Sound View Wealth Advisors Group, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$1.5B
Holdings
421
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (91.0k shares)
4.7%
02
$IBDS
ISHARES TR
Held since at least Q1 2024
3.4%
03
$IBDR
ISHARES TR
Held since at least Q1 2024
3.3%
04
$IBDU
ISHARES TR
Held since at least Q1 2024
2.8%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (4.6k shares)
2.7%
06
$IBDT
ISHARES TR
Held since at least Q1 2024
2.7%
07
$IBDV
ISHARES TR
Held since at least Q1 2024
2.6%
08
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.8k shares)
2.4%
09
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.0%
10
$IBDW
ISHARES TR
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:33 UTC.