SoundView Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), SoundView Advisors Inc. reported 31 stock positions worth $281.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.8%) and Vanguard Core Bond ETF (VCRB, 10.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 5 and reduced 18. The biggest buy was a new position in Vanguard Core Bond ETF (VCRB) and the biggest sale an exit from Bondbloxx BBG 6 MTH US Treas (XHLF).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $281.0M (Q1 2026)
- SEC Filing
- 0002054083-26-000002 ↗ filed May 1, 2026
Holdings Value
Holdings 31 stocks · $281.0M
| VOO Vanguard S&P 500 ETF | 24.04% | 113,045 | $67.5M | Reduce -3.3% |
| VEA Vanguard Ftse Developed ETF | 15.84% | 694,551 | $44.5M | Reduce -1.2% |
| VCRB Vanguard Core Bond ETF | 10.48% | 380,462 | $29.4M | New |
| SPSB SS SPDR P St C Corp. ETF | 10.02% | 936,129 | $28.1M | Reduce -8.2% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 9.11% | 257,283 | $25.6M | Reduce -6.8% |
| STIP iShares 0-5 Year Tips Bond E | 8.04% | 218,439 | $22.6M | Add +3.9% |
| IJH iShares Core S&P Midcap ETF | 4.26% | 177,445 | $12.0M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 3.94% | 89,085 | $11.1M | Reduce -1.8% |
| VONE Vanguard Russell 1000 | 2.36% | 22,446 | $6.6M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 2.02% | 62,582 | $5.7M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.38% | 12,974 | $3.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.31% | 21,058 | $3.7M | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.26% | 6,139 | $3.5M | Reduce -4.1% |
| VTWO Vanguard Russell 2000 ETF | 0.94% | 26,493 | $2.7M | Reduce -3.7% |
| XCEM Columbia Em Core Ex-China | 0.83% | 56,983 | $2.3M | Reduce -1.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.61% | 14,894 | $1.7M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 5,912 | $1.7M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.56% | 1,576 | $1.6M | Reduce -16.2% |
| AAPL Apple Inc. | 0.50% | 5,579 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.36% | 3,549 | $1.0M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 8,192 | $824K | New |
| CVX Chevron Corp. | 0.19% | 2,631 | $544K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 10,881 | $542K | New |
| MSFT Microsoft Corp. | 0.15% | 1,120 | $414K | Reduce -20.6% |
| IVV iShares Core S&P 500 ETF | 0.14% | 615 | $402K | Reduce -1.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.12% | 731 | $338K | Add +6.1% |
| LRCX Lam Research Corp. | 0.10% | 1,275 | $272K | Reduce -34.2% |
| DVA Davita Inc. | 0.10% | 1,765 | $271K | Reduce -39.4% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,642 | $256K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 508 | $243K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.08% | 3,428 | $212K | Add +0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| XHLF Bondbloxx BBG 6 MTH US Treas | Sold out | 0.00% | −9.10 |
| VOO Vanguard S&P 500 ETF | Reduce -3.3% | 24.04% | −1.54 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -8.2% | 10.02% | −0.73 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -6.8% | 9.11% | −0.45 |
| NVDA Nvidia Corp. | Reduce -4.3% | 1.31% | −0.12 |
| VONE Vanguard Russell 1000 | Reduce -2.2% | 2.36% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 1.26% | −0.11 |
| MSFT Microsoft Corp. | Reduce -20.6% | 0.15% | −0.09 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.07 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.3% | 1.38% | −0.05 |
| DVA Davita Inc. | Reduce -39.4% | 0.10% | −0.02 |
| LRCX Lam Research Corp. | Reduce -34.2% | 0.10% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -3.7% | 0.94% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -16.2% | 0.56% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.14% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.3% | 2.02% | +0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -0.8% | 0.61% | +0.02 |
| XCEM Columbia Em Core Ex-China | Reduce -1.0% | 0.83% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.8% | 3.94% | +0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.2% | 15.84% | +0.52 |
Portfolio Buys Q4 2025 → Q1 2026
| VCRB Vanguard Core Bond ETF | New | 10.48% | +10.48 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.9% | 8.04% | +0.53 |
| SGOV iShares 0-3 Month Treasury B | New | 0.29% | +0.29 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.19% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 4.26% | +0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.60% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +6.1% | 0.12% | +0.01 |
| FEZ State Street SPDR Euro Stoxx | Add +0.5% | 0.08% | −0.00 |
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 |