§ 13F · FUND PROFILE
SoundView Advisors Inc..
AUM · $307K (13F)Positions · 32Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 115K | $79K | 25.8% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 717K | $51K | 16.7% | +3% |
| 3 | VCRB | VANGUARD MALVERN FDS | 384K | $30K | 9.7% | +1% |
| 4 | SPSB | SPDR SERIES TRUST | 926K | $28K | 9.1% | −1% |
| 5 | BILS | SPDR SERIES TRUST | 246K | $24K | 8.0% | −4% |
| 6 | STIP | ISHARES TR | 210K | $21K | 7.0% | −4% |
| 7 | IJH | ISHARES TR | 177K | $14K | 4.4% | ±0% |
| 8 | IJR | ISHARES TR | 90K | $13K | 4.3% | +1% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 22K | $8K | 2.5% | ±0% |
| 10 | IEFA | ISHARES TR | 63K | $6K | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUNDVIEW SIGNAL
AC read
SoundView Advisors Inc. is a Other fund managing $307 thousand in assets. The fund runs a portfolio of 32 positions.
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