SoundView Advisors Inc.

CIK 0002054083 · OLYMPIA, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

SoundView Advisors Inc. reported 32 positions worth $306.9K as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VOO (25.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$306.9K
2026 Q2
Positions
32
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.4%
Est. Net Flow (Q)
2026 Q2
10 / 32 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$79.3K25.85%115,498
2VEAVANGUARD TAX-MANAGED FDSSH$51.1K16.66%717,468
3VCRBVANGUARD MALVERN FDSSH$29.7K9.67%384,228
4SPSBSPDR SERIES TRUSTSH$27.8K9.06%926,495
5BILSSPDR SERIES TRUSTSH$24.4K7.96%245,844
6STIPISHARES TRSH$21.4K6.98%209,701
7IJHISHARES TRSH$13.6K4.44%176,569
8IJRISHARES TRSH$13.3K4.33%89,671
9VONEVANGUARD SCOTTSDALE FDSSH$7.6K2.48%22,491
10IEFAISHARES TRSH$6.1K1.97%62,679

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SoundView Advisors Inc. hold as of Q2 2026?

SoundView Advisors Inc. reported 32 positions worth $306.9K in its Q2 2026 13F filing. Largest positions: VOO (25.8%), VEA (16.7%), VCRB (9.7%), SPSB (9.1%) and BILS (8.0%).

What did SoundView Advisors Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SoundView Advisors Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.