SoundView Advisors Inc. — 13F Holdings

2026 Q3  ·  32 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, SoundView Advisors Inc. maintained a portfolio of 32 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 6.6%.
Position History hover any row below to update
Loading…
SoundView Advisors Inc. Investment Manager (13F Filer) AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
32
Quarter
2026 Q3
Top Holding
VOO (26.9%)
Top 10 Concentration
89.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 26.92% 25.85% #1
Prev: #1
6.5
—
4,361 3.8%
P
S
119,859 $84,004
$549.20 +28.3%
$700.86 +0.6%
2024 Q4 13F Filing 2026-09-30 2026-11-04
VEA
VANGUARD TAX-MA...
ETF 16.54% 16.66% #2
Prev: #2
6.0
—
13,544 1.9%
P
S
731,012 $51,616
$48.76 +45.2%
$70.61 +0.3%
2024 Q4 13F Filing 2026-09-30 2026-11-04
VCRB
VANGUARD MALVER...
ETF 9.73% 9.67% #3
Prev: #3
6.9
—
27,965 7.3%
P
S
412,193 $30,345
$75.48 -0.8%
$73.62 +1.7%
2026 Q1 13F Filing 2026-09-30 2026-11-04
SPSB
SPDR SERIES TRU...
ETF 9.12% 9.06% #4
Prev: #4
4.6
—
35,653 3.8%
P
S
962,148 $28,469 2024 Q4 13F Filing 2026-09-30 2026-11-04
BILS
SPDR SERIES TRU...
ETF 8.34% 7.96% #5
Prev: #5
5.8
—
16,140 6.6%
P
S
261,984 $26,025 2024 Q4 13F Filing 2026-09-30 2026-11-04
STIP
ISHARES TR
ETF 6.87% 6.98% #6
Prev: #6
3.2
—
5,207 2.5%
P
S
214,908 $21,426 2024 Q4 13F Filing 2026-09-30 2026-11-04
IJH
ISHARES TR
ETF 4.10% 4.44% #7
Prev: #7
2.1
—
1,244 0.7%
P
S
177,813 $12,793 2024 Q4 13F Filing 2026-09-30 2026-11-04
IJR
ISHARES TR
ETF 3.57% 4.33% #8
Prev: #8
1.9
—
-7,710 -8.6%
P
S
81,961 $11,150 2024 Q4 13F Filing 2026-09-30 2026-11-04
VONE
VANGUARD SCOTTS...
ETF 2.48% 2.48% #9
Prev: #9
1.5
—
-15 -0.1%
P
S
22,476 $7,731 2024 Q4 13F Filing 2026-09-30 2026-11-04
IEFA
ISHARES TR
ETF 1.91% 1.97% #10
Prev: #10
1.3
—
-1,095 -1.7%
P
S
61,584 $5,966 2024 Q4 13F Filing 2026-09-30 2026-11-04
NVDA
NVIDIA CORPORAT...
Technology 1.61% 1.43% #11 2
Prev: #13
1.1
—
6 0.0%
P
S
21,933 $5,009 2024 Q4 13F Filing 2026-09-30 2026-11-04
VV
VANGUARD INDEX ...
ETF 1.47% 1.46% #12
Prev: #12
1.1
—
16 0.1%
P
S
13,010 $4,577 2024 Q4 13F Filing 2026-09-30 2026-11-04
QQQ
INVESCO QQQ TR
ETF 1.47% 1.52% #13 2
Prev: #11
1.1
—
-153 -2.4%
P
S
6,187 $4,576 2024 Q4 13F Filing 2026-09-30 2026-11-04
XCEM
COLUMBIA ETF TR...
ETF 0.97% 1.00% #14 1
Prev: #15
0.9
—
596 1.0%
P
S
58,645 $3,014 2024 Q4 13F Filing 2026-09-30 2026-11-04
VTWO
VANGUARD SCOTTS...
ETF 0.95% 1.05% #15 1
Prev: #14
0.9
—
-54 -0.2%
P
S
26,482 $2,972 2024 Q4 13F Filing 2026-09-30 2026-11-04
AAPL
APPLE INC
Technology 0.63% 0.54% #16 2
Prev: #18
0.8
—
201 3.5%
P
S
5,930 $1,974 2024 Q4 13F Filing 2026-09-30 2026-11-04
IVOO
VANGUARD ADMIRA...
ETF 0.56% 0.63% #17 1
Prev: #16
0.7
—
-490 -3.3%
P
S
14,431 $1,757 2024 Q4 13F Filing 2026-09-30 2026-11-04
VO
VANGUARD INDEX ...
ETF 0.54% 0.61% #18 1
Prev: #17
0.7
—
-1,508 -6.5%
P
S
21,644 $1,697 2024 Q4 13F Filing 2026-09-30 2026-11-04
COST
COSTCO WHOLESAL...
Consumer Defensive 0.46% 0.48% #19
Prev: #19
0.7
—
10 0.6%
P
S
1,586 $1,443 2024 Q4 13F Filing 2026-09-30 2026-11-04
MSFT
MICROSOFT CORP
Technology 0.36% 0.15% #20 3
Prev: #23
3.1
—
941 77.1%
P
S
2,161 $1,108 2024 Q4 13F Filing 2026-09-30 2026-11-04
IVV
ISHARES TR
ETF 0.30% 0.29% #21
Prev: #21
2.1
—
65 5.6%
P
S
1,236 $946 2024 Q4 13F Filing 2026-09-30 2026-11-04
GOOG
ALPHABET INC
Communication Services 0.17% 0.43% #22 2
Prev: #20
0.1
—
-2,144 -57.5%
P
S
1,586 $540 2024 Q4 13F Filing 2026-09-30 2026-11-04
CVX
CHEVRON CORPORA...
Energy 0.16% 0.13% #23 1
Prev: #24
1.1
—
no change no change
P
S
2,481 $506 2024 Q4 13F Filing 2026-09-30 2026-11-04
LRCX
LAM RESEARCH CO...
Technology 0.13% 0.18% #24 2
Prev: #22
0.6
—
-7 -0.5%
P
S
1,269 $416 2024 Q4 13F Filing 2026-09-30 2026-11-04
DIA
STATE STR SPDR ...
ETF 0.11% 0.11% #25 1
Prev: #26
1.0
—
no change no change
P
S
665 $338 2025 Q1 13F Filing 2026-09-30 2026-11-04
DVA
DAVITA INC
Healthcare 0.10% 0.13% #26 1
Prev: #25
1.0
—
no change no change
P
S
1,765 $308 2024 Q4 13F Filing 2026-09-30 2026-11-04
IWR
ISHARES TR
ETF 0.09% 0.09% #27
Prev: #27
1.0
—
no change no change
P
S
2,642 $281 2025 Q2 13F Filing 2026-09-30 2026-11-04
FTNT
FORTINET INC
Technology 0.09% 0.08% #28 2
Prev: #30
0.5
—
-21 -1.4%
P
S
1,522 $272 2026 Q2 13F Filing 2026-09-30 2026-11-04
SNOW
SNOWFLAKE INC
Technology 0.09% 0.07% #29 3
Prev: #32
1.0
—
no change no change
P
S
794 $269 2025 Q2 13F Filing 2026-09-30 2026-11-04
BRK/B
BERKSHIRE HATHA...
Financial Services 0.08% 0.08% #30 2
Prev: #28
1.0
—
no change no change
P
S
502 $249 2024 Q4 13F Filing 2026-09-30 2026-11-04
GOOGL
ALPHABET INC
Communication Services 0.07% 0.08% #31 2
Prev: #29
1.0
—
no change no change
P
S
677 $233 2024 Q4 13F Filing 2026-09-30 2026-11-04
FEZ
SPDR INDEX SHS ...
ETF 0.00% 0.07%
Sold All 😨
(Was: #31)
 0.0
—
-2,949 -100.0%
CLOSED
 — $— 2025 Q4 13F Filing 2026-09-30 2026-11-04
Showing 1-32 of 32 holdings

Unlock Full SoundView Advisors Inc. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →