2026 Q2 Portfolio Activity
In 2026 Q2, SoundView Advisors Inc. maintained a portfolio of 34 distinct positions. The most significant new addition was ALPHABET INC, now representing 0.08% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 90.4%.
Position History
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Total Positions
34
Quarter
2026 Q2
Top Holding
VOO (25.8%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34
SoundView Advisors Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 25.85% | 24.04% |
#1
Prev: #1
|
6.5 |
—
|
2,453 | 2.2% |
P
S
|
115,498 | $79,325 |
$545.50
+30.8%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | ||
|
VEA
VANGUARD TAX-MA...
|
ETF | 16.66% | 15.84% |
#2
Prev: #2
|
6.0 |
—
|
22,917 | 3.3% |
P
S
|
717,468 | $51,119 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 9.67% | 10.48% |
#3
Prev: #3
|
5.4 |
—
|
3,766 | 1.0% |
P
S
|
384,228 | $29,674 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 9.06% | 10.02% |
#4
Prev: #4
|
4.6 |
—
|
-9,634 | -1.0% |
P
S
|
926,495 | $27,804 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 7.96% | 9.11% |
#5
Prev: #5
|
4.2 |
—
|
-11,439 | -4.4% |
P
S
|
245,844 | $24,432 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
STIP
ISHARES TR
|
ETF | 6.98% | 8.04% |
#6
Prev: #6
|
3.3 |
—
|
-8,738 | -4.0% |
P
S
|
209,701 | $21,423 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IJH
ISHARES TR
|
ETF | 4.44% | 4.26% |
#7
Prev: #7
|
2.3 |
—
|
-876 | -0.5% |
P
S
|
176,569 | $13,615 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IJR
ISHARES TR
|
ETF | 4.33% | 3.94% |
#8
Prev: #8
|
2.2 |
—
|
586 | 0.7% |
P
S
|
89,671 | $13,299 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 2.48% | 2.36% |
#9
Prev: #9
|
1.5 |
—
|
45 | 0.2% |
P
S
|
22,491 | $7,618 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IEFA
ISHARES TR
|
ETF | 1.97% | 2.02% |
#10
Prev: #10
|
1.3 |
—
|
97 | 0.2% |
P
S
|
62,679 | $6,053 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.52% | 1.26% |
#11
2
Prev: #13
|
1.1 |
—
|
201 | 3.3% |
P
S
|
6,340 | $4,669 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.46% | 1.38% |
#12
1
Prev: #11
|
1.1 |
—
|
20 | 0.2% |
P
S
|
12,994 | $4,468 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.43% | 1.31% |
#13
1
Prev: #12
|
1.1 |
—
|
869 | 4.1% |
P
S
|
21,927 | $4,387 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 1.05% | 0.94% |
#14
Prev: #14
|
0.9 |
—
|
43 | 0.2% |
P
S
|
26,536 | $3,222 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 1.00% | 0.83% |
#15
Prev: #15
|
0.9 |
—
|
1,066 | 1.9% |
P
S
|
58,049 | $3,069 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.63% | 0.61% |
#16
Prev: #16
|
0.8 |
—
|
27 | 0.2% |
P
S
|
14,921 | $1,945 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.61% | 0.60% |
#17
Prev: #17
|
3.2 |
—
|
17,240 | 291.6% |
P
S
|
23,152 | $1,865 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AAPL
APPLE INC
|
Technology | 0.54% | 0.50% |
#18
1
Prev: #19
|
0.7 |
—
|
150 | 2.7% |
P
S
|
5,729 | $1,657 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.48% | 0.56% |
#19
1
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
1,576 | $1,474 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.43% | 0.36% |
#20
Prev: #20
|
2.2 |
—
|
181 | 5.1% |
P
S
|
3,730 | $1,318 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IVV
ISHARES TR
|
ETF | 0.29% | 0.14% |
#21
4
Prev: #25
|
3.1 |
—
|
556 | 90.4% |
P
S
|
1,171 | $876 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.18% | 0.10% |
#22
5
Prev: #27
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,276 | $552 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.15% |
#23
1
Prev: #24
|
2.1 |
—
|
100 | 8.9% |
P
S
|
1,220 | $455 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.13% | 0.19% |
#24
2
Prev: #22
|
0.6 |
—
|
-150 | -5.7% |
P
S
|
2,481 | $411 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DVA
DAVITA INC
|
Healthcare | 0.13% | 0.10% |
#25
3
Prev: #28
|
1.1 |
—
|
no change | no change |
P
S
|
1,765 | $392 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.11% | 0.12% |
#26
Prev: #26
|
0.5 |
—
|
-66 | -9.0% |
P
S
|
665 | $347 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IWR
ISHARES TR
|
ETF | 0.09% | 0.09% |
#27
2
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
2,642 | $291 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.08% | 0.09% |
#28
2
Prev: #30
|
0.5 |
—
|
-6 | -1.2% |
P
S
|
502 | $251 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.08% | — |
#29
Prev: #—
|
3.5 |
—
|
677 | — |
NEW
|
677 | $241 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
FTNT
FORTINET INC
|
Technology | 0.08% | — |
#30
Prev: #—
|
3.5 |
—
|
1,543 | — |
NEW
|
1,543 | $237 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.07% | — |
#32
Prev: #—
|
3.5 |
—
|
794 | — |
NEW
|
794 | $202 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
FEZ
SPDR INDEX SHS ...
|
ETF | 0.07% | 0.08% |
#31
Prev: #31
|
0.5 |
—
|
-479 | -14.0% |
P
S
|
2,949 | $202 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.00% | 0.19% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-10,881 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.00% | 0.29% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-8,192 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 |
Showing 1-34 of 34 holdings