Q2 2026 13F · SEC CIK 2054083

SoundView Advisors Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $306.9M
Reported positions: 32
Holdings vs S&P 500, 3 yrs: —
Assets under management: $387.2M

SoundView Advisors Inc. is a wealth manager that reported 32 positions worth $306.9M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Vanguard Index Fds (VOO, 25.8%), Vanguard Ftse Developed Markets Index Fu (VEA, 16.7%), Vanguard Malvern Fds (VCRB, 9.7%).

SoundView Advisors Inc. holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SoundView Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	25.8%	24.0%	115,498	+2.2%	$79.3M
VEAVanguard Ftse Developed Markets Index Fu	16.7%	15.8%	717,468	+3.3%	$51.1M
VCRBVanguard Malvern Fds	9.7%	10.5%	384,228	+1.0%	$29.7M
SPSBSpdr Series Trust	9.1%	10.0%	926,495	-1.0%	$27.8M
BILSSpdr Series Trust	8.0%	9.1%	245,844	-4.4%	$24.4M
STIPIshares Tr	7.0%	8.0%	209,701	-4.0%	$21.4M
IJHIshares Tr	4.4%	4.3%	176,569	-0.5%	$13.6M
IJRIshares Tr	4.3%	3.9%	89,671	+0.7%	$13.3M
VONEVanguard Scottsdale Fds	2.5%	2.4%	22,491	+0.2%	$7.6M
IEFAIshares Tr	2.0%	2.0%	62,679	+0.2%	$6.1M
QQQInvesco Qqq Tr	1.5%	1.3%	6,340	+3.3%	$4.7M
VVVanguard Index Fds	1.5%	1.4%	12,994	+0.2%	$4.5M
NVDANvidia Corporation	1.4%	1.3%	21,927	+4.1%	$4.4M
VTWOVanguard Scottsdale Fds	1.1%	0.9%	26,536	+0.2%	$3.2M
XCEMColumbia ETF Tr II	1.0%	0.8%	58,049	+1.9%	$3.1M
IVOOVanguard Admiral Fds Inc	0.6%	0.6%	14,921	+0.2%	$1.9M
VOVanguard Index Fds	0.6%	0.6%	23,152	+291.6%	$1.9M
AAPLApple Inc	0.5%	0.5%	5,729	+2.7%	$1.7M
COSTCostco Wholesale Corporation	0.5%	0.6%	1,576	+0.0%	$1.5M
GOOGAlphabet Inc	0.4%	0.4%	3,730	+5.1%	$1.3M
IVVIshares Tr	0.3%	0.1%	1,171	+90.4%	$876K
LRCXLam Research Corp	0.2%	0.1%	1,276	+0.1%	$552K
MSFTMicrosoft Corp	0.1%	0.1%	1,220	+8.9%	$455K
CVXChevron Corporation	0.1%	0.2%	2,481	-5.7%	$411K
DVADavita Inc	0.1%	0.1%	1,765	+0.0%	$392K
DIASpdr Dow Jones Indl Average	0.1%	0.1%	665	-9.0%	$347K
IWRIshares Tr	0.1%	0.1%	2,642	+0.0%	$291K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	502	-1.2%	$251K
GOOGLAlphabet Inc	0.1%	New	677	—	$241K
FTNTFortinet Inc	0.1%	New	1,543	—	$237K
SNOWSnowflake Inc	0.1%	New	794	—	$202K
FEZSpdr Index Shs Fds	0.1%	0.1%	2,949	-14.0%	$202K

What SoundView Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$306.9M	32
Q1 2026	$281.0M	31
Q4 2025	$286.6M	30
Q3 2025	$291.8M	24
Q2 2025	$271.4M	35
Q1 2025	$242.4M	33
Q4 2024	$242.6M	33

Questions about SoundView Advisors Inc.'s portfolio

What stocks does SoundView Advisors Inc. own?

SoundView Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 32 positions worth $306.9M. The largest are Vanguard Index Fds (VOO) at 25.8%, Vanguard Ftse Developed Markets Index Fu (VEA) at 16.7%, Vanguard Malvern Fds (VCRB) at 9.7%, Spdr Series Trust (SPSB) at 9.1% and Spdr Series Trust (BILS) at 8.0%.

What did SoundView Advisors Inc. buy last quarter?

In Q2 2026, SoundView Advisors Inc. added a new position in Alphabet Inc (GOOGL), a new position in Fortinet Inc (FTNT), a new position in Snowflake Inc (SNOW), Vanguard Index Fds (VO) (+291.6% shares), Ishares Tr (IVV) (+90.4% shares) and Microsoft Corp (MSFT) (+8.9% shares), compared with its Q1 2026 filing.

What did SoundView Advisors Inc. sell last quarter?

In Q2 2026, SoundView Advisors Inc. sold all of Ishares Tr (SGOV), sold all of Vanguard Mun Bd Fds (VTEB), Spdr Index Shs Fds (FEZ) (-14.0% shares), Spdr Dow Jones Indl Average (DIA) (-9.0% shares) and Chevron Corporation (CVX) (-5.7% shares), compared with its Q1 2026 filing.

When is SoundView Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. SoundView Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does SoundView Advisors Inc. manage?

SoundView Advisors Inc. reported $387.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $306.9M.