SoundView Advisors
Latest statistics and disclosures from SoundView Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XNTK, VOO, VEA, OEF, XHYC, and represent 89.06% of SoundView Advisors's stock portfolio.
- Added to shares of these 10 stocks: XNTK (+$131M), OEF (+$36M), XHYC (+$27M), VOO (+$13M), VGSH (+$5.1M), VOOG, VEA, AMZN, QQQ, BRK.A.
- Started 7 new stock positions in BRK.A, VGSH, XNTK, XHYC, VOOG, Shopify, OEF.
- Reduced shares in these 10 stocks: , BILS (-$27M), XHLF (-$26M), , IJH (-$11M), IJR (-$9.4M), , , VV, .
- Sold out of its positions in GOOGL, BRK.B, XHLF, IVV, IWR, IJH, IJR, STIP, IEFA, IBTF. JMST, SPSB, BILS, IVOO, VTWO, VONE, VO, VV.
- SoundView Advisors was a net buyer of stock by $68M.
- SoundView Advisors has $350M in assets under management (AUM), dropping by 28.77%.
- Central Index Key (CIK): 0002054083
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Portfolio Holdings for SoundView Advisors
SoundView Advisors holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 3-12 M (XNTK) | 37.4 | $131M | NEW | 1.3M | 99.52 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 22.3 | $78M | +20% | 128k | 612.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.4 | $40M | 664k | 59.92 |
|
|
| Ishares Tr Core S&p Mcp Etf (OEF) | 10.2 | $36M | NEW | 547k | 65.25 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHYC) | 7.7 | $27M | NEW | 534k | 50.42 |
|
| Microsoft Corporation (MSFT) | 1.7 | $5.9M | -3% | 11k | 517.92 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VGSH) | 1.5 | $5.1M | NEW | 52k | 97.81 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $4.5M | -9% | 24k | 186.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.3M | -3% | 18k | 243.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.9M | +12% | 6.5k | 600.25 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | -2% | 2.9k | 925.32 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.6 | $1.9M | +11% | 53k | 36.32 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.9M | -4% | 14k | 133.85 |
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| Vanguard Admiral Fds Midcp 400 Idx (VOOG) | 0.5 | $1.7M | NEW | 15k | 110.35 |
|
| Apple (AAPL) | 0.4 | $1.4M | -13% | 5.7k | 254.49 |
|
| Uipath Cl A (PATH) | 0.4 | $1.4M | -10% | 108k | 13.38 |
|
| Amazon (AMZN) | 0.4 | $1.4M | +88% | 6.6k | 219.54 |
|
| DaVita (DVA) | 0.2 | $529k | 4.0k | 132.78 |
|
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| Chevron Corporation (CVX) | 0.1 | $408k | -3% | 2.6k | 155.07 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $319k | 689.00 | 462.99 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.A) | 0.1 | $255k | NEW | 508.00 | 501.97 |
|
| Eaton Corp SHS (ETN) | 0.1 | $224k | 600.00 | 373.33 |
|
|
| Shopify Cl A Sub Vtg Shs | 0.1 | $205k | NEW | 1.4k | 148.55 |
|
| Snowflake Cl A (SNOW) | 0.1 | $201k | 894.00 | 224.83 |
|
Past Filings by SoundView Advisors
SEC 13F filings are viewable for SoundView Advisors going back to 2024
- SoundView Advisors 2025 Q3 filed Oct. 10, 2025
- SoundView Advisors 2025 Q2 filed July 31, 2025
- SoundView Advisors 2025 Q1 filed May 9, 2025
- SoundView Advisors 2024 Q4 filed Feb. 7, 2025