SoundView Advisors Inc.
CIK 2054083 · View on SEC EDGAR ↗
- Portfolio value
- $307K
- Positions
- 32
- As of
- June 30, 2026
#9,294 of 9,443 by 13F value · top 98.4%
Portfolio value QoQ: +9.2% 13F does not disclose cash
- Top 10 holdings weight
- 89.40%
- Top 25 holdings weight
- 99.42%
- Positions above 1%
- 15
- Effective number of positions
- 7.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.31% Est. buys $6,744 · sells $3,847
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 64.0% still held
- New positions
- 3
- Increased
- 18
- Decreased
- 8
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.4%
Retail
0.5%
Communication Services
0.5%
Energy
0.1%
Health Care
0.1%
Other/Unmapped
96.3%
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $79,325 | 25.85% | 115,498 | $11,775 | Up ×1 | ||
| VEA | $51,119 | 16.66% | 717,468 | $6,613 | Up ×1 | ||
| VCRB Vanguard Core Bond ETF | $29,674 | 9.67% | 384,228 | $234 | Up ×1 | ||
| SPSB | $27,804 | 9.06% | 926,495 | $-345 | Down ×2 | ||
| BILS | $24,432 | 7.96% | 245,844 | $-1,152 | Down ×2 | ||
| STIP | $21,423 | 6.98% | 209,701 | $-1,170 | Down ×1 | ||
| IJH | $13,615 | 4.44% | 176,569 | $1,633 | Down ×1 | ||
| IJR | $13,299 | 4.33% | 89,671 | $2,225 | Up ×1 | ||
| VONE Vanguard Russell 1000 ETF | $7,618 | 2.48% | 22,491 | $994 | Up ×1 | ||
| IEFA | $6,053 | 1.97% | 62,679 | $388 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4,669 | 1.52% | 6,340 | $1,126 | Up ×1 | ||
| VV | $4,468 | 1.46% | 12,994 | $591 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,387 | 1.43% | 21,927 | $715 | Up ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $3,222 | 1.05% | 26,536 | $569 | Up ×1 | ||
| XCEM | $3,069 | 1.00% | 58,049 | $744 | Up ×1 | ||
| IVOO | $1,945 | 0.63% | 14,921 | $243 | Up ×1 | ||
| VO | $1,865 | 0.61% | 23,152 | $168 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $1,657 | 0.54% | 5,729 | $242 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,474 | 0.48% | 1,576 | $-96 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,318 | 0.43% | 3,730 | $300 | Up ×1 | ||
| IVV | $876 | 0.29% | 1,171 | $474 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $552 | 0.18% | 1,276 | $280 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $455 | 0.15% | 1,220 | $41 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $411 | 0.13% | 2,481 | $-133 | Down ×1 | ||
| DVA DaVita Inc. Common Stock | $392 | 0.13% | 1,765 | $121 | |||
| DIA | $347 | 0.11% | 665 | $9 | Down ×1 | ||
| IWR | $291 | 0.09% | 2,642 | $35 | |||
| BRKB | $251 | 0.08% | 502 | $8 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $241 | 0.08% | 677 | ||||
| FTNT Fortinet, Inc. - Common Stock | $237 | 0.08% | 1,543 | Up ×1 | |||
| SNOW Snowflake Inc. Common Stock | $202 | 0.07% | 794 | ||||
| FEZ | $202 | 0.07% | 2,949 | $-10 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPSB | Sept. 30, 2025 | 980,896 | $29,613 | No longer tracked |
| XNTK | Dec. 31, 2025 | 283,087 | $28,172 | No longer tracked |
| BILS | Sept. 30, 2025 | 274,348 | $27,278 | No longer tracked |
| XHYC | Dec. 31, 2025 | 534,300 | $26,939 | No longer tracked |
| XHLF | March 31, 2026 | 519,214 | $26,090 | No longer tracked |
| XHLF | Sept. 30, 2025 | 510,955 | $25,721 | No longer tracked |
| STIP | Sept. 30, 2025 | 188,220 | $19,369 | No longer tracked |
| OEF | Dec. 31, 2025 | 178,408 | $11,642 | No longer tracked |
| IJH | Sept. 30, 2025 | 174,391 | $10,815 | No longer tracked |
| IJR | Sept. 30, 2025 | 86,117 | $9,411 | No longer tracked |
| VONE | Sept. 30, 2025 | 25,031 | $7,030 | |
| IEFA | Sept. 30, 2025 | 65,755 | $5,489 | No longer tracked |
| VV | Sept. 30, 2025 | 12,998 | $3,708 | No longer tracked |
| VGSH | Dec. 31, 2025 | 27,401 | $2,680 | |
| VTWO | Sept. 30, 2025 | 30,066 | $2,622 | |
| IVOO | Sept. 30, 2025 | 17,350 | $1,821 | No longer tracked |
| VOOG | Dec. 31, 2025 | 14,961 | $1,651 | No longer tracked |
| VO | Sept. 30, 2025 | 5,832 | $1,631 | No longer tracked |
| PATH | Dec. 31, 2025 | 107,640 | $1,440 | -4.0% |
| AMZN | Dec. 31, 2025 | 6,550 | $1,438 | 11.7% |
| SGOV | June 30, 2026 | 8,192 | $824 | 0.0% |
| VTEB | June 30, 2026 | 10,881 | $542 | No longer tracked |
| TSLA | March 31, 2025 | 959 | $387 | 34.6% |
| IVV | Sept. 30, 2025 | 621 | $385 | No longer tracked |
| JMST | Sept. 30, 2025 | 7,327 | $373 | No longer tracked |
| BRKB | Sept. 30, 2025 | 563 | $273 | No longer tracked |
| BRKA | Dec. 31, 2025 | 508 | $255 | No longer tracked |
| NARI | June 30, 2025 | 3,137 | $250 | No longer tracked |
| IWR | Sept. 30, 2025 | 2,642 | $242 | No longer tracked |
| IBTF | Sept. 30, 2025 | 10,320 | $241 | No longer tracked |
| BMY | June 30, 2025 | 3,792 | $231 | 42.7% |
| ETN | Dec. 31, 2025 | 600 | $224 | 32.1% |
| GOOGL | Sept. 30, 2025 | 1,271 | $223 | 40.7% |
| GOOGL | March 31, 2026 | 677 | $211 | 18.9% |
| GOOGL | March 31, 2025 | 1,105 | $209 | 121.2% |
| SNOW | Dec. 31, 2025 | 894 | $201 | 44.0% |