Holders — by stockHoldings — by fund
SoundView Advisors Inc.
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 0002054083
$306.9M
disclosed book value
32
positions
25.8%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 115,498 | $79.3M | 25.8% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 717,468 | $51.1M | 16.7% |
| 3 | VCRBVANGUARD MALVERN FDS | 384,228 | $29.7M | 9.7% |
| 4 | SPSBSPDR SERIES TRUST | 926,495 | $27.8M | 9.1% |
| 5 | BILSSPDR SERIES TRUST | 245,844 | $24.4M | 8% |
| 6 | STIPISHARES TR | 209,701 | $21.4M | 7% |
| 7 | IJHISHARES TR | 176,569 | $13.6M | 4.4% |
| 8 | IJRISHARES TR | 89,671 | $13.3M | 4.3% |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 22,491 | $7.6M | 2.5% |
| 10 | IEFAISHARES TR | 62,679 | $6.1M | 2% |
| 11 | QQQINVESCO QQQ TR | 6,340 | $4.7M | 1.5% |
| 12 | VVVANGUARD INDEX FDS | 12,994 | $4.5M | 1.5% |
| 13 | NVDANVIDIA CORPORATION | 21,927 | $4.4M | 1.4% |
| 14 | VTWOVANGUARD SCOTTSDALE FDS | 26,536 | $3.2M | 1% |
| 15 | XCEMCOLUMBIA ETF TR II | 58,049 | $3.1M | 1% |
| 16 | IVOOVANGUARD ADMIRAL FDS INC | 14,921 | $1.9M | 0.6% |
| 17 | VOVANGUARD INDEX FDS | 23,152 | $1.9M | 0.6% |
| 18 | AAPLAPPLE INC | 5,729 | $1.7M | 0.5% |
| 19 | COSTCOSTCO WHOLESALE CORPORATION | 1,576 | $1.5M | 0.5% |
| 20 | GOOGALPHABET INC | 3,730 | $1.3M | 0.4% |
| 21 | IVVISHARES TR | 1,171 | $876,000 | 0.3% |
| 22 | LRCXLAM RESEARCH CORP | 1,276 | $552,000 | 0.2% |
| 23 | MSFTMICROSOFT CORP | 1,220 | $455,000 | 0.1% |
| 24 | CVXCHEVRON CORPORATION | 2,481 | $411,000 | 0.1% |
| 25 | DVADAVITA INC | 1,765 | $392,000 | 0.1% |
| 26 | DIASTATE STR SPDR DOW JONES IND | 665 | $347,000 | 0.1% |
| 27 | IWRISHARES TR | 2,642 | $291,000 | 0.1% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 502 | $251,000 | 0.1% |
| 29 | GOOGLALPHABET INC | 677 | $241,000 | 0.1% |
| 30 | FTNTFORTINET INC | 1,543 | $237,000 | 0.1% |
| 31 | SNOWSNOWFLAKE INC | 794 | $202,000 | 0.1% |
| 32 | FEZSPDR INDEX SHS FDS | 2,949 | $202,000 | 0.1% |
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.