AI Portfolio Summary
In 2026 Q1, SoundView Advisors Inc. maintained a portfolio of 33 distinct positions. The most significant new addition to the portfolio was VANGUARD MALVERN FDS, which now represents 10.48% of the total fund value. Conversely, SoundView Advisors Inc. completely exited their position in ALPHABET INC.
Total Positions
33
Quarter
2026 Q1
Top Holding
VOO (24.0%)
Top 10 Concentration
90.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-33 of 33
| 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 | 24.04% | 25.59% |
#1
Prev: #1
|
6.5 | -3,903 | -3.3% |
P
S
|
113,045 | $67,550 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 15.84% | 15.32% |
#2
Prev: #2
|
6.0 | -8,372 | -1.2% |
P
S
|
694,551 | $44,506 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 10.48% | — |
#3
Prev: #—
|
8.5 | 380,462 | no change |
NEW
|
380,462 | $29,440 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 10.02% | 10.75% |
#4
1
Prev: #3
|
5.0 | -83,979 | -8.2% |
P
S
|
936,129 | $28,149 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BILS
SPDR SERIES TRU...
|
ETF | 9.11% | 9.56% |
#5
1
Prev: #4
|
4.6 | -18,852 | -6.8% |
P
S
|
257,283 | $25,584 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
STIP
ISHARES TR
|
ETF | 8.04% | 7.51% |
#6
Prev: #6
|
3.7 | 8,175 | 3.9% |
P
S
|
218,439 | $22,593 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IJH
ISHARES TR
|
ETF | 4.26% | 4.07% |
#7
Prev: #7
|
2.2 | 467 | 0.3% |
P
S
|
177,445 | $11,982 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IJR
ISHARES TR
|
ETF | 3.94% | 3.80% |
#8
Prev: #8
|
2.1 | -1,632 | -1.8% |
P
S
|
89,085 | $11,074 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VONE
VANGUARD SCOTTS...
|
ETF | 2.36% | 2.47% |
#9
Prev: #9
|
1.4 | -508 | -2.2% |
P
S
|
22,446 | $6,624 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IEFA
ISHARES TR
|
ETF | 2.02% | 2.00% |
#10
Prev: #10
|
1.3 | -1,495 | -2.3% |
P
S
|
62,582 | $5,665 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.38% | 1.43% |
#11
1
Prev: #12
|
1.1 | -36 | -0.3% |
P
S
|
12,974 | $3,877 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.31% | 1.43% |
#12
1
Prev: #11
|
1.0 | -943 | -4.3% |
P
S
|
21,058 | $3,672 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.26% | 1.37% |
#13
Prev: #13
|
1.0 | -261 | -4.1% |
P
S
|
6,139 | $3,543 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 0.94% | 0.95% |
#14
Prev: #14
|
0.9 | -1,009 | -3.7% |
P
S
|
26,493 | $2,653 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XCEM
COLUMBIA ETF TR...
|
ETF | 0.83% | 0.77% |
#15
Prev: #15
|
0.8 | -586 | -1.0% |
P
S
|
56,983 | $2,325 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.61% | 0.59% |
#16
1
Prev: #17
|
0.7 | -121 | -0.8% |
P
S
|
14,894 | $1,702 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.60% | 0.60% |
#17
1
Prev: #16
|
0.7 | 18 | 0.3% |
P
S
|
5,912 | $1,697 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.56% | 0.57% |
#18
Prev: #18
|
0.7 | -304 | -16.2% |
P
S
|
1,576 | $1,570 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 0.50% | 0.53% |
#19
Prev: #19
|
1.2 | no change | no change |
P
S
|
5,579 | $1,415 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.36% | 0.39% |
#20
Prev: #20
|
1.1 | no change | no change |
P
S
|
3,549 | $1,018 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.29% | — |
#21
Prev: #—
|
3.6 | 8,192 | no change |
NEW
|
8,192 | $824 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.19% | 0.14% |
#22
1
Prev: #23
|
1.1 | no change | no change |
P
S
|
2,631 | $544 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.19% | — |
#23
Prev: #—
|
3.6 | 10,881 | no change |
NEW
|
10,881 | $542 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.24% |
#24
3
Prev: #21
|
0.1 | -291 | -20.6% |
P
S
|
1,120 | $414 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IVV
ISHARES TR
|
ETF | 0.14% | 0.15% |
#25
3
Prev: #22
|
0.6 | -11 | -1.8% |
P
S
|
615 | $402 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.12% | 0.12% |
#26
1
Prev: #25
|
2.0 | 42 | 6.1% |
P
S
|
731 | $338 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.10% | 0.12% |
#27
3
Prev: #24
|
0.0 | -662 | -34.2% |
P
S
|
1,275 | $272 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DVA
DAVITA INC
|
Healthcare | 0.10% | 0.12% |
#28
2
Prev: #26
|
0.0 | -1,148 | -39.4% |
P
S
|
1,765 | $271 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IWR
ISHARES TR
|
ETF | 0.09% | 0.09% |
#29
1
Prev: #28
|
1.0 | no change | no change |
P
S
|
2,642 | $256 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.09% | 0.09% |
#30
3
Prev: #27
|
1.0 | no change | no change |
P
S
|
508 | $243 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
FEZ
SPDR INDEX SHS ...
|
Unknown | 0.08% | 0.08% |
#31
2
Prev: #29
|
0.5 | 17 | 0.5% |
P
S
|
3,428 | $212 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.00% | 0.07% |
Sold All 😨
(Was: #30) |
0.0 | -677 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XHLF
BONDBLOXX ETF T...
|
ETF | 0.00% | 9.10% |
Sold All 😨
(Was: #5) |
0.0 | -519,214 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-33 of 33 holdings