Filed: 10/10/2025ACC: 0002054083-25-000002
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $291.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$291.8K
Total AUM (reported)
3.51M
Total Shares
Allocation by class
S&P 500 ETF SHS$66.4K22.8%
VAN FTSE DEV MKT$39.8K13.6%
PORTFOLIO SHORT$31.2K10.7%
BLOOMBERG 3-12 M$28.2K9.7%
BLOOMBERG SIX MN$26.9K9.2%
0-5 YR TIPS ETF$20.8K7.1%
COM$16.8K5.8%
Portfolio Concentration
Top 3$137.4K47.1%
4–10$111.7K38.3%
11–25$40.0K13.7%
Rest$2.6K0.9%
Top 3 weight
47.1%
Top 10 weight
85.4%
Voting Authority Distribution
Total shares with voting rights: 3.51M
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
3.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings34
Rows:
VANGUARD INDEX FDS
SOLEShares108.45K
TypeSH
Market value$66.4K
22.76%
Sole
0.00
Shared
0.00
None
108.45K
VANGUARD TAX-MANAGED FDS
SOLEShares664.13K
TypeSH
Market value$39.8K
13.64%
Sole
0.00
Shared
0.00
None
664.13K
SPDR SERIES TRUST
SOLEShares1.03M
TypeSH
Market value$31.2K
10.70%
Sole
0.00
Shared
0.00
None
1.03M
SPDR SERIES TRUST
SOLEShares283.09K
TypeSH
Market value$28.2K
9.65%
Sole
0.00
Shared
0.00
None
283.09K
BONDBLOXX ETF TRUST
SOLEShares534.30K
TypeSH
Market value$26.9K
9.23%
Sole
0.00
Shared
0.00
None
534.30K
ISHARES TR
SOLEShares201.58K
TypeSH
Market value$20.8K
7.14%
Sole
0.00
Shared
0.00
None
201.58K
ISHARES TR
SOLEShares178.41K
TypeSH
Market value$11.6K
3.99%
Sole
0.00
Shared
0.00
None
178.41K
ISHARES TR
SOLEShares89.90K
TypeSH
Market value$10.7K
3.66%
Sole
0.00
Shared
0.00
None
89.90K
VANGUARD SCOTTSDALE FDS
SOLEShares25.05K
TypeSH
Market value$7.6K
2.60%
Sole
0.00
Shared
0.00
None
25.05K
MICROSOFT CORP
SOLEShares11.33K
TypeSH
Market value$5.9K
2.01%
Sole
0.00
Shared
0.00
None
11.33K
ISHARES TR
SOLEShares62.89K
TypeSH
Market value$5.5K
1.88%
Sole
0.00
Shared
0.00
None
62.89K
NVIDIA CORPORATION
SOLEShares24.14K
TypeSH
Market value$4.5K
1.54%
Sole
0.00
Shared
0.00
None
24.14K
ALPHABET INC
SOLEShares17.55K
TypeSH
Market value$4.3K
1.46%
Sole
0.00
Shared
0.00
None
17.55K
VANGUARD INDEX FDS
SOLEShares13.03K
TypeSH
Market value$4.0K
1.37%
Sole
0.00
Shared
0.00
None
13.03K
INVESCO QQQ TR
SOLEShares6.48K
TypeSH
Market value$3.9K
1.33%
Sole
0.00
Shared
0.00
None
6.48K
VANGUARD SCOTTSDALE FDS
SOLEShares27.40K
TypeSH
Market value$2.7K
0.92%
Sole
0.00
Shared
0.00
None
27.40K
COSTCO WHSL CORP NEW
SOLEShares2.85K
TypeSH
Market value$2.6K
0.90%
Sole
0.00
Shared
0.00
None
2.85K
COLUMBIA ETF TR II
SOLEShares53.03K
TypeSH
Market value$1.9K
0.66%
Sole
0.00
Shared
0.00
None
53.03K
LAM RESEARCH CORP
SOLEShares14.23K
TypeSH
Market value$1.9K
0.65%
Sole
0.00
Shared
0.00
None
14.23K
VANGUARD INDEX FDS
SOLEShares5.99K
TypeSH
Market value$1.8K
0.60%
Sole
0.00
Shared
0.00
None
5.99K
VANGUARD ADMIRAL FDS INC
SOLEShares14.96K
TypeSH
Market value$1.7K
0.57%
Sole
0.00
Shared
0.00
None
14.96K
APPLE INC
SOLEShares5.68K
TypeSH
Market value$1.4K
0.50%
Sole
0.00
Shared
0.00
None
5.68K
UIPATH INC
SOLEShares107.64K
TypeSH
Market value$1.4K
0.49%
Sole
0.00
Shared
0.00
None
107.64K
AMAZON COM INC
SOLEShares6.55K
TypeSH
Market value$1.4K
0.49%
Sole
0.00
Shared
0.00
None
6.55K
ISHARES TR
SOLEShares1.49K
TypeSH
Market value$993.00
0.34%
Sole
0.00
Shared
0.00
None
1.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 108.45K | SH | $66.4K 22.76% | 0.00 | 0.00 | 108.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 664.13K | SH | $39.8K 13.64% | 0.00 | 0.00 | 664.13K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 1.03M | SH | $31.2K 10.70% | 0.00 | 0.00 | 1.03M |
SPDR SERIES TRUSTSOLE | BLOOMBERG 3-12 M | 283.09K | SH | $28.2K 9.65% | 0.00 | 0.00 | 283.09K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 534.30K | SH | $26.9K 9.23% | 0.00 | 0.00 | 534.30K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 201.58K | SH | $20.8K 7.14% | 0.00 | 0.00 | 201.58K |
ISHARES TRSOLE | CORE S&P MCP ETF | 178.41K | SH | $11.6K 3.99% | 0.00 | 0.00 | 178.41K |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.90K | SH | $10.7K 3.66% | 0.00 | 0.00 | 89.90K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 25.05K | SH | $7.6K 2.60% | 0.00 | 0.00 | 25.05K |
MICROSOFT CORPSOLE | COM | 11.33K | SH | $5.9K 2.01% | 0.00 | 0.00 | 11.33K |
ISHARES TRSOLE | CORE MSCI EAFE | 62.89K | SH | $5.5K 1.88% | 0.00 | 0.00 | 62.89K |
NVIDIA CORPORATIONSOLE | COM | 24.14K | SH | $4.5K 1.54% | 0.00 | 0.00 | 24.14K |
ALPHABET INCSOLE | CAP STK CL C | 17.55K | SH | $4.3K 1.46% | 0.00 | 0.00 | 17.55K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.03K | SH | $4.0K 1.37% | 0.00 | 0.00 | 13.03K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.48K | SH | $3.9K 1.33% | 0.00 | 0.00 | 6.48K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 27.40K | SH | $2.7K 0.92% | 0.00 | 0.00 | 27.40K |
COSTCO WHSL CORP NEWSOLE | COM | 2.85K | SH | $2.6K 0.90% | 0.00 | 0.00 | 2.85K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 53.03K | SH | $1.9K 0.66% | 0.00 | 0.00 | 53.03K |
LAM RESEARCH CORPSOLE | COM NEW | 14.23K | SH | $1.9K 0.65% | 0.00 | 0.00 | 14.23K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.99K | SH | $1.8K 0.60% | 0.00 | 0.00 | 5.99K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 14.96K | SH | $1.7K 0.57% | 0.00 | 0.00 | 14.96K |
APPLE INCSOLE | COM | 5.68K | SH | $1.4K 0.50% | 0.00 | 0.00 | 5.68K |
UIPATH INCSOLE | CL A | 107.64K | SH | $1.4K 0.49% | 0.00 | 0.00 | 107.64K |
AMAZON COM INCSOLE | COM | 6.55K | SH | $1.4K 0.49% | 0.00 | 0.00 | 6.55K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.49K | SH | $993.00 0.34% | 0.00 | 0.00 | 1.49K |
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