SoundView Advisors

SoundView Advisors as of Dec. 31, 2025

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 117k 627.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.3 $44M 703k 62.47
Spdr Series Trust State Street Spd (SPSB) 10.7 $31M 1.0M 30.20
Spdr Series Trust State Street Spd (BILS) 9.6 $27M 276k 99.22
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 9.1 $26M 519k 50.25
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.5 $22M 210k 102.39
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $12M 177k 66.00
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $11M 91k 120.18
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.5 $7.1M 23k 309.01
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.7M 64k 89.45
NVIDIA Corporation (NVDA) 1.4 $4.1M 22k 186.49
Vanguard Index Fds Large Cap Etf (VV) 1.4 $4.1M 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 28k 99.48
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.8 $2.2M 58k 38.35
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.7M 5.9k 290.13
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.6 $1.7M 15k 111.75
Costco Wholesale Corporation (COST) 0.6 $1.6M 1.9k 862.23
Apple (AAPL) 0.5 $1.5M 5.6k 271.73
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 3.5k 313.61
Microsoft Corporation (MSFT) 0.2 $682k 1.4k 483.35
Ishares Tr Core S&p500 Etf (IVV) 0.1 $428k 626.00 683.71
Chevron Corporation (CVX) 0.1 $400k 2.6k 152.03
Lam Research Corp Com New (LRCX) 0.1 $331k 1.9k 170.88
DaVita (DVA) 0.1 $330k 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 508.00 501.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $254k 2.6k 96.14
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $219k 3.4k 64.20
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 677.00 311.67