Top Institutional Investors

SoundView Advisors Inc. — 13F Holdings & Portfolio

CIK 2054083 · latest 13F-HR filed 2026-08-03

Backtest portfolio

SoundView Advisors Inc. manages $306.9K in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (25.85%), VEA (16.66%), VCRB (9.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 20, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1441 W BAY DRIVE NW
SUITE 201
OLYMPIA, WA 98502
Phone
(206) 682-7713
Filing Manager
SoundView Advisors Inc.
OLYMPIA, WA
Signatory
Cindi Hill
Filing Agent
Loading holdings…
AUM

$306.9K

Long-equity book

Holdings

32

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+3 / −2 / ↑20 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$11.8K +17.4%
  • VANGUARD TAX-MANAGED FDS$6.6K +14.9%
  • ISHARES TR$2.2K +20.1%
  • ISHARES TR$1.6K +13.6%
  • INVESCO QQQ TR$1.1K +31.8%
Show all 20 →

Top Trims

  • ISHARES TR-$1.2K -5.2%
  • CHEVRON CORPORATION-$133 -24.4%
  • COSTCO WHOLESALE CORPORATION-$96 -6.1%
Show all 3 →

New Positions

  • ALPHABET INC$241
  • FORTINET INC$237
  • SNOWFLAKE INC$202
Show all 3 →

Exited Positions

  • ISHARES TR$824
  • VANGUARD MUN BD FDS$542
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $79.3K 25.85% 115,498 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $51.1K 16.66% 717,468 SH
3 VANGUARD MALVERN FDS VCRB 922020748 $29.7K 9.67% 384,228 SH
4 SPDR SERIES TRUST SPSB 78464A474 $27.8K 9.06% 926,495 SH
5 SPDR SERIES TRUST BILS 78468R523 $24.4K 7.96% 245,844 SH
6 ISHARES TR STIP 46429B747 $21.4K 6.98% 209,701 SH
7 ISHARES TR IJH 464287507 $13.6K 4.44% 176,569 SH
8 ISHARES TR IJR 464287804 $13.3K 4.33% 89,671 SH
9 VANGUARD SCOTTSDALE FDS VONE 92206C730 $7.6K 2.48% 22,491 SH
10 ISHARES TR IEFA 46432F842 $6.1K 1.97% 62,679 SH
11 INVESCO QQQ TR QQQ 46090E103 $4.7K 1.52% 6,340 SH
12 VANGUARD INDEX FDS VV 922908637 $4.5K 1.46% 12,994 SH
13 NVIDIA CORPORATION NVDA 67066G104 $4.4K 1.43% 21,927 SH
14 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $3.2K 1.05% 26,536 SH
15 COLUMBIA ETF TR II XCEM 19762B202 $3.1K 1.00% 58,049 SH
16 VANGUARD ADMIRAL FDS INC IVOO 921932885 $1.9K 0.63% 14,921 SH
17 VANGUARD INDEX FDS VO 922908629 $1.9K 0.61% 23,152 SH
18 APPLE INC AAPL 037833100 $1.7K 0.54% 5,729 SH
19 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.5K 0.48% 1,576 SH
20 ALPHABET INC GOOG 02079K107 $1.3K 0.43% 3,730 SH
21 ISHARES TR IVV 464287200 $876 0.29% 1,171 SH
22 LAM RESEARCH CORP LRCX 512807306 $552 0.18% 1,276 SH
23 MICROSOFT CORP MSFT 594918104 $455 0.15% 1,220 SH
24 CHEVRON CORPORATION CVX 166764100 $411 0.13% 2,481 SH
25 DAVITA INC DVA 23918K108 $392 0.13% 1,765 SH
26 STATE STR SPDR DOW JONES IND DIA 78467X109 $347 0.11% 665 SH
27 ISHARES TR IWR 464287499 $291 0.09% 2,642 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $251 0.08% 502 SH
29 ALPHABET INC GOOGL 02079K305 $241 0.08% 677 SH
30 FORTINET INC FTNT 34959E109 $237 0.08% 1,543 SH
31 SNOWFLAKE INC SNOW 833445109 $202 0.07% 794 SH
32 SPDR INDEX SHS FDS FEZ 78463X202 $202 0.07% 2,949 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $306.9K 32 0002054083-26-000003
2026-03-31 2026-05-01 $281.0K 31 0002054083-26-000002
2025-12-31 2026-02-06 $286.6K 30 0002054083-26-000001