SoundView Advisors Inc. — 13F Holdings & Portfolio
CIK 2054083 · latest 13F-HR filed 2026-05-01
SoundView Advisors Inc. manages $281.0K in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (24.04%), VEA (15.84%), VCRB (10.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 2, and trimmed 13.
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.
$281.0K
Long-equity book
31
Distinct positions
2026-03-31
Filed 2026-05-01
+3 / −2 / ↑2 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- VANGUARD INDEX FDS-$5.8K -7.9%
- SPDR SERIES TRUST-$2.7K -8.6%
- SPDR SERIES TRUST-$1.8K -6.6%
- VANGUARD SCOTTSDALE FDS-$469 -6.6%
- NVIDIA CORPORATION-$431 -10.5%
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 | $67.5K | 24.04% | 113,045 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $44.5K | 15.84% | 694,551 | SH |
| 3 | VANGUARD MALVERN FDS | VCRB | 922020748 | $29.4K | 10.48% | 380,462 | SH |
| 4 | SPDR SERIES TRUST | SPSB | 78464A474 | $28.1K | 10.02% | 936,129 | SH |
| 5 | SPDR SERIES TRUST | BILS | 78468R523 | $25.6K | 9.11% | 257,283 | SH |
| 6 | ISHARES TR | STIP | 46429B747 | $22.6K | 8.04% | 218,439 | SH |
| 7 | ISHARES TR | IJH | 464287507 | $12.0K | 4.26% | 177,445 | SH |
| 8 | ISHARES TR | IJR | 464287804 | $11.1K | 3.94% | 89,085 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $6.6K | 2.36% | 22,446 | SH |
| 10 | ISHARES TR | IEFA | 46432F842 | $5.7K | 2.02% | 62,582 | SH |
| 11 | VANGUARD INDEX FDS | VV | 922908637 | $3.9K | 1.38% | 12,974 | SH |
| 12 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.7K | 1.31% | 21,058 | SH |
| 13 | INVESCO QQQ TR | QQQ | 46090E103 | $3.5K | 1.26% | 6,139 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $2.7K | 0.94% | 26,493 | SH |
| 15 | COLUMBIA ETF TR II | XCEM | 19762B202 | $2.3K | 0.83% | 56,983 | SH |
| 16 | VANGUARD ADMIRAL FDS INC | IVOO | 921932885 | $1.7K | 0.61% | 14,894 | SH |
| 17 | VANGUARD INDEX FDS | VO | 922908629 | $1.7K | 0.60% | 5,912 | SH |
| 18 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.6K | 0.56% | 1,576 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $1.4K | 0.50% | 5,579 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $1.0K | 0.36% | 3,549 | SH |
| 21 | ISHARES TR | SGOV | 46436E718 | $824 | 0.29% | 8,192 | SH |
| 22 | CHEVRON CORPORATION | CVX | 166764100 | $544 | 0.19% | 2,631 | SH |
| 23 | VANGUARD MUN BD FDS | VTEB | 922907746 | $542 | 0.19% | 10,881 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $414 | 0.15% | 1,120 | SH |
| 25 | ISHARES TR | IVV | 464287200 | $402 | 0.14% | 615 | SH |
| 26 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $338 | 0.12% | 731 | SH |
| 27 | LAM RESEARCH CORP | LRCX | 512807306 | $272 | 0.10% | 1,275 | SH |
| 28 | DAVITA INC | DVA | 23918K108 | $271 | 0.10% | 1,765 | SH |
| 29 | ISHARES TR | IWR | 464287499 | $256 | 0.09% | 2,642 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $243 | 0.09% | 508 | SH |
| 31 | SPDR INDEX SHS FDS | FEZ | 78463X202 | $212 | 0.08% | 3,428 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $281.0K | 31 | 0002054083-26-000002 |
| 2025-12-31 | 2026-02-06 | $286.6K | 30 | 0002054083-26-000001 |