13F Insight
DOSSIER · 13F-HR · Q2 2026

Soundwatch Capital LLC

$901M in tracked AUM across 53 positions as of Q2 2026.

SC
CIK 0001803253 · last filed Jun 30, 2026
Total AUM
$901M
as of Q2 2026
Holdings
53
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Soundwatch Capital LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$392M524K43.6%02
SPY
STATE STR SPDR S&P 500 ETF T
$389M521K43.2%03
ESGV
VANGUARD WORLD FD
$24M181K2.7%04
AAPL
APPLE INC
$17M60K1.9%05
VOO
VANGUARD INDEX FDS
$15M22K1.6%06
QQQ
INVESCO QQQ TR
$11M15K1.2%07
VV
VANGUARD INDEX FDS
$9M25K1.0%08
02072Q853
EA SERIES TRUST
$6M96K0.6%09
AAEQ
EA SERIES TRUST
$4M83K0.5%10
SHDG
ADVISOR MANAGED PORTFOLIOS
$4M132K0.5%

Filing history

2026Q2Jun 30
$901M▲ 13.6%
53 positionsView →2026Q1Mar 31
$793M▲ 23.0%
47 positionsView →2025Q4Dec 31
$645M▲ 3.4%
48 positionsView →2025Q3Sep 30
$624M▲ 6.0%
39 positionsView →2025Q2Jun 30
$588M▲ 168.0%
147 positionsLocked2025Q1Mar 31
$220M▼ 76.8%
29 positionsLocked2024Q4Dec 31
$946M▲ 49.1%
37 positionsLocked2024Q3Sep 30
$634M▲ 3388.7%
34 positionsLocked2024Q2Jun 30
$18M▼ 96.5%
14 positionsLocked2024Q1Mar 31
$513M▲ 146.7%
13 positionsLocked2023Q4Dec 31
$208M▼ 55.2%
32 positionsLocked2023Q3Sep 30
$464M▲ 18.1%
29 positionsLocked
Showing 12 of 27