# SoundView Advisors Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2054083. Source: https://holderbook.com/funds/2054083-soundview-advisors-inc/

- Reported value: $306.9M
- Positions: 32
- Weight of the ten largest: 89.4%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $79.3M | 115,498 | 25.8% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $51.1M | 717,468 | 16.7% | 7 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $29.7M | 384,228 | 9.7% | 2 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $27.8M | 926,495 | 9.1% | 3 |
| SPDR SERIES TRUST | [BILS](https://holderbook.com/stocks/BILS/) | $24.4M | 245,844 | 8.0% | 3 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $21.4M | 209,701 | 7.0% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $13.6M | 176,569 | 4.4% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $13.3M | 89,671 | 4.3% | 3 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $7.6M | 22,491 | 2.5% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $6.1M | 62,679 | 2.0% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.7M | 6,340 | 1.5% | 7 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $4.5M | 12,994 | 1.5% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.4M | 21,927 | 1.4% | 7 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $3.2M | 26,536 | 1.0% | 3 |
| COLUMBIA ETF TR II | [XCEM](https://holderbook.com/stocks/XCEM/) | $3.1M | 58,049 | 1.0% | 7 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $1.9M | 14,921 | 0.6% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.9M | 23,152 | 0.6% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.7M | 5,729 | 0.5% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,576 | 0.5% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,730 | 0.4% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $876.0K | 1,171 | 0.3% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $552.0K | 1,276 | 0.2% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $455.0K | 1,220 | 0.1% | 7 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $411.0K | 2,481 | 0.1% | 7 |
| DAVITA INC | [DVA](https://holderbook.com/stocks/DVA/) | $392.0K | 1,765 | 0.1% | 7 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $347.0K | 665 | 0.1% | 6 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $291.0K | 2,642 | 0.1% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $251.0K | 502 | 0.1% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $241.0K | 677 | 0.1% | 1 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $237.0K | 1,543 | 0.1% | 1 |
| SPDR INDEX SHS FDS | [FEZ](https://holderbook.com/stocks/FEZ/) | $202.0K | 2,949 | 0.1% | 3 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $202.0K | 794 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.7% | +14.8% | -6.1% | 100% |
| Q1 2026 | -0.7% | -4.6% | +3.9% | 100% |
| Q3 2025 | +4.9% | +7.8% | -2.9% | 100% |
| Q2 2025 | +6.8% | +10.5% | -3.7% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $306.9M | 32 |
| Q1 2026 | $281.0M | 31 |
| Q4 2025 | $286.6M | 30 |
| Q3 2025 | $291.8M | 24 |
| Q2 2025 | $271.4M | 35 |
| Q1 2025 | $242.4M | 33 |
| Q4 2024 | $242.6M | 33 |