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SoundView Advisors Inc.
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $312,026
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $84,004
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $51,616
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $30,345
- SPDR SERIES TRUST · ST SHOR CORP ETF · 78464A474 · shares: $28,469
- SPDR SERIES TRUST · ST STR BL 12 ETF · 78468R523 · shares: $26,025
- ISHARES TR · 0-5 YR TIPS ETF · 46429B747 · shares: $21,426
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $12,793
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $11,150
- VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX · 92206C730 · shares: $7,731
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $5,966
Filing totals differ
The filing summary reports $312,026, while the holdings entries total $312,010.
Reported holdings
31 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 119,859 shares | $84,004 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 731,012 shares | $51,616 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | — | 412,193 shares | $30,345 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 962,148 shares | $28,469 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | 78468R523 | — | 261,984 shares | $26,025 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | — | 214,908 shares | $21,426 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 177,813 shares | $12,793 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 81,961 shares | $11,150 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | — | 22,476 shares | $7,731 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 61,584 shares | $5,966 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 21,933 shares | $5,009 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 13,010 shares | $4,577 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 6,187 shares | $4,576 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 | — | 58,645 shares | $3,014 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | — | 26,482 shares | $2,972 |
| APPLE INC | COM | 037833100 | — | 5,930 shares | $1,974 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | — | 14,431 shares | $1,757 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 21,644 shares | $1,697 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,586 shares | $1,443 |
| MICROSOFT CORP | COM | 594918104 | — | 2,161 shares | $1,108 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,236 shares | $946 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,586 shares | $540 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,481 shares | $506 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,269 shares | $416 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 665 shares | $338 |
| DAVITA INC | COM | 23918K108 | — | 1,765 shares | $308 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 2,642 shares | $281 |
| FORTINET INC | COM | 34959E109 | — | 1,522 shares | $272 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 794 shares | $269 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 502 shares | $249 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 677 shares | $233 |