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 69.49% of SoundView Advisors's stock portfolio.
  • Added to shares of these 8 stocks: VCRB (+$29M), STIP, SGOV, VTEB, IJH, DIA, VO, FEZ.
  • Started 3 new stock positions in SGOV, VTEB, VCRB.
  • Reduced shares in these 10 stocks: XHLF (-$26M), SPSB, VOO, BILS, VEA, COST, GOOGL, IJR, DVA, NVDA.
  • Sold out of its positions in GOOGL, XHLF.
  • SoundView Advisors was a net seller of stock by $-3.5M.
  • SoundView Advisors has $281M in assets under management (AUM), dropping by -1.98%.
  • Central Index Key (CIK): 0002054083

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Positions held by SoundView Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SoundView Advisors

SoundView Advisors holds 31 positions in its portfolio as reported in the March 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) 24.0 $68M -3% 113k 597.55
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.8 $45M 695k 64.08
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Vanguard Malvern Fds Core Bd Etf (VCRB) 10.5 $29M NEW 381k 77.38
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Spdr Series Trust State Street Spd (SPSB) 10.0 $28M -8% 936k 30.07
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Spdr Series Trust State Street Spd (BILS) 9.1 $26M -6% 257k 99.44
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Ishares Tr 0-5 Yr Tips Etf (STIP) 8.0 $23M +3% 218k 103.43
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Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $12M 177k 67.53
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Ishares Tr Core S&p Scp Etf (IJR) 3.9 $11M 89k 124.31
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.4 $6.6M -2% 22k 295.11
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Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.7M -2% 63k 90.52
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Vanguard Index Fds Large Cap Etf (VV) 1.4 $3.9M 13k 298.83
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NVIDIA Corporation (NVDA) 1.3 $3.7M -4% 21k 174.38
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $3.5M -4% 6.1k 577.13
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $2.7M -3% 27k 100.14
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.8 $2.3M 57k 40.80
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.6 $1.7M 15k 114.27
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.7M 5.9k 287.04
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Costco Wholesale Corporation (COST) 0.6 $1.6M -16% 1.6k 996.19
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Apple (AAPL) 0.5 $1.4M 5.6k 253.63
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 3.5k 286.84
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $824k NEW 8.2k 100.59
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Chevron Corporation (CVX) 0.2 $544k 2.6k 206.77
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $542k NEW 11k 49.81
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Microsoft Corporation (MSFT) 0.1 $414k -20% 1.1k 369.64
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $402k 615.00 653.66
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $338k +6% 731.00 462.38
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Lam Research Corp Com New (LRCX) 0.1 $272k -34% 1.3k 213.33
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DaVita (DVA) 0.1 $271k -39% 1.8k 153.54
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $256k 2.6k 96.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $243k 508.00 478.35
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Spdr Index Shs Fds State Street Spd (FEZ) 0.1 $212k 3.4k 61.84
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Past Filings by SoundView Advisors

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