Soundwatch Capital LLC Top Holdings and 13F Report (2026) About Soundwatch Capital LLCInvestment ActivitySoundwatch Capital LLC has $793.23 million in total holdings as of March 31, 2026.Soundwatch Capital LLC owns shares of 47 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 22.93% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Soundwatch Capital LLC has purchased 48 new stocks and bought additional shares in 14 stocks.Soundwatch Capital LLC sold shares of 14 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $355,238,941SPDR S&P 500 ETF Trust $353,831,122Apple $15,333,230Vanguard S&P 500 ETF $13,461,009Vanguard Large-Cap ETF $7,523,549 Largest New Holdings this Quarter 46641Q332 - JPMorgan Equity Premium Income ETF $945,587 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $577,810 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $513,227 Holding38149W622 - GOLDMAN SACHS ETF TR $343,324 Holding46431W648 - iShares U.S. Tech Independence Focused ETF $213,425 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 253,470 shares (about $165.57M)SPDR S&P 500 ETF Trust 7,706 shares (about $5.01M)NVIDIA 20,000 shares (about $3.50M)ADVISOR MANAGED PORTFOLIOS 71,328 shares (about $2.19M)EA SERIES TRUST 46,310 shares (about $2.15M) Largest Sales this Quarter Schwab US Dividend Equity ETF 6,323 shares (about $193.99K)Microsoft 507 shares (about $187.68K)Vanguard Information Technology ETF 237 shares (about $165.36K)Vanguard Growth ETF 315 shares (about $137.59K)Pacer US Cash Cows 100 ETF 1,737 shares (about $108.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoundwatch Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$355,238,941$165,569,058 â–²87.3%543,83644.8%ETFSPYSPDR S&P 500 ETF Trust$353,831,122$5,011,520 â–²1.4%544,07144.6%FinanceAAPLApple$15,333,2300.0%60,4171.9%Computer and TechnologyVOOVanguard S&P 500 ETF$13,461,009$94,413 â–¼-0.7%22,5271.7%ETFVVVanguard Large-Cap ETF$7,523,549$46,621 â–²0.6%25,1750.9%ETFEA SERIES TRUST$5,232,384$42,325 â–¼-0.8%99,8870.7%ALPHA ARCHITECTQQQInvesco QQQ$4,482,188$50,213 â–²1.1%7,7660.6%FinanceESGVVanguard ESG U.S. Stock ETF$4,389,532$54,900 â–²1.3%39,0980.6%ETFADVISOR MANAGED PORTFOLIOS$4,067,168$2,190,647 â–²116.7%132,4280.5%SOUNDWATCH HEDGDNVDANVIDIA$4,042,663$3,499,687 â–²644.5%23,1030.5%Computer and TechnologyEA SERIES TRUST$3,875,417$2,154,224 â–²125.2%83,3110.5%ALPHA ARCHITECTRSPInvesco S&P 500 Equal Weight ETF$2,652,1420.0%13,8190.3%ETFMOATVanEck Morningstar Wide Moat ETF$1,290,174$167,001 â–²14.9%13,3420.2%ETFIWBiShares Russell 1000 ETF$1,134,9300.0%3,1830.1%ETFGSThe Goldman Sachs Group$1,057,4880.0%1,2500.1%FinanceQUALiShares MSCI USA Quality Factor ETF$1,035,923$146,729 â–²16.5%5,4010.1%ETFJEPIJPMorgan Equity Premium Income ETF$945,587$945,587 â–²New Holding16,6830.1%ETFSCHDSchwab US Dividend Equity ETF$942,141$193,987 â–¼-17.1%30,7090.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$940,6080.0%6,6040.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$856,9020.0%1,8500.1%FinanceMSFTMicrosoft$856,203$187,676 â–¼-18.0%2,3130.1%Computer and TechnologyOEFiShares S&P 100 ETF$814,2590.0%2,5600.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$738,225$4,632 â–²0.6%25,3420.1%ETFAMATApplied Materials$585,4860.0%1,7130.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$577,810$577,810 â–²New Holding9,0410.1%HEDGED EQUITY LAVGTVanguard Information Technology ETF$558,874$165,360 â–¼-22.8%8010.1%ETFAMZNAmazon.com$541,5020.0%2,6000.1%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$513,227$513,227 â–²New Holding9,2440.1%ETFDGROiShares Core Dividend Growth ETF$503,253$71,302 â–²16.5%7,1710.1%ETFUNHUnitedHealth Group$439,979$4,329 â–¼-1.0%1,6260.1%MedicalCSMProShares Large Cap Core Plus$433,6570.0%5,7960.1%ETFCOWZPacer US Cash Cows 100 ETF$372,174$108,668 â–¼-22.6%5,9490.0%ETFGOLDMAN SACHS ETF TR$343,324$343,324 â–²New Holding6,8610.0%S&P 500 PREMIUMPRFInvesco RAFI US 1000 ETF$325,8180.0%6,8550.0%ETFTXNTexas Instruments$314,5070.0%1,6200.0%Computer and TechnologyCOSTCostco Wholesale$313,875$26,904 â–¼-7.9%3150.0%Retail/WholesaleSMOTVanEck Morningstar SMID Moat ETF$275,847$2,991 â–²1.1%7,8390.0%ETFQQQMInvesco NASDAQ 100 ETF$270,785$82,423 â–²43.8%1,1400.0%ETFIJRiShares Core S&P Small-Cap ETF$263,415$3,232 â–¼-1.2%2,1190.0%ETFIYWiShares U.S. Technology ETF$250,014$87,088 â–¼-25.8%1,3780.0%ManufacturingGLDMSPDR Gold MiniShares Trust$247,2040.0%2,6670.0%FinanceXLVHealth Care Select Sector SPDR Fund$243,373$102,774 â–¼-29.7%1,6600.0%ETFVCRVanguard Consumer Discretionary ETF$235,524$91,553 â–¼-28.0%6560.0%ETFVUGVanguard Growth ETF$227,568$137,589 â–¼-37.7%5210.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$225,773$550 â–¼-0.2%2,4640.0%ETFIETCiShares U.S. Tech Independence Focused ETF$213,425$213,425 â–²New Holding2,4150.0%ETFAMGNAmgen$211,110$211,110 â–²New Holding6000.0%MedicalXLFFinancial Select Sector SPDR Fund$0$347,844 â–¼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$315,345 â–¼-100.0%00.0%ManufacturingVBVanguard Small-Cap ETF$0$296,127 â–¼-100.0%00.0%ETFXLIIndustrial Select Sector SPDR Fund$0$268,202 â–¼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$252,274 â–¼-100.0%00.0%ETFFTECFidelity MSCI Information Technology Index ETF$0$246,238 â–¼-100.0%00.0%ETFRUNNRunning Oak Efficient Growth ETF$0$229,620 â–¼-100.0%00.0%ETFShowing 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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