Sound View Wealth Advisors Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Melissa Bouchillon, lists 435 separate positions held by the firm.
The portfolio is heavily weighted toward technology and exchange-traded funds. Apple Inc. is the largest individual holding, with 263,283 shares. Other major technology positions include NVIDIA Corporation (231,247 shares), Microsoft Corporation (93,457 shares), and Broadcom Inc. (50,551 shares). The firm also holds significant positions in Alphabet Inc. Class C and Class A shares, Amazon.com Inc., and Eli Lilly & Co.
A substantial portion of the portfolio is allocated to fixed-income ETFs, specifically the iShares Core Bond ETFs. The firm holds shares in several of these funds, including the iShares Core U.S. Aggregate Bond ETF, the iShares Core U.S. Aggregate Bond ETF, and the iShares Core U.S. Aggregate Bond ETF, with share counts ranging from 1.8 million to 2.1 million across different maturity dates.
Other notable equity positions include Johnson & Johnson, Procter & Gamble Co., Visa Inc., and Berkshire Hathaway Inc. Class B. The filing also lists various sector-specific ETFs, such as the Vanguard S&P 500 ETF and the iShares Core S&P 500 ETF, as well as international exposure through funds like the Vanguard FTSE Developed Markets ETF and the iShares Core MSCI EAFE ETF.
