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Sound View Wealth Advisors Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,623,331,317
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $87,678,637
- NVIDIA CORPORATION · COM · 67066G104 · shares: $52,812,239
- ISHARES TR · IBONDS 27 ETF · 46435UAA9 · shares: $52,633,194
- MICROSOFT CORP · COM · 594918104 · shares: $47,934,097
- ISHARES TR · IBONDS DEC 29 · 46436E205 · shares: $47,636,968
- ISHARES TR · IBDS DEC28 ETF · 46435U515 · shares: $45,562,973
- ISHARES TR · IBONDS DEC 2030 · 46436E726 · shares: $44,416,151
- FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $32,889,380
- ISHARES TR · IBONDS DEC2026 · 46435GAA0 · shares: $30,291,122
- ISHARES TR · IBONDS DEC 2031 · 46436E486 · shares: $28,361,693
Reported holdings
435 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 263,283 shares | $87,678,637 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 231,247 shares | $52,812,239 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 | — | 2,182,139 shares | $52,633,194 |
| MICROSOFT CORP | COM | 594918104 | — | 93,457 shares | $47,934,097 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 | — | 2,099,470 shares | $47,636,968 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 | — | 1,825,440 shares | $45,562,973 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 2,101,048 shares | $44,416,151 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 877,752 shares | $32,889,380 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 1,249,634 shares | $30,291,122 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 | — | 1,413,843 shares | $28,361,693 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 38,493 shares | $26,978,492 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 894,684 shares | $26,840,517 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 69,546 shares | $26,026,989 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 | — | 1,080,565 shares | $26,009,201 |
| ELI LILLY & CO | COM | 532457108 | — | 22,113 shares | $25,586,163 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 197,040 shares | $24,762,027 |
| AMAZON COM INC | COM | 023135106 | — | 89,598 shares | $22,323,332 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 63,173 shares | $20,899,640 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 27,996 shares | $20,710,321 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 57,108 shares | $19,458,901 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 81,778 shares | $19,079,534 |
| BROADCOM INC | COM | 11135F101 | — | 50,551 shares | $17,752,907 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 90,497 shares | $17,714,804 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 206,215 shares | $17,338,567 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 49,269 shares | $16,952,458 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 518,684 shares | $16,872,807 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 61,334 shares | $16,237,460 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021T102 | — | 444,214 shares | $15,982,819 |
| ABBVIE INC | COM | 00287Y109 | — | 58,022 shares | $15,177,997 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 19,864 shares | $15,148,699 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 | — | 605,767 shares | $14,829,169 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 24,951 shares | $12,688,980 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 200,379 shares | $12,503,620 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 78,996 shares | $11,476,569 |
| AMGEN INC | COM | 031162100 | — | 26,822 shares | $11,305,633 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 86,377 shares | $10,819,558 |
| HOME DEPOT INC | COM | 437076102 | — | 37,018 shares | $10,531,224 |
| TESLA INC | COM | 88160R101 | — | 29,165 shares | $10,348,094 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 63,014 shares | $10,255,448 |
| WALMART INC | COM | 931142103 | — | 93,346 shares | $9,700,477 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 10,363 shares | $9,558,198 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 60,665 shares | $9,415,228 |
| META PLATFORMS INC | CL A | 30303M102 | — | 12,783 shares | $9,269,778 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 18,507 shares | $9,215,640 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 330,760 shares | $9,085,967 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 117,788 shares | $8,880,048 |
| GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | — | 97,195 shares | $8,813,643 |
| MERCK & CO INC | COM | 58933Y105 | — | 60,405 shares | $8,777,501 |
| COCA COLA CO | COM | 191216100 | — | 100,781 shares | $8,675,244 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 240,789 shares | $8,574,486 |
| RTX CORPORATION | COM | 75513E101 | — | 43,792 shares | $8,129,944 |
| CATERPILLAR INC | COM | 149123101 | — | 9,583 shares | $7,769,904 |
| VISA INC | COM CL A | 92826C839 | — | 20,983 shares | $7,539,763 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 7,078 shares | $7,538,338 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 39,105 shares | $7,461,951 |
| SOUTHERN CO | COM | 842587107 | — | 85,955 shares | $7,124,785 |
| CHEVRON CORPORATION | COM | 166764100 | — | 33,458 shares | $6,832,479 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 30,621 shares | $6,734,454 |
| AFLAC INC | COM | 001055102 | — | 59,563 shares | $6,657,932 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 16,964 shares | $6,460,438 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 161,995 shares | $6,389,079 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 15,246 shares | $6,344,349 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 19,268 shares | $6,329,762 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 75,131 shares | $6,055,553 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 27,776 shares | $6,001,838 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 85,425 shares | $5,992,551 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 56,120 shares | $5,988,547 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 112,819 shares | $5,706,376 |
| EMERSON ELEC CO | COM | 291011104 | — | 34,489 shares | $5,349,244 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 5,772 shares | $5,254,411 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 30,651 shares | $5,162,160 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 8,399 shares | $5,138,188 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 | — | 199,535 shares | $5,116,079 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 | — | 198,658 shares | $5,014,129 |
| TEXAS INSTRS INC | COM | 882508104 | — | 17,662 shares | $4,947,077 |
| CISCO SYS INC | COM | 17275R102 | — | 44,539 shares | $4,793,747 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 49,043 shares | $4,636,572 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 51,426 shares | $4,633,952 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 46,476 shares | $4,593,243 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 47,312 shares | $4,583,602 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 67,327 shares | $4,533,776 |
| PEPSICO INC | COM | 713448108 | — | 35,078 shares | $4,445,123 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 11,063 shares | $4,395,441 |
| MCDONALDS CORP | COM | 580135101 | — | 18,882 shares | $4,360,567 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 12,537 shares | $4,160,110 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 | — | 165,143 shares | $4,151,683 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 13,015 shares | $4,113,642 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 14,444 shares | $4,013,877 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 26,578 shares | $3,961,423 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 15,181 shares | $3,917,735 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 | — | 170,410 shares | $3,898,984 |
| QUALCOMM INC | COM | 747525103 | — | 21,005 shares | $3,865,694 |
| PROGRESSIVE CORP | COM | 743315103 | — | 18,505 shares | $3,836,243 |
| BANK OF AMER CORP | COM | 060505104 | — | 69,023 shares | $3,756,947 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 36,466 shares | $3,727,217 |
| ASTRAZENECA PLC | ORD | G0593M107 | — | 22,876 shares | $3,693,847 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 12,091 shares | $3,676,862 |
| WELLTOWER INC | COM | 95040Q104 | — | 15,934 shares | $3,668,626 |
| INTEL CORP | COM | 458140100 | — | 30,333 shares | $3,646,919 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 36,307 shares | $3,428,133 |