Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SoundView Advisors Inc. (CIK 2054083) reported $281.0M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($67.5M, 24.04%), VEA ($44.5M, 15.84%), VCRB ($29.4M, 10.48%), SPSB ($28.1M, 10.02%), BILS ($25.6M, 9.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $67.5M | 24.04% | 113,045 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $44.5M | 15.84% | 694,551 | Trimmed |
| 3 | VCRB | VANGUARD MALVERN FDS | $29.4M | 10.48% | 380,462 | New |
| 4 | SPSB | SPDR SERIES TRUST | $28.1M | 10.02% | 936,129 | Trimmed |
| 5 | BILS | SPDR SERIES TRUST | $25.6M | 9.11% | 257,283 | Trimmed |
| 6 | STIP | ISHARES TR | $22.6M | 8.04% | 218,439 | Added |
| 7 | IJH | ISHARES TR | $12.0M | 4.26% | 177,445 | Added |
| 8 | IJR | ISHARES TR | $11.1M | 3.94% | 89,085 | Trimmed |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $6.6M | 2.36% | 22,446 | Trimmed |
| 10 | IEFA | ISHARES TR | $5.7M | 2.02% | 62,582 | Trimmed |
| 11 | VV | VANGUARD INDEX FDS | $3.9M | 1.38% | 12,974 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $3.7M | 1.31% | 21,058 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $3.5M | 1.26% | 6,139 | Trimmed |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $2.7M | 0.94% | 26,493 | Trimmed |
| 15 | XCEM | COLUMBIA ETF TR II | $2.3M | 0.83% | 56,983 | Trimmed |
| 16 | IVOO | VANGUARD ADMIRAL FDS INC | $1.7M | 0.61% | 14,894 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $1.7M | 0.60% | 5,912 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 0.56% | 1,576 | Trimmed |
| 19 | AAPL | APPLE INC | $1.4M | 0.50% | 5,579 | Hold |
| 20 | GOOG | ALPHABET INC | $1.0M | 0.36% | 3,549 | Hold |
| 21 | SGOV | ISHARES TR | $824,000 | 0.29% | 8,192 | New |
| 22 | CVX | CHEVRON CORPORATION | $544,000 | 0.19% | 2,631 | Hold |
| 23 | VTEB | VANGUARD MUN BD FDS | $542,000 | 0.19% | 10,881 | New |
| 24 | MSFT | MICROSOFT CORP | $414,000 | 0.15% | 1,120 | Trimmed |
| 25 | IVV | ISHARES TR | $402,000 | 0.14% | 615 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31