SoundView Advisors Inc. Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$286.6M
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 116,948 | $73.3M | 25.59% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 702,923 | $43.9M | 15.32% | |
| 3 | SPSBSPDR SERIES TRUST | 1,020,108 | $30.8M | 10.75% | |
| 4 | BILSSPDR SERIES TRUST | 276,135 | $27.4M | 9.56% | |
| 5 | XHLFBONDBLOXX ETF TRUST | 519,214 | $26.1M | 9.10% | |
| 6 | STIPISHARES TR | 210,264 | $21.5M | 7.51% | |
| 7 | IJHISHARES TR | 176,978 | $11.7M | 4.07% | |
| 8 | IJRISHARES TR | 90,717 | $10.9M | 3.80% | |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 22,954 | $7.1M | 2.47% | |
| 10 | AQLTISHARES TR | 64,077 | $5.7M | 2.00% | |
| 11 | NVDANVIDIA CORPORATION | 22,001 | $4.1M | 1.43% | |
| 12 | VVVANGUARD INDEX FDS | 13,010 | $4.1M | 1.43% | |
| 13 | NDQINVESCO QQQ TR | 6,400 | $3.9M | 1.37% | |
| 14 | VTWOVANGUARD SCOTTSDALE FDS | 27,502 | $2.7M | 0.95% | |
| 15 | XCEMCOLUMBIA ETF TR II | 57,569 | $2.2M | 0.77% | |
| 16 | VOVANGUARD INDEX FDS | 5,894 | $1.7M | 0.60% | |
| 17 | IVOOVANGUARD ADMIRAL FDS INC | 15,015 | $1.7M | 0.59% | |
| 18 | COSTCOSTCO WHSL CORP NEW | 1,880 | $1.6M | 0.57% | |
| 19 | AAPLAPPLE INC | 5,579 | $1.5M | 0.53% | |
| 20 | GOOGALPHABET INC | 3,549 | $1.1M | 0.39% | |
| 21 | MSFTMICROSOFT CORP | 1,411 | $682K | 0.24% | |
| 22 | IVVISHARES TR | 626 | $428K | 0.15% | |
| 23 | CVXCHEVRON CORP NEW | 2,631 | $400K | 0.14% | |
| 24 | LRCXLAM RESEARCH CORP | 1,937 | $331K | 0.12% | |
| 25 | DVADAVITA INC | 2,913 | $330K | 0.12% | |
| 26 | DONSPDR DOW JONES INDL AVERAGE | 689 | $330K | 0.12% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 508 | $255K | 0.09% | |
| 28 | IWRISHARES TR | 2,642 | $254K | 0.09% | |
| 29 | FEZSPDR INDEX SHS FDS | 3,411 | $219K | 0.08% | |
| 30 | GOOGLALPHABET INC | 677 | $211K | 0.07% |