Soundview Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 4, 2026, Soundview Advisors Inc. disclosed 31 stock positions valued at approximately $312.01K as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and VANGUARD MALVERN FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $312.01K
Holdings by Sector
Soundview Advisors Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 26.92% | 119,859 | +4,361 | +3.78% | $84,004 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.54% | 731,012 | +13,544 | +1.89% | $51,616 |
| VANGUARD MALVERN FDS | VCRB | Other | 9.73% | 412,193 | +27,965 | +7.28% | $30,345 |
| SPDR SERIES TRUST | SPSB | Other | 9.12% | 962,148 | +35,653 | +3.85% | $28,469 |
| SPDR SERIES TRUST | BILS | Other | 8.34% | 261,984 | +16,140 | +6.57% | $26,025 |
| ISHARES TR | STIP | Other | 6.87% | 214,908 | +5,207 | +2.48% | $21,426 |
| ISHARES TR | IJH | Other | 4.10% | 177,813 | +1,244 | +0.70% | $12,793 |
| ISHARES TR | IJR | Other | 3.57% | 81,961 | -7,710 | -8.60% | $11,150 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 2.48% | 22,476 | -15 | -0.07% | $7,731 |
| ISHARES TR | IEFA | Other | 1.91% | 61,584 | -1,095 | -1.75% | $5,966 |
| NVIDIA CORPORATION | NVDA | Technology | 1.61% | 21,933 | +6 | +0.03% | $5,009 |
| VANGUARD INDEX FDS | VV | Other | 1.47% | 13,010 | +16 | +0.12% | $4,577 |
| INVESCO QQQ TR | QQQ | Other | 1.47% | 6,187 | -153 | -2.41% | $4,576 |
| COLUMBIA ETF TR II | XCEM | Other | 0.97% | 58,645 | +596 | +1.03% | $3,014 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.95% | 26,482 | -54 | -0.20% | $2,972 |
| APPLE INC | AAPL | Technology | 0.63% | 5,930 | +201 | +3.51% | $1,974 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.56% | 14,431 | -490 | -3.28% | $1,757 |
| VANGUARD INDEX FDS | VO | Other | 0.54% | 21,644 | -1,508 | -6.51% | $1,697 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.46% | 1,586 | +10 | +0.63% | $1,443 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 2,161 | +941 | +77.13% | $1,108 |
| ISHARES TR | IVV | Other | 0.30% | 1,236 | +65 | +5.55% | $946 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 1,586 | -2,144 | -57.48% | $540 |
| CHEVRON CORPORATION | CVX | Energy | 0.16% | 2,481 | - | - | $506 |
| LAM RESEARCH CORP | LRCX | Technology | 0.13% | 1,269 | -7 | -0.55% | $416 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.11% | 665 | - | - | $338 |
| DAVITA INC | DVA | Healthcare | 0.10% | 1,765 | - | - | $308 |
| ISHARES TR | IWR | Other | 0.09% | 2,642 | - | - | $281 |
| FORTINET INC | FTNT | Technology | 0.09% | 1,522 | -21 | -1.36% | $272 |
| SNOWFLAKE INC | SNOW | Technology | 0.09% | 794 | - | - | $269 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 502 | - | - | $249 |
Showing 30 of 31 holdings in the latest reporting period.