Institutional Fund
Sound View Wealth Advisors Group, LLC
Savannah, GACIK 17847775 filings on record
Portfolio Value
$1.47B
Q1 2026
Holdings
422
Reported positions
New Buys
23
Opened this quarter
QoQ Change
-1.4%
from $1.49B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.7%
- Ishares Tr3.4%
- Ishares Tr3.3%
- Ishares Tr2.8%
- Nvidia Corporation2.7%
- Ishares Tr2.7%
- Other80.4%
Portfolio Holdings
422 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 274.8K | $69.73M | 4.7% | −5.0K | Reduced |
| 2 | Ishares Tr | 2.05M | $49.67M | 3.4% | +66.3K | Added |
| 3 | Ishares Tr | 1.98M | $48.03M | 3.3% | −32.0K | Reduced |
| 4 | Ishares Tr | 1.77M | $41.09M | 2.8% | +152.9K | Added |
| 5 | Nvidia Corporation | 228.0K | $39.76M | 2.7% | −299 | Reduced |
| 6 | Ishares Tr | 1.56M | $39.58M | 2.7% | +116.6K | Added |
| 7 | Ishares Tr | 1.75M | $38.23M | 2.6% | +267.6K | Added |
| 8 | Microsoft Corp | 94.0K | $34.81M | 2.4% | +1.3K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 883.1K | $29.82M | 2.0% | −11.6K | Reduced |
| 10 | Ishares Tr | 1.18M | $24.76M | 1.7% | +63.6K | Added |
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