Evid Invest
Holders — by stockHoldings — by fund

Soundwatch Capital LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803253

$901.0M

disclosed book value

53

positions

43.6%

largest position share

Positions, as of 2026-06-30

top 53 of 53 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR524,081$392.5M43.6%
2SPYSTATE STR SPDR S&P 500 ETF T521,090$389.1M43.2%
3ESGVVANGUARD WORLD FD181,428$24.0M2.7%
4AAPLAPPLE INC59,868$17.3M1.9%
5VOOVANGUARD INDEX FDS21,506$14.8M1.6%
6QQQINVESCO QQQ TR15,057$11.1M1.2%
7VVVANGUARD INDEX FDS25,068$8.6M1%
8AAUSEA SERIES TRUST95,682$5.7M0.6%
9AAEQEA SERIES TRUST83,311$4.4M0.5%
10SHDGADVISOR MANAGED PORTFOLIOS132,428$4.3M0.5%
11RSPINVESCO EXCHANGE TRADED FD T13,819$2.9M0.3%
12NVDANVIDIA CORPORATION12,062$2.4M0.3%
13MOATVANECK ETF TRUST13,424$1.4M0.2%
14GSGOLDMAN SACHS GROUP INC1,250$1.3M0.1%
15AMATAPPLIED MATLS INC1,703$1.2M0.1%
16SCHDSCHWAB STRATEGIC TR37,128$1.2M0.1%
17QUALISHARES TR5,347$1.2M0.1%
18ITOTISHARES TR6,604$1.1M0.1%
19JEPIJ P MORGAN EXCHANGE TRADED F18,000$1.0M0.1%
20VGTVANGUARD WORLD FD8,304$992,4940.1%
21DIASTATE STR SPDR DOW JONES IND1,850$966,4220.1%
22OEFISHARES TR2,560$936,6270.1%
23IWBISHARES TR2,285$935,7080.1%
24MSFTMICROSOFT CORP2,228$831,0890.1%
25SCHGSCHWAB STRATEGIC TR23,306$788,6790.1%
26HELOJ P MORGAN EXCHANGE TRADED F10,522$711,0770.1%
27UNHUNITEDHEALTH GROUP INC1,609$668,7490.1%
28AMZNAMAZON COM INC2,240$533,8820.1%
29JEPQJ P MORGAN EXCHANGE TRADED F8,404$516,5100.1%
30CSMPROSHARES TR5,992$510,6100.1%
31TXNTEXAS INSTRS INC1,620$482,8730.1%
32INTCINTEL CORP3,200$446,8160%
33DGROISHARES TR5,792$438,9760%
34GPIXGOLDMAN SACHS ETF TR7,408$411,6630%
35SMHVANECK ETF TRUST618$405,1050%
36PRFINVESCO EXCHANGE TRADED FD T7,185$388,2060%
37IYWISHARES TR1,378$347,6090%
38LMTLOCKHEED MARTIN CORP651$331,6580%
39IJRISHARES TR2,119$314,3140%
40QQQMINVESCO EXCH TRADED FD TR II1,022$309,5840%
41SMOTVANECK ETF TRUST7,716$299,8360%
42COSTCOSTCO WHOLESALE CORPORATION310$289,9960%
43VUGVANGUARD INDEX FDS3,126$269,2740%
44COWZPACER FDS TR4,276$265,9850%
45VCRVANGUARD WORLD FD656$260,1760%
46VPLSVANGUARD MALVERN FDS3,326$258,0170%
47FTECFIDELITY COVINGTON TRUST841$240,1730%
48IETCISHARES U S ETF TR2,198$235,9910%
49BILSPDR SERIES TRUST2,450$224,5450%
50IVWISHARES TR1,600$220,0480%
51AMGNAMGEN INC600$217,2720%
52GLDMWORLD GOLD TR2,667$211,8130%
53XLVSELECT SECTOR SPDR TR1,274$202,1330%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.