SoundView Advisors Inc.

Portfolio Overview

SoundView Advisors Inc. disclosed 31 positions worth $280,957 in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 1. The portfolio is most concentrated in Other (96.6% of disclosed assets). All figures are sourced directly from SoundView Advisors Inc.’s Form 13F-HR filing with the SEC under CIK 2054083.

• VANGUARD INDEX FDS

  —

  Quality

  $67.5K113,045 sh

• VANGUARD TAX-MANAGED FDS

  —

  Quality

  $44.5K694,551 sh

• VANGUARD MALVERN FDS

  —

  Quality

  $29.4K380,462 sh

• SPDR SERIES TRUST

  —

  Quality

  $28.1K936,129 sh

• SPDR SERIES TRUST

  —

  Quality

  $25.6K257,283 sh

• ISHARES TR

  —

  Quality

  $22.6K218,439 sh

• ISHARES TR

  —

  Quality

  $12.0K177,445 sh

• ISHARES TR

  —

  Quality

  $11.1K89,085 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $6.6K22,446 sh

• ISHARES TR

  —

  Quality

  $5.7K62,582 sh

Showing top 10 of 31 holdings.

Full Holdings — SoundView Advisors Inc. (Q1 2026)

All 31 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$67,550	24.0%	-3%	—
2	—	VANGUARD TAX-MANAGED FDS	$44,506	15.8%	-1%	—
3	—	VANGUARD MALVERN FDS	$29,440	10.5%	NEW	—
4	—	SPDR SERIES TRUST	$28,149	10.0%	-8%	—
5	—	SPDR SERIES TRUST	$25,584	9.1%	-7%	—
6	—	ISHARES TR	$22,593	8.0%	+4%	—
7	—	ISHARES TR	$11,982	4.3%	+0%	—
8	—	ISHARES TR	$11,074	3.9%	-2%	—
9	—	VANGUARD SCOTTSDALE FDS	$6,624	2.4%	-2%	—
10	—	ISHARES TR	$5,665	2.0%	-2%	—
11	—	VANGUARD INDEX FDS	$3,877	1.4%	-0%	—
12	$NVDA	NVIDIA CORP	$3,672	1.3%	-4%	90.2
13	$QQQ	INVESCO QQQ TRUST, SERIES 1	$3,543	1.3%	-4%	—
14	—	VANGUARD SCOTTSDALE FDS	$2,653	0.9%	-4%	—
15	—	COLUMBIA ETF TR II	$2,325	0.8%	-1%	—
16	—	VANGUARD ADMIRAL FDS INC	$1,702	0.6%	-1%	—
17	—	VANGUARD INDEX FDS	$1,697	0.6%	+0%	—
18	$COST	COSTCO WHOLESALE CORP /NEW	$1,570	0.6%	-16%	67
19	$AAPL	Apple Inc.	$1,415	0.5%	+0%	76.1
20	$GOOGL	Alphabet Inc.	$1,018	0.4%	+0%	80.2
21	—	ISHARES TR	$824	0.3%	+1209%	—
22	$CVX	CHEVRON CORP	$544	0.2%	+0%	54.7
23	—	VANGUARD MUN BD FDS	$542	0.2%	NEW	—
24	$MSFT	MICROSOFT CORP	$414	0.1%	-21%	83.7
25	—	ISHARES TR	$402	0.1%	-2%	—
26	—	STATE STR SPDR DOW JONES IND	$338	0.1%	+6%	—
27	$LRCX	LAM RESEARCH CORP	$272	0.1%	-34%	82.4
28	$DVA	DAVITA INC.	$271	0.1%	-39%	57.5
29	—	ISHARES TR	$256	0.1%	+0%	—
30	$BRK.B	BERKSHIRE HATHAWAY INC	$243	0.1%	+0%	64.5
31	$STT	STATE STREET CORP	$212	0.1%	+0%	61.5