account_balance
Investment manager · 13F filer · SEC CIK 2054083
SoundView Advisors Inc.
Reported value$312Mas of Sep 30, 2026
Positions31 0 new, 1 sold out
Top 10 weight89.6%VOO alone is 27%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
26.9%Added +4%
VEAVanguard Tax-Managed FDS
16.5%
VCRBVanguard Malvern FDS
9.7%Added +7%
SPSBSPDR Series Trust
9.1%Added +4%
BILSSPDR Series Trust
8.3%Added +7%
STIPiShares Tr
6.9%Added +2%
IJHiShares Tr
4.1%
IJRiShares Tr
3.6%−9%
VONEVanguard Scottsdale FDS
2.5%
IEFA1.9%
NVDA1.6%VV1.5%
VOOVanguard Index FDS
26.9%Added +4%
VEAVanguard Tax-Managed FDS
16.5%
VCRBVanguard Malvern FDS
9.7%+7%
SPSBSPDR Series Trust
9.1%+4%
BILSSPDR Series Trust
8.3%+7%
STIPiShares Tr
6.9%
IJH4.1%
IJR3.6%
VONE
NVDAVV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 26.9% Added +4%
VEA Vanguard Tax-Managed FDS 16.5% Held
VCRB Vanguard Malvern FDS 9.7% Added +7%
SPSB SPDR Series Trust 9.1% Added +4%
BILS SPDR Series Trust 8.3% Added +7%
STIP iShares Tr 6.9% Added +2%
IJH iShares Tr 4.1% Held
IJR iShares Tr 3.6% Trimmed −9%
VONE Vanguard Scottsdale FDS 2.5% Held
IEFA iShares Tr 1.9% Held
NVDA NVIDIA Corp 1.6% HeldVV Vanguard Index FDS 1.5% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- MSFT +77%
- VCRB +7%
- BILS +7%
- IVV +6%
arrow_downwardTrimmed
- IJR −9%
- VO −7%
- IVOO −3%
- QQQ −2%
remove_circleSold out
- FEZ $202K
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