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.
Soundwatch Capital LLC (CIK 1803253) reported $793.2M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($355.2M, 44.78%), SPY ($353.8M, 44.61%), AAPL ($15.3M, 1.93%), VOO ($13.5M, 1.70%), VV ($7.5M, 0.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $355.2M | 44.78% | 543,836 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $353.8M | 44.61% | 544,071 | Added |
| 3 | AAPL | APPLE INC | $15.3M | 1.93% | 60,417 | Hold |
| 4 | VOO | VANGUARD INDEX FDS | $13.5M | 1.70% | 22,527 | Trimmed |
| 5 | VV | VANGUARD INDEX FDS | $7.5M | 0.95% | 25,175 | Added |
| 6 | BOXA | EA SERIES TRUST | $5.2M | 0.66% | 99,887 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $4.5M | 0.57% | 7,766 | Added |
| 8 | ESGV | VANGUARD WORLD FD | $4.4M | 0.55% | 39,098 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $4.0M | 0.51% | 23,103 | Added |
| 10 | SHDG | ADVISOR MANAGED PORTFOLIOS | $4.1M | 0.51% | 132,428 | Added |
| 11 | BOXA | EA SERIES TRUST | $3.9M | 0.49% | 83,311 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $2.7M | 0.33% | 13,819 | Hold |
| 13 | MOAT | VANECK ETF TRUST | $1.3M | 0.16% | 13,342 | Added |
| 14 | IWB | ISHARES TR | $1.1M | 0.14% | 3,183 | Hold |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.13% | 1,250 | Hold |
| 16 | QUAL | ISHARES TR | $1.0M | 0.13% | 5,401 | Added |
| 17 | JEPI | J P MORGAN EXCHANGE TRADED F | $945,587 | 0.12% | 16,683 | New |
| 18 | ITOT | ISHARES TR | $940,608 | 0.12% | 6,604 | Hold |
| 19 | SCHD | SCHWAB STRATEGIC TR | $942,141 | 0.12% | 30,709 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $856,203 | 0.11% | 2,313 | Trimmed |
| 21 | DIA | STATE STR SPDR DOW JONES IND | $856,902 | 0.11% | 1,850 | Hold |
| 22 | OEF | ISHARES TR | $814,259 | 0.10% | 2,560 | Hold |
| 23 | SCHG | SCHWAB STRATEGIC TR | $738,225 | 0.09% | 25,342 | Added |
| 24 | AMZN | AMAZON COM INC | $541,502 | 0.07% | 2,600 | Hold |
| 25 | VGT | VANGUARD WORLD FD | $558,874 | 0.07% | 801 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31