Sound View Wealth Advisors Group, LLC
CIK 1784777 · Holdings on Dec 31, 2025 · First reported Jan 8, 2026
Top ten holdings
Q4 2025- AAPL5.10%
- IBDR3.27%
- IBDS3.23%
- MSFT3.01%
- NVDA2.86%
- IBDU2.53%
- IBDT2.47%
- IBDV2.19%
- BUFR2.06%
- SCHX1.73%
Share classes counted separately28.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBDUWeight increased · +0.86 pp1.67% → 2.53%Shares +575.49K (+55.44%)
- IBDSWeight increased · +0.79 pp2.44% → 3.23%Shares +522.39K (+35.77%)
- IBDVWeight increased · +0.69 pp1.50% → 2.19%Shares +491.08K (+49.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $76.05M | 5.10% | 279.74K shares | 5.12% → 5.10%-0.02 pp -12.99K (-4.44%) | Reduced | ↗▾ |
| 02 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $48.78M | 3.27% | 2.01M shares | 3.01% → 3.27%+0.26 pp +210.60K (+11.68%) | Added | ↗▾ |
| 03 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $48.14M | 3.23% | 1.98M shares | 2.44% → 3.23%+0.79 pp +522.39K (+35.77%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $44.85M | 3.01% | 92.75K shares | 3.30% → 3.01%-0.29 pp +167 (+0.18%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $42.57M | 2.86% | 228.26K shares | 2.97% → 2.86%-0.11 pp -4.33K (-1.86%) | Reduced | ↗▾ |
| 06 | IBDUISHARES IBONDS DEC 2029 TERMIBONDS DEC 29 View history and evidence | $37.76M | 2.53% | 1.61M shares | 1.67% → 2.53%+0.86 pp +575.49K (+55.44%) | Added | ↗▾ |
| 07 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $36.81M | 2.47% | 1.45M shares | 2.11% → 2.47%+0.36 pp +240.76K (+19.98%) | Added | ↗▾ |
| 08 | IBDVISHARES IBONDS DEC 2030 CORPIBONDS DEC 2030 View history and evidence | $32.64M | 2.19% | 1.48M shares | 1.50% → 2.19%+0.69 pp +491.08K (+49.72%) | Added | ↗▾ |
| 09 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $30.65M | 2.06% | 894.72K shares | 2.00% → 2.06%+0.06 pp +26.02K (+3.00%) | Added | ↗▾ |
| 10 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $25.78M | 1.73% | 958.03K shares | 1.77% → 1.73%-0.04 pp -19.07K (-1.95%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDQ ISHARES IBONDS DEC 2025 TERM | Non-derivative | -1,644,079 | -$41.41M | SEC filing ↗ | SEC filing ↗ |
| 46436E866 ISHARES TR | Non-derivative | -191,032 | -$4.46M | SEC filing ↗ | SEC filing ↗ |
| 46435U432 ISHARES TR | Non-derivative | -141,043 | -$3.78M | SEC filing ↗ | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1784777 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1490744932
}Research all 416 reported holdings.
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