Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $79.3K | 25.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $51.1K | 16.7% |
| Vanguard Malvern FdsCORE BD ETF | CORE BD ETF | $29.7K | 9.7% |
| SPDR Series TrustST SHOR CORP ETF | ST SHOR CORP ETF | $27.8K | 9.1% |
| SPDR Series TrustST STR BL 12 ETF | ST STR BL 12 ETF | $24.4K | 8.0% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $21.4K | 7.0% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $13.6K | 4.4% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $13.3K | 4.3% |
| Vanguard Scottsdale FdsVNG RUS1000IDX | VNG RUS1000IDX | $7.62K | 2.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $6.05K | 2.0% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $4.67K | 1.5% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $4.47K | 1.5% |
| Nvidia CorporationCOM | COM | $4.39K | 1.4% |
| Vanguard Scottsdale FdsVNG RUS2000IDX | VNG RUS2000IDX | $3.22K | 1.0% |
| Columbia ETF TR IIEM CORE EX ETF | EM CORE EX ETF | $3.07K | 1.0% |
| Vanguard Admiral Fds Inc.MIDCP 400 IDX | MIDCP 400 IDX | $1.95K | 0.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $1.87K | 0.6% |
| Apple Inc.COM | COM | $1.66K | 0.5% |
| Costco Wholesale CorporationCOM | COM | $1.47K | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.32K | 0.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $876 | 0.3% |
| Lam Research Corp.COM NEW | COM NEW | $552 | 0.2% |
| Microsoft Corp.COM | COM | $455 | 0.1% |
| Chevron CorporationCOM | COM | $411 | 0.1% |
| Davita Inc.COM | COM | $392 | 0.1% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $347 | 0.1% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $291 | 0.1% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $251 | 0.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $241 | 0.1% |
| Fortinet Inc.COM | COM | $237 | 0.1% |
| SPDR Index Shs FdsST STR EU 50 ETF | ST STR EU 50 ETF | $202 | 0.1% |
| Snowflake Inc.COM SHS | COM SHS | $202 | 0.1% |
- Class
- S&P 500 ETF SHS
- Share
- 25.8%
- Class
- VAN FTSE DEV MKT
- Share
- 16.7%
- Class
- CORE BD ETF
- Share
- 9.7%
- Class
- ST SHOR CORP ETF
- Share
- 9.1%
- Class
- ST STR BL 12 ETF
- Share
- 8.0%
- Class
- 0-5 YR TIPS ETF
- Share
- 7.0%
- Class
- CORE S&P MCP ETF
- Share
- 4.4%
- Class
- CORE S&P SCP ETF
- Share
- 4.3%
- Class
- VNG RUS1000IDX
- Share
- 2.5%
- Class
- CORE MSCI EAFE
- Share
- 2.0%
- Class
- UNIT SER 1
- Share
- 1.5%
- Class
- LARGE CAP ETF
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- VNG RUS2000IDX
- Share
- 1.0%
- Class
- EM CORE EX ETF
- Share
- 1.0%
- Class
- MIDCP 400 IDX
- Share
- 0.6%
- Class
- MID CAP ETF
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- CAP STK CL C
- Share
- 0.4%
- Class
- CORE S&P500 ETF
- Share
- 0.3%
- Class
- COM NEW
- Share
- 0.2%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- UT SER 1
- Share
- 0.1%
- Class
- RUS MID CAP ETF
- Share
- 0.1%
- Class
- CL B NEW
- Share
- 0.1%
- Class
- CAP STK CL A
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- ST STR EU 50 ETF
- Share
- 0.1%
- Class
- COM SHS
- Share
- 0.1%
The share class is shown on a wider screen.
The 32 largest of 32 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2054083
- File number
- 028-24824
- Options
- 0 call, 0 put
- In the 25 largest
- 99.4%
- Prior quarter
- $281K at 31 March 2026
- Positions opened
- 3
- Positions closed
- 2
Common questions
What are SoundView Advisors’ 13F holdings worth?
$307 thousand across 32 positions for the quarter ended 30 June 2026.
What is SoundView Advisors’ largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $79.3 thousand, or 25.8% of reported 13F value, as of 30 June 2026.
How concentrated is SoundView Advisors’ 13F portfolio?
The ten largest positions accounted for 89.4% of reported value and the twenty-five largest for 99.4%, across 32 positions as of 30 June 2026.
Does Form 13F show everything SoundView Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does SoundView Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.