StockDriftsStockDriftsTop 50 Soundwatch Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 43.56% | 524.1K | $392.5M | -3.63%(-19.75K) | $627.85(+24.06%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 43.19% | 521.1K | $389.1M | -4.22%(-22.98K) | $587.75(+31.92%) | 2026-06-30 | |
| ESGV | VANGUARD WORLD FD | 2.66% | 181.4K | $24.0M | +364.03%(+142.33K) | $111.30(+22.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.92% | 59.9K | $17.3M | -0.91%(-549) | $213.94(+42.74%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.64% | 21.5K | $14.8M | -4.53%(-1.02K) | $541.67(+31.57%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.23% | 15.1K | $11.1M | +93.88%(+7.29K) | $589.95(+24.17%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 0.96% | 25.1K | $8.6M | -0.43%(-107) | $212.86(+67.49%) | 2026-06-30 | |
| AAUS | EA SERIES TRUST | 0.63% | 95.7K | $5.7M | -4.21%(-4.21K) | $54.01(+15.33%) | 2026-06-30 | |
| AAEQ | EA SERIES TRUST | 0.49% | 83.3K | $4.4M | +0.00%(+0) | $48.55(+14.12%) | 2026-06-30 | |
| SHDG | ADVISOR MANAGED PORTFOLIOS | 0.48% | 132.4K | $4.3M | +0.00%(+0) | $30.22(+11.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.72% | +67.32% | +11.35% | +71.20% |
| Top 20 Holdings Unweighted | +18.30% | +65.57% | +9.19% | +55.22% |
Soundwatch Capital LLC reports $901.05M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are IVV (43.6%), SPY (43.2%) and ESGV (2.7%). The top 20 holdings account for 98.39% of reported assets. Its disclosed equity book has returned +67.32% on a three-year cumulative basis. 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 Soundwatch Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803253). View Soundwatch Capital LLC’s 13F filings on SEC