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CIK: 0002054083
Total reported value
$306.9M
$306.9M
31 檔
63.6%
During the Q1 2026 filing period, SoundView Advisors Inc. (CIK: 0002054083) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $306.9M across 31 reported positions.
In Q1 2026, SoundView Advisors Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.04% | +1.81% | -3.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.84% | +0.82% | -1.19% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 10.48% | -0.81% | — | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.02% | -0.96% | -8.23% | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 9.11% | -1.15% | -6.83% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.04% | -1.06% | +3.89% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.26% | +0.18% | +0.26% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.94% | +0.39% | -1.80% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 2.36% | +0.12% | -2.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.02% | -0.05% | -2.33% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.38% | +0.08% | -0.28% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.12% | -4.29% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.26% | +0.26% | -4.08% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.11% | -3.67% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.83% | +0.17% | -1.02% | |
| 16 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.61% | +0.02% | -0.81% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.01% | +0.31% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.08% | -16.17% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.04% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.07% | — | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.29% | -0.29% | EXIT | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.06% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | -0.19% | EXIT | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | -20.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.15% | -1.76% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | -0.01% | +6.10% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.10% | +0.08% | -34.18% | |
| 28 | DVA | Davita Inc | Stock-Healthcare | 0.10% | +0.03% | -39.41% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 31 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.08% | -0.01% | +0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | +3.89% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.5% | -1.19% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +0.26% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.80% | Trim |
| 5 | XCEM | Columbia Em Core Ex-china | +0.1% | -1.02% | Trim |
| 6 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 7 | IEFA | Ishares Core Msci Eafe ETF | 0% | -2.33% | Trim |
| 8 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | -0.81% | Trim |
| 9 | VO | Vanguard Mid-cap ETF | — | +0.31% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | — | +6.10% | Add |
| 12 | FEZ | State Street Spdr Euro Stoxx | — | +0.50% | Add |
| 13 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 14 | VTWO | Vanguard Russell 2000 ETF | 0% | -3.67% | Trim |
| 15 | COST | Costco Wholesale CORP | 0% | -16.17% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | 0% | -1.76% | Trim |
| 17 | DVA | Davita Inc | 0% | -39.41% | Trim |
| 18 | LRCX | Lam Research CORP | 0% | -34.18% | Trim |
| 19 | AAPL | Apple Inc | 0% | — | Unchanged |
| 20 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 21 | VV | Vanguard Large-cap ETF | -0.1% | -0.28% | Trim |
| 22 | MSFT | Microsoft CORP | -0.1% | -20.62% | Trim |
| 23 | VONE | Vanguard Russell 1000 | -0.1% | -2.21% | Trim |
| 24 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -4.08% | Trim |
| 25 | NVDA | Nvidia CORP | -0.1% | -4.29% | Trim |
| 26 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.5% | -6.83% | Trim |
| 27 | SPSB | Ss Spdr P St C CORP ETF | -0.7% | -8.23% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | -1.6% | -3.34% | Trim |
| 29 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 30 | XHLF | Bondbloxx Bbg 6 Mth US Treas | — | EXIT | Sold out |
| 31 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 33 | GOOGL | Alphabet Inc-cl A | — | 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 31 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VCRB) accounted for 63.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCRB
市值: $29.4M
Top Position Liquidated / Trimmed
XHLF
前期市值: $26.1M
During Q1 2026, SoundView Advisors Inc.'s top holdings by market value included VOO (24.0%)、VEA (15.8%)、VCRB (10.5%). The largest single position, VOO, represented 24.0% of total portfolio value.
In Q1 2026, SoundView Advisors Inc. made 28 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 18 holdings, and fully liquidating 2 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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