Soundview Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$281K
Q ending 2026-03-31
Prior quarter
$287K
Q ending 2025-12-31
Change
-2.0% QoQ · +15.9% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $68K | 113K |
| Vanguard Tax-Managed Fds | VEA | Shares | $45K | 695K |
| Vanguard Malvern Fds | VCRB | Shares | $29K | 380K |
| Spdr Series Trust | SPSB | Shares | $28K | 936K |
| Spdr Series Trust | BILS | Shares | $26K | 257K |
| Ishares Tr | STIP | Shares | $23K | 218K |
| Ishares Tr | IJH | Shares | $12K | 177K |
| Ishares Tr | IJR | Shares | $11K | 89K |
| Vanguard Scottsdale Fds | VONE | Shares | $7K | 22K |
| Ishares Tr | IEFA | Shares | $6K | 63K |
| Vanguard Index Fds | VV | Shares | $4K | 13K |
| Nvidia Corporation | NVDA | Shares | $4K | 21K |
| Invesco Qqq Tr | QQQ | Shares | $4K | 6K |
| Vanguard Scottsdale Fds | VTWO | Shares | $3K | 26K |
| Columbia Etf Tr Ii | XCEM | Shares | $2K | 57K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $2K | 15K |
| Vanguard Index Fds | VO | Shares | $2K | 6K |
| Costco Wholesale Corporation | COST | Shares | $2K | 2K |
| Apple Inc | AAPL | Shares | $1K | 6K |
| Alphabet Inc | GOOG | Shares | $1K | 4K |
| Ishares Tr | SGOV | Shares | $824 | 8K |
| Chevron Corporation | CVX | Shares | $544 | 3K |
| Vanguard Mun Bd Fds | VTEB | Shares | $542 | 11K |
| Microsoft Corp | MSFT | Shares | $414 | 1K |
| Ishares Tr | IVV | Shares | $402 | 615 |
| State Str Spdr Dow Jones Ind | DIA | Shares | $338 | 731 |
| Lam Research Corp | LRCX | Shares | $272 | 1K |
| Davita Inc | DVA | Shares | $271 | 2K |
| Ishares Tr | IWR | Shares | $256 | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $243 | 508 |
| Spdr Index Shs Fds | FEZ | Shares | $212 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.