1,974 -23.8%
IBM -1,960 -22.5%
AVGO -1,551 -8.0%
MU -1,309 -14.8%
LLY -1,218 -4.5%
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