Sound View Wealth Advisors Group, LLC
•CIK: 1784777•Filing: Q4 2025
**Sound View Wealth Advisors Group, LLC** manages $1.5B across a diversified portfolio of 416 positions. The firm maintains significant exposure to mega-cap technology and financial sectors, highlighted by top holdings including AAPL at $76.1M and MSFT at $44.9M. Notable allocations also include BLK ($48.8M) and NVDA ($42.6M), suggesting a focus on established growth leaders and cyclical value plays. This concentration reflects a tactical approach targeting market leaders across technology, finance, and industrial sectors.
Total AUM
$1.5B
QoQ Performance
+2.5%
Positions
317
Top 10 Concentration
30.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.1%
IBDR3.3%
IBDS3.2%
MSFT3.0%
NVDA2.9%
IBDU2.5%
IBDT2.5%
IBDV2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.3%
Technology18.6%
Healthcare6.9%
Consumer5.3%
Financial3.8%
ETF3.0%
Consumer Staples1.9%
Industrial1.5%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$4.5M
—
ISHARES TR
SOLD
$3.8M
+218 more exited positions
Changes from Q3 2025
NEW1 new position
↑85 increased
↓103 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022