SoundView Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, SoundView Advisors Inc. held in its portfolio 29 assets valued at $286,633 (i.e. $286.63K).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($73.34K), SPDR SERIES TRUST ($58.21K), and VANGUARD TAX-MANAGED FDS ($43.91K).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SoundView Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 116948 | 73341 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 1296243 | 58205 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 702923 | 43911 | VAN FTSE DEV MKT |
| BONDBLOXX ETF TRUST | 519214 | 26090 | BLOOMBERG SIX MN |
| ISHARES TR | 210264 | 21528 | 0-5 YR TIPS ETF |
| ISHARES TR | 176978 | 11680 | CORE S&P MCP ETF |
| ISHARES TR | 90717 | 10902 | CORE S&P SCP ETF |
| VANGUARD SCOTTSDALE FDS | 22954 | 7093 | VNG RUS1000IDX |
| ISHARES TR | 64077 | 5732 | CORE MSCI EAFE |
| NVIDIA CORPORATION | 22001 | 4103 | COM |
| VANGUARD INDEX FDS | 13010 | 4095 | LARGE CAP ETF |
| INVESCO QQQ TR | 6400 | 3931 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 27502 | 2736 | VNG RUS2000IDX |
| COLUMBIA ETF TR II | 57569 | 2208 | EM CORE EX ETF |
| VANGUARD INDEX FDS | 5894 | 1710 | MID CAP ETF |
| VANGUARD ADMIRAL FDS INC | 15015 | 1678 | MIDCP 400 IDX |
| COSTCO WHSL CORP NEW | 1880 | 1621 | COM |
| APPLE INC | 5579 | 1516 | COM |
| ALPHABET INC | 3549 | 1113 | CAP STK CL C |
| MICROSOFT CORP | 1411 | 682 | COM |
| ISHARES TR | 626 | 428 | CORE S&P500 ETF |
| CHEVRON CORP NEW | 2631 | 400 | COM |
| LAM RESEARCH CORP | 1937 | 331 | COM NEW |
| DAVITA INC | 2913 | 330 | COM |
| SPDR DOW JONES INDL AVERAGE | 689 | 330 | UT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 508 | 255 | CL B NEW |
| ISHARES TR | 2642 | 254 | RUS MID CAP ETF |
| SPDR INDEX SHS FDS | 3411 | 219 | EURO STOXX 50 |
| ALPHABET INC | 677 | 211 | CAP STK CL A |
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