SoundView Advisors Inc.
13F Reported Value
ⓘ$306.9M
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SoundView Advisors Inc. disclosed 32 positions worth $306.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $FTNT. The portfolio is most concentrated in Other (96.2% of disclosed assets). All figures are sourced directly from SoundView Advisors Inc.’s Form 13F-HR filing with the SEC under CIK 2054083.
AI Fund Analysis
StableSector Allocation
13fpro.ai/research/fund/soundview-advisors-inc-2054083
AUM History
13fpro.ai/research/fund/soundview-advisors-inc-2054083
Top Equity Holdings by Value
13fpro.ai/research/fund/soundview-advisors-inc-2054083
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$79.3M115,498 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$51.1M717,468 shVANGUARD MALVERN FDS - CORE BD ETF
—Quality
$29.7M384,228 shSPDR SERIES TRUST - ST SHOR CORP ETF
—Quality
$27.8M926,495 shSPDR SERIES TRUST - ST STR BL 12 ETF
—Quality
$24.4M245,844 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$21.4M209,701 shISHARES TR - CORE S&P MCP ETF
—Quality
$13.6M176,569 shISHARES TR - CORE S&P SCP ETF
—Quality
$13.3M89,671 shVANGUARD SCOTTSDALE FDS - VNG RUS1000IDX
—Quality
$7.6M22,491 shISHARES TR - CORE MSCI EAFE
—Quality
$6.1M62,679 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $79.3M | 115,498 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $51.1M | 717,468 |
| VANGUARD MALVERN FDS - CORE BD ETF | — | $29.7M | 384,228 |
| SPDR SERIES TRUST - ST SHOR CORP ETF | — | $27.8M | 926,495 |
| SPDR SERIES TRUST - ST STR BL 12 ETF | — | $24.4M | 245,844 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $21.4M | 209,701 |
| ISHARES TR - CORE S&P MCP ETF | — | $13.6M | 176,569 |
| ISHARES TR - CORE S&P SCP ETF | — | $13.3M | 89,671 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $7.6M | 22,491 |
| ISHARES TR - CORE MSCI EAFE | — | $6.1M | 62,679 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SoundView Advisors Inc.'s 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Other
$295.1M
Technology
$8.5M
Consumer Discretionary
$1.5M
Industrials
$552,000
Financials
$453,000
Energy
$411,000
Healthcare
$392,000
Full Holdings — SoundView Advisors Inc. (Q2 2026)
All 32 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 - S&P 500 ETF SHS | $79.3M | 25.9% | +2% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $51.1M | 16.7% | +3% | — |
| 3 | — | VANGUARD MALVERN FDS - CORE BD ETF | $29.7M | 9.7% | +1% | — |
| 4 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $27.8M | 9.1% | -1% | — |
| 5 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $24.4M | 8.0% | -4% | — |
| 6 | — | ISHARES TR - 0-5 YR TIPS ETF | $21.4M | 7.0% | -4% | — |
| 7 | — | ISHARES TR - CORE S&P MCP ETF | $13.6M | 4.4% | -0% | — |
| 8 | — | ISHARES TR - CORE S&P SCP ETF | $13.3M | 4.3% | +1% | — |
| 9 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $7.6M | 2.5% | +0% | — |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $6.1M | 2.0% | +0% | — |
| 11 | INVESCO QQQ TRUST, SERIES 1 | $4.7M | 1.5% | +3% | — | |
| 12 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.5M | 1.5% | +0% | — |
| 13 | NVIDIA CORP | $4.4M | 1.4% | +4% | 85.9 | |
| 14 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $3.2M | 1.1% | +0% | — |
| 15 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $3.1M | 1.0% | +2% | — |
| 16 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $1.9M | 0.6% | +0% | — |
| 17 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.9M | 0.6% | +292% | — |
| 18 | Apple Inc. | $1.7M | 0.5% | +3% | 76.3 | |
| 19 | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.5% | +0% | 65.9 | |
| 20 | Alphabet Inc. | $1.3M | 0.4% | +5% | 78.1 | |
| 21 | — | ISHARES TR - CORE S&P500 ETF | $876,000 | 0.3% | +90% | — |
| 22 | LAM RESEARCH CORP | $552,000 | 0.2% | +0% | 79.3 | |
| 23 | MICROSOFT CORP | $455,000 | 0.1% | +9% | 79.7 | |
| 24 | CHEVRON CORP | $411,000 | 0.1% | -6% | 62.6 | |
| 25 | DAVITA INC. | $392,000 | 0.1% | +0% | 60.1 | |
| 26 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $347,000 | 0.1% | -9% | — |
| 27 | — | ISHARES TR - RUS MID CAP ETF | $291,000 | 0.1% | +0% | — |
| 28 | BERKSHIRE HATHAWAY INC | $251,000 | 0.1% | -1% | 73.6 | |
| 29 | Alphabet Inc. | $241,000 | 0.1% | NEW | 78.1 | |
| 30 | Fortinet, Inc. | $237,000 | 0.1% | NEW | 80 | |
| 31 | STATE STREET CORP | $202,000 | 0.1% | -14% | 71.2 | |
| 32 | Snowflake Inc. | $202,000 | 0.1% | NEW | 54.7 |
Exited Positions (2)
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AI-Powered Hedge Fund Analysis: SoundView Advisors Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For SoundView Advisors Inc. (SEC CIK: 2054083), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SoundView Advisors Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.