Sound View Wealth Advisors Group, LLC ETF holdings
Savannah, GA
Reported $785.0M in 160 ETFs in its Form 13F for June 30, 2026.
ETF value
$785.0M
ETFs held
160
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
48.7%
of $1.6B
Top 10 of 160 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $52.1M | 2,150,618 | +101,644 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $43.9M | 1,895,010 | +128,660 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $42.1M | 1,666,571 | +103,999 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $41.0M | 1,880,024 | +133,680 shares |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | $35.7M | 1,472,485 | −508,772 shares |
| BUFR | FT Vest Laddered Buffer ETF | $32.3M | 882,918 | −207 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $27.6M | 1,323,935 | +141,091 shares |
| VOO | Vanguard S&P 500 ETF | $26.6M | 38,673 | −106 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $26.5M | 899,798 | −17,901 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $26.0M | 70,286 | −82 shares |
150 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001784777. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sound View Wealth Advisors Group, LLC own?
Sound View Wealth Advisors Group, LLC reported 160 ETF positions worth $785.0M in its Form 13F for June 30, 2026. The largest was IBDS, at $52.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.