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13F holdings · Q2 2026

SoundView Advisors

Olympia, WA · files as SoundView Advisors Inc.
Holdings as of Jun 30, 2026Filed Aug 3, 2026Next filing due Nov 16, 2026CIK 2054083

SoundView Advisors reported 32 stocks worth $307K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are VOO (25.9%), VEA (16.7%) and VCRB (9.7%). Compared with Q1 2026, the fund opened new positions in GOOGL, FTNT and SNOW, added to VOO, VEA and VCRB, trimmed SPSB, BILS and STIP and sold out of SGOV and VTEB.

Reported value$307K+9.2% vs last quarter
Stocks held323 new · 2 sold out
Top 5 weight69.2%very concentrated
Turnover3%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
VOO
Vanguard S&P 500 ETF
$79K25.9%115K+2,453 (+2%)7 of 7
2
VEA
Vanguard Tax-Managed Fds
$51K16.7%717K+23K (+3%)7 of 7
3
VCRB
Vanguard Malvern Fds
$30K9.7%384K+3,766 (+1%)2 of 7
4
SPSB
State Street
$28K9.1%926K−9,634 (−1%)6 of 7
5
BILS
Spdr Series Trust
$24K8.0%246K−11K (−4%)6 of 7
6
STIP
Ishares 0-5
$21K7.0%210K−8,738 (−4%)6 of 7
7
IJH
Ishares TR
$14K4.4%177K−876 (−0%)6 of 7
8
IJR
Ishares TR
$13K4.3%90K+586 (+1%)6 of 7
9
VONE
Vanguard Scottsdale Fds
$8K2.5%22K+45 (+0%)6 of 7
10
IEFA
Ishares TR
$6K2.0%63K+97 (+0%)6 of 7
🔒 22 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
SGOV
Ishares TR
$8248,192
VTEB
Vanguard Mun BD Fds
$54211K

Reported value

last 7 quarters
$243KQ4 '24
$242KQ1 '25
$271KQ2 '25
$292KQ3 '25
$287KQ4 '25
$281KQ1 '26
$307KQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 3, 202613F-HRQ2 2026SEC filing ↗

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SoundView Advisors 13F FAQ

What does SoundView Advisors own?

SoundView Advisors reported 32 stocks worth $307K in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are VOO (25.9%), VEA (16.7%) and VCRB (9.7%). The table above lists every position in the filing (the top 10 without an account).

What did SoundView Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 17 added to, 8 trimmed and 2 sold out. New positions include GOOGL, FTNT and SNOW. It sold all of SGOV and VTEB.

When will SoundView Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is SoundView Advisors's portfolio worth?

The Q2 2026 filing reports $307K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.