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SoundView Advisors

Latest statistics and disclosures from SoundView Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VEA, VCRB, SPSB, BILS, and represent 69.19% of SoundView Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, VEA, VO, IVV, VCRB, GOOGL, FTNT, SNOW, NVDA, QQQ.
Started 3 new stock positions in SNOW, GOOGL, FTNT.
Reduced shares in these 10 stocks: BILS, STIP, SGOV, VTEB, SPSB, IJH, DIA, FEZ, CVX, BRK.B.
Sold out of its positions in SGOV, VTEB.
SoundView Advisors was a net buyer of stock by $2.9M.
SoundView Advisors has $307M in assets under management (AUM), dropping by 9.23%.
Central Index Key (CIK): 0002054083

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Portfolio Holdings for SoundView Advisors

SoundView Advisors holds 32 positions in its portfolio as reported in the June 2026 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)	25.8	$79M	+2%	116k	686.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	16.7	$51M	+3%	718k	71.25	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	9.7	$30M		384k	77.23	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	9.1	$28M		927k	30.01	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	8.0	$24M	-4%	246k	99.38	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.0	$21M	-4%	210k	102.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$14M		177k	77.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.3	$13M		90k	148.31	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.5	$7.6M		23k	338.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$6.1M		63k	96.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$4.7M	+3%	6.3k	736.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.5	$4.5M		13k	343.85	View chart
NVIDIA Corporation (NVDA)	1.4	$4.4M	+4%	22k	200.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.0	$3.2M		27k	121.42	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.0	$3.1M		58k	52.87	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.6	$1.9M		15k	130.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.9M	+291%	23k	80.55	View chart
Apple (AAPL)	0.5	$1.7M	+2%	5.7k	289.23	View chart
Costco Wholesale Corporation (COST)	0.5	$1.5M		1.6k	935.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M	+5%	3.7k	353.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$876k	+90%	1.2k	748.08	View chart
Lam Research Corp Com New (LRCX)	0.2	$552k		1.3k	432.60	View chart
Microsoft Corporation (MSFT)	0.1	$455k	+8%	1.2k	372.95	View chart
Chevron Corporation (CVX)	0.1	$411k	-5%	2.5k	165.66	View chart
DaVita (DVA)	0.1	$392k		1.8k	222.10	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$347k	-9%	665.00	521.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$291k		2.6k	110.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$251k		502.00	500.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$241k	NEW	677.00	355.98	View chart
Fortinet (FTNT)	0.1	$237k	NEW	1.5k	153.60	View chart
Snowflake Com Shs (SNOW)	0.1	$202k	NEW	794.00	254.41	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.1	$202k	-13%	2.9k	68.50	View chart

Past Filings by SoundView Advisors

SEC 13F filings are viewable for SoundView Advisors going back to 2024

SoundView Advisors 2026 Q2 filed Aug. 3, 2026
SoundView Advisors 2026 Q1 filed May 1, 2026
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

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