SoundView Advisors Inc. Diversified Active

Name: SoundView Advisors Inc. Q2 2026 13F Filing | 13F Explorer
Creator: SoundView Advisors Inc.
Published: 2026-08-03

Location: Olympia, WA

CIK: 0002054083 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 3, 2026

Total Value: $307M

Holdings (32)

New Positions (3)

GOOGL ALPHABET INC 0.1%

Value $241K Shares 677 Est. Cost $355.98 Unrealized —

FTNT FORTINET INC 0.1%

Value $237K Shares 1,543 Est. Cost $153.60 Unrealized —

SNOW SNOWFLAKE INC 0.1%

Value $202K Shares 794 Est. Cost $254.41 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	677	$241K	0.1%	$355.98	—	—	02079K305
FTNT	FORTINET INC	1,543	$237K	0.1%	$153.60	—	—	34959E109
SNOW	SNOWFLAKE INC	794	$202K	0.1%	$254.41	—	—	833445109

Increased Positions (10)

VOO VANGUARD INDEX FDS 25.8%

Value $79.33M (+17.4%) Shares 115,498 (+2.2%) Est. Cost $546.93 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 16.7%

Value $51.12M (+14.9%) Shares 717,468 (+3.3%) Est. Cost $50.24 Unrealized —

QQQ INVESCO QQQ TR 1.5%

Value $4.669M (+31.8%) Shares 6,340 (+3.3%) Est. Cost $530.60 Unrealized —

XCEM COLUMBIA ETF TR II 1.0%

Value $3.069M (+32.0%) Shares 58,049 (+1.9%) Est. Cost $31.33 Unrealized —

NVDA NVIDIA CORPORATION 1.4%

Value $4.387M (+19.5%) Shares 21,927 (+4.1%) Est. Cost $139.57 Unrealized —

IVV ISHARES TR 0.3%

Value $876K (+117.9%) Shares 1,171 (+90.4%) Est. Cost $714.27 Unrealized —

GOOG ALPHABET INC 0.4%

Value $1.318M (+29.5%) Shares 3,730 (+5.1%) Est. Cost $184.47 Unrealized —

AAPL APPLE INC 0.5%

Value $1.657M (+17.1%) Shares 5,729 (+2.7%) Est. Cost $235.94 Unrealized —

VO VANGUARD INDEX FDS 0.6%

Value $1.865M (+9.9%) Shares 23,152 (+291.6%) Est. Cost $134.07 Unrealized —

MSFT MICROSOFT CORP 0.1%

Value $455K (+9.9%) Shares 1,220 (+8.9%) Est. Cost $418.30 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	115,498 (+2.2%)	$79.33M (+17.4%)	25.8%	$546.93	—	—	922908363
VEA	VANGUARD TAX-MANAGED FDS	717,468 (+3.3%)	$51.12M (+14.9%)	16.7%	$50.24	—	—	921943858
QQQ	INVESCO QQQ TR	6,340 (+3.3%)	$4.669M (+31.8%)	1.5%	$530.60	—	—	46090E103
XCEM	COLUMBIA ETF TR II	58,049 (+1.9%)	$3.069M (+32.0%)	1.0%	$31.33	—	—	19762B202
NVDA	NVIDIA CORPORATION	21,927 (+4.1%)	$4.387M (+19.5%)	1.4%	$139.57	—	—	67066G104
IVV	ISHARES TR	1,171 (+90.4%)	$876K (+117.9%)	0.3%	$714.27	—	—	464287200
GOOG	ALPHABET INC	3,730 (+5.1%)	$1.318M (+29.5%)	0.4%	$184.47	—	—	02079K107
AAPL	APPLE INC	5,729 (+2.7%)	$1.657M (+17.1%)	0.5%	$235.94	—	—	037833100
VO	VANGUARD INDEX FDS	23,152 (+291.6%)	$1.865M (+9.9%)	0.6%	$134.07	—	—	922908629
MSFT	MICROSOFT CORP	1,220 (+8.9%)	$455K (+9.9%)	0.1%	$418.30	—	—	594918104

Exited Positions (2)

SGOV ISHARES TR 0.3%

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

VTEB VANGUARD MUN BD FDS 0.2%

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

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGOV	ISHARES TR	8,192	$824K	0.3%	$100.59	—	—	46436E718
VTEB	VANGUARD MUN BD FDS	10,881	$542K	0.2%	$49.81	—	—	922907746

Decreased Positions (7)

STIP ISHARES TR 7.0%

Value $21.42M (-5.2%) Shares 209,701 (-4.0%) Est. Cost $102.42 Unrealized —

BILS SPDR SERIES TRUST 8.0%

Value $24.43M (-4.5%) Shares 245,844 (-4.4%) Est. Cost $99.22 Unrealized —

SPSB SPDR SERIES TRUST 9.1%

Value $27.8M (-1.2%) Shares 926,495 (-1.0%) Est. Cost $30.20 Unrealized —

CVX CHEVRON CORPORATION 0.1%

Value $411K (-24.4%) Shares 2,481 (-5.7%) Est. Cost $145.49 Unrealized —

FEZ SPDR INDEX SHS FDS 0.1%

Value $202K (-4.7%) Shares 2,949 (-14.0%) Est. Cost $64.20 Unrealized —

DIA STATE STR SPDR DOW JONES IND 0.1%

Value $347K (+2.7%) Shares 665 (-9.0%) Est. Cost $425.21 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value $251K (+3.3%) Shares 502 (-1.2%) Est. Cost $497.53 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
STIP	ISHARES TR	209,701 (-4.0%)	$21.42M (-5.2%)	7.0%	$102.42	—	—	46429B747
BILS	SPDR SERIES TRUST	245,844 (-4.4%)	$24.43M (-4.5%)	8.0%	$99.22	—	—	78468R523
SPSB	SPDR SERIES TRUST	926,495 (-1.0%)	$27.8M (-1.2%)	9.1%	$30.20	—	—	78464A474
CVX	CHEVRON CORPORATION	2,481 (-5.7%)	$411K (-24.4%)	0.1%	$145.49	—	—	166764100
FEZ	SPDR INDEX SHS FDS	2,949 (-14.0%)	$202K (-4.7%)	0.1%	$64.20	—	—	78463X202
DIA	STATE STR SPDR DOW JONES IND	665 (-9.0%)	$347K (+2.7%)	0.1%	$425.21	—	—	78467X109
BRK/B	BERKSHIRE HATHAWAY INC DEL	502 (-1.2%)	$251K (+3.3%)	0.1%	$497.53	—	—	084670702

Unchanged Positions (12)

IJR ISHARES TR 4.3%

Value $13.3M Shares 89,671 Est. Cost $120.18 Unrealized —

IJH ISHARES TR 4.4%

Value $13.62M Shares 176,569 Est. Cost $66.00 Unrealized —

VONE VANGUARD SCOTTSDALE FDS 2.5%

Value $7.618M Shares 22,491 Est. Cost $309.01 Unrealized —

VV VANGUARD INDEX FDS 1.5%

Value $4.468M Shares 12,994 Est. Cost $314.76 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 1.0%

Value $3.222M Shares 26,536 Est. Cost $99.48 Unrealized —

IEFA ISHARES TR 2.0%

Value $6.053M Shares 62,679 Est. Cost $89.45 Unrealized —

LRCX LAM RESEARCH CORP 0.2%

Value $552K Shares 1,276 Est. Cost $75.20 Unrealized —

IVOO VANGUARD ADMIRAL FDS INC 0.6%

Value $1.945M Shares 14,921 Est. Cost $111.75 Unrealized —

VCRB VANGUARD MALVERN FDS 9.7%

Value $29.67M Shares 384,228 Est. Cost $77.38 Unrealized —

DVA DAVITA INC 0.1%

Value $392K Shares 1,765 Est. Cost $156.79 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.5%

Value $1.474M Shares 1,576 Est. Cost $922.64 Unrealized —

IWR ISHARES TR 0.1%

Value $291K Shares 2,642 Est. Cost $96.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IJR	ISHARES TR	89,671	$13.3M	4.3%	$120.18	—	—	464287804
IJH	ISHARES TR	176,569	$13.62M	4.4%	$66.00	—	—	464287507
VONE	VANGUARD SCOTTSDALE FDS	22,491	$7.618M	2.5%	$309.01	—	—	92206C730
VV	VANGUARD INDEX FDS	12,994	$4.468M	1.5%	$314.76	—	—	922908637
VTWO	VANGUARD SCOTTSDALE FDS	26,536	$3.222M	1.0%	$99.48	—	—	92206C664
IEFA	ISHARES TR	62,679	$6.053M	2.0%	$89.45	—	—	46432F842
LRCX	LAM RESEARCH CORP	1,276	$552K	0.2%	$75.20	—	—	512807306
IVOO	VANGUARD ADMIRAL FDS INC	14,921	$1.945M	0.6%	$111.75	—	—	921932885
VCRB	VANGUARD MALVERN FDS	384,228	$29.67M	9.7%	$77.38	—	—	922020748
DVA	DAVITA INC	1,765	$392K	0.1%	$156.79	—	—	23918K108
COST	COSTCO WHOLESALE CORPORATION	1,576	$1.474M	0.5%	$922.64	—	—	22160K105
IWR	ISHARES TR	2,642	$291K	0.1%	$96.14	—	—	464287499