Top 47 Soundwatch Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 44.78% | 543.8K | $355.2M | +87.29%(+253.47K) | $627.85(+18.78%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 44.61% | 544.1K | $353.8M | +1.44%(+7.71K) | $587.75(+26.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.93% | 60.4K | $15.3M | +0.00%(+0) | $213.94(+39.70%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.7% | 22.5K | $13.5M | -0.70%(-158) | $541.67(+25.98%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 0.95% | 25.2K | $7.5M | +0.62%(+156) | $212.86(+60.34%) | 2026-03-31 | |
| AAUS | EA SERIES TRUST | 0.66% | 99.9K | $5.2M | -0.80%(-808) | $54.01(+10.09%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 0.57% | 7.8K | $4.5M | +1.13%(+87) | $536.07(+33.32%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 0.55% | 39.1K | $4.4M | +1.27%(+489) | $78.13(+67.21%) | 2026-03-31 | |
| SHDG | ADVISOR MANAGED PORTFOLIOS | 0.51% | 132.4K | $4.1M | +116.74%(+71.33K) | $30.22(+7.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.51% | 23.1K | $4.0M | +644.54%(+20.00K) | $173.97(+29.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.35% | +57.52% |
| Top 20 Holdings Unweighted | +16.54% | +58.28% |
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