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Soundview Advisors - Q2 2026 13F Filings

SO

Soundview Advisors Inc.

CIK: 0002054083
Address: Washington Olympia 1441 W Bay Drive Nw Suite 201
$306.89 M
Portfolio Value
32
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VOO Vanguard S&P 500 Etf
+$1.68 M
2. VEA Vanguard Ftse Developed Markets Etf
+$1.63 M
3. VO Vanguard Mid-Cap Etf
+$1.39 M
4. IVV Ishares Core S&P 500 Etf
+$415,931.68
5. VCRB Vanguard Core Bond Etf
+$290,848.88

Top Sells

Q2 2026
1. BILS Spdr Bloomberg 3-12 Month T-Bill Etf
−$1.14 M
2. STIP Ishares 0-5 Year Tips Bond Etf
−$892,671.82
3. SGOV Ishares 0-3 Month Treasury Bond Etf
−$824,000
4. VTEB Vanguard Tax-Exempt Bond Etf
−$542,000
5. SPSB Spdr Portfolio Short Term Corporate Bond Etf
−$289,115.14

Asset Allocation

Stocks/ETFs
+9.23%
$306.89 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Soundview Advisors Q2 2026 Filing Summary

Soundview Advisors Inc. filed its 13F report for Q2 2026 on July 31, 2026. The portfolio totaled 306.89 M reflecting a +9.23% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 89.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Soundview Advisors’s Q2 2026 Filing

Soundview Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/31/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Soundview Advisors reported a managed portfolio value of 306.89 M, consisting of 32 individual positions.

This page displays the raw filing documents. To see which stocks Soundview Advisors bought or sold during Q2 2026, please visit Soundview Advisors's Portfolio Analysis page.