SoundView Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), SoundView Advisors Inc. reported 30 stock positions worth $286.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.3%) and SS SPDR P St C Corp. ETF (SPSB, 10.7%). Compared with Q3 2025, it opened 17 new positions, sold out of 11, added to 2 and reduced 9. The biggest buy was a new position in SS SPDR P St C Corp. ETF (SPSB) and the biggest sale an exit from SS SPDR Nyse Tech ETF (XNTK).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $286.6M (Q4 2025)
- SEC Filing
- 0002054083-26-000001 ↗ filed Feb 6, 2026
Holdings Value
Holdings 30 stocks · $286.6M
| VOO Vanguard S&P 500 ETF | 25.59% | 116,948 | $73.3M | Reduce -8.3% |
| VEA Vanguard Ftse Developed ETF | 15.32% | 702,923 | $43.9M | Add +5.8% |
| SPSB SS SPDR P St C Corp. ETF | 10.75% | 1,020,108 | $30.8M | New |
| BILS SS Spdrb B 3-12M T-Bill ETF | 9.56% | 276,135 | $27.4M | New |
| XHLF Bondbloxx BBG 6 MTH US Treas | 9.10% | 519,214 | $26.1M | New |
| STIP iShares 0-5 Year Tips Bond E | 7.51% | 210,264 | $21.5M | New |
| IJH iShares Core S&P Midcap ETF | 4.07% | 176,978 | $11.7M | New |
| IJR iShares Core S&P Small-Cap E | 3.80% | 90,717 | $10.9M | New |
| VONE Vanguard Russell 1000 | 2.47% | 22,954 | $7.1M | New |
| IEFA iShares Core MSCI Eafe ETF | 2.00% | 64,077 | $5.7M | New |
| NVDA Nvidia Corp. | 1.43% | 22,001 | $4.1M | Reduce -8.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.43% | 13,010 | $4.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 6,400 | $3.9M | Reduce -1.2% |
| VTWO Vanguard Russell 2000 ETF | 0.95% | 27,502 | $2.7M | New |
| XCEM Columbia Em Core Ex-China | 0.77% | 57,569 | $2.2M | Add +8.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 5,894 | $1.7M | New |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.59% | 15,015 | $1.7M | New |
| COST Costco Wholesale Corp. | 0.57% | 1,880 | $1.6M | Reduce -34.1% |
| AAPL Apple Inc. | 0.53% | 5,579 | $1.5M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.39% | 3,549 | $1.1M | Reduce -79.8% |
| MSFT Microsoft Corp. | 0.24% | 1,411 | $682K | Reduce -87.5% |
| IVV iShares Core S&P 500 ETF | 0.15% | 626 | $428K | New |
| CVX Chevron Corp. | 0.14% | 2,631 | $400K | No change |
| LRCX Lam Research Corp. | 0.12% | 1,937 | $331K | Reduce -86.4% |
| DVA Davita Inc. | 0.12% | 2,913 | $330K | Reduce -26.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.12% | 689 | $330K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 508 | $255K | New |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,642 | $254K | New |
| FEZ State Street SPDR Euro Stoxx | 0.08% | 3,411 | $219K | New |
| GOOGL Alphabet Inc. Class A | 0.07% | 677 | $211K | New |
Portfolio Sells Q3 2025 → Q4 2025
| XNTK SS SPDR Nyse Tech ETF | Sold out | 0.00% | −20.35 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −17.18 |
| XHYC Bondbloxx Usd HY Bond CCS | Sold out | 0.00% | −9.23 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −3.51 |
| MSFT Microsoft Corp. | Reduce -87.5% | 0.24% | −1.77 |
| GOOG Alphabet Inc. Class C | Reduce -79.8% | 0.39% | −1.08 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.57 |
| LRCX Lam Research Corp. | Reduce -86.4% | 0.12% | −0.54 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.49 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.49 |
| COST Costco Wholesale Corp. | Reduce -34.1% | 0.57% | −0.34 |
| NVDA Nvidia Corp. | Reduce -8.8% | 1.43% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.09 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.08 |
| SHOPIFY INC (SHOPCN 0.125 11/01/25) | Sold out | 0.00% | −0.07 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.07 |
| DVA Davita Inc. | Reduce -26.9% | 0.12% | −0.07 |
| AAPL Apple Inc. | Reduce -1.7% | 0.53% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 1.37% | +0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -8.3% | 25.59% | +0.85 |
Portfolio Buys Q3 2025 → Q4 2025
| SPSB SS SPDR P St C Corp. ETF | New | 10.75% | +10.75 |
| BILS SS Spdrb B 3-12M T-Bill ETF | New | 9.56% | +9.56 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 9.10% | +9.10 |
| STIP iShares 0-5 Year Tips Bond E | New | 7.51% | +7.51 |
| IJH iShares Core S&P Midcap ETF | New | 4.07% | +4.07 |
| IJR iShares Core S&P Small-Cap E | New | 3.80% | +3.80 |
| VONE Vanguard Russell 1000 | New | 2.47% | +2.47 |
| IEFA iShares Core MSCI Eafe ETF | New | 2.00% | +2.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.8% | 15.32% | +1.68 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 1.43% | +1.43 |
| VTWO Vanguard Russell 2000 ETF | New | 0.95% | +0.95 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.60% | +0.60 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | New | 0.59% | +0.59 |
| IVV iShares Core S&P 500 ETF | New | 0.15% | +0.15 |
| XCEM Columbia Em Core Ex-China | Add +8.6% | 0.77% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.09% | +0.09 |
| IWR iShares Russell Mid-Cap ETF | New | 0.09% | +0.09 |
| FEZ State Street SPDR Euro Stoxx | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
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 |