Filed: 7/31/2025ACC: 0001908380-25-000007
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $271.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$271.4K
Total AUM (reported)
3.42M
Total Shares
Allocation by class
S&P 500 ETF SHS$60.3K22.2%
VAN FTSE DEV MKT$37.2K13.7%
PORTFOLIO SHORT$29.6K10.9%
BLOOMBERG 3-12 M$27.3K10.1%
BLOOMBERG SIX MN$25.7K9.5%
0-5 YR TIPS ETF$19.4K7.1%
COM$16.0K5.9%
Portfolio Concentration
Top 3$127.1K46.8%
4–10$105.5K38.9%
11–25$36.1K13.3%
Rest$2.8K1.0%
Top 3 weight
46.8%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 3.42M
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
3.42M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings35
Rows:
VANGUARD INDEX FDS
SOLEShares106.12K
TypeSH
Market value$60.3K
22.21%
Sole
0.00
Shared
0.00
None
106.12K
VANGUARD TAX-MANAGED FDS
SOLEShares651.99K
TypeSH
Market value$37.2K
13.69%
Sole
0.00
Shared
0.00
None
651.99K
SPDR SERIES TRUST
SOLEShares980.90K
TypeSH
Market value$29.6K
10.91%
Sole
0.00
Shared
0.00
None
980.90K
SPDR SERIES TRUST
SOLEShares274.35K
TypeSH
Market value$27.3K
10.05%
Sole
0.00
Shared
0.00
None
274.35K
BONDBLOXX ETF TRUST
SOLEShares510.95K
TypeSH
Market value$25.7K
9.48%
Sole
0.00
Shared
0.00
None
510.95K
ISHARES TR
SOLEShares188.22K
TypeSH
Market value$19.4K
7.14%
Sole
0.00
Shared
0.00
None
188.22K
ISHARES TR
SOLEShares174.39K
TypeSH
Market value$10.8K
3.98%
Sole
0.00
Shared
0.00
None
174.39K
ISHARES TR
SOLEShares86.12K
TypeSH
Market value$9.4K
3.47%
Sole
0.00
Shared
0.00
None
86.12K
VANGUARD SCOTTSDALE FDS
SOLEShares25.03K
TypeSH
Market value$7.0K
2.59%
Sole
0.00
Shared
0.00
None
25.03K
MICROSOFT CORP
SOLEShares11.73K
TypeSH
Market value$5.8K
2.15%
Sole
0.00
Shared
0.00
None
11.73K
ISHARES TR
SOLEShares65.75K
TypeSH
Market value$5.5K
2.02%
Sole
0.00
Shared
0.00
None
65.75K
NVIDIA CORPORATION
SOLEShares26.60K
TypeSH
Market value$4.2K
1.55%
Sole
0.00
Shared
0.00
None
26.60K
VANGUARD INDEX FDS
SOLEShares13K
TypeSH
Market value$3.7K
1.37%
Sole
0.00
Shared
0.00
None
13K
ALPHABET INC
SOLEShares18.13K
TypeSH
Market value$3.2K
1.18%
Sole
0.00
Shared
0.00
None
18.13K
INVESCO QQQ TR
SOLEShares5.77K
TypeSH
Market value$3.2K
1.17%
Sole
0.00
Shared
0.00
None
5.77K
COSTCO WHSL CORP NEW
SOLEShares2.92K
TypeSH
Market value$2.9K
1.06%
Sole
0.00
Shared
0.00
None
2.92K
VANGUARD SCOTTSDALE FDS
SOLEShares30.07K
TypeSH
Market value$2.6K
0.97%
Sole
0.00
Shared
0.00
None
30.07K
VANGUARD ADMIRAL FDS INC
SOLEShares17.35K
TypeSH
Market value$1.8K
0.67%
Sole
0.00
Shared
0.00
None
17.35K
VANGUARD INDEX FDS
SOLEShares5.83K
TypeSH
Market value$1.6K
0.60%
Sole
0.00
Shared
0.00
None
5.83K
COLUMBIA ETF TR II
SOLEShares47.54K
TypeSH
Market value$1.6K
0.60%
Sole
0.00
Shared
0.00
None
47.54K
UIPATH INC
SOLEShares120.65K
TypeSH
Market value$1.5K
0.57%
Sole
0.00
Shared
0.00
None
120.65K
LAM RESEARCH CORP
SOLEShares14.97K
TypeSH
Market value$1.5K
0.54%
Sole
0.00
Shared
0.00
None
14.97K
APPLE INC
SOLEShares6.55K
TypeSH
Market value$1.3K
0.49%
Sole
0.00
Shared
0.00
None
6.55K
AMAZON COM INC
SOLEShares3.47K
TypeSH
Market value$761.00
0.28%
Sole
0.00
Shared
0.00
None
3.47K
DAVITA INC
SOLEShares3.98K
TypeSH
Market value$567.00
0.21%
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 | 106.12K | SH | $60.3K 22.21% | 0.00 | 0.00 | 106.12K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 651.99K | SH | $37.2K 13.69% | 0.00 | 0.00 | 651.99K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 980.90K | SH | $29.6K 10.91% | 0.00 | 0.00 | 980.90K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 3-12 M | 274.35K | SH | $27.3K 10.05% | 0.00 | 0.00 | 274.35K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 510.95K | SH | $25.7K 9.48% | 0.00 | 0.00 | 510.95K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 188.22K | SH | $19.4K 7.14% | 0.00 | 0.00 | 188.22K |
ISHARES TRSOLE | CORE S&P MCP ETF | 174.39K | SH | $10.8K 3.98% | 0.00 | 0.00 | 174.39K |
ISHARES TRSOLE | CORE S&P SCP ETF | 86.12K | SH | $9.4K 3.47% | 0.00 | 0.00 | 86.12K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 25.03K | SH | $7.0K 2.59% | 0.00 | 0.00 | 25.03K |
MICROSOFT CORPSOLE | COM | 11.73K | SH | $5.8K 2.15% | 0.00 | 0.00 | 11.73K |
ISHARES TRSOLE | CORE MSCI EAFE | 65.75K | SH | $5.5K 2.02% | 0.00 | 0.00 | 65.75K |
NVIDIA CORPORATIONSOLE | COM | 26.60K | SH | $4.2K 1.55% | 0.00 | 0.00 | 26.60K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13K | SH | $3.7K 1.37% | 0.00 | 0.00 | 13K |
ALPHABET INCSOLE | CAP STK CL C | 18.13K | SH | $3.2K 1.18% | 0.00 | 0.00 | 18.13K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.77K | SH | $3.2K 1.17% | 0.00 | 0.00 | 5.77K |
COSTCO WHSL CORP NEWSOLE | COM | 2.92K | SH | $2.9K 1.06% | 0.00 | 0.00 | 2.92K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 30.07K | SH | $2.6K 0.97% | 0.00 | 0.00 | 30.07K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 17.35K | SH | $1.8K 0.67% | 0.00 | 0.00 | 17.35K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.83K | SH | $1.6K 0.60% | 0.00 | 0.00 | 5.83K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 47.54K | SH | $1.6K 0.60% | 0.00 | 0.00 | 47.54K |
UIPATH INCSOLE | CL A | 120.65K | SH | $1.5K 0.57% | 0.00 | 0.00 | 120.65K |
LAM RESEARCH CORPSOLE | COM NEW | 14.97K | SH | $1.5K 0.54% | 0.00 | 0.00 | 14.97K |
APPLE INCSOLE | COM | 6.55K | SH | $1.3K 0.49% | 0.00 | 0.00 | 6.55K |
AMAZON COM INCSOLE | COM | 3.47K | SH | $761.00 0.28% | 0.00 | 0.00 | 3.47K |
DAVITA INCSOLE | COM | 3.98K | SH | $567.00 0.21% | 0.00 | 0.00 | 3.98K |
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