SoundView Advisors Inc. Diversified Active

Location: Olympia, WA

CIK: 0002054083 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 1, 2026

Total Value: $281M

Holdings (31)

VOO VANGUARD INDEX FDS 24.0%

Value $67.55M Shares 113,045 Est. Cost $543.89 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 15.8%

Value $44.51M Shares 694,551 Est. Cost $49.54 Unrealized —

VCRB VANGUARD MALVERN FDS 10.5%

Value $29.44M Shares 380,462 Est. Cost $77.38 Unrealized —

SPSB SPDR SERIES TRUST 10.0%

Value $28.15M Shares 936,129 Est. Cost $30.20 Unrealized —

BILS SPDR SERIES TRUST 9.1%

Value $25.58M Shares 257,283 Est. Cost $99.22 Unrealized —

STIP ISHARES TR 8.0%

Value $22.59M Shares 218,439 Est. Cost $102.42 Unrealized —

IJH ISHARES TR 4.3%

Value $11.98M Shares 177,445 Est. Cost $66.00 Unrealized —

IJR ISHARES TR 3.9%

Value $11.07M Shares 89,085 Est. Cost $120.18 Unrealized —

VONE VANGUARD SCOTTSDALE FDS 2.4%

Value $6.624M Shares 22,446 Est. Cost $309.01 Unrealized —

IEFA ISHARES TR 2.0%

Value $5.665M Shares 62,582 Est. Cost $89.45 Unrealized —

VV VANGUARD INDEX FDS 1.4%

Value $3.877M Shares 12,974 Est. Cost $314.76 Unrealized —

NVDA NVIDIA CORPORATION 1.3%

Value $3.672M Shares 21,058 Est. Cost $137.07 Unrealized +36.2%

QQQ INVESCO QQQ TR 1.3%

Value $3.543M Shares 6,139 Est. Cost $523.86 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 0.9%

Value $2.653M Shares 26,493 Est. Cost $99.48 Unrealized —

XCEM COLUMBIA ETF TR II 0.8%

Value $2.325M Shares 56,983 Est. Cost $30.93 Unrealized —

IVOO VANGUARD ADMIRAL FDS INC 0.6%

Value $1.702M Shares 14,894 Est. Cost $111.75 Unrealized —

VO VANGUARD INDEX FDS 0.6%

Value $1.697M Shares 5,912 Est. Cost $290.13 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.6%

Value $1.57M Shares 1,576 Est. Cost $922.64 Unrealized +4.5%

AAPL APPLE INC 0.5%

Value $1.415M Shares 5,579 Est. Cost $234.51 Unrealized +12.1%

GOOG ALPHABET INC 0.4%

Value $1.018M Shares 3,549 Est. Cost $175.86 Unrealized +84.1%

SGOV ISHARES TR 0.3%

Value $824K Shares 8,192 Est. Cost $100.59 Unrealized —

CVX CHEVRON CORPORATION 0.2%

Value $544K Shares 2,631 Est. Cost $145.49 Unrealized +18.1%

VTEB VANGUARD MUN BD FDS 0.2%

Value $542K Shares 10,881 Est. Cost $49.81 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value $414K Shares 1,120 Est. Cost $422.35 Unrealized +2.9%

IVV ISHARES TR 0.1%

Value $402K Shares 615 Est. Cost $683.71 Unrealized —

DIA STATE STR SPDR DOW JONES IND 0.1%

Value $338K Shares 731 Est. Cost $425.21 Unrealized —

LRCX LAM RESEARCH CORP 0.1%

Value $272K Shares 1,275 Est. Cost $75.20 Unrealized +200.4%

DVA DAVITA INC 0.1%

Value $271K Shares 1,765 Est. Cost $156.79 Unrealized -20.0%

IWR ISHARES TR 0.1%

Value $256K Shares 2,642 Est. Cost $96.14 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $243K Shares 508 Est. Cost $497.53 Unrealized -0.8%

FEZ SPDR INDEX SHS FDS 0.1%

Value $212K Shares 3,428 Est. Cost $64.20 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	113,045	$67.55M	24.0%	$543.89	—	—	922908363
VEA	VANGUARD TAX-MANAGED FDS	694,551	$44.51M	15.8%	$49.54	—	—	921943858
VCRB	VANGUARD MALVERN FDS	380,462	$29.44M	10.5%	$77.38	—	—	922020748
SPSB	SPDR SERIES TRUST	936,129	$28.15M	10.0%	$30.20	—	—	78464A474
BILS	SPDR SERIES TRUST	257,283	$25.58M	9.1%	$99.22	—	—	78468R523
STIP	ISHARES TR	218,439	$22.59M	8.0%	$102.42	—	—	46429B747
IJH	ISHARES TR	177,445	$11.98M	4.3%	$66.00	—	—	464287507
IJR	ISHARES TR	89,085	$11.07M	3.9%	$120.18	—	—	464287804
VONE	VANGUARD SCOTTSDALE FDS	22,446	$6.624M	2.4%	$309.01	—	—	92206C730
IEFA	ISHARES TR	62,582	$5.665M	2.0%	$89.45	—	—	46432F842
VV	VANGUARD INDEX FDS	12,974	$3.877M	1.4%	$314.76	—	—	922908637
NVDA	NVIDIA CORPORATION	21,058	$3.672M	1.3%	$137.07	+36.2%	—	67066G104
QQQ	INVESCO QQQ TR	6,139	$3.543M	1.3%	$523.86	—	—	46090E103
VTWO	VANGUARD SCOTTSDALE FDS	26,493	$2.653M	0.9%	$99.48	—	—	92206C664
XCEM	COLUMBIA ETF TR II	56,983	$2.325M	0.8%	$30.93	—	—	19762B202
IVOO	VANGUARD ADMIRAL FDS INC	14,894	$1.702M	0.6%	$111.75	—	—	921932885
VO	VANGUARD INDEX FDS	5,912	$1.697M	0.6%	$290.13	—	—	922908629
COST	COSTCO WHOLESALE CORPORATION	1,576	$1.57M	0.6%	$922.64	+4.5%	—	22160K105
AAPL	APPLE INC	5,579	$1.415M	0.5%	$234.51	+12.1%	—	037833100
GOOG	ALPHABET INC	3,549	$1.018M	0.4%	$175.86	+84.1%	—	02079K107
SGOV	ISHARES TR	8,192	$824K	0.3%	$100.59	—	—	46436E718
CVX	CHEVRON CORPORATION	2,631	$544K	0.2%	$145.49	+18.1%	—	166764100
VTEB	VANGUARD MUN BD FDS	10,881	$542K	0.2%	$49.81	—	—	922907746
MSFT	MICROSOFT CORP	1,120	$414K	0.1%	$422.35	+2.9%	—	594918104
IVV	ISHARES TR	615	$402K	0.1%	$683.71	—	—	464287200
DIA	STATE STR SPDR DOW JONES IND	731	$338K	0.1%	$425.21	—	—	78467X109
LRCX	LAM RESEARCH CORP	1,275	$272K	0.1%	$75.20	+200.4%	—	512807306
DVA	DAVITA INC	1,765	$271K	0.1%	$156.79	-20.0%	—	23918K108
IWR	ISHARES TR	2,642	$256K	0.1%	$96.14	—	—	464287499
BRK/B	BERKSHIRE HATHAWAY INC DEL	508	$243K	0.1%	$497.53	-0.8%	—	084670702
FEZ	SPDR INDEX SHS FDS	3,428	$212K	0.1%	$64.20	—	—	78463X202