DOSSIER · 13F-HR · Q1 2026

SoundView Advisors Inc.

$281M in tracked AUM across 31 positions as of Q1 2026.

SA
CIK 0002054083 · last filed Mar 31, 2026
Total AUM
$281M
as of Q1 2026
Holdings
31
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

SoundView Advisors Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$68M113K24.0%
02
VEA
VANGUARD TAX-MANAGED FDS
$45M695K15.8%
03
VCRB
VANGUARD MALVERN FDS
$29M380K10.5%
04
SPSB
SPDR SERIES TRUST
$28M936K10.0%
05
BILS
SPDR SERIES TRUST
$26M257K9.1%
06
STIP
ISHARES TR
$23M218K8.0%
07
IJH
ISHARES TR
$12M177K4.3%
08
IJR
ISHARES TR
$11M89K3.9%
09
VONE
VANGUARD SCOTTSDALE FDS
$7M22K2.4%
10
IEFA
ISHARES TR
$6M63K2.0%

Filing history

2026Q1Mar 31
$281M 2.0%
31 positionsView →
2025Q4Dec 31
$287M 1.8%
30 positionsView →
2025Q3Sep 30
$292M 7.5%
34 positionsView →
2025Q2Jun 30
$271M 12.0%
35 positionsLocked
2025Q1Mar 31
$242M 0.1%
33 positionsLocked
2024Q4Dec 31
$243M
33 positionsLocked