SoundView Advisors Inc.
CIK: 0002054083SEC EDGAR →
Portfolio Value
$287K
Holdings
30
As of
Q4 2025
New Positions
7
Closed Positions
17
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 702,923 | $43.9M | 15319.59% |
| 2 | SPDR SERIES TRUST | 1,020,108 | $30.8M | 10747.89% |
| 3 | SPDR SERIES TRUST | 276,135 | $27.4M | 9558.56% |
| 4 | BONDBLOXX ETF TRUST | 519,214 | $26.1M | 9102.23% |
| 5 | ISHARES TR | 210,264 | $21.5M | 7510.65% |
| 6 | ISHARES TR | 176,978 | $11.7M | 4074.90% |
| 7 | ISHARES TR | 90,717 | $10.9M | 3803.47% |
| 8 | VANGUARD SCOTTSDALE FDS | 22,954 | $7.1M | 2474.59% |
| 9 | ISHARES TR | 64,077 | $5.7M | 1999.77% |
| 10 | NVIDIA CORPORATION | 22,001 | $4.1M | 1431.45% |
Quarterly Changes
New Positions (17)
$30.8M · 1.0M shares
$27.4M · 276K shares
$26.1M · 519K shares
$21.5M · 210K shares
$11.7M · 177K shares
$10.9M · 91K shares
$7.1M · 23K shares
$5.7M · 64K shares
$4.1M · 13K shares
$2.7M · 28K shares
$1.7M · 6K shares
$1.7M · 15K shares
$254K · 3K shares
$219K · 3K shares
$211K · 677 shares
$428 · 626 shares
$255 · 508 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $192.7M | 93.0% |
| Technology | 4 | $6.6M | 3.2% |
| Unknown | 3 | $5.7M | 2.8% |
| Communication Services | 2 | $1.3M | 0.6% |
| Energy | 1 | $400K | 0.2% |
| Healthcare | 1 | $330K | 0.2% |
| Consumer Defensive | 1 | $2K | 0.0% |