CIK: 0002054083
Total reported value
$281.0M
Reporting period: 2026-03-31 · Number of holdings: 31
SoundView Advisors Inc. disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $281.0M and a quarterly turnover rate of 25.4%.
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SoundView Advisors Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.124 — mathematically equivalent to about 8 equally-sized positions, well below its 31 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VOO
-3.3% -$5.8M
Trim SPSB
-8.2% -$2.7M
Add STIP
+3.9% $1.1M
Add VEA
-1.2% $595.0K
Trim BILS
-6.8% -$1.8M
Add IJH
+0.3% $302.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.04% | -1.55% | -3.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 15.84% | +0.52% | -1.19% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 10.48% | +10.48% | NEW | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.02% | -0.73% | -8.23% | |
| 5 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 9.11% | -0.45% | -6.83% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.04% | +0.53% | +3.89% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.26% | +0.19% | +0.26% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.94% | +0.14% | -1.80% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 2.36% | -0.11% | -2.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.02% | +0.02% | -2.33% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.38% | -0.05% | -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% | -0.11% | -4.08% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.94% | -0.01% | -3.67% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.83% | +0.06% | -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% | — | +0.31% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.01% | -16.17% | |
| 19 | AAPL | Apple INC | Stock-Tech | 0.50% | -0.03% | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.03% | — | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.29% | +0.29% | NEW | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.19% | +0.05% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | +0.19% | NEW | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.09% | -20.62% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | -1.76% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | +6.10% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.10% | -0.02% | -34.18% | |
| 28 | DVA | Davita INC | Stock-Healthcare | 0.10% | -0.02% | -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% | — | — | |
| 31 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.08% | — | +0.50% |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+17.3%
SoundView Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard Core Bond ETF (VCRB); Sold out: Bondbloxx Bbg 6 Mth US Treas (XHLF); New buy: Ishares 0-3 Month Treasury B (SGOV); New buy: Vanguard Tax-exempt Bond ETF (VTEB); Sold out: Alphabet Inc-cl A (GOOGL).
| # | 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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-07 | 13F-HR | View on EDGAR |
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