Filed: 2/6/2026ACC: 0002054083-26-000001
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $286.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$286.6K
Total AUM (reported)
3.38M
Total Shares
Allocation by class
S&P 500 ETF SHS$73.3K25.6%
STATE STREET SPD$58.2K20.3%
VAN FTSE DEV MKT$43.9K15.3%
BLOOMBERG SIX MN$26.1K9.1%
0-5 YR TIPS ETF$21.5K7.5%
CORE S&P MCP ETF$11.7K4.1%
CORE S&P SCP ETF$10.9K3.8%
Portfolio Concentration
Top 3$148.1K51.7%
4–10$110.4K38.5%
11–25$26.9K9.4%
Rest$1.3K0.4%
Top 3 weight
51.7%
Top 10 weight
90.2%
Voting Authority Distribution
Total shares with voting rights: 3.38M
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
3.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings30
Rows:
VANGUARD INDEX FDS
SOLEShares116.95K
TypeSH
Market value$73.3K
25.59%
Sole
0.00
Shared
0.00
None
116.95K
VANGUARD TAX-MANAGED FDS
SOLEShares702.92K
TypeSH
Market value$43.9K
15.32%
Sole
0.00
Shared
0.00
None
702.92K
SPDR SERIES TRUST
SOLEShares1.02M
TypeSH
Market value$30.8K
10.75%
Sole
0.00
Shared
0.00
None
1.02M
SPDR SERIES TRUST
SOLEShares276.13K
TypeSH
Market value$27.4K
9.56%
Sole
0.00
Shared
0.00
None
276.13K
BONDBLOXX ETF TRUST
SOLEShares519.21K
TypeSH
Market value$26.1K
9.10%
Sole
0.00
Shared
0.00
None
519.21K
ISHARES TR
SOLEShares210.26K
TypeSH
Market value$21.5K
7.51%
Sole
0.00
Shared
0.00
None
210.26K
ISHARES TR
SOLEShares176.98K
TypeSH
Market value$11.7K
4.07%
Sole
0.00
Shared
0.00
None
176.98K
ISHARES TR
SOLEShares90.72K
TypeSH
Market value$10.9K
3.80%
Sole
0.00
Shared
0.00
None
90.72K
VANGUARD SCOTTSDALE FDS
SOLEShares22.95K
TypeSH
Market value$7.1K
2.47%
Sole
0.00
Shared
0.00
None
22.95K
ISHARES TR
SOLEShares64.08K
TypeSH
Market value$5.7K
2.00%
Sole
0.00
Shared
0.00
None
64.08K
NVIDIA CORPORATION
SOLEShares22K
TypeSH
Market value$4.1K
1.43%
Sole
0.00
Shared
0.00
None
22K
VANGUARD INDEX FDS
SOLEShares13.01K
TypeSH
Market value$4.1K
1.43%
Sole
0.00
Shared
0.00
None
13.01K
INVESCO QQQ TR
SOLEShares6.40K
TypeSH
Market value$3.9K
1.37%
Sole
0.00
Shared
0.00
None
6.40K
VANGUARD SCOTTSDALE FDS
SOLEShares27.50K
TypeSH
Market value$2.7K
0.95%
Sole
0.00
Shared
0.00
None
27.50K
COLUMBIA ETF TR II
SOLEShares57.57K
TypeSH
Market value$2.2K
0.77%
Sole
0.00
Shared
0.00
None
57.57K
VANGUARD INDEX FDS
SOLEShares5.89K
TypeSH
Market value$1.7K
0.60%
Sole
0.00
Shared
0.00
None
5.89K
VANGUARD ADMIRAL FDS INC
SOLEShares15.02K
TypeSH
Market value$1.7K
0.59%
Sole
0.00
Shared
0.00
None
15.02K
COSTCO WHSL CORP NEW
SOLEShares1.88K
TypeSH
Market value$1.6K
0.57%
Sole
0.00
Shared
0.00
None
1.88K
APPLE INC
SOLEShares5.58K
TypeSH
Market value$1.5K
0.53%
Sole
0.00
Shared
0.00
None
5.58K
ALPHABET INC
SOLEShares3.55K
TypeSH
Market value$1.1K
0.39%
Sole
0.00
Shared
0.00
None
3.55K
MICROSOFT CORP
SOLEShares1.41K
TypeSH
Market value$682.00
0.24%
Sole
0.00
Shared
0.00
None
1.41K
ISHARES TR
SOLEShares626.00
TypeSH
Market value$428.00
0.15%
Sole
0.00
Shared
0.00
None
626.00
CHEVRON CORP NEW
SOLEShares2.63K
TypeSH
Market value$400.00
0.14%
Sole
0.00
Shared
0.00
None
2.63K
LAM RESEARCH CORP
SOLEShares1.94K
TypeSH
Market value$331.00
0.12%
Sole
0.00
Shared
0.00
None
1.94K
SPDR DOW JONES INDL AVERAGE
SOLEShares689.00
TypeSH
Market value$330.00
0.12%
Sole
0.00
Shared
0.00
None
689.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 116.95K | SH | $73.3K 25.59% | 0.00 | 0.00 | 116.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 702.92K | SH | $43.9K 15.32% | 0.00 | 0.00 | 702.92K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.02M | SH | $30.8K 10.75% | 0.00 | 0.00 | 1.02M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 276.13K | SH | $27.4K 9.56% | 0.00 | 0.00 | 276.13K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 519.21K | SH | $26.1K 9.10% | 0.00 | 0.00 | 519.21K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 210.26K | SH | $21.5K 7.51% | 0.00 | 0.00 | 210.26K |
ISHARES TRSOLE | CORE S&P MCP ETF | 176.98K | SH | $11.7K 4.07% | 0.00 | 0.00 | 176.98K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.72K | SH | $10.9K 3.80% | 0.00 | 0.00 | 90.72K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 22.95K | SH | $7.1K 2.47% | 0.00 | 0.00 | 22.95K |
ISHARES TRSOLE | CORE MSCI EAFE | 64.08K | SH | $5.7K 2.00% | 0.00 | 0.00 | 64.08K |
NVIDIA CORPORATIONSOLE | COM | 22K | SH | $4.1K 1.43% | 0.00 | 0.00 | 22K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.01K | SH | $4.1K 1.43% | 0.00 | 0.00 | 13.01K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.40K | SH | $3.9K 1.37% | 0.00 | 0.00 | 6.40K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 27.50K | SH | $2.7K 0.95% | 0.00 | 0.00 | 27.50K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 57.57K | SH | $2.2K 0.77% | 0.00 | 0.00 | 57.57K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.89K | SH | $1.7K 0.60% | 0.00 | 0.00 | 5.89K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 15.02K | SH | $1.7K 0.59% | 0.00 | 0.00 | 15.02K |
COSTCO WHSL CORP NEWSOLE | COM | 1.88K | SH | $1.6K 0.57% | 0.00 | 0.00 | 1.88K |
APPLE INCSOLE | COM | 5.58K | SH | $1.5K 0.53% | 0.00 | 0.00 | 5.58K |
ALPHABET INCSOLE | CAP STK CL C | 3.55K | SH | $1.1K 0.39% | 0.00 | 0.00 | 3.55K |
MICROSOFT CORPSOLE | COM | 1.41K | SH | $682.00 0.24% | 0.00 | 0.00 | 1.41K |
ISHARES TRSOLE | CORE S&P500 ETF | 626.00 | SH | $428.00 0.15% | 0.00 | 0.00 | 626.00 |
CHEVRON CORP NEWSOLE | COM | 2.63K | SH | $400.00 0.14% | 0.00 | 0.00 | 2.63K |
LAM RESEARCH CORPSOLE | COM NEW | 1.94K | SH | $331.00 0.12% | 0.00 | 0.00 | 1.94K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 689.00 | SH | $330.00 0.12% | 0.00 | 0.00 | 689.00 |
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