SoundView Advisors

SoundView Advisors as of June 30, 2026

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