SoundView Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), SoundView Advisors Inc. reported 35 stock positions worth $271.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 22.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.7%) and SS SPDR P St C Corp. ETF (SPSB, 10.9%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 22 and reduced 5. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +8%) and the biggest sale Costco Wholesale (COST, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $271.4M (Q2 2025)
- SEC Filing
- 0001908380-25-000007 ↗ filed Jul 31, 2025
Holdings Value
Holdings 35 stocks · $271.4M
| VOO Vanguard S&P 500 ETF | 22.21% | 106,117 | $60.3M | Add +5.5% |
| VEA Vanguard Ftse Developed ETF | 13.69% | 651,990 | $37.2M | Add +8.0% |
| SPSB SS SPDR P St C Corp. ETF | 10.91% | 980,896 | $29.6M | Add +5.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 10.05% | 274,348 | $27.3M | Add +2.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 9.48% | 510,955 | $25.7M | Add +3.8% |
| STIP iShares 0-5 Year Tips Bond E | 7.14% | 188,220 | $19.4M | Add +10.6% |
| IJH iShares Core S&P Midcap ETF | 3.98% | 174,391 | $10.8M | Add +6.8% |
| IJR iShares Core S&P Small-Cap E | 3.47% | 86,117 | $9.4M | Add +3.1% |
| VONE Vanguard Russell 1000 | 2.59% | 25,031 | $7.0M | Add +0.0% |
| MSFT Microsoft Corp. | 2.15% | 11,730 | $5.8M | Reduce -5.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.02% | 65,755 | $5.5M | Add +1.5% |
| NVDA Nvidia Corp. | 1.55% | 26,596 | $4.2M | Add +6.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.37% | 12,998 | $3.7M | Add +27.4% |
| GOOG Alphabet Inc. Class C | 1.18% | 18,128 | $3.2M | Reduce -7.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 5,767 | $3.2M | Add +8.8% |
| COST Costco Wholesale Corp. | 1.06% | 2,918 | $2.9M | Reduce -16.5% |
| VTWO Vanguard Russell 2000 ETF | 0.97% | 30,066 | $2.6M | Add +0.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.67% | 17,350 | $1.8M | Reduce -13.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 5,832 | $1.6M | No change |
| XCEM Columbia Em Core Ex-China | 0.60% | 47,542 | $1.6M | Add +0.9% |
| PATH Uipath Inc. Class A | 0.57% | 120,649 | $1.5M | Add +35.0% |
| LRCX Lam Research Corp. | 0.54% | 14,968 | $1.5M | Add +1.8% |
| AAPL Apple Inc. | 0.49% | 6,547 | $1.3M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 0.28% | 3,473 | $761K | Add +6.6% |
| DVA Davita Inc. | 0.21% | 3,984 | $567K | No change |
| CVX Chevron Corp. | 0.14% | 2,723 | $389K | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.14% | 621 | $385K | Add +2.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 7,327 | $373K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 689 | $303K | Add +28.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 563 | $273K | Add +10.8% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,642 | $242K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.09% | 10,320 | $241K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,271 | $223K | New |
| ETN Eaton Corp. PLC | 0.08% | 600 | $214K | New |
| SNOW Snowflake Inc. | 0.07% | 894 | $200K | New |
Portfolio Sells Q1 2025 → Q2 2025
| COST Costco Wholesale Corp. | Reduce -16.5% | 1.06% | −0.30 |
| AAPL Apple Inc. | Reduce -8.7% | 0.49% | −0.16 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -13.2% | 0.67% | −0.14 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 1.18% | −0.07 |
| MSFT Microsoft Corp. | Reduce -5.9% | 2.15% | +0.22 |
Portfolio Buys Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Add +8.0% | 13.69% | +1.03 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 22.21% | +0.89 |
| NVDA Nvidia Corp. | Add +6.4% | 1.55% | +0.43 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +27.4% | 1.37% | +0.28 |
| PATH Uipath Inc. Class A | Add +35.0% | 0.57% | +0.19 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.8% | 1.17% | +0.15 |
| LRCX Lam Research Corp. | Add +1.8% | 0.54% | +0.10 |
| IWR iShares Russell Mid-Cap ETF | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | New | 0.08% | +0.08 |
| SNOW Snowflake Inc. | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 3.98% | +0.06 |
| AMZN Amazon.com Inc. | Add +6.6% | 0.28% | +0.02 |
| XCEM Columbia Em Core Ex-China | Add +0.9% | 0.60% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +28.1% | 0.11% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 0.14% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 2.02% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.8% | 0.10% | −0.01 |
| VONE Vanguard Russell 1000 | Add +0.0% | 2.59% | −0.03 |
| VTWO Vanguard Russell 2000 ETF | Add +0.2% | 0.97% | −0.03 |
| CVX Chevron Corp. | Add +3.5% | 0.14% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +10.6% | 7.14% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Add +3.1% | 3.47% | −0.14 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.0% | 10.91% | −0.69 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +3.8% | 9.48% | −0.75 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +2.4% | 10.05% | −0.95 |
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 |