StockDriftsStockDriftsTop 32 SoundView Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 25.85% | 115.5K | $79.3M | +2.17%(+2.45K) | $544.76(+30.82%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.66% | 717.5K | $51.1M | +3.30%(+22.92K) | $51.78(+42.93%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 9.67% | 384.2K | $29.7M | +0.99%(+3.77K) | $77.63(-2.05%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 9.06% | 926.5K | $27.8M | -1.03%(-9.63K) | $30.11(-0.52%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 7.96% | 245.8K | $24.4M | -4.45%(-11.44K) | $99.37(-0.06%) | 2026-06-30 | |
| STIP | ISHARES TR | 6.98% | 209.7K | $21.4M | -4.00%(-8.74K) | $101.42(-0.67%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.44% | 176.6K | $13.6M | -0.49%(-876) | $62.17(+26.34%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.33% | 89.7K | $13.3M | +0.66%(+586) | $116.12(+29.14%) | 2026-06-30 | |
| VONE | VANGUARD SCOTTSDALE FDS | 2.48% | 22.5K | $7.6M | +0.20%(+45) | $263.49(+32.17%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.97% | 62.7K | $6.1M | +0.15%(+97) | $74.28(+36.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.80% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.63% |
SoundView Advisors Inc. reports $306.89M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are VOO (25.9%), VEA (16.7%) and VCRB (9.7%). The top 20 holdings account for 98.55% of reported assets. Its disclosed equity book has returned +21.80% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SoundView Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054083). View SoundView Advisors Inc.’s 13F filings on SEC