Soundwatch Capital LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Soundwatch Capital LLC held in its portfolio 47 assets valued at $644,755,941 (i.e. $644.76M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($365.76M), ISHARES TR ($198.88M), and APPLE INC ($16.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Soundwatch Capital LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 536365 | 365758235 | TR UNIT |
| ISHARES TR | 290366 | 198883400 | CORE S&P500 ETF |
| APPLE INC | 60417 | 16424966 | COM |
| VANGUARD INDEX FDS | 22685 | 14226444 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 25019 | 7875981 | LARGE CAP ETF |
| EA SERIES TRUST | 137696 | 7373998 | ALPHA ARCHITECT |
| INVESCO QQQ TR | 7679 | 4717023 | UNIT SER 1 |
| VANGUARD WORLD FD | 38609 | 4670145 | ESG US STK ETF |
| INVESCO EXCHANGE TRADED FD | 13819 | 2647168 | S&P500 EQL WGT |
| ADVISOR MANAGED PORTFOLIOS | 61100 | 1973389 | SOUNDWATCH HEDGD |
| MICROSOFT CORP | 2820 | 1363808 | COM |
| VANECK ETF TRUST | 11615 | 1202852 | MRNGSTR WDE MOAT |
| ISHARES TR | 3183 | 1188660 | RUS 1000 ETF |
| GOLDMAN SACHS GROUP INC | 1250 | 1098750 | COM |
| SCHWAB STRATEGIC TR | 37032 | 1015787 | US DIVIDEND EQ |
| ISHARES TR | 6604 | 981949 | CORE S&P TTL STK |
| ISHARES TR | 4636 | 920893 | MSCI USA QLT FCT |
| SPDR DOW JONES INDL AVERAGE | 1850 | 889055 | UT SER 1 |
| ISHARES TR | 2560 | 878003 | S&P 100 ETF |
| SCHWAB STRATEGIC TR | 25183 | 821480 | US LCAP GR ETF |
| VANGUARD WORLD FD | 1038 | 782424 | INF TECH ETF |
| AMAZON COM INC | 2600 | 600132 | COM |
| NVIDIA CORPORATION | 3103 | 578710 | COM |
| UNITEDHEALTH GROUP INC | 1642 | 542041 | COM |
| PACER FDS TR | 7686 | 462480 | US CASH COWS 100 |
| PROSHARES TR | 5796 | 461825 | LARGE CAP CRE |
| APPLIED MATLS INC | 1713 | 440224 | COM |
| ISHARES TR | 6155 | 427286 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 836 | 407851 | GROWTH ETF |
| ISHARES TR | 1858 | 371011 | U.S. TECH ETF |
| SELECT SECTOR SPDR TR | 2361 | 365483 | STATE STREET HEA |
| VANGUARD WORLD FD | 911 | 358861 | CONSUM DIS ETF |
| SELECT SECTOR SPDR TR | 6351 | 347844 | STATE STREET FIN |
| INVESCO EXCHANGE TRADED FD | 6855 | 321637 | RAFI US 1000 ETF |
| VANECK ETF TRUST | 876 | 315345 | SEMICONDUCTR ETF |
| VANGUARD INDEX FDS | 1148 | 296127 | SMALL CP ETF |
| COSTCO WHSL CORP NEW | 342 | 294920 | COM |
| TEXAS INSTRS INC | 1620 | 281054 | COM |
| VANECK ETF TRUST | 7754 | 280692 | MORNINGSTAR SMID |
| SELECT SECTOR SPDR TR | 1729 | 268202 | STATE STREET IND |
| ISHARES TR | 2145 | 257770 | CORE S&P SCP ETF |
| SELECT SECTOR SPDR TR | 2143 | 252274 | STATE STREET COM |
| FIDELITY COVINGTON TRUST | 1096 | 246238 | MSCI INFO TECH I |
| STRATEGIC TRUST | 6887 | 229620 | RUNNING GWTH ETF |
| WORLD GOLD TR | 2667 | 227682 | SPDR GLD MINIS |
| SPDR SERIES TRUST | 2470 | 225692 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR | 793 | 200530 | NASDAQ 100 ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.