SoundView Advisors Inc.
CIK: 0002054083Latest portfolio: $286.6M · Q4 2025
Holdings
30
Total Value
$286.6M
New Positions
17
Closed Positions
11
Top Holdings
View All 30 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 116,948 | $73.3M | 25.59% | -10,514 | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 702,923 | $43.9M | 15.32% | +39K | |
| 3 | SPSBSPDR SERIES TRUST | 1,020,108 | $30.8M | 10.75% | NEW | |
| 4 | BILSSPDR SERIES TRUST | 276,135 | $27.4M | 9.56% | NEW | |
| 5 | XHLFBONDBLOXX ETF TRUST | 519,214 | $26.1M | 9.10% | NEW | |
| 6 | STIPISHARES TR | 210,264 | $21.5M | 7.51% | NEW | |
| 7 | IJHISHARES TR | 176,978 | $11.7M | 4.07% | NEW | |
| 8 | IJRISHARES TR | 90,717 | $10.9M | 3.80% | NEW | |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 22,954 | $7.1M | 2.47% | NEW | |
| 10 | AQLTISHARES TR | 64,077 | $5.7M | 2.00% | NEW | |
| 11 | NVDANVIDIA CORPORATION | 22,001 | $4.1M | 1.43% | -2,135 | |
| 12 | VVVANGUARD INDEX FDS | 13,010 | $4.1M | 1.43% | NEW | |
| 13 | NDQINVESCO QQQ TR | 6,400 | $3.9M | 1.37% | -79 | |
| 14 | VTWOVANGUARD SCOTTSDALE FDS | 27,502 | $2.7M | 0.95% | NEW | |
| 15 | XCEMCOLUMBIA ETF TR II | 57,569 | $2.2M | 0.77% | +5K | |
| 16 | VOVANGUARD INDEX FDS | 5,894 | $1.7M | 0.60% | NEW | |
| 17 | IVOOVANGUARD ADMIRAL FDS INC | 15,015 | $1.7M | 0.59% | NEW | |
| 18 | COSTCOSTCO WHSL CORP NEW | 1,880 | $1.6M | 0.57% | -972 | |
| 19 | AAPLAPPLE INC | 5,579 | $1.5M | 0.53% | -99 | |
| 20 | GOOGALPHABET INC | 3,549 | $1.1M | 0.39% | -13,999 | |
| 21 | MSFTMICROSOFT CORP | 1,411 | $682K | 0.24% | -9,915 | |
| 22 | IVVISHARES TR | 626 | $428K | 0.15% | NEW | |
| 23 | CVXCHEVRON CORP NEW | 2,631 | $400K | 0.14% | — | |
| 24 | LRCXLAM RESEARCH CORP | 1,937 | $331K | 0.12% | -12,295 | |
| 25 | DVADAVITA INC | 2,913 | $330K | 0.12% | -1,071 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($7.334143911308073e+66T)
Technology0.0% ($41031.5T)
Unknown0.0% ($57.3T)
Communication Services0.0% ($1.1B)
Consumer Defensive0.0% ($1.6M)
Energy0.0% ($400K)
Healthcare0.0% ($330K)
Filing History
Fund Information
SoundView Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $286.6M across 30 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 25.6% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.