Filed: 2/7/2025ACC: 0001800586-25-000002
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $242.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$242.6K
Total AUM (reported)
3.12M
Total Shares
Allocation by class
S&P 500 ETF SHS$52.0K21.4%
VAN FTSE DEV MKT$28.0K11.5%
PORTFOLIO SHORT$26.5K10.9%
BLOOMBERG 3-12 M$25.5K10.5%
BLOOMBERG SIX MN$23.0K9.5%
COM$19.5K8.0%
0-5 YR TIPS ETF$16.8K6.9%
Portfolio Concentration
Top 3$106.4K43.9%
4–10$97.6K40.2%
11–25$36.2K14.9%
Rest$2.4K1.0%
Top 3 weight
43.9%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 3.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:
VANGUARD INDEX FDS
SOLEShares96.45K
TypeSH
Market value$52.0K
21.43%
Sole
0.00
Shared
0.00
None
96.45K
VANGUARD TAX-MANAGED FDS
SOLEShares585.87K
TypeSH
Market value$28.0K
11.55%
Sole
0.00
Shared
0.00
None
585.87K
SPDR SER TR
SOLEShares885.90K
TypeSH
Market value$26.5K
10.91%
Sole
0.00
Shared
0.00
None
885.90K
SPDR SER TR
SOLEShares257.30K
TypeSH
Market value$25.5K
10.52%
Sole
0.00
Shared
0.00
None
257.30K
BONDBLOXX ETF TRUST
SOLEShares457.56K
TypeSH
Market value$23.0K
9.47%
Sole
0.00
Shared
0.00
None
457.56K
ISHARES TR
SOLEShares166.52K
TypeSH
Market value$16.8K
6.91%
Sole
0.00
Shared
0.00
None
166.52K
ISHARES TR
SOLEShares86.78K
TypeSH
Market value$10.0K
4.12%
Sole
0.00
Shared
0.00
None
86.78K
ISHARES TR
SOLEShares157.58K
TypeSH
Market value$9.8K
4.05%
Sole
0.00
Shared
0.00
None
157.58K
VANGUARD SCOTTSDALE FDS
SOLEShares25.06K
TypeSH
Market value$6.7K
2.76%
Sole
0.00
Shared
0.00
None
25.06K
MICROSOFT CORP
SOLEShares13.93K
TypeSH
Market value$5.9K
2.42%
Sole
0.00
Shared
0.00
None
13.93K
COSTCO WHSL CORP NEW
SOLEShares5.94K
TypeSH
Market value$5.4K
2.24%
Sole
0.00
Shared
0.00
None
5.94K
ISHARES TR
SOLEShares65.14K
TypeSH
Market value$4.6K
1.89%
Sole
0.00
Shared
0.00
None
65.14K
NVIDIA CORPORATION
SOLEShares32.43K
TypeSH
Market value$4.4K
1.79%
Sole
0.00
Shared
0.00
None
32.43K
ALPHABET INC
SOLEShares19.01K
TypeSH
Market value$3.6K
1.49%
Sole
0.00
Shared
0.00
None
19.01K
VANGUARD INDEX FDS
SOLEShares10.17K
TypeSH
Market value$2.7K
1.13%
Sole
0.00
Shared
0.00
None
10.17K
INVESCO QQQ TR
SOLEShares5.29K
TypeSH
Market value$2.7K
1.11%
Sole
0.00
Shared
0.00
None
5.29K
VANGUARD SCOTTSDALE FDS
SOLEShares30.12K
TypeSH
Market value$2.7K
1.11%
Sole
0.00
Shared
0.00
None
30.12K
VANGUARD ADMIRAL FDS INC
SOLEShares20.03K
TypeSH
Market value$2.1K
0.87%
Sole
0.00
Shared
0.00
None
20.03K
APPLE INC
SOLEShares7.17K
TypeSH
Market value$1.8K
0.74%
Sole
0.00
Shared
0.00
None
7.17K
VANGUARD INDEX FDS
SOLEShares5.83K
TypeSH
Market value$1.5K
0.63%
Sole
0.00
Shared
0.00
None
5.83K
COLUMBIA ETF TR II
SOLEShares45.78K
TypeSH
Market value$1.4K
0.56%
Sole
0.00
Shared
0.00
None
45.78K
UIPATH INC
SOLEShares89.41K
TypeSH
Market value$1.1K
0.47%
Sole
0.00
Shared
0.00
None
89.41K
LAM RESEARCH CORP
SOLEShares13.96K
TypeSH
Market value$1.0K
0.42%
Sole
0.00
Shared
0.00
None
13.96K
DAVITA INC
SOLEShares3.98K
TypeSH
Market value$595.00
0.25%
Sole
0.00
Shared
0.00
None
3.98K
AMAZON COM INC
SOLEShares2.27K
TypeSH
Market value$498.00
0.21%
Sole
0.00
Shared
0.00
None
2.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 96.45K | SH | $52.0K 21.43% | 0.00 | 0.00 | 96.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 585.87K | SH | $28.0K 11.55% | 0.00 | 0.00 | 585.87K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 885.90K | SH | $26.5K 10.91% | 0.00 | 0.00 | 885.90K |
SPDR SER TRSOLE | BLOOMBERG 3-12 M | 257.30K | SH | $25.5K 10.52% | 0.00 | 0.00 | 257.30K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 457.56K | SH | $23.0K 9.47% | 0.00 | 0.00 | 457.56K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 166.52K | SH | $16.8K 6.91% | 0.00 | 0.00 | 166.52K |
ISHARES TRSOLE | CORE S&P SCP ETF | 86.78K | SH | $10.0K 4.12% | 0.00 | 0.00 | 86.78K |
ISHARES TRSOLE | CORE S&P MCP ETF | 157.58K | SH | $9.8K 4.05% | 0.00 | 0.00 | 157.58K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 25.06K | SH | $6.7K 2.76% | 0.00 | 0.00 | 25.06K |
MICROSOFT CORPSOLE | COM | 13.93K | SH | $5.9K 2.42% | 0.00 | 0.00 | 13.93K |
COSTCO WHSL CORP NEWSOLE | COM | 5.94K | SH | $5.4K 2.24% | 0.00 | 0.00 | 5.94K |
ISHARES TRSOLE | CORE MSCI EAFE | 65.14K | SH | $4.6K 1.89% | 0.00 | 0.00 | 65.14K |
NVIDIA CORPORATIONSOLE | COM | 32.43K | SH | $4.4K 1.79% | 0.00 | 0.00 | 32.43K |
ALPHABET INCSOLE | CAP STK CL C | 19.01K | SH | $3.6K 1.49% | 0.00 | 0.00 | 19.01K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 10.17K | SH | $2.7K 1.13% | 0.00 | 0.00 | 10.17K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.29K | SH | $2.7K 1.11% | 0.00 | 0.00 | 5.29K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 30.12K | SH | $2.7K 1.11% | 0.00 | 0.00 | 30.12K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 20.03K | SH | $2.1K 0.87% | 0.00 | 0.00 | 20.03K |
APPLE INCSOLE | COM | 7.17K | SH | $1.8K 0.74% | 0.00 | 0.00 | 7.17K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.83K | SH | $1.5K 0.63% | 0.00 | 0.00 | 5.83K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 45.78K | SH | $1.4K 0.56% | 0.00 | 0.00 | 45.78K |
UIPATH INCSOLE | CL A | 89.41K | SH | $1.1K 0.47% | 0.00 | 0.00 | 89.41K |
LAM RESEARCH CORPSOLE | COM NEW | 13.96K | SH | $1.0K 0.42% | 0.00 | 0.00 | 13.96K |
DAVITA INCSOLE | COM | 3.98K | SH | $595.00 0.25% | 0.00 | 0.00 | 3.98K |
AMAZON COM INCSOLE | COM | 2.27K | SH | $498.00 0.21% | 0.00 | 0.00 | 2.27K |
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