SoundView Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), SoundView Advisors Inc. reported 33 stock positions worth $242.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 12.7%) and SS SPDR P St C Corp. ETF (SPSB, 11.6%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 17 and reduced 8. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +3%) and the biggest sale Costco Wholesale (COST, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $242.4M (Q1 2025)
- SEC Filing
- 0001842974-25-000008 ↗ filed May 9, 2025
Holdings Value
Holdings 33 stocks · $242.4M
| VOO Vanguard S&P 500 ETF | 21.32% | 100,539 | $51.7M | Add +4.2% |
| VEA Vanguard Ftse Developed ETF | 12.66% | 603,960 | $30.7M | Add +3.1% |
| SPSB SS SPDR P St C Corp. ETF | 11.60% | 934,237 | $28.1M | Add +5.5% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 11.00% | 268,025 | $26.7M | Add +4.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 10.23% | 492,360 | $24.8M | Add +7.6% |
| STIP iShares 0-5 Year Tips Bond E | 7.27% | 170,225 | $17.6M | Add +2.2% |
| IJH iShares Core S&P Midcap ETF | 3.93% | 163,253 | $9.5M | Add +3.6% |
| IJR iShares Core S&P Small-Cap E | 3.60% | 83,547 | $8.7M | Reduce -3.7% |
| VONE Vanguard Russell 1000 | 2.62% | 25,026 | $6.4M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 2.02% | 64,809 | $4.9M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.93% | 12,467 | $4.7M | Reduce -10.5% |
| COST Costco Wholesale Corp. | 1.36% | 3,495 | $3.3M | Reduce -41.1% |
| GOOG Alphabet Inc. Class C | 1.26% | 19,535 | $3.1M | Add +2.8% |
| NVDA Nvidia Corp. | 1.12% | 25,002 | $2.7M | Reduce -22.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.08% | 10,201 | $2.6M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 5,301 | $2.5M | Add +0.3% |
| VTWO Vanguard Russell 2000 ETF | 1.00% | 29,993 | $2.4M | Reduce -0.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.81% | 19,985 | $2.0M | Reduce -0.2% |
| AAPL Apple Inc. | 0.66% | 7,172 | $1.6M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.62% | 5,832 | $1.5M | Add +0.1% |
| XCEM Columbia Em Core Ex-China | 0.57% | 47,111 | $1.4M | Add +2.9% |
| LRCX Lam Research Corp. | 0.44% | 14,701 | $1.1M | Add +5.3% |
| PATH Uipath Inc. Class A | 0.38% | 89,406 | $920K | No change |
| AMZN Amazon.com Inc. | 0.26% | 3,259 | $620K | Add +43.3% |
| DVA Davita Inc. | 0.25% | 3,984 | $609K | No change |
| CVX Chevron Corp. | 0.18% | 2,630 | $439K | Add +6.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 7,327 | $372K | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.14% | 609 | $342K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 508 | $270K | No change |
| NARI Inari Medical Inc. | 0.10% | 3,137 | $250K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.10% | 10,320 | $241K | No change |
| BMY Bristol-Myers Squibb Co. | 0.10% | 3,792 | $231K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 538 | $225K | New |
Portfolio Sells Q4 2024 → Q1 2025
| COST Costco Wholesale Corp. | Reduce -41.1% | 1.36% | −0.88 |
| NVDA Nvidia Corp. | Reduce -22.9% | 1.12% | −0.68 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 3.60% | −0.52 |
| MSFT Microsoft Corp. | Reduce -10.5% | 1.93% | −0.49 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.16 |
| VONE Vanguard Russell 1000 | Reduce -0.1% | 2.62% | −0.13 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.4% | 1.00% | −0.11 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.09 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -0.2% | 0.81% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.5% | 2.02% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 12.66% | +1.12 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +7.6% | 10.23% | +0.76 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.5% | 11.60% | +0.70 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +4.2% | 11.00% | +0.48 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.2% | 7.27% | +0.36 |
| NARI Inari Medical Inc. | New | 0.10% | +0.10 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +43.3% | 0.26% | +0.05 |
| CVX Chevron Corp. | Add +6.1% | 0.18% | +0.03 |
| LRCX Lam Research Corp. | Add +5.3% | 0.44% | +0.03 |
| XCEM Columbia Em Core Ex-China | Add +2.9% | 0.57% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +0.4% | 0.15% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.14% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.62% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 1.08% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.03% | −0.09 |
| VOO Vanguard S&P 500 ETF | Add +4.2% | 21.32% | −0.11 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 3.93% | −0.12 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 1.26% | −0.23 |
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 |