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CIK: 0002054083
Total reported value
$306.9M
$306.9M
30 檔
65.7%
At the close of Q4 2025, SoundView Advisors Inc. disclosed equity holdings valued at approximately $306.9M, spread across 30 reported holdings.
SoundView Advisors Inc. executed strategic sector rebalancing during Q4 2025, establishing 17 new positions while fully exiting 11 holdings and trimming 9 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, SPSB) accounted for 65.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.59% | +1.81% | -8.25% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.32% | +0.82% | +5.84% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.75% | -0.96% | — | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 9.56% | -1.15% | — | |
| 5 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.10% | — | — | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.51% | -1.06% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.07% | +0.18% | — | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.80% | +0.39% | — | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 2.47% | +0.12% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.00% | -0.05% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.12% | -8.85% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-Other | 1.43% | +0.08% | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.26% | -1.22% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.95% | +0.11% | — | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.77% | +0.17% | +8.56% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.01% | — | |
| 17 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.59% | +0.02% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.08% | -34.08% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.04% | -1.74% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.07% | -79.78% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | -87.54% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.15% | — | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | — | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.12% | +0.08% | -86.39% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | -0.01% | — | |
| 26 | DVA | Davita Inc | Stock-Healthcare | 0.12% | +0.03% | -26.88% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | — | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.08% | -0.01% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.08% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.7% | +5.84% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.9% | -8.25% | Trim |
| 3 | XCEM | Columbia Em Core Ex-china | +0.1% | +8.56% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.22% | Trim |
| 5 | AAPL | Apple Inc | 0% | -1.74% | Trim |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 7 | CVX | Chevron CORP | — | — | Unchanged |
| 8 | DVA | Davita Inc | -0.1% | -26.88% | Trim |
| 9 | NVDA | Nvidia CORP | -0.1% | -8.85% | Trim |
| 10 | COST | Costco Wholesale CORP | -0.3% | -34.08% | Trim |
| 11 | LRCX | Lam Research CORP | -0.5% | -86.39% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | -1.1% | -79.78% | Trim |
| 13 | MSFT | Microsoft CORP | -1.8% | -87.54% | Trim |
| 14 | XNTK | Ss Spdr Nyse Tech ETF | — | EXIT | Sold out |
| 15 | OEF | Ishares S&p 100 ETF | — | EXIT | Sold out |
| 16 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 17 | BILS | Ss Spdrb B 3-12m T-bill ETF | — | NEW | New buy |
| 18 | ✓ | Bondbloxx ETF Trust | — | EXIT | Sold out |
| 19 | XHLF | Bondbloxx Bbg 6 Mth US Treas | — | NEW | New buy |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 21 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 22 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 23 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 24 | VONE | Vanguard Russell 1000 | — | NEW | New buy |
| 25 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 26 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 27 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 28 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 29 | IVOO | Vanguard S&p Mid-cap 400 ETF | — | NEW | New buy |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | — | EXIT | Sold out |
| 31 | PATH | Uipath Inc - Class A | — | EXIT | Sold out |
| 32 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 33 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 36 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 37 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 38 | FEZ | State Street Spdr Euro Stoxx | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | SHOPCN 0.125 11-01-25Bond | Shopify Inc | — | EXIT | Sold out |
| 41 | SNOW | Snowflake Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, SoundView Advisors Inc. reported a total U.S. public equity portfolio value of $306.9M across 30 disclosed positions in Q4 2025.
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Top New Position Initiated
SPSB
市值: $30.8M
Top Position Liquidated / Trimmed
XNTK
前期市值: $59.4M
During Q4 2025, SoundView Advisors Inc.'s top holdings by market value included VOO (25.6%)、VEA (15.3%)、SPSB (10.8%). The largest single position, VOO, represented 25.6% of total portfolio value.
In Q4 2025, SoundView Advisors Inc. made 39 total portfolio adjustments, initiating 17 new buys, adding to 2 positions, trimming 9 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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