Sound View Wealth Advisors Group, LLC: 13F holdings
CIK 17847772026Q2
| Positions | 440 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 440 (+18 vs prior quarter) |
|---|
| Reported value | $1.6bn (+9.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 269,682 | $78.0m | 4.8% |
| IBDS ISHARES TR | 2,150,618 | $52.1m | 3.2% |
| NVDA NVIDIA CORPORATION | 231,124 | $46.2m | 2.9% |
| IBDU ISHARES TR | 1,895,010 | $43.9m | 2.7% |
| IBDT ISHARES TR | 1,666,571 | $42.1m | 2.6% |
| IBDV ISHARES TR | 1,880,024 | $41.0m | 2.5% |
| IBDR ISHARES TR | 1,472,485 | $35.7m | 2.2% |
| MSFT MICROSOFT CORP | 93,606 | $34.9m | 2.2% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 882,918 | $32.3m | 2.0% |
| IBDW ISHARES TR | 1,323,935 | $27.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1784777")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples