Soundview Advisors Inc. Top Holdings and 13F Report (2026) About Soundview Advisors Inc.Investment ActivitySoundview Advisors Inc. has $280.96 thousand in total holdings as of March 31, 2026.Soundview Advisors Inc. owns shares of 31 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 11.29% of the portfolio was purchased this quarter.About 12.55% of the portfolio was sold this quarter.This quarter, Soundview Advisors Inc. has purchased 30 new stocks and bought additional shares in 5 stocks.Soundview Advisors Inc. sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $67,550Vanguard FTSE Developed Markets ETF $44,506VANGUARD MALVERN FDS $29,440SPDR Portfolio Short Term Corporate Bond ETF $28,149SPDR Bloomberg 3-12 Month T-Bill ETF $25,584 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $29,440 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $824 Holding922907746 - Vanguard Tax-Exempt Bond ETF $542 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 380,462 shares (about $29.44K)iShares 0-5 Year TIPS Bond ETF 8,175 shares (about $845.53)iShares 0-3 Month Treasury Bond ETF 8,192 shares (about $824.00)Vanguard Tax-Exempt Bond ETF 10,881 shares (about $542.00)iShares Core S&P Mid-Cap ETF 467 shares (about $31.53) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 83,979 shares (about $2.53K)Vanguard S&P 500 ETF 3,903 shares (about $2.33K)SPDR Bloomberg 3-12 Month T-Bill ETF 18,852 shares (about $1.87K)Vanguard FTSE Developed Markets ETF 8,372 shares (about $536.47)Costco Wholesale 304 shares (about $302.84) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoundview Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$67,550$2,332 â–¼-3.3%113,04524.0%ETFVEAVanguard FTSE Developed Markets ETF$44,506$536 â–¼-1.2%694,55115.8%ETFVANGUARD MALVERN FDS$29,440$29,440 â–²New Holding380,46210.5%CORE BD ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$28,149$2,525 â–¼-8.2%936,12910.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$25,584$1,875 â–¼-6.8%257,2839.1%ETFSTIPiShares 0-5 Year TIPS Bond ETF$22,593$846 â–²3.9%218,4398.0%ETFIJHiShares Core S&P Mid-Cap ETF$11,982$32 â–²0.3%177,4454.3%ETFIJRiShares Core S&P Small-Cap ETF$11,074$203 â–¼-1.8%89,0853.9%ETFVONEVanguard Russell 1000 ETF$6,624$150 â–¼-2.2%22,4462.4%ETFIEFAiShares Core MSCI EAFE ETF$5,665$135 â–¼-2.3%62,5822.0%ETFVVVanguard Large-Cap ETF$3,877$11 â–¼-0.3%12,9741.4%ETFNVDANVIDIA$3,672$164 â–¼-4.3%21,0581.3%Computer and TechnologyQQQInvesco QQQ$3,543$151 â–¼-4.1%6,1391.3%FinanceVTWOVanguard Russell 2000 ETF$2,653$101 â–¼-3.7%26,4930.9%ETFXCEMColumbia EM Core ex-China ETF$2,325$24 â–¼-1.0%56,9830.8%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,702$14 â–¼-0.8%14,8940.6%ETFVOVanguard Mid-Cap ETF$1,697$5 â–²0.3%5,9120.6%ETFCOSTCostco Wholesale$1,570$303 â–¼-16.2%1,5760.6%Retail/WholesaleAAPLApple$1,4150.0%5,5790.5%Computer and TechnologyGOOGAlphabet$1,0180.0%3,5490.4%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$824$824 â–²New Holding8,1920.3%ETFCVXChevron$5440.0%2,6310.2%EnergyVTEBVanguard Tax-Exempt Bond ETF$542$542 â–²New Holding10,8810.2%ETFMSFTMicrosoft$414$108 â–¼-20.6%1,1200.1%Computer and TechnologyIVViShares Core S&P 500 ETF$402$7 â–¼-1.8%6150.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$338$19 â–²6.1%7310.1%FinanceLAM RESEARCH CORP$272$141 â–¼-34.2%1,2750.1%COM NEWDVADaVita$271$176 â–¼-39.4%1,7650.1%MedicalIWRiShares Russell Mid-Cap ETF$2560.0%2,6420.1%ETFBRK.BBerkshire Hathaway$2430.0%5080.1%FinanceFEZSPDR EURO STOXX 50 ETF$212$1 â–²0.5%3,4280.1%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$0$26,090 â–¼-100.0%00.0%ETFGOOGLAlphabet$0$211 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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