Sound View Wealth Advisors Group
Sound View Wealth Advisors Group reported 440 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (4.8%), IBDS (3.2%) and NVDA (2.9%). Compared with Q1 2026, the fund added to IBDS, NVDA and IBDU, trimmed AAPL, IBDR and MSFT and sold out of NOW, BMRN and BDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $78M | 4.8% | 270K | −5,080 (−2%) | 8 of 8 | |
| 2 |  IBDS Ishares TR | $52.1M | 3.2% | 2.2M | +102K (+5%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $46.2M | 2.9% | 231K | +3,162 (+1%) | 8 of 8 | |
| 4 |  IBDU Ishares TR | $43.9M | 2.7% | 1.9M | +129K (+7%) | 8 of 8 | |
| 5 |  IBDT Ishares TR | $42.1M | 2.6% | 1.7M | +104K (+7%) | 8 of 8 | |
| 6 |  IBDV Ishares TR | $41M | 2.5% | 1.9M | +134K (+8%) | 8 of 8 | |
| 7 |  IBDR Ishares TR | $35.7M | 2.2% | 1.5M | −509K (−26%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $34.9M | 2.2% | 94K | −441 (−0%) | 8 of 8 | |
| 9 |  BUFR First Trust | $32.3M | 2.0% | 883K | No change | 8 of 8 | |
| 10 |  IBDW Ishares TR | $27.6M | 1.7% | 1.3M | +141K (+12%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1.6M | 7,014 |
 NOW Servicenow Inc | $703K | 6,722 |
 BMRN Biomarin Pharmaceutical Inc | $425K | 7,516 |
 BDX Becton Dickinson & Co | $372K | 2,364 |
CARNIVAL CORP COMMON PAIRED STOCK | $363K | 14K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sound View Wealth Advisors Group 13F FAQ
What does Sound View Wealth Advisors Group own?
Sound View Wealth Advisors Group reported 440 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (4.8%), IBDS (3.2%) and NVDA (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sound View Wealth Advisors Group buy and sell in Q2 2026?
Compared with Q1 2026: 41 new positions, 118 added to, 207 trimmed and 23 sold out. It sold all of NOW, BMRN and BDX.
When will Sound View Wealth Advisors Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sound View Wealth Advisors Group's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.