Sound View Wealth Advisors Group, LLC

RIA/Wealth

Sound View Wealth Advisors Group, LLC is a RIA/Wealth based in Coralville, IA led by Melissa K Bouchillon, reporting $1.9B in AUM as of Q3 2025 with 45% ETF concentration.

Managing PartnerMelissa K Bouchillon

Portfolio Value: $1.5B
Positions: 421
Top Holding: AAPL at 5.12%
Last Reported: Q3 2025

Address2771 Oakdale Boulevard,, Suite 4, Coralville, IA, 52241, United States

Top Holdings

Largest long holdings in Sound View Wealth Advisors Group, LLC's portfolio (27.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$74.5M	5.12%	-$262.0K Sold	0.00% 292.7K shares	Q2 2019 Held for 6y 5m
2 Microsoft MSFT	Software - Infrastructure Technology	$48.0M	3.30%	-$798.2K Sold	0.00% 92.6K shares	Q2 2019 Held for 6y 5m
3 iShares iBonds Dec 2026 Term Corporate ETF IBDR	ETF ETF	$43.8M	3.01%	+$2.2M Bought	— 1.8M shares	Q4 2022 Held for 2y 11m
4 Nvidia NVDA	Semiconductors Technology	$43.2M	2.97%	-$1.1M Sold	0.00% 232.6K shares	Q2 2019 Held for 6y 5m
5 iShares iBonds Dec 2025 Term Corporate IBDQ	ETF ETF	$41.4M	2.85%	-$4.6M Sold	— 1.6M shares	Q2 2019 Held for 6y 5m
6 iShares iBonds Dec 2027 Term Corporate ETF IBDS	ETF ETF	$35.5M	2.44%	+$3.4M Bought	— 1.5M shares	Q4 2022 Held for 2y 11m
7 iShares iBonds Dec 2028 Term Corporate IBDT	ETF ETF	$30.8M	2.11%	+$2.7M Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
8 FT Vest Laddered Buffer BUFR	ETF ETF	$29.0M	2.00%	+$583.6K Bought	— 868.7K shares	Q4 2023 Held for 1y 11m
9 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$25.7M	1.77%	+$515.7K Bought	— 977.1K shares	Q2 2019 Held for 6y 5m
10 Vanguard Total Stock Market VTI	ETF ETF	$25.5M	1.76%	+$167.0K Bought	— 77.9K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sound View Wealth Advisors Group, LLC's latest filing

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Market Value

$1.5B

Prior: $1.4B

Q/Q Change

+7.53%

+$101.9M

Net Flows % of MV

+0.965%

Turnover Ratio

2.82%

New Purchases

9 stocks

$16.6M

Added To

149 stocks

+$30.6M

Sold Out Of

15 stocks

$4.3M

Reduced Holdings

207 stocks

-$28.9M

Increased Positions

Position	Shares Δ	Change
1 Global X S&P 500 Catholic Values CATH	New	0 → 114.6K +$9.3M
2 CGIC Capital Group International Core Equity CGIC	New	0 → 146.3K +$4.5M
3 CCC CCC Intelligent Solutions Holdings Inc. CCC	New	0 → 105.0K +$956.6K
4 GLDM SPDR Gold MiniShares Trust GLDM	New	0 → 6.1K +$466.7K
5 Agnico Eagle Mines AEM	New	0 → 2.1K +$352.3K

Decreased Positions

Position	Shares Δ	Change
1 CCC Intelligent Solutions Holdings Inc. CCCS	Sold	120.0K → 0 −$1.1M
2 Fidelity National Financial FNF	Sold	4.6K → 0 −$260.6K
3 SNY Sanofi SNY	Sold	5.4K → 0 −$258.6K
4 Adobe ADBE	Sold	632.0 → 0 −$244.5K
5 JFrog Ltd. FROG	Sold	5.3K → 0 −$232.6K

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Analytics

Portfolio insights and performance metrics for Sound View Wealth Advisors Group, LLC

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Sector Allocation

ETF

44.60%

Technology

16.50%

Healthcare

7.20%

Financial Services

6.20%

Consumer Cyclical

4.80%

Consumer Defensive

4.30%

Industrials

4.20%

Communication Services

3.70%

Energy

2.20%

Utilities

2.00%

Real Estate

0.60%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

33.05%

Large Cap ($10B - $200B)

18.26%

Mid Cap ($2B - $10B)

0.52%

Small Cap ($300M - $2B)

0.16%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

47.97%

Portfolio Concentration

Top 10 Holdings %

27.33%

Top 20 Holdings %

41.47%

Top 50 Holdings %

64.95%

Top 100 Holdings %

81.11%