Soundview Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 3, 2026, Soundview Advisors Inc. disclosed 32 stock positions valued at approximately $306.89M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and VANGUARD MALVERN FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 32
- Portfolio Value
- $306.89M
Holdings by Sector
Soundview Advisors Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 25.85% | 115,498 | +2,453 | +2.17% | $79,325,000 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 16.66% | 717,468 | +22,917 | +3.30% | $51,119,000 |
| VANGUARD MALVERN FDS | VCRB | Other | 9.67% | 384,228 | +3,766 | +0.99% | $29,674,000 |
| SPDR SERIES TRUST | SPSB | Other | 9.06% | 926,495 | -9,634 | -1.03% | $27,804,000 |
| SPDR SERIES TRUST | BILS | Other | 7.96% | 245,844 | -11,439 | -4.45% | $24,432,000 |
| ISHARES TR | STIP | Other | 6.98% | 209,701 | -8,738 | -4.00% | $21,423,000 |
| ISHARES TR | IJH | Other | 4.44% | 176,569 | -876 | -0.49% | $13,615,000 |
| ISHARES TR | IJR | Other | 4.33% | 89,671 | +586 | +0.66% | $13,299,000 |
| VANGUARD SCOTTSDALE FDS | VONE | Other | 2.48% | 22,491 | +45 | +0.20% | $7,618,000 |
| ISHARES TR | IEFA | Other | 1.97% | 62,679 | +97 | +0.15% | $6,053,000 |
| INVESCO QQQ TR | QQQ | Other | 1.52% | 6,340 | +201 | +3.27% | $4,669,000 |
| VANGUARD INDEX FDS | VV | Other | 1.46% | 12,994 | +20 | +0.15% | $4,468,000 |
| NVIDIA CORPORATION | NVDA | Technology | 1.43% | 21,927 | +869 | +4.13% | $4,387,000 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 1.05% | 26,536 | +43 | +0.16% | $3,222,000 |
| COLUMBIA ETF TR II | XCEM | Other | 1.00% | 58,049 | +1,066 | +1.87% | $3,069,000 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.63% | 14,921 | +27 | +0.18% | $1,945,000 |
| VANGUARD INDEX FDS | VO | Other | 0.61% | 23,152 | +17,240 | +291.61% | $1,865,000 |
| APPLE INC | AAPL | Technology | 0.54% | 5,729 | +150 | +2.69% | $1,657,000 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.48% | 1,576 | - | - | $1,474,000 |
| ALPHABET INC | GOOG | Communication Services | 0.43% | 3,730 | +181 | +5.10% | $1,318,000 |
| ISHARES TR | IVV | Other | 0.29% | 1,171 | +556 | +90.41% | $876,000 |
| LAM RESEARCH CORP | LRCX | Other | 0.18% | 1,276 | +1 | +0.08% | $552,000 |
| MICROSOFT CORP | MSFT | Technology | 0.15% | 1,220 | +100 | +8.93% | $455,000 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 2,481 | -150 | -5.70% | $411,000 |
| DAVITA INC | DVA | Healthcare | 0.13% | 1,765 | - | - | $392,000 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.11% | 665 | -66 | -9.03% | $347,000 |
| ISHARES TR | IWR | Other | 0.09% | 2,642 | - | - | $291,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 502 | -6 | -1.18% | $251,000 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 677 | - | - | $241,000 |
| FORTINET INC | FTNT | Technology | 0.08% | 1,543 | +1,543 | +100.00% | $237,000 |
Showing 30 of 32 holdings in the latest reporting period.