Sound View Wealth Advisors Group, LLC reported 278 positions worth $833.92M for the quarter ended Jun 30, 2026, up 9.4% on the prior quarter. It opened 22 new positions, added to 65, trimmed 160 and exited 20. Its largest holding is Apple Inc. at 9.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABT Abbott Laboratories | +24.6K | +110.3% | $2.23M | 0.511% |
| ADP Automatic Data Processing Inc | +6,197 | +67.5% | $1.39M | 0.413% |
| ABBV AbbVie Inc. | +5,455 | +10.3% | $1.37M | 1.77% |
| ACN Accenture plc | +6,358 | +293.5% | $791.19K | 0.127% |
| HONA Honeywell Aerospace Inc. | +3,496 | – | $772.90K | 0.093% |
| HD Home Depot, Inc. | +1,795 | +5.1% | $633.06K | 1.57% |
| NVDA Nvidia Corp | +3,162 | +1.4% | $632.68K | 5.55% |
| PG PROCTER & GAMBLE Co | +3,171 | +4.0% | $465.00K | 1.44% |
| AMD Advanced Micro Devices Inc | +762 | +9.5% | $442.65K | 0.609% |
| RYTM Rhythm Pharmaceuticals, Inc. | +3,682 | – | $408.81K | 0.049% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -5,074 | -14.6% | $2.13M | 1.5% |
| JNJ Johnson & Johnson | -6,205 | -9.1% | $1.58M | 1.89% |
| AAPL Apple Inc. | -5,080 | -1.8% | $1.47M | 9.36% |
| AVGO Broadcom Inc. | -3,830 | -7.0% | $1.45M | 2.31% |
| MRVL Marvell Technology, Inc. | -4,837 | -29.7% | $1.44M | 0.409% |
| NEE Nextera Energy Inc | -9,905 | -21.8% | $869.36K | 0.375% |
| MU Micron Technology Inc | -693 | -8.3% | $799.93K | 1.06% |
| AMGN Amgen Inc | -2,046 | -7.0% | $740.90K | 1.17% |
| NOW ServiceNow, Inc. | -6,722 | -100.0% | $702.79K | Exited |
| TXN Texas Instruments Inc | -2,281 | -11.2% | $679.91K | 0.648% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +3,496 | $772.90K | 0.093% |
| RYTM Rhythm Pharmaceuticals, Inc. | +3,682 | $408.81K | 0.049% |
| IRDM Iridium Communications Inc. | +7,101 | $389.51K | 0.047% |
| HUM Humana Inc | +953 | $378.55K | 0.045% |
| WDC Western Digital Corp | +550 | $351.30K | 0.042% |
| SPCX Space Exploration Technologies Corp | +1,738 | $296.91K | 0.036% |
| CRS Carpenter Technology Corp | +477 | $294.23K | 0.035% |
| ALAB Astera Labs, Inc. | +602 | $290.78K | 0.035% |
| AEVA Aeva Technologies, Inc. | +9,684 | $278.12K | 0.033% |
| FORM Formfactor Inc | +1,722 | $275.40K | 0.033% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NOW ServiceNow, Inc. | -6,722 | $702.79K | 0.092% |
| BMRN Biomarin Pharmaceutical Inc | -7,516 | $424.58K | 0.056% |
| BDX Becton Dickinson & Co | -2,364 | $371.67K | 0.049% |
| HII Huntington Ingalls Industries, Inc. | -715 | $271.62K | 0.036% |
| ALB Albemarle Corp | -1,452 | $260.68K | 0.034% |
| INTU Intuit Inc. | -601 | $259.86K | 0.034% |
| ESLT Elbit Systems Ltd | -300 | $254.73K | 0.033% |
| UPS United Parcel Service Inc | -2,422 | $238.30K | 0.031% |
| OXY Occidental Petroleum Corp | -3,650 | $237.25K | 0.031% |
| NKE NIKE, Inc. | -4,314 | $227.86K | 0.03% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 269.7K | $78.04M | 9.36% | -5,080 | -1.8% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 231.1K | $46.25M | 5.55% | +3,162 | +1.4% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 93.6K | $34.92M | 4.19% | -441 | -0.5% | Reduced | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 22.3K | $26.80M | 3.21% | -46 | -0.2% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 89.1K | $21.24M | 2.55% | +257 | +0.3% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 63.4K | $20.77M | 2.49% | -1,199 | -1.9% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 57.2K | $20.19M | 2.42% | -894 | -1.5% | Reduced | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 51.1K | $19.30M | 2.31% | -3,830 | -7.0% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 49.3K | $17.61M | 2.11% | +131 | +0.3% | Added | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 61.9K | $15.72M | 1.89% | -6,205 | -9.1% | Reduced | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 58.5K | $14.73M | 1.77% | +5,455 | +10.3% | Added | 0% |
| 12 | BMY Bristol Myers Squibb Co | Healthcare | 233.3K | $13.44M | 1.61% | -11.3K | -4.6% | Reduced | 0.01% |
| 13 | HD Home Depot, Inc. | Consumer Discretionary | 37.1K | $13.07M | 1.57% | +1,795 | +5.1% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 29.8K | $12.52M | 1.5% | -5,074 | -14.6% | Reduced | 0% |
| 15 | PG PROCTER & GAMBLE Co | Consumer Staples | 81.7K | $11.98M | 1.44% | +3,171 | +4.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Sound View Wealth Advisors.
As of its Q2 2026 13F filing, Sound View Wealth Advisors Group, LLC’s five largest positions were Apple Inc. (AAPL) at 9.4%, Nvidia Corp (NVDA) at 5.5%, Microsoft Corp (MSFT) at 4.2%, ELI LILLY & Co (LLY) at 3.2%, Amazon Com Inc (AMZN) at 2.5% of the reported portfolio.
Sound View Wealth Advisors Group, LLC reported a 13F portfolio worth $833.92M across 278 positions for Q2 2026. That is up 9.4% from the previous quarter.
Its largest purchases by value were Abbott Laboratories ($2.23M), Automatic Data Processing Inc ($1.39M), AbbVie Inc. ($1.37M). It opened 22 new positions.
Its largest sales by value were Tesla, Inc. ($2.13M), Johnson & Johnson ($1.58M), Apple Inc. ($1.47M). It exited 20 positions entirely.
From the Form 13F-HR reports Sound View Wealth Advisors Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.