Filed: 5/1/2026ACC: 0002054083-26-000002
📋 What this filing means
SOUNDVIEW ADVISORS INC. filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $281.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$281.0K
Total AUM (reported)
3.14M
Total Shares
Allocation by class
S&P 500 ETF SHS$67.5K24.0%
STATE STREET SPD$53.9K19.2%
VAN FTSE DEV MKT$44.5K15.8%
CORE BD ETF$29.4K10.5%
0-5 YR TIPS ETF$22.6K8.0%
CORE S&P MCP ETF$12.0K4.3%
CORE S&P SCP ETF$11.1K3.9%
Portfolio Concentration
Top 3$141.5K50.4%
4–10$111.7K39.7%
11–25$26.2K9.3%
Rest$1.6K0.6%
Top 3 weight
50.4%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 3.14M
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
3.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:
VANGUARD INDEX FDS
SOLEShares113.05K
TypeSH
Market value$67.5K
24.04%
Sole
0.00
Shared
0.00
None
113.05K
VANGUARD TAX-MANAGED FDS
SOLEShares694.55K
TypeSH
Market value$44.5K
15.84%
Sole
0.00
Shared
0.00
None
694.55K
VANGUARD MALVERN FDS
SOLEShares380.46K
TypeSH
Market value$29.4K
10.48%
Sole
0.00
Shared
0.00
None
380.46K
SPDR SERIES TRUST
SOLEShares936.13K
TypeSH
Market value$28.1K
10.02%
Sole
0.00
Shared
0.00
None
936.13K
SPDR SERIES TRUST
SOLEShares257.28K
TypeSH
Market value$25.6K
9.11%
Sole
0.00
Shared
0.00
None
257.28K
ISHARES TR
SOLEShares218.44K
TypeSH
Market value$22.6K
8.04%
Sole
0.00
Shared
0.00
None
218.44K
ISHARES TR
SOLEShares177.44K
TypeSH
Market value$12.0K
4.26%
Sole
0.00
Shared
0.00
None
177.44K
ISHARES TR
SOLEShares89.08K
TypeSH
Market value$11.1K
3.94%
Sole
0.00
Shared
0.00
None
89.08K
VANGUARD SCOTTSDALE FDS
SOLEShares22.45K
TypeSH
Market value$6.6K
2.36%
Sole
0.00
Shared
0.00
None
22.45K
ISHARES TR
SOLEShares62.58K
TypeSH
Market value$5.7K
2.02%
Sole
0.00
Shared
0.00
None
62.58K
VANGUARD INDEX FDS
SOLEShares12.97K
TypeSH
Market value$3.9K
1.38%
Sole
0.00
Shared
0.00
None
12.97K
NVIDIA CORPORATION
SOLEShares21.06K
TypeSH
Market value$3.7K
1.31%
Sole
0.00
Shared
0.00
None
21.06K
INVESCO QQQ TR
SOLEShares6.14K
TypeSH
Market value$3.5K
1.26%
Sole
0.00
Shared
0.00
None
6.14K
VANGUARD SCOTTSDALE FDS
SOLEShares26.49K
TypeSH
Market value$2.7K
0.94%
Sole
0.00
Shared
0.00
None
26.49K
COLUMBIA ETF TR II
SOLEShares56.98K
TypeSH
Market value$2.3K
0.83%
Sole
0.00
Shared
0.00
None
56.98K
VANGUARD ADMIRAL FDS INC
SOLEShares14.89K
TypeSH
Market value$1.7K
0.61%
Sole
0.00
Shared
0.00
None
14.89K
VANGUARD INDEX FDS
SOLEShares5.91K
TypeSH
Market value$1.7K
0.60%
Sole
0.00
Shared
0.00
None
5.91K
COSTCO WHOLESALE CORPORATION
SOLEShares1.58K
TypeSH
Market value$1.6K
0.56%
Sole
0.00
Shared
0.00
None
1.58K
APPLE INC
SOLEShares5.58K
TypeSH
Market value$1.4K
0.50%
Sole
0.00
Shared
0.00
None
5.58K
ALPHABET INC
SOLEShares3.55K
TypeSH
Market value$1.0K
0.36%
Sole
0.00
Shared
0.00
None
3.55K
ISHARES TR
SOLEShares8.19K
TypeSH
Market value$824.00
0.29%
Sole
0.00
Shared
0.00
None
8.19K
CHEVRON CORPORATION
SOLEShares2.63K
TypeSH
Market value$544.00
0.19%
Sole
0.00
Shared
0.00
None
2.63K
VANGUARD MUN BD FDS
SOLEShares10.88K
TypeSH
Market value$542.00
0.19%
Sole
0.00
Shared
0.00
None
10.88K
MICROSOFT CORP
SOLEShares1.12K
TypeSH
Market value$414.00
0.15%
Sole
0.00
Shared
0.00
None
1.12K
ISHARES TR
SOLEShares615.00
TypeSH
Market value$402.00
0.14%
Sole
0.00
Shared
0.00
None
615.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 113.05K | SH | $67.5K 24.04% | 0.00 | 0.00 | 113.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 694.55K | SH | $44.5K 15.84% | 0.00 | 0.00 | 694.55K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 380.46K | SH | $29.4K 10.48% | 0.00 | 0.00 | 380.46K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 936.13K | SH | $28.1K 10.02% | 0.00 | 0.00 | 936.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 257.28K | SH | $25.6K 9.11% | 0.00 | 0.00 | 257.28K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 218.44K | SH | $22.6K 8.04% | 0.00 | 0.00 | 218.44K |
ISHARES TRSOLE | CORE S&P MCP ETF | 177.44K | SH | $12.0K 4.26% | 0.00 | 0.00 | 177.44K |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.08K | SH | $11.1K 3.94% | 0.00 | 0.00 | 89.08K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 22.45K | SH | $6.6K 2.36% | 0.00 | 0.00 | 22.45K |
ISHARES TRSOLE | CORE MSCI EAFE | 62.58K | SH | $5.7K 2.02% | 0.00 | 0.00 | 62.58K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 12.97K | SH | $3.9K 1.38% | 0.00 | 0.00 | 12.97K |
NVIDIA CORPORATIONSOLE | COM | 21.06K | SH | $3.7K 1.31% | 0.00 | 0.00 | 21.06K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.14K | SH | $3.5K 1.26% | 0.00 | 0.00 | 6.14K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 26.49K | SH | $2.7K 0.94% | 0.00 | 0.00 | 26.49K |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 56.98K | SH | $2.3K 0.83% | 0.00 | 0.00 | 56.98K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 14.89K | SH | $1.7K 0.61% | 0.00 | 0.00 | 14.89K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 5.91K | SH | $1.7K 0.60% | 0.00 | 0.00 | 5.91K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.58K | SH | $1.6K 0.56% | 0.00 | 0.00 | 1.58K |
APPLE INCSOLE | COM | 5.58K | SH | $1.4K 0.50% | 0.00 | 0.00 | 5.58K |
ALPHABET INCSOLE | CAP STK CL C | 3.55K | SH | $1.0K 0.36% | 0.00 | 0.00 | 3.55K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 8.19K | SH | $824.00 0.29% | 0.00 | 0.00 | 8.19K |
CHEVRON CORPORATIONSOLE | COM | 2.63K | SH | $544.00 0.19% | 0.00 | 0.00 | 2.63K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 10.88K | SH | $542.00 0.19% | 0.00 | 0.00 | 10.88K |
MICROSOFT CORPSOLE | COM | 1.12K | SH | $414.00 0.15% | 0.00 | 0.00 | 1.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 615.00 | SH | $402.00 0.14% | 0.00 | 0.00 | 615.00 |
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