EdgeMarket › What Sound View Wealth Advisors Group, Llc reported owning
What Sound View Wealth Advisors Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
422Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 69.7M | 4.7% | 274.8K | 309.35 | +36.9% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 49.7M | 3.4% | 2.0M | 24.20 | -0.2% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 48.0M | 3.3% | 2.0M | 24.23 | +0.0% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 41.1M | 2.8% | 1.8M | 23.05 | -1.4% |
| NVDA NVIDIA CORP | 39.8M | 2.7% | 228.0K | 214.72 | +22.4% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 39.6M | 2.7% | 1.6M | 25.19 | -0.9% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 38.2M | 2.6% | 1.7M | 21.60 | -2.0% |
| MSFT MICROSOFT CORP | 34.8M | 2.4% | 94.0K | 483.24 | -4.4% |
| BUFR FT Vest Laddered Buffer ETF | 29.8M | 2.0% | 883.1K | 37.30 | +14.5% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 24.8M | 1.7% | 1.2M | 20.60 | -2.2% |
| SCHX Schwab U.S. Large-Cap ETF | 23.5M | 1.6% | 917.7K | 30.21 | +19.6% |
| VOO Vanguard S&P 500 ETF | 23.2M | 1.6% | 38.8K | 703.71 | +20.0% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 22.9M | 1.6% | 905.7K | 24.83 | -2.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 22.6M | 1.5% | 70.4K | 378.24 | +20.5% |
| LLY ELI LILLY & Co | 20.6M | 1.4% | 22.4K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 19.0M | 1.3% | 64.6K | 351.58 | +20.3% |
| VIG Vanguard Div Appreciation ETF | 18.8M | 1.3% | 87.4K | 243.91 | +16.2% |
| AMZN AMAZON COM INC | 18.5M | 1.3% | 88.9K | 258.63 | +15.6% |
| VGT Vanguard Information Tech ETF | 17.5M | 1.2% | 25.1K | 118.42 | +38.5% |
| AVGO Broadcom Inc. | 17.0M | 1.2% | 54.9K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 16.7M | 1.1% | 58.0K | 341.75 | +70.7% |
| JNJ JOHNSON & JOHNSON | 16.6M | 1.1% | 68.1K | 270.24 | +51.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 16.3M | 1.1% | 28.3K | 713.44 | +26.1% |
| SCHD Schwab US Dividend Equity ETF | 16.0M | 1.1% | 520.6K | 35.11 | +27.6% |
| BMY BRISTOL MYERS SQUIBB CO | 14.8M | 1.0% | 244.6K | 67.01 | +38.9% |
| SPHQ Invesco S&P 500 Quality ETF | 14.6M | 1.0% | 194.6K | 85.95 | +18.7% |
| GOOGL Alphabet Inc. | 14.1M | 1.0% | 49.1K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 13.1M | 0.9% | 20.2K | 765.72 | +20.0% |
| TSLA Tesla, Inc. | 13.0M | 0.9% | 34.9K | 362.86 | +12.0% |
| WMT Walmart Inc. | 11.9M | 0.8% | 95.9K | 103.70 | +1.1% |
| XLK State Street Technology Select Sector SPDR ETF | 11.8M | 0.8% | 88.8K | 183.31 | +41.1% |
| HD HOME DEPOT, INC. | 11.6M | 0.8% | 35.3K | 335.61 | -16.5% |
| ABBV AbbVie Inc. | 11.5M | 0.8% | 53.1K | 264.96 | +26.7% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 11.5M | 0.8% | 24.8K | 532.22 | +18.4% |
| XOM ExxonMobil Holdings Corp | 11.4M | 0.8% | 67.0K | 165.11 | +52.1% |
| PG PROCTER & GAMBLE Co | 11.3M | 0.8% | 78.5K | 144.68 | -9.3% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 11.3M | 0.8% | 491.9K | 22.87 | -0.1% |
| CGIC Capital Group International Core Equity ETF | 10.9M | 0.7% | 330.6K | 37.15 | +23.5% |
| AMGN AMGEN INC | 10.2M | 0.7% | 29.1K | 439.33 | +48.2% |
| DGRO iShares Core Dividend Growth ETF | 9.9M | 0.7% | 140.7K | 79.61 | +20.0% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 9.1M | 0.6% | 241.8K | 38.01 | +20.6% |
| IWF iShares Russell 1000 Growth Fund | 9.1M | 0.6% | 21.2K | 122.39 | +11.2% |
| unmapped CUSIP 084670702 | 9.0M | 0.6% | 18.8K | — | — |
| VYM Vanguard High Dividend Yield ETF | 9.0M | 0.6% | 60.7K | 164.97 | +19.9% |
| SO SOUTHERN CO | 8.7M | 0.6% | 89.6K | 88.94 | -6.3% |
| CATH Global X S&P 500 Catholic Values ETF | 8.6M | 0.6% | 109.9K | 91.08 | +17.2% |
| RTX RTX Corp | 8.5M | 0.6% | 43.8K | 209.91 | +34.1% |
| KO COCA COLA CO | 8.0M | 0.5% | 105.2K | 91.10 | +28.9% |
| MRK Merck & Co., Inc. | 7.8M | 0.5% | 64.5K | 152.55 | +80.2% |
| SCHF Schwab International Equity ETF | 7.7M | 0.5% | 311.3K | 28.46 | +24.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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