Institutions / SoundView Advisors Inc.

SoundView Advisors Inc.

CIK 2054083 · Institution · as of Dec 31, 2025
Portfolio value
$286.6K
Positions
30
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 30 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$73.3K116,94825.6%
Vanguard Tax-Managed Fds$43.9K702,92315.3%
SPDR Series Trust$30.8K1,020,10810.7%
SPDR Series Trust$27.4K276,1359.6%
Bondbloxx ETF Trust$26.1K519,2149.1%
iShares MSCI UAE ETF$21.5K210,2647.5%
iShares Tr$11.7K176,9784.1%
iShares Tr$10.9K90,7173.8%
Vanguard Scottsdale Fds$7.1K22,9542.5%
iShares Tr$5.7K64,0772.0%
NVIDIA Corp$4.1K22,0011.4%
Vanguard Index Fds$4.1K13,0101.4%
Invesco Qqq Tr$3.9K6,4001.4%
Vanguard Scottsdale Fds$2.7K27,5021.0%
Columbia ETF Tr II$2.2K57,5690.8%
Vanguard Index Fds$1.7K5,8940.6%
Vanguard Admiral Fds Inc$1.7K15,0150.6%
Costco Wholesale Corp /New$1.6K1,8800.6%
Apple Inc.$1.5K5,5790.5%
Alphabet Inc.$1.1K3,5490.4%
Microsoft Corp$6821,4110.2%
iShares Tr$4286260.1%
Chevron Corp$4002,6310.1%
Lam Research Corp$3311,9370.1%
SPDR Dow Jones Indl Average$3306890.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.