SoundView Advisors Inc.

Est. AUM

$281.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$67.5M	113045	24.04%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.5M	694551	15.84%	SOLE
3	VANGUARD MALVERN FDS	CORE BD ETF	$29.4M	380462	10.48%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$28.1M	936129	10.02%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$25.6M	257283	9.11%	SOLE
6	ISHARES TR	0-5 YR TIPS ETF	$22.6M	218439	8.04%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$12.0M	177445	4.26%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$11.1M	89085	3.94%	SOLE
9	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$6.6M	22446	2.36%	SOLE
10	ISHARES TR	CORE MSCI EAFE	$5.7M	62582	2.02%	SOLE
11	VANGUARD INDEX FDS	LARGE CAP ETF	$3.9M	12974	1.38%	SOLE
12	NVIDIA CORPORATION	COM	$3.7M	21058	1.31%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$3.5M	6139	1.26%	SOLE
14	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.7M	26493	0.94%	SOLE
15	COLUMBIA ETF TR II	EM CORE EX ETF	$2.3M	56983	0.83%	SOLE
16	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$1.7M	14894	0.61%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$1.7M	5912	0.60%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1576	0.56%	SOLE
19	APPLE INC	COM	$1.4M	5579	0.50%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.0M	3549	0.36%	SOLE
21	ISHARES TR	0-3 MNTH TREASRY	$824K	8192	0.29%	SOLE
22	CHEVRON CORPORATION	COM	$544K	2631	0.19%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$542K	10881	0.19%	SOLE
24	MICROSOFT CORP	COM	$414K	1120	0.15%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$402K	615	0.14%	SOLE
26	STATE STR SPDR DOW JONES IND	UT SER 1	$338K	731	0.12%	SOLE
27	LAM RESEARCH CORP	COM NEW	$272K	1275	0.10%	SOLE
28	DAVITA INC	COM	$271K	1765	0.10%	SOLE
29	ISHARES TR	RUS MID CAP ETF	$256K	2642	0.09%	SOLE
30	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$243K	508	0.09%	SOLE
31	SPDR INDEX SHS FDS	STATE STREET SPD	$212K	3428	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.