SoundView Advisors Inc. 13F Holdings · Q2 2026
SoundView Advisors Inc. reported 32 securities worth $306.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (25.85%), VEA (16.66%), VCRB (9.67%). Among its top 25 positions this quarter: 18 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $79.3M | 25.85% | 115,498 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $51.1M | 16.66% | 717,468 | Added |
| 3 | VCRB | VANGUARD MALVERN FDS | $29.7M | 9.67% | 384,228 | Added |
| 4 | SPSB | SPDR SERIES TRUST | $27.8M | 9.06% | 926,495 | Trimmed |
| 5 | BILS | SPDR SERIES TRUST | $24.4M | 7.96% | 245,844 | Trimmed |
| 6 | STIP | ISHARES TR | $21.4M | 6.98% | 209,701 | Trimmed |
| 7 | IJH | ISHARES TR | $13.6M | 4.44% | 176,569 | Trimmed |
| 8 | IJR | ISHARES TR | $13.3M | 4.33% | 89,671 | Added |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $7.6M | 2.48% | 22,491 | Added |
| 10 | IEFA | ISHARES TR | $6.1M | 1.97% | 62,679 | Added |
| 11 | QQQ | INVESCO QQQ TR | $4.7M | 1.52% | 6,340 | Added |
| 12 | VV | VANGUARD INDEX FDS | $4.5M | 1.46% | 12,994 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $4.4M | 1.43% | 21,927 | Added |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $3.2M | 1.05% | 26,536 | Added |
| 15 | XCEM | COLUMBIA ETF TR II | $3.1M | 1.00% | 58,049 | Added |
| 16 | IVOO | VANGUARD ADMIRAL FDS INC | $1.9M | 0.63% | 14,921 | Added |
| 17 | VO | VANGUARD INDEX FDS | $1.9M | 0.61% | 23,152 | Added |
| 18 | AAPL | APPLE INC | $1.7M | 0.54% | 5,729 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 0.48% | 1,576 | Hold |
| 20 | GOOG | ALPHABET INC | $1.3M | 0.43% | 3,730 | Added |
| 21 | IVV | ISHARES TR | $876,000 | 0.29% | 1,171 | Added |
| 22 | LRCX | LAM RESEARCH CORP | $552,000 | 0.18% | 1,276 | Added |
| 23 | MSFT | MICROSOFT CORP | $455,000 | 0.15% | 1,220 | Added |
| 24 | CVX | CHEVRON CORPORATION | $411,000 | 0.13% | 2,481 | Trimmed |
| 25 | DVA | DAVITA INC | $392,000 | 0.13% | 1,765 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR