Sound View Wealth Advisors Group, LLC
All 13F Filings
- Location
- Savannah, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,610,857
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 440 | 1,610,857 | 13F-HR | Sound View Wealth Advisors Group, LLC |
| Q1 2026 | 5/6/2026 | 422 | 1,470,088 | 13F-HR | Sound View Wealth Advisors Group, LLC |
| Q4 2025 | 1/8/2026 | 416 | 1,490,745 | 13F-HR | Sound View Wealth Advisors Group, LLC |
| Q3 2025 | 11/10/2025 | 422 | 1,454,975 | 13F-HR | Sound View Wealth Advisors Group, LLC |
| Q2 2025 | 8/7/2025 | 423 | 1,353,447 | 13F-HR | Sound View Wealth Advisors Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 848.5 K | 52.7% | 49.87 K | 0 | 49.87 K |
| ETFs | 499.3 K | 31.0% | 85.03 K | 0 | 85.03 K |
| Debt | 261.2 K | 16.2% | 5.71 K | 0 | 5.71 K |
| Other | 1.869 K | 0.1% | 187 | 0 | 187 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,610,857
Holdings
440
QoQ value change ($000)
140,769
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.