SoundView Advisors Inc. Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$271.4M
Holdings
35
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 106,117 | $60.3M | 22.21% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 651,990 | $37.2M | 13.69% | |
| 3 | SPSBSPDR SERIES TRUST | 980,896 | $29.6M | 10.91% | |
| 4 | BILSSPDR SERIES TRUST | 274,348 | $27.3M | 10.05% | |
| 5 | XHLFBONDBLOXX ETF TRUST | 510,955 | $25.7M | 9.48% | |
| 6 | STIPISHARES TR | 188,220 | $19.4M | 7.14% | |
| 7 | IJHISHARES TR | 174,391 | $10.8M | 3.98% | |
| 8 | IJRISHARES TR | 86,117 | $9.4M | 3.47% | |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 25,031 | $7.0M | 2.59% | |
| 10 | MSFTMICROSOFT CORP | 11,730 | $5.8M | 2.15% | |
| 11 | AQLTISHARES TR | 65,755 | $5.5M | 2.02% | |
| 12 | NVDANVIDIA CORPORATION | 26,596 | $4.2M | 1.55% | |
| 13 | VVVANGUARD INDEX FDS | 12,998 | $3.7M | 1.37% | |
| 14 | GOOGALPHABET INC | 18,128 | $3.2M | 1.18% | |
| 15 | NDQINVESCO QQQ TR | 5,767 | $3.2M | 1.17% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 2,918 | $2.9M | 1.06% | |
| 17 | VTWOVANGUARD SCOTTSDALE FDS | 30,066 | $2.6M | 0.97% | |
| 18 | IVOOVANGUARD ADMIRAL FDS INC | 17,350 | $1.8M | 0.67% | |
| 19 | VOVANGUARD INDEX FDS | 5,832 | $1.6M | 0.60% | |
| 20 | XCEMCOLUMBIA ETF TR II | 47,542 | $1.6M | 0.60% | |
| 21 | PATHUIPATH INC | 120,649 | $1.5M | 0.57% | |
| 22 | LRCXLAM RESEARCH CORP | 14,968 | $1.5M | 0.54% | |
| 23 | AAPLAPPLE INC | 6,547 | $1.3M | 0.49% | |
| 24 | AMZNAMAZON COM INC | 3,473 | $761K | 0.28% | |
| 25 | DVADAVITA INC | 3,984 | $567K | 0.21% | |
| 26 | CVXCHEVRON CORP NEW | 2,723 | $389K | 0.14% | |
| 27 | IVVISHARES TR | 621 | $385K | 0.14% | |
| 28 | JMSTJ P MORGAN EXCHANGE TRADED F | 7,327 | $373K | 0.14% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 689 | $303K | 0.11% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 563 | $273K | 0.10% | |
| 31 | IWRISHARES TR | 2,642 | $242K | 0.09% | |
| 32 | AQLTISHARES TR | 10,320 | $241K | 0.09% | |
| 33 | GOOGLALPHABET INC | 1,271 | $223K | 0.08% | |
| 34 | ETNEATON CORP PLC | 600 | $214K | 0.08% | |
| 35 | SNOWSNOWFLAKE INC | 894 | $200K | 0.07% |