Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Soundwatch Capital LLC (CIK 1803253) reported $901.0M across 53 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($392.5M, 43.56%), SPY ($389.1M, 43.19%), ESGV ($24.0M, 2.66%), AAPL ($17.3M, 1.92%), VOO ($14.8M, 1.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $392.5M | 43.56% | 524,081 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $389.1M | 43.19% | 521,090 | Trimmed |
| 3 | ESGV | VANGUARD WORLD FD | $24.0M | 2.66% | 181,428 | Added |
| 4 | AAPL | APPLE INC | $17.3M | 1.92% | 59,868 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $14.8M | 1.64% | 21,506 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $11.1M | 1.23% | 15,057 | Added |
| 7 | VV | VANGUARD INDEX FDS | $8.6M | 0.96% | 25,068 | Trimmed |
| 8 | AAUS | EA SERIES TRUST | $5.7M | 0.63% | 95,682 | Trimmed |
| 9 | AAEQ | EA SERIES TRUST | $4.4M | 0.49% | 83,311 | Hold |
| 10 | SHDG | ADVISOR MANAGED PORTFOLIOS | $4.3M | 0.48% | 132,428 | Hold |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 0.33% | 13,819 | Hold |
| 12 | NVDA | NVIDIA CORPORATION | $2.4M | 0.27% | 12,062 | Trimmed |
| 13 | MOAT | VANECK ETF TRUST | $1.4M | 0.15% | 13,424 | Added |
| 14 | AMAT | APPLIED MATLS INC | $1.2M | 0.14% | 1,703 | Trimmed |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.14% | 1,250 | Hold |
| 16 | SCHD | SCHWAB STRATEGIC TR | $1.2M | 0.13% | 37,128 | Added |
| 17 | QUAL | ISHARES TR | $1.2M | 0.13% | 5,347 | Trimmed |
| 18 | ITOT | ISHARES TR | $1.1M | 0.12% | 6,604 | Hold |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.11% | 18,000 | Added |
| 20 | DIA | STATE STR SPDR DOW JONES IND | $966,422 | 0.11% | 1,850 | Hold |
| 21 | VGT | VANGUARD WORLD FD | $992,494 | 0.11% | 8,304 | Added |
| 22 | IWB | ISHARES TR | $935,708 | 0.10% | 2,285 | Trimmed |
| 23 | OEF | ISHARES TR | $936,627 | 0.10% | 2,560 | Hold |
| 24 | SCHG | SCHWAB STRATEGIC TR | $788,679 | 0.09% | 23,306 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $831,089 | 0.09% | 2,228 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30