SoundView Advisors Inc. Diversified Active

Location: Olympia, WA

CIK: 0002054083 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $287M

Holdings (30)

VOO VANGUARD INDEX FDS 25.6%

Value $73.34M Shares 116,948 Est. Cost $543.89 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 15.3%

Value $43.91M Shares 702,923 Est. Cost $49.54 Unrealized —

SPSB SPDR SERIES TRUST 10.7%

Value $30.81M Shares 1,020,108 Est. Cost $30.20 Unrealized —

BILS SPDR SERIES TRUST 9.6%

Value $27.4M Shares 276,135 Est. Cost $99.22 Unrealized —

XHLF BONDBLOXX ETF TRUST 9.1%

Value $26.09M Shares 519,214 Est. Cost $50.25 Unrealized —

STIP ISHARES TR 7.5%

Value $21.53M Shares 210,264 Est. Cost $102.39 Unrealized —

IJH ISHARES TR 4.1%

Value $11.68M Shares 176,978 Est. Cost $66.00 Unrealized —

IJR ISHARES TR 3.8%

Value $10.9M Shares 90,717 Est. Cost $120.18 Unrealized —

VONE VANGUARD SCOTTSDALE FDS 2.5%

Value $7.093M Shares 22,954 Est. Cost $309.01 Unrealized —

IEFA ISHARES TR 2.0%

Value $5.732M Shares 64,077 Est. Cost $89.45 Unrealized —

NVDA NVIDIA CORPORATION 1.4%

Value $4.103M Shares 22,001 Est. Cost $137.07 Unrealized +35.8%

VV VANGUARD INDEX FDS 1.4%

Value $4.095M Shares 13,010 Est. Cost $314.76 Unrealized —

QQQ INVESCO QQQ TR 1.4%

Value $3.931M Shares 6,400 Est. Cost $523.86 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 1.0%

Value $2.736M Shares 27,502 Est. Cost $99.48 Unrealized —

XCEM COLUMBIA ETF TR II 0.8%

Value $2.208M Shares 57,569 Est. Cost $30.93 Unrealized —

VO VANGUARD INDEX FDS 0.6%

Value $1.71M Shares 5,894 Est. Cost $290.13 Unrealized —

IVOO VANGUARD ADMIRAL FDS INC 0.6%

Value $1.678M Shares 15,015 Est. Cost $111.75 Unrealized —

COST COSTCO WHSL CORP NEW 0.6%

Value $1.621M Shares 1,880 Est. Cost $922.64 Unrealized -1.8%

AAPL APPLE INC 0.5%

Value $1.516M Shares 5,579 Est. Cost $234.51 Unrealized +14.4%

GOOG ALPHABET INC 0.4%

Value $1.113M Shares 3,549 Est. Cost $175.86 Unrealized +62.8%

MSFT MICROSOFT CORP 0.2%

Value $682K Shares 1,411 Est. Cost $422.35 Unrealized +18.5%

IVV ISHARES TR 0.1%

Value $428K Shares 626 Est. Cost $683.71 Unrealized —

CVX CHEVRON CORP NEW 0.1%

Value $400K Shares 2,631 Est. Cost $145.49 Unrealized +4.1%

LRCX LAM RESEARCH CORP 0.1%

Value $331K Shares 1,937 Est. Cost $75.20 Unrealized +106.6%

DVA DAVITA INC 0.1%

Value $330K Shares 2,913 Est. Cost $156.79 Unrealized -22.4%

DIA SPDR DOW JONES INDL AVERAGE 0.1%

Value $330K Shares 689 Est. Cost $422.94 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $255K Shares 508 Est. Cost $497.53 Unrealized 0.0%

IWR ISHARES TR 0.1%

Value $254K Shares 2,642 Est. Cost $96.14 Unrealized —

FEZ SPDR INDEX SHS FDS 0.1%

Value $219K Shares 3,411 Est. Cost $64.20 Unrealized —

GOOGL ALPHABET INC 0.1%

Value $211K Shares 677 Est. Cost $285.60 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	116,948	$73.34M	25.6%	$543.89	—	—	922908363
VEA	VANGUARD TAX-MANAGED FDS	702,923	$43.91M	15.3%	$49.54	—	—	921943858
SPSB	SPDR SERIES TRUST	1,020,108	$30.81M	10.7%	$30.20	—	—	78464A474
BILS	SPDR SERIES TRUST	276,135	$27.4M	9.6%	$99.22	—	—	78468R523
XHLF	BONDBLOXX ETF TRUST	519,214	$26.09M	9.1%	$50.25	—	—	09789C788
STIP	ISHARES TR	210,264	$21.53M	7.5%	$102.39	—	—	46429B747
IJH	ISHARES TR	176,978	$11.68M	4.1%	$66.00	—	—	464287507
IJR	ISHARES TR	90,717	$10.9M	3.8%	$120.18	—	—	464287804
VONE	VANGUARD SCOTTSDALE FDS	22,954	$7.093M	2.5%	$309.01	—	—	92206C730
IEFA	ISHARES TR	64,077	$5.732M	2.0%	$89.45	—	—	46432F842
NVDA	NVIDIA CORPORATION	22,001	$4.103M	1.4%	$137.07	+35.8%	—	67066G104
VV	VANGUARD INDEX FDS	13,010	$4.095M	1.4%	$314.76	—	—	922908637
QQQ	INVESCO QQQ TR	6,400	$3.931M	1.4%	$523.86	—	—	46090E103
VTWO	VANGUARD SCOTTSDALE FDS	27,502	$2.736M	1.0%	$99.48	—	—	92206C664
XCEM	COLUMBIA ETF TR II	57,569	$2.208M	0.8%	$30.93	—	—	19762B202
VO	VANGUARD INDEX FDS	5,894	$1.71M	0.6%	$290.13	—	—	922908629
IVOO	VANGUARD ADMIRAL FDS INC	15,015	$1.678M	0.6%	$111.75	—	—	921932885
COST	COSTCO WHSL CORP NEW	1,880	$1.621M	0.6%	$922.64	-1.8%	—	22160K105
AAPL	APPLE INC	5,579	$1.516M	0.5%	$234.51	+14.4%	—	037833100
GOOG	ALPHABET INC	3,549	$1.113M	0.4%	$175.86	+62.8%	—	02079K107
MSFT	MICROSOFT CORP	1,411	$682K	0.2%	$422.35	+18.5%	—	594918104
IVV	ISHARES TR	626	$428K	0.1%	$683.71	—	—	464287200
CVX	CHEVRON CORP NEW	2,631	$400K	0.1%	$145.49	+4.1%	—	166764100
LRCX	LAM RESEARCH CORP	1,937	$331K	0.1%	$75.20	+106.6%	—	512807306
DVA	DAVITA INC	2,913	$330K	0.1%	$156.79	-22.4%	—	23918K108
DIA	SPDR DOW JONES INDL AVERAGE	689	$330K	0.1%	$422.94	—	—	78467X109
BRK/B	BERKSHIRE HATHAWAY INC DEL	508	$255K	0.1%	$497.53	0.0%	—	084670702
IWR	ISHARES TR	2,642	$254K	0.1%	$96.14	—	—	464287499
FEZ	SPDR INDEX SHS FDS	3,411	$219K	0.1%	$64.20	—	—	78463X202
GOOGL	ALPHABET INC	677	$211K	0.1%	$285.60	0.0%	—	02079K305