Sound View Wealth Advisors Group, LLC
All 13F Filings
- Location
- Savannah, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,490,745
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.033 M | 69.3% | 17.25 K | 0 | 17.25 K |
| ETFs | 212.6 K | 14.3% | 10.97 K | 0 | 10.97 K |
| Debt | 242 K | 16.2% | 7.423 K | 0 | 7.423 K |
| Other | 3.56 K | 0.2% | 135 | 0 | 135 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/8/2026
Total value ($000)
1,490,745
Holdings
416
QoQ value change ($000)
35,770
(2.5%)
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.