SoundView Advisors Inc.
CIK: 0002054083SEC EDGAR →
Portfolio Value
$286.6M
Holdings
30
As of
Q4 2025
New Positions
7
Closed Positions
17
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 116,948 | $73.3M | 25.59% |
| 2 | VANGUARD TAX-MANAGED FDS | 702,923 | $43.9M | 15.32% |
| 3 | SPDR SERIES TRUST | 1,020,108 | $30.8M | 10.75% |
| 4 | SPDR SERIES TRUST | 276,135 | $27.4M | 9.56% |
| 5 | BONDBLOXX ETF TRUST | 519,214 | $26.1M | 9.10% |
| 6 | ISHARES TR | 210,264 | $21.5M | 7.51% |
| 7 | ISHARES TR | 176,978 | $11.7M | 4.07% |
| 8 | ISHARES TR | 90,717 | $10.9M | 3.80% |
| 9 | VANGUARD SCOTTSDALE FDS | 22,954 | $7.1M | 2.47% |
| 10 | ISHARES TR | 64,077 | $5.7M | 2.00% |
Quarterly Changes
New Positions (17)
$30.8M · 1.0M shares
$27.4M · 276K shares
$26.1M · 519K shares
$21.5M · 210K shares
$11.7M · 177K shares
$10.9M · 91K shares
$7.1M · 23K shares
$5.7M · 64K shares
$4.1M · 13K shares
$2.7M · 28K shares
$1.7M · 6K shares
$1.7M · 15K shares
$428K · 626 shares
$255K · 508 shares
$254K · 3K shares
$219K · 3K shares
$211K · 677 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $266.4M | 92.9% |
| Unknown | 3 | $9.9M | 3.5% |
| Technology | 4 | $6.6M | 2.3% |
| Consumer Defensive | 1 | $1.6M | 0.6% |
| Communication Services | 2 | $1.3M | 0.5% |
| Energy | 1 | $400K | 0.1% |
| Healthcare | 1 | $330K | 0.1% |