Portfolio (Quarterly) Guide ↗

Sound View Wealth Advisors Group, LLC

· CIK 0001784777

13F Portfolio $1.6B AUM 440 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 53 New 103 Added 222 Reduced 29 Exited

Page 3 of 3 · 53 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	IVE	ISHARES TR	—	933.0	$212K	0.01%	NEW	—	$227.12	+4.5%
42	RKLB	ROCKET LAB CORP	Industrials	2,078.0	$211K	0.01%	NEW	—	$101.65	-28.6%
43	IGE	ISHARES TR	—	3,752.0	$211K	0.01%	NEW	—	$56.18	+18.2%
44	SAP	SAP SE	Technology	1,367.0	$211K	0.01%	NEW	—	$154.11	+41.9%
45	VDC	VANGUARD WORLD FD	—	919.0	$207K	0.01%	NEW	—	$225.59	+2.7%
46	—	FIDELITY COVINGTON TRUST	—	2,679.0	$207K	0.01%	NEW	—	$77.25	—
47	VSGX	VANGUARD WORLD FD	—	2,508.0	$206K	0.01%	NEW	—	$82.33	+1.4%
48	NSA	NATIONAL STORAGE AFFILIATES	Real Estate	4,630.0	$206K	0.01%	NEW	—	$44.47	-2.4%
49	NUE	NUCOR CORP	Basic Materials	918.0	$204K	0.01%	NEW	—	$222.75	+9.4%
50	ARCC	ARES CAPITAL CORP	Financial Services	10,688.0	$198K	0.01%	NEW	—	$18.53	+7.5%
51	PROP	PRAIRIE OPER CO	Financial Services	172,850.0	$125K	0.01%	NEW	—	$0.72	-26.7%
52	—	PONY AI INC	—	12,822.0	$89K	0.01%	NEW	—	$6.95	—
53	LPL	LG DISPLAY CO LTD	Technology	18,800.0	$73K	0.01%	NEW	—	$3.89	-15.7%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 32.5%

Financial Services 17.4%

Healthcare 15.2%

Industrials 7.8%

Consumer Cyclical 7.5%

Consumer Defensive 7.5%

Communication Services 3.9%

Utilities 3.3%

Energy 3.1%

Real Estate 1.3%