SoundView Advisors Inc. — 13F Holdings

2026 Q1  ·  33 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, SoundView Advisors Inc. maintained a portfolio of 33 distinct positions. The most significant new addition was VANGUARD MALVERN FDS, now representing 10.48% of the total fund value. They heavily accumulated shares in STATE STR SPDR DOW JONES IND, increasing the position by 6.1%. Conversely, SoundView Advisors Inc. completely exited their position in BONDBLOXX ETF TRUST.
Position History hover any row below to update
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SoundView Advisors Inc. Investment Manager (13F Filer) AUM $0M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
33
Quarter
2026 Q1
Top Holding
VOO (24.0%)
Top 10 Concentration
90.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-33 of 33
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 24.04% 25.59% #1
Prev: #1
6.5
—
-3,903 -3.3%
P
S
113,045 $67,550 2024 Q4 13F Filing 2026-03-31 2026-05-01
VEA
VANGUARD TAX-MA...
ETF 15.84% 15.32% #2
Prev: #2
6.0
—
-8,372 -1.2%
P
S
694,551 $44,506 2024 Q4 13F Filing 2026-03-31 2026-05-01
VCRB
VANGUARD MALVER...
ETF 10.48% — #3
Prev: #—
8.5
—
380,462 —
NEW
 380,462 $29,440 2026 Q1 13F Filing 2026-03-31 2026-05-01
SPSB
SPDR SERIES TRU...
ETF 10.02% 10.75% #4 1
Prev: #3
5.0
—
-83,979 -8.2%
P
S
936,129 $28,149 2024 Q4 13F Filing 2026-03-31 2026-05-01
BILS
SPDR SERIES TRU...
ETF 9.11% 9.56% #5 1
Prev: #4
4.6
—
-18,852 -6.8%
P
S
257,283 $25,584 2024 Q4 13F Filing 2026-03-31 2026-05-01
STIP
ISHARES TR
ETF 8.04% 7.51% #6
Prev: #6
3.7
—
8,175 3.9%
P
S
218,439 $22,593 2024 Q4 13F Filing 2026-03-31 2026-05-01
IJH
ISHARES TR
ETF 4.26% 4.07% #7
Prev: #7
2.2
—
467 0.3%
P
S
177,445 $11,982 2024 Q4 13F Filing 2026-03-31 2026-05-01
IJR
ISHARES TR
ETF 3.94% 3.80% #8
Prev: #8
2.1
—
-1,632 -1.8%
P
S
89,085 $11,074 2024 Q4 13F Filing 2026-03-31 2026-05-01
VONE
VANGUARD SCOTTS...
ETF 2.36% 2.47% #9
Prev: #9
1.4
—
-508 -2.2%
P
S
22,446 $6,624 2024 Q4 13F Filing 2026-03-31 2026-05-01
IEFA
ISHARES TR
ETF 2.02% 2.00% #10
Prev: #10
1.3
—
-1,495 -2.3%
P
S
62,582 $5,665 2024 Q4 13F Filing 2026-03-31 2026-05-01
VV
VANGUARD INDEX ...
ETF 1.38% 1.43% #11 1
Prev: #12
1.1
—
-36 -0.3%
P
S
12,974 $3,877 2024 Q4 13F Filing 2026-03-31 2026-05-01
NVDA
NVIDIA CORPORAT...
Technology 1.31% 1.43% #12 1
Prev: #11
1.0
—
-943 -4.3%
P
S
21,058 $3,672 2024 Q4 13F Filing 2026-03-31 2026-05-01
QQQ
INVESCO QQQ TR
ETF 1.26% 1.37% #13
Prev: #13
1.0
—
-261 -4.1%
P
S
6,139 $3,543 2024 Q4 13F Filing 2026-03-31 2026-05-01
VTWO
VANGUARD SCOTTS...
ETF 0.94% 0.95% #14
Prev: #14
0.9
—
-1,009 -3.7%
P
S
26,493 $2,653 2024 Q4 13F Filing 2026-03-31 2026-05-01
XCEM
COLUMBIA ETF TR...
ETF 0.83% 0.77% #15
Prev: #15
0.8
—
-586 -1.0%
P
S
56,983 $2,325 2024 Q4 13F Filing 2026-03-31 2026-05-01
IVOO
VANGUARD ADMIRA...
ETF 0.61% 0.59% #16 1
Prev: #17
0.7
—
-121 -0.8%
P
S
14,894 $1,702 2024 Q4 13F Filing 2026-03-31 2026-05-01
VO
VANGUARD INDEX ...
ETF 0.60% 0.60% #17 1
Prev: #16
0.7
—
18 0.3%
P
S
5,912 $1,697 2024 Q4 13F Filing 2026-03-31 2026-05-01
COST
COSTCO WHOLESAL...
Consumer Defensive 0.56% 0.57% #18
Prev: #18
0.7
—
-304 -16.2%
P
S
1,576 $1,570 2024 Q4 13F Filing 2026-03-31 2026-05-01
AAPL
APPLE INC
Technology 0.50% 0.53% #19
Prev: #19
1.2
—
no change no change
P
S
5,579 $1,415 2024 Q4 13F Filing 2026-03-31 2026-05-01
GOOG
ALPHABET INC
Communication Services 0.36% 0.39% #20
Prev: #20
1.1
—
no change no change
P
S
3,549 $1,018 2024 Q4 13F Filing 2026-03-31 2026-05-01
SGOV
ISHARES TR
Bond/Debt 0.29% — #21
Prev: #—
3.6
—
8,192 —
NEW
 8,192 $824 2026 Q1 13F Filing 2026-03-31 2026-05-01
CVX
CHEVRON CORPORA...
Energy 0.19% 0.14% #22 1
Prev: #23
1.1
—
no change no change
P
S
2,631 $544 2024 Q4 13F Filing 2026-03-31 2026-05-01
VTEB
VANGUARD MUN BD...
ETF 0.19% — #23
Prev: #—
3.6
—
10,881 —
NEW
 10,881 $542 2026 Q1 13F Filing 2026-03-31 2026-05-01
MSFT
MICROSOFT CORP
Technology 0.15% 0.24% #24 3
Prev: #21
0.1
—
-291 -20.6%
P
S
1,120 $414 2024 Q4 13F Filing 2026-03-31 2026-05-01
IVV
ISHARES TR
ETF 0.14% 0.15% #25 3
Prev: #22
0.6
—
-11 -1.8%
P
S
615 $402 2024 Q4 13F Filing 2026-03-31 2026-05-01
DIA
STATE STR SPDR ...
ETF 0.12% 0.12% #26 1
Prev: #25
2.0
—
42 6.1%
P
S
731 $338 2025 Q1 13F Filing 2026-03-31 2026-05-01
LRCX
LAM RESEARCH CO...
Technology 0.10% 0.12% #27 3
Prev: #24
0.0
—
-662 -34.2%
P
S
1,275 $272 2024 Q4 13F Filing 2026-03-31 2026-05-01
DVA
DAVITA INC
Healthcare 0.10% 0.12% #28 2
Prev: #26
0.0
—
-1,148 -39.4%
P
S
1,765 $271 2024 Q4 13F Filing 2026-03-31 2026-05-01
IWR
ISHARES TR
ETF 0.09% 0.09% #29 1
Prev: #28
1.0
—
no change no change
P
S
2,642 $256 2025 Q2 13F Filing 2026-03-31 2026-05-01
BRK/B
BERKSHIRE HATHA...
Financial Services 0.09% 0.09% #30 3
Prev: #27
1.0
—
no change no change
P
S
508 $243 2024 Q4 13F Filing 2026-03-31 2026-05-01
FEZ
SPDR INDEX SHS ...
Unknown 0.08% 0.08% #31 2
Prev: #29
0.5
—
17 0.5%
P
S
3,428 $212 2025 Q4 13F Filing 2026-03-31 2026-05-01
GOOGL
ALPHABET INC
Communication Services 0.00% 0.07%
Sold All 😨
(Was: #30)
 0.0
—
-677 -100.0%
CLOSED
 — $— 2024 Q4 13F Filing 2026-03-31 2026-05-01
XHLF
BONDBLOXX ETF T...
ETF 0.00% 9.10%
Sold All 😨
(Was: #5)
 0.0
—
-519,214 -100.0%
CLOSED
 — $— 2024 Q4 13F Filing 2026-03-31 2026-05-01
Showing 1-33 of 33 holdings

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