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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

The latest 13F from Sound View Wealth Advisors Group, LLC covers Q2 2026 (filed Aug 11, 2026): 440 long positions worth $1.61B. The top 10 holdings make up 26.9% of the portfolio, and the largest is Apple Inc. (AAPL) at 4.8%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
40
Est. +$12.0M
Added
121
Est. +$47.5M
Reduced
221
Est. −$56.9M
Sold out
22
Est. −$6.99M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    4.8%$78.0MHistory
  2. iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9
    3.2%$52.1M
  3. NVDANVIDIA Corp
    2.9%$46.2MHistory
  4. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    2.7%$43.9M
  5. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    2.6%$42.1M

Share of portfolio

Top 5 holdings and the other 435 positions, by share of portfolio value

  1. AAPL4.8%
  2. iShares Ibonds Dec 2027 Term Corporate ETF3.2%
  3. NVDA2.9%
  4. iShares Ibonds Dec 2029 Term Corporate ETF2.7%
  5. iShares Ibonds Dec 2028 Term Corporate ETF2.6%
  6. Other 435 positions83.7%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Ibonds Dec 2033 Term Corporate ETF46436E130
    +$11.7MAdded
  2. Capital Group International14021T102
    +$3.48MAdded
  3. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +$2.98MAdded
  4. iShares Ibonds Dec 2031 Term Corporate ETF46436E486
    +$2.94MAdded
  5. iShares Ibonds Dec 2030 Term Corporate ETF46436E726
    +$2.91MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Ibonds Dec 2033 Term Corporate ETF46436E130
    +0.72 pp0.1% → 0.8%
  2. State Street Technology Select Sector SPDR ETF81369Y803
    +0.26 pp0.8% → 1.1%
  3. Capital Group International14021T102
    +0.22 pp0.7% → 1.0%
  4. AMDAdvanced Micro Devices Inc
    +0.20 pp0.1% → 0.3%History
  5. INTCIntel Corp
    +0.18 pp0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −$12.3MReduced
  2. iShares Tr46436E858
    −$6.65MReduced
  3. TSLATesla, Inc.
    −$2.13MReducedHistory
  4. iShares Core Dividend Growth ETF46434V621
    −$1.71MReduced
  5. HONHoneywell International Inc
    −$1.59MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −1.05 pp3.3% → 2.2%
  2. iShares Tr46436E858
    −0.48 pp0.8% → 0.3%
  3. XOMExxonMobil Holdings Corp
    −0.24 pp0.8% → 0.5%History
  4. MSFTMicrosoft Corp
    −0.20 pp2.4% → 2.2%History
  5. BMYBristol Myers Squibb Co
    −0.17 pp1.0% → 0.8%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.61B
+$140.8M (+9.6%) vs. prior quarter
Positions
440
+18 vs. prior quarter
Top 10 concentration
26.9%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
18.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.61B (Q2 2026)

Q1 2021: $429.5MQ2 2021: $475.8MQ3 2021: $478.8MQ4 2021: $529.1MQ1 2022: $526.0MQ2 2022: $477.7MQ3 2022: $445.9MQ4 2022: $906.6MQ1 2023: $728.6MQ2 2023: $762.8MQ3 2023: $804.0MQ4 2023: $906.6MQ1 2024: $938.2MQ2 2024: $970.2MQ3 2024: $1.23BQ4 2024: $1.24BQ1 2025: $1.22BQ2 2025: $1.35BQ3 2025: $1.45BQ4 2025: $1.49BQ1 2026: $1.47BQ2 2026: $1.61B
Q1 2021Q2 2026
13F filings of Sound View Wealth Advisors Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026440$1.61BAAPLiShares Ibonds Dec 2027 Term Corporate ETFNVDAvs. Q1 2026SEC
Q1 2026May 6, 2026422$1.47BAAPLiShares Ibonds Dec 2027 Term Corporate ETFiShares Ibonds Dec 2026 Term Corporate ETFvs. Q4 2025SEC
Q4 2025Jan 8, 2026416$1.49BAAPLiShares Ibonds Dec 2026 Term Corporate ETFiShares Ibonds Dec 2027 Term Corporate ETFvs. Q3 2025SEC
Q3 2025Nov 10, 2025422$1.45BAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q2 2025SEC
Q2 2025Aug 7, 2025423$1.35BAAPLMSFTiShares Ibonds Dec 2025 Term Corporate ETFvs. Q1 2025SEC
Q1 2025May 8, 2025406$1.22BAAPLiShares Ibonds Dec 2025 Term Corporate ETFMSFTvs. Q4 2024SEC
Q4 2024Feb 7, 2025415$1.24BAAPLiShares Ibonds Dec 2025 Term Corporate ETFMSFTvs. Q3 2024SEC
Q3 2024Nov 12, 2024407$1.23BAAPLiShares Ibonds Dec 2025 Term Corporate ETFMSFTvs. Q2 2024SEC
Q2 2024Aug 5, 2024358$970.2MAAPLMSFTiShares Ibonds Dec 2025 Term Corporate ETFvs. Q1 2024SEC
Q1 2024May 9, 2024371$938.2MAAPLMSFTiShares Ibonds Dec 2025 Term Corporate ETFvs. Q4 2023SEC
Q4 2023Feb 8, 2024385$906.6MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q3 2023SEC
Q3 2023Nov 7, 2023365$804.0MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q2 2023SEC
Q2 2023Aug 8, 2023363$762.8MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q1 2023SEC
Q1 2023May 12, 2023365$728.6MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q4 2022SEC
Q4 2022Feb 13, 2024Amended385$906.6MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q3 2022SEC
Q3 2022Nov 8, 2022267$445.9MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q2 2022SEC
Q2 2022Aug 5, 2022280$477.7MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q1 2022SEC
Q1 2022May 11, 2022286$526.0MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q4 2021SEC
Q4 2021Jan 20, 2022290$529.1MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q3 2021SEC
Q3 2021Oct 21, 2021284$478.8MAAPLMSFTiShares Ibonds Dec 2026 Term Corporate ETFvs. Q2 2021SEC
Q2 2021Jul 21, 2021284$475.8MAAPLMSFTJNJvs. Q1 2021SEC
Q1 2021Apr 28, 2021267$429.5MAAPLMSFTJNJ–SEC