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Soundview Advisors Inc. Top Holdings and 13F Report (2026)

About Soundview Advisors Inc.

Investment Activity

  • Soundview Advisors Inc. has $306.89 thousand in total holdings as of June 30, 2026.
  • Soundview Advisors Inc. owns shares of 32 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 2.20% of the portfolio was purchased this quarter.
  • About 1.25% of the portfolio was sold this quarter.
  • This quarter, Soundview Advisors Inc. has purchased 31 new stocks and bought additional shares in 18 stocks.
  • Soundview Advisors Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

02079K305 - Alphabet
$241 Holding
34959E109 - Fortinet
$237 Holding
833445109 - Snowflake
$202 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
2,453 shares (about $1.68K)
Vanguard FTSE Developed Markets ETF
22,917 shares (about $1.63K)
Vanguard Mid-Cap ETF
17,240 shares (about $1.39K)
iShares Core S&P 500 ETF
556 shares (about $415.93)
VANGUARD MALVERN FDS
3,766 shares (about $290.85)

Largest Sales this Quarter

SPDR Bloomberg 3-12 Month T-Bill ETF
11,439 shares (about $1.14K)
iShares 0-5 Year TIPS Bond ETF
8,738 shares (about $892.67)
iShares Core S&P Mid-Cap ETF
876 shares (about $67.55)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSoundview Advisors Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$79,325$1,685 â–²2.2%115,49825.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$51,119$1,633 â–²3.3%717,46816.7%ETF
VANGUARD MALVERN FDS
$29,674$291 â–²1.0%384,2289.7%CORE BD ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$27,804$289 â–¼-1.0%926,4959.1%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$24,432$1,137 â–¼-4.4%245,8448.0%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$21,423$893 â–¼-4.0%209,7017.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,615$68 â–¼-0.5%176,5694.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,299$87 â–²0.7%89,6714.3%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$7,618$15 â–²0.2%22,4912.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$6,053$9 â–²0.2%62,6792.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,669$148 â–²3.3%6,3401.5%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$4,468$7 â–²0.2%12,9941.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,387$174 â–²4.1%21,9271.4%Technology
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$3,222$5 â–²0.2%26,5361.0%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$3,069$56 â–²1.9%58,0491.0%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$1,945$4 â–²0.2%14,9210.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,865$1,389 â–²291.6%23,1520.6%ETF
Apple Inc. stock logo
AAPL
Apple
$1,657$43 â–²2.7%5,7290.5%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,4740.0%1,5760.5%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,318$64 â–²5.1%3,7300.4%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$876$416 â–²90.4%1,1710.3%ETF
LAM RESEARCH CORP
$552$0 â–²0.1%1,2760.2%COM NEW
Microsoft Corporation stock logo
MSFT
Microsoft
$455$37 â–²8.9%1,2200.1%Technology
Chevron Corporation stock logo
CVX
Chevron
$411$25 â–¼-5.7%2,4810.1%Energy
DaVita Inc. stock logo
DVA
DaVita
$3920.0%1,7650.1%Healthcare
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$347$34 â–¼-9.0%6650.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2910.0%2,6420.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$251$3 â–¼-1.2%5020.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$241$241 â–²New Holding6770.1%Communication Services
Fortinet, Inc. stock logo
FTNT
Fortinet
$237$237 â–²New Holding1,5430.1%Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$202$202 â–²New Holding7940.1%Technology
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$202$33 â–¼-14.0%2,9490.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$0$824 â–¼-100.0%00.0%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$0$542 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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