§ 13F · FUND PROFILE
Soundwatch Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $624M (13F)Positions · 39Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 544K | $355M | 44.8% | +87% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 544K | $354M | 44.6% | +1% |
| 3 | AAPL | APPLE INC | 60K | $15M | 1.9% | ±0% |
| 4 | VOO | VANGUARD INDEX FDS | 23K | $13M | 1.7% | −1% |
| 5 | VV | VANGUARD INDEX FDS | 25K | $8M | 0.9% | +1% |
| 6 | AAUS | EA SERIES TRUST | 100K | $5M | 0.7% | −1% |
| 7 | QQQ | INVESCO QQQ TR | 8K | $4M | 0.6% | +1% |
| 8 | ESGV | VANGUARD WORLD FD | 39K | $4M | 0.6% | +1% |
| 9 | SHDG | ADVISOR MANAGED PORTFOLIOS | 132K | $4M | 0.5% | +117% |
| 10 | NVDA | NVIDIA CORPORATION | 23K | $4M | 0.5% | +645% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUNDWATCH SIGNAL
AC read
Soundwatch Capital LLC is a Other fund managing $624 million in assets. The fund runs a portfolio of 39 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