§ 13F · FUND PROFILE
SoundView Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $292K (13F)Positions · 34Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 113K | $68K | 24.0% | −3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 695K | $45K | 15.8% | −1% |
| 3 | VCRB | VANGUARD MALVERN FDS | 380K | $29K | 10.5% | NEW |
| 4 | SPSB | SPDR SERIES TRUST | 936K | $28K | 10.0% | −8% |
| 5 | BILS | SPDR SERIES TRUST | 257K | $26K | 9.1% | −7% |
| 6 | STIP | ISHARES TR | 218K | $23K | 8.0% | +4% |
| 7 | IJH | ISHARES TR | 177K | $12K | 4.3% | ±0% |
| 8 | IJR | ISHARES TR | 89K | $11K | 3.9% | −2% |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | 22K | $7K | 2.4% | −2% |
| 10 | IEFA | ISHARES TR | 63K | $6K | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUNDVIEW SIGNAL
AC read
SoundView Advisors Inc. is a Other fund managing $292 thousand in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed