SoundView Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), SoundView Advisors Inc. reported 32 stock positions worth $306.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 16.7%) and Vanguard Core Bond ETF (VCRB, 9.7%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 17 and reduced 9. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale SS Spdrb B 3-12M T-Bill ETF (BILS, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $306.9M (Q2 2026)
- SEC Filing
- 0002054083-26-000003 ↗ filed Aug 3, 2026
Holdings Value
Holdings 32 stocks · $306.9M
| VOO Vanguard S&P 500 ETF | 25.85% | 115,498 | $79.3M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 16.66% | 717,468 | $51.1M | Add +3.3% |
| VCRB Vanguard Core Bond ETF | 9.67% | 384,228 | $29.7M | Add +1.0% |
| SPSB SS SPDR P St C Corp. ETF | 9.06% | 926,495 | $27.8M | Reduce -1.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 7.96% | 245,844 | $24.4M | Reduce -4.5% |
| STIP iShares 0-5 Year Tips Bond E | 6.98% | 209,701 | $21.4M | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 4.44% | 176,569 | $13.6M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 4.33% | 89,671 | $13.3M | Add +0.7% |
| VONE Vanguard Russell 1000 | 2.48% | 22,491 | $7.6M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.97% | 62,679 | $6.1M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.52% | 6,340 | $4.7M | Add +3.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.46% | 12,994 | $4.5M | Add +0.1% |
| NVDA Nvidia Corp. | 1.43% | 21,927 | $4.4M | Add +4.1% |
| VTWO Vanguard Russell 2000 ETF | 1.05% | 26,536 | $3.2M | Add +0.2% |
| XCEM Columbia Em Core Ex-China | 1.00% | 58,049 | $3.1M | Add +1.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.63% | 14,921 | $1.9M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 23,152 | $1.9M | Reduce -2.1% |
| AAPL Apple Inc. | 0.54% | 5,729 | $1.7M | Add +2.7% |
| COST Costco Wholesale Corp. | 0.48% | 1,576 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.43% | 3,730 | $1.3M | Add +5.1% |
| IVV iShares Core S&P 500 ETF | 0.29% | 1,171 | $876K | Add +90.4% |
| LRCX Lam Research Corp. | 0.18% | 1,276 | $552K | Add +0.1% |
| MSFT Microsoft Corp. | 0.15% | 1,220 | $455K | Add +8.9% |
| CVX Chevron Corp. | 0.13% | 2,481 | $411K | Reduce -5.7% |
| DVA Davita Inc. | 0.13% | 1,765 | $392K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.11% | 665 | $347K | Reduce -9.0% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,642 | $291K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 502 | $251K | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.08% | 677 | $241K | New |
| FTNT Fortinet Inc. | 0.08% | 1,543 | $237K | New |
| FEZ State Street SPDR Euro Stoxx | 0.07% | 2,949 | $202K | Reduce -14.0% |
| SNOW Snowflake Inc. | 0.07% | 794 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -4.5% | 7.96% | −1.14 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.0% | 6.98% | −1.06 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.0% | 9.06% | −0.96 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.29 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.19 |
| CVX Chevron Corp. | Reduce -5.7% | 0.13% | −0.06 |
| FEZ State Street SPDR Euro Stoxx | Reduce -14.0% | 0.07% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -9.0% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.08% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 0.61% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 4.44% | +0.17 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +2.2% | 25.85% | +1.80 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 16.66% | +0.82 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 4.33% | +0.39 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 1.52% | +0.26 |
| XCEM Columbia Em Core Ex-China | Add +1.9% | 1.00% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +90.4% | 0.29% | +0.14 |
| VONE Vanguard Russell 1000 | Add +0.2% | 2.48% | +0.12 |
| NVDA Nvidia Corp. | Add +4.1% | 1.43% | +0.12 |
| VTWO Vanguard Russell 2000 ETF | Add +0.2% | 1.05% | +0.11 |
| LRCX Lam Research Corp. | Add +0.1% | 0.18% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| FTNT Fortinet Inc. | New | 0.08% | +0.08 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 1.46% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +5.1% | 0.43% | +0.07 |
| SNOW Snowflake Inc. | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +2.7% | 0.54% | +0.04 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +0.2% | 0.63% | +0.03 |
| MSFT Microsoft Corp. | Add +8.9% | 0.15% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 1.97% | −0.04 |
| VCRB Vanguard Core Bond ETF | Add +1.0% | 9.67% | −0.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $306.9M | VOO, VEA, VCRB, SPSB, BILS |
| Q1 2026 | 31 | $281.0M | VOO, VEA, VCRB, SPSB, BILS |
| Q4 2025 | 30 | $286.6M | VOO, VEA, SPSB, BILS, XHLF |
| Q3 2025 | 24 | $291.8M | VOO, XNTK, OEF, VEA, XHYC |
| Q2 2025 | 35 | $271.4M | VOO, VEA, SPSB, BILS, XHLF |
| Q1 2025 | 33 | $242.4M | VOO, VEA, SPSB, BILS, XHLF |
| Q4 2024 | 33 | $242.6M | VOO, VEA, SPSB, BILS, XHLF |