SoundView Advisors
Latest statistics and disclosures from SoundView Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, SPSB, BILS, XHLF, and represent 70.32% of SoundView Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPSB (+$31M), BILS (+$27M), XHLF (+$26M), STIP (+$22M), IJH (+$12M), IJR (+$11M), VONE (+$7.1M), IEFA (+$5.7M), VV, VTWO.
- Started 17 new stock positions in IJH, GOOGL, SPSB, BILS, IVOO, STIP, IWR, VV, XHLF, VONE. FEZ, VO, IJR, IVV, VTWO, BRK.B, IEFA.
- Reduced shares in these 10 stocks: , OEF (-$36M), XHYC (-$27M), VOO (-$6.6M), , MSFT, GOOG, LRCX, VOOG, PATH.
- Sold out of its positions in AMZN, BRK.A, XHYC, OEF, XNTK, Shopify, SNOW, PATH, VOOG, VGSH. ETN.
- SoundView Advisors was a net seller of stock by $-68M.
- SoundView Advisors has $287M in assets under management (AUM), dropping by -17.99%.
- Central Index Key (CIK): 0002054083
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Portfolio Holdings for SoundView Advisors
SoundView Advisors holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 25.6 | $73M | -8% | 117k | 627.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 15.3 | $44M | +5% | 703k | 62.47 |
|
| Spdr Series Trust State Street Spd (SPSB) | 10.7 | $31M | NEW | 1.0M | 30.20 |
|
| Spdr Series Trust State Street Spd (BILS) | 9.6 | $27M | NEW | 276k | 99.22 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 9.1 | $26M | NEW | 519k | 50.25 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 7.5 | $22M | NEW | 210k | 102.39 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $12M | NEW | 177k | 66.00 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $11M | NEW | 91k | 120.18 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 2.5 | $7.1M | NEW | 23k | 309.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $5.7M | NEW | 64k | 89.45 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $4.1M | -8% | 22k | 186.49 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.4 | $4.1M | NEW | 13k | 314.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $3.9M | 6.4k | 614.22 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.0 | $2.7M | NEW | 28k | 99.48 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.8 | $2.2M | +8% | 58k | 38.35 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.7M | NEW | 5.9k | 290.13 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.6 | $1.7M | NEW | 15k | 111.75 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.6M | -34% | 1.9k | 862.23 |
|
| Apple (AAPL) | 0.5 | $1.5M | 5.6k | 271.73 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | -79% | 3.5k | 313.61 |
|
| Microsoft Corporation (MSFT) | 0.2 | $682k | -87% | 1.4k | 483.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $428k | NEW | 626.00 | 683.71 |
|
| Chevron Corporation (CVX) | 0.1 | $400k | 2.6k | 152.03 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $331k | -86% | 1.9k | 170.88 |
|
| DaVita (DVA) | 0.1 | $330k | -26% | 2.9k | 113.29 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $330k | 689.00 | 478.95 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $255k | NEW | 508.00 | 501.97 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $254k | NEW | 2.6k | 96.14 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $219k | NEW | 3.4k | 64.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $211k | NEW | 677.00 | 311.67 |
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Past Filings by SoundView Advisors
SEC 13F filings are viewable for SoundView Advisors going back to 2024
- SoundView Advisors 2025 Q4 filed Feb. 6, 2026
- 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