SoundView Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), SoundView Advisors Inc. reported 24 stock positions worth $291.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.7% of the portfolio, followed by SS SPDR Nyse Tech ETF (XNTK, 20.4%) and iShares S&P 100 ETF (OEF, 17.2%). Compared with Q2 2025, it opened 7 new positions, sold out of 18, added to 5 and reduced 8. The biggest buy was a new position in SS SPDR Nyse Tech ETF (XNTK) and the biggest sale an exit from SS SPDR P St C Corp. ETF (SPSB).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $291.8M (Q3 2025)
- SEC Filing
- 0002054083-25-000002 ↗ filed Oct 10, 2025
Holdings Value
Holdings 24 stocks · $291.8M
| VOO Vanguard S&P 500 ETF | 24.73% | 127,462 | $72.2M | Add +20.1% |
| XNTK SS SPDR Nyse Tech ETF | 20.35% | 1,313,983 | $59.4M | New |
| OEF iShares S&P 100 ETF | 17.18% | 547,227 | $50.1M | New |
| VEA Vanguard Ftse Developed ETF | 13.64% | 664,135 | $39.8M | Add +1.9% |
| XHYC Bondbloxx Usd HY Bond CCS | 9.23% | 534,300 | $26.9M | New |
| VGSH Vanguard Short-Term Treasury | 3.51% | 52,449 | $10.3M | New |
| MSFT Microsoft Corp. | 2.01% | 11,326 | $5.9M | Reduce -3.4% |
| NVDA Nvidia Corp. | 1.54% | 24,136 | $4.5M | Reduce -9.3% |
| GOOG Alphabet Inc. Class C | 1.46% | 17,548 | $4.3M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.33% | 6,479 | $3.9M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.90% | 2,852 | $2.6M | Reduce -2.3% |
| XCEM Columbia Em Core Ex-China | 0.66% | 53,030 | $1.9M | Add +11.5% |
| LRCX Lam Research Corp. | 0.65% | 14,232 | $1.9M | Reduce -4.9% |
| VOOG Vanguard S&P 500 Growth ETF | 0.57% | 14,961 | $1.7M | New |
| AAPL Apple Inc. | 0.50% | 5,678 | $1.4M | Reduce -13.3% |
| PATH Uipath Inc. Class A | 0.49% | 107,640 | $1.4M | Reduce -10.8% |
| AMZN Amazon.com Inc. | 0.49% | 6,550 | $1.4M | Add +88.6% |
| DVA Davita Inc. | 0.18% | 3,984 | $529K | No change |
| CVX Chevron Corp. | 0.14% | 2,631 | $408K | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 689 | $319K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 508 | $255K | New |
| ETN Eaton Corp. PLC | 0.08% | 600 | $224K | No change |
| SHOPIFY INC (SHOPCN 0.125 11/01/25) | 0.07% | 1,380 | $205K | New |
| SNOW Snowflake Inc. | 0.07% | 894 | $201K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −10.91 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −10.05 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Sold out | 0.00% | −9.48 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −7.14 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −3.98 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −3.47 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −2.59 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −2.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −1.37 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.97 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Sold out | 0.00% | −0.67 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.60 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.90% | −0.16 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -3.4% | 2.01% | −0.14 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.10 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.09 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.08 |
| PATH Uipath Inc. Class A | Reduce -10.8% | 0.49% | −0.08 |
| NVDA Nvidia Corp. | Reduce -9.3% | 1.54% | −0.00 |
| CVX Chevron Corp. | Reduce -3.4% | 0.14% | −0.00 |
| AAPL Apple Inc. | Reduce -13.3% | 0.50% | +0.00 |
| LRCX Lam Research Corp. | Reduce -4.9% | 0.65% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 1.46% | +0.28 |
Portfolio Buys Q2 2025 → Q3 2025
| XNTK SS SPDR Nyse Tech ETF | New | 20.35% | +20.35 |
| OEF iShares S&P 100 ETF | New | 17.18% | +17.18 |
| XHYC Bondbloxx Usd HY Bond CCS | New | 9.23% | +9.23 |
| VGSH Vanguard Short-Term Treasury | New | 3.51% | +3.51 |
| VOO Vanguard S&P 500 ETF | Add +20.1% | 24.73% | +2.53 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.57% | +0.57 |
| AMZN Amazon.com Inc. | Add +88.6% | 0.49% | +0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.3% | 1.33% | +0.16 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.09% | +0.09 |
| SHOPIFY INC (SHOPCN 0.125 11/01/25) | New | 0.07% | +0.07 |
| XCEM Columbia Em Core Ex-China | Add +11.5% | 0.66% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 13.64% | −0.06 |
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 |