SoundView Advisors Inc. Q3 2025 Filing
Filed October 10, 2025
Portfolio Value
$291.8M
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 127,462 | $72.2M | 24.73% | |
| 2 | XNTKSPDR SERIES TRUST | 1,313,983 | $59.4M | 20.35% | |
| 3 | OEFISHARES TR | 547,227 | $50.1M | 17.18% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 664,135 | $39.8M | 13.64% | |
| 5 | XHYCBONDBLOXX ETF TRUST | 534,300 | $26.9M | 9.23% | |
| 6 | VGSHVANGUARD SCOTTSDALE FDS | 52,449 | $10.3M | 3.51% | |
| 7 | MSFTMICROSOFT CORP | 11,326 | $5.9M | 2.01% | |
| 8 | NVDANVIDIA CORPORATION | 24,136 | $4.5M | 1.54% | |
| 9 | GOOGALPHABET INC | 17,548 | $4.3M | 1.46% | |
| 10 | NDQINVESCO QQQ TR | 6,479 | $3.9M | 1.33% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 2,852 | $2.6M | 0.90% | |
| 12 | XCEMCOLUMBIA ETF TR II | 53,030 | $1.9M | 0.66% | |
| 13 | LRCXLAM RESEARCH CORP | 14,232 | $1.9M | 0.65% | |
| 14 | VOOGVANGUARD ADMIRAL FDS INC | 14,961 | $1.7M | 0.57% | |
| 15 | AAPLAPPLE INC | 5,678 | $1.4M | 0.50% | |
| 16 | PATHUIPATH INC | 107,640 | $1.4M | 0.49% | |
| 17 | AMZNAMAZON COM INC | 6,550 | $1.4M | 0.49% | |
| 18 | DVADAVITA INC | 3,984 | $529K | 0.18% | |
| 19 | CVXCHEVRON CORP NEW | 2,631 | $408K | 0.14% | |
| 20 | DONSPDR DOW JONES INDL AVERAGE | 689 | $319K | 0.11% | |
| 21 | BRK-BBERKSHIRE HATHAWAY INC DEL | 508 | $255K | 0.09% | |
| 22 | ETNEATON CORP PLC | 600 | $224K | 0.08% | |
| 23 | SHOPCN 0.125 11/01/25SHOPIFY INC | 1,380 | $205K | 0.07% | |
| 24 | SNOWSNOWFLAKE INC | 894 | $201K | 0.07% |