1y return+16.5%S&P 500 +20.9%
3y return+46.9%S&P 500 +68.5%
5y return+50.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2019: $191 against $255 in the S&P 500.2
Sound View Wealth Advisors Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $78.0M | 4.8% | −1.8% |
| IBDSIshares Tr | $52.1M | 3.2% | +5.0% |
| NVDANvidia Corporation | $46.2M | 2.9% | +1.4% |
| IBDUIshares Tr | $43.9M | 2.7% | +7.3% |
| IBDTIshares Tr | $42.1M | 2.6% | +6.7% |
| IBDVIshares Tr | $41.0M | 2.5% | +7.7% |
| IBDRIshares Tr | $35.7M | 2.2% | −25.7% |
| MSFTMicrosoft Corp | $34.9M | 2.2% | |
| BUFRFirst Tr Exchng Traded Fd Vi | $32.3M | 2.0% | |
| IBDWIshares Tr | $27.6M | 1.7% | +11.9% |
| LLYEli Lilly & Co | $26.8M | 1.7% | |
| VOOVanguard Index Fds | $26.6M | 1.6% | |
| SCHXSchwab Strategic Tr | $26.5M | 1.6% | −2.0% |
| VTIVanguard Index Fds | $26.0M | 1.6% | |
| IBDXIshares Tr | $25.3M | 1.6% | +11.0% |
| VGTVanguard World Fd | $23.6M | 1.5% | −1.8% |
| AMZNAmazon Com Inc | $21.2M | 1.3% | |
| JPMJpmorgan Chase & Co | $20.8M | 1.3% | −1.9% |
| QQQInvesco Qqq Tr | $20.6M | 1.3% | |
| GOOGAlphabet Inc | $20.2M | 1.3% | −1.5% |
| VIGVanguard Specialized Funds | $19.7M | 1.2% | −4.7% |
| AVGOBroadcom Inc | $19.3M | 1.2% | −7.0% |
| GOOGLAlphabet Inc | $17.6M | 1.1% | |
| SPHQInvesco Exchange Traded Fd T | $17.5M | 1.1% | |
| XLKSelect Sector Spdr Tr | $17.1M | 1.1% | +1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $46.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $19.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2024 | +1018.1% | $10.5M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $10.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $26.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $17.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $20.2M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $17.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $20.8M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $23.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- NOWServicenow Inc was $703K
- BMRNBiomarin Pharmaceutical Inc was $425K
- BDXBecton Dickinson & Co was $372K
- Carnival CorpCUSIP 143658300 was $363K
- HIIHuntington Ingalls Inds Inc was $272K
- ALBAlbemarle Corp was $261K
- INTUIntuit was $260K
- Elbit Sys LtdCUSIP M3760D101 was $255K
- UPSUnited Parcel Svcs Inc was $238K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +8.2% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sound View Wealth Advisors Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1784777&type=13F-HR&dateb=&owner=include&count=40CIK 1784777
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1784777/000176538026000326/Filed August 11, 2026 · accession 0001765380-26-000326