Filed: 5/9/2025ACC: 0001842974-25-000008
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $242.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$242.4K
Total AUM (reported)
3.23M
Total Shares
Allocation by class
S&P 500 ETF SHS$51.7K21.3%
VAN FTSE DEV MKT$30.7K12.7%
PORTFOLIO SHORT$28.1K11.6%
BLOOMBERG 3-12 M$26.7K11.0%
BLOOMBERG SIX MN$24.8K10.2%
0-5 YR TIPS ETF$17.6K7.3%
COM$14.4K6.0%
Portfolio Concentration
Top 3$110.5K45.6%
4–10$98.6K40.7%
11–25$30.9K12.8%
Rest$2.4K1.0%
Top 3 weight
45.6%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 3.23M
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
3.23M
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
SOLEShares100.54K
TypeSH
Market value$51.7K
21.32%
Sole
0.00
Shared
0.00
None
100.54K
VANGUARD TAX-MANAGED FDS
SOLEShares603.96K
TypeSH
Market value$30.7K
12.67%
Sole
0.00
Shared
0.00
None
603.96K
SPDR SER TR
SOLEShares934.24K
TypeSH
Market value$28.1K
11.60%
Sole
0.00
Shared
0.00
None
934.24K
SPDR SER TR
SOLEShares268.02K
TypeSH
Market value$26.7K
11.00%
Sole
0.00
Shared
0.00
None
268.02K
BONDBLOXX ETF TRUST
SOLEShares492.36K
TypeSH
Market value$24.8K
10.23%
Sole
0.00
Shared
0.00
None
492.36K
ISHARES TR
SOLEShares170.22K
TypeSH
Market value$17.6K
7.27%
Sole
0.00
Shared
0.00
None
170.22K
ISHARES TR
SOLEShares163.25K
TypeSH
Market value$9.5K
3.93%
Sole
0.00
Shared
0.00
None
163.25K
ISHARES TR
SOLEShares83.55K
TypeSH
Market value$8.7K
3.60%
Sole
0.00
Shared
0.00
None
83.55K
VANGUARD SCOTTSDALE FDS
SOLEShares25.03K
TypeSH
Market value$6.4K
2.62%
Sole
0.00
Shared
0.00
None
25.03K
ISHARES TR
SOLEShares64.81K
TypeSH
Market value$4.9K
2.02%
Sole
0.00
Shared
0.00
None
64.81K
MICROSOFT CORP
SOLEShares12.47K
TypeSH
Market value$4.7K
1.93%
Sole
0.00
Shared
0.00
None
12.47K
COSTCO WHSL CORP NEW
SOLEShares3.50K
TypeSH
Market value$3.3K
1.36%
Sole
0.00
Shared
0.00
None
3.50K
ALPHABET INC
SOLEShares19.54K
TypeSH
Market value$3.1K
1.26%
Sole
0.00
Shared
0.00
None
19.54K
NVIDIA CORPORATION
SOLEShares25K
TypeSH
Market value$2.7K
1.12%
Sole
0.00
Shared
0.00
None
25K
VANGUARD INDEX FDS
SOLEShares10.20K
TypeSH
Market value$2.6K
1.08%
Sole
0.00
Shared
0.00
None
10.20K
INVESCO QQQ TR
SOLEShares5.30K
TypeSH
Market value$2.5K
1.03%
Sole
0.00
Shared
0.00
None
5.30K
VANGUARD SCOTTSDALE FDS
SOLEShares29.99K
TypeSH
Market value$2.4K
1.00%
Sole
0.00
Shared
0.00
None
29.99K
VANGUARD ADMIRAL FDS INC
SOLEShares19.98K
TypeSH
Market value$2.0K
0.81%
Sole
0.00
Shared
0.00
None
19.98K
APPLE INC
SOLEShares7.17K
TypeSH
Market value$1.6K
0.66%
Sole
0.00
Shared
0.00
None
7.17K
VANGUARD INDEX FDS
SOLEShares5.83K
TypeSH
Market value$1.5K
0.62%
Sole
0.00
Shared
0.00
None
5.83K
COLUMBIA ETF TR II
SOLEShares47.11K
TypeSH
Market value$1.4K
0.57%
Sole
0.00
Shared
0.00
None
47.11K
LAM RESEARCH CORP
SOLEShares14.70K
TypeSH
Market value$1.1K
0.44%
Sole
0.00
Shared
0.00
None
14.70K
UIPATH INC
SOLEShares89.41K
TypeSH
Market value$920.00
0.38%
Sole
0.00
Shared
0.00
None
89.41K
AMAZON COM INC
SOLEShares3.26K
TypeSH
Market value$620.00
0.26%
Sole
0.00
Shared
0.00
None
3.26K
DAVITA INC
SOLEShares3.98K
TypeSH
Market value$609.00
0.25%
Sole
0.00
Shared
0.00
None
3.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 100.54K | SH | $51.7K 21.32% | 0.00 | 0.00 | 100.54K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 603.96K | SH | $30.7K 12.67% | 0.00 | 0.00 | 603.96K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 934.24K | SH | $28.1K 11.60% | 0.00 | 0.00 | 934.24K |
SPDR SER TRSOLE | BLOOMBERG 3-12 M | 268.02K | SH | $26.7K 11.00% | 0.00 | 0.00 | 268.02K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 492.36K | SH | $24.8K 10.23% | 0.00 | 0.00 | 492.36K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 170.22K | SH | $17.6K 7.27% | 0.00 | 0.00 | 170.22K |
ISHARES TRSOLE | CORE S&P MCP ETF | 163.25K | SH | $9.5K 3.93% | 0.00 | 0.00 | 163.25K |
ISHARES TRSOLE | CORE S&P SCP ETF | 83.55K | SH | $8.7K 3.60% | 0.00 | 0.00 | 83.55K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 25.03K | SH | $6.4K 2.62% | 0.00 | 0.00 | 25.03K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.81K | SH | $4.9K 2.02% | 0.00 | 0.00 | 64.81K |
MICROSOFT CORPSOLE | COM | 12.47K | SH | $4.7K 1.93% | 0.00 | 0.00 | 12.47K |
COSTCO WHSL CORP NEWSOLE | COM | 3.50K | SH | $3.3K 1.36% | 0.00 | 0.00 | 3.50K |
ALPHABET INCSOLE | CAP STK CL C | 19.54K | SH | $3.1K 1.26% | 0.00 | 0.00 | 19.54K |
NVIDIA CORPORATIONSOLE | COM | 25K | SH | $2.7K 1.12% | 0.00 | 0.00 | 25K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 10.20K | SH | $2.6K 1.08% | 0.00 | 0.00 | 10.20K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.30K | SH | $2.5K 1.03% | 0.00 | 0.00 | 5.30K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 29.99K | SH | $2.4K 1.00% | 0.00 | 0.00 | 29.99K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 19.98K | SH | $2.0K 0.81% | 0.00 | 0.00 | 19.98K |
APPLE INCSOLE | COM | 7.17K | SH | $1.6K 0.66% | 0.00 | 0.00 | 7.17K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.83K | SH | $1.5K 0.62% | 0.00 | 0.00 | 5.83K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 47.11K | SH | $1.4K 0.57% | 0.00 | 0.00 | 47.11K |
LAM RESEARCH CORPSOLE | COM NEW | 14.70K | SH | $1.1K 0.44% | 0.00 | 0.00 | 14.70K |
UIPATH INCSOLE | CL A | 89.41K | SH | $920.00 0.38% | 0.00 | 0.00 | 89.41K |
AMAZON COM INCSOLE | COM | 3.26K | SH | $620.00 0.26% | 0.00 | 0.00 | 3.26K |
DAVITA INCSOLE | COM | 3.98K | SH | $609.00 0.25% | 0.00 | 0.00 | 3.98K |
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