Sound View Wealth Advisors Group, LLC
SEC Form 13F institutional filer · CIK 0001784777
13F-HR · 237 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$0.96B
Top-10 concentration
35.1%
Sound View Wealth Advisors Group, LLC — $958M AUM allocation strategy
Sound View Wealth Advisors Group, LLC files SEC Form 13F and reports $958M of long US equity value across 237 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.8%, followed by Financials 8.6% and Health Care 5.4%.
The top 10 holdings account for 35% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sound View Wealth Advisors Group, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$958M
total across 237 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
35% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +3.67K sh · −$117K+$INTC +2.6K sh · +$322K+$CVX +1.79K sh · +$2.22M
Biggest trims (shares)
−$SCHW −60.9K sh · −$925K−$BMY −16K sh · +$781K−$KO −6.9K sh · +$164K
Exited to nil (held last quarter, gone now)
$HUM ($272K last qtr)$XLY ($222K last qtr)$MRSH ($211K last qtr)$DG ($204K last qtr)$HPQ ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.3%—
- Semiconductors5.9%—
- Pharmaceuticals5.4%—
- Investment Banking & Brokerage5.0%—
- Systems Software3.6%—
- Interactive Media & Services3.2%—
- Diversified Banks2.0%—
- Broadline Retail2.0%—
- Other holdings65.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 275K | $69.7M | -4.98K | 7.3% |
| $SCHW | Charles Schwab Corporation | 1.75M | $47.6M | -60.9K | 5.0% |
| $NVDA | NVIDIA Corporation | 228K | $39.8M | -299 | 4.2% |
| $MSFT | Microsoft Corporation | 94K | $34.8M | +1.3K | 3.6% |
| $LLY | Eli Lilly and Company | 22.4K | $20.6M | -296 | 2.2% |
| $JPM | JP Morgan Chase & Co | 64.6K | $19M | -608 | 2.0% |
…and 231 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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