SoundView Advisors Inc. — 13F holdings

SoundView Advisors Inc. reported 32 holdings worth $307M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $79.3M (25.8%)
  2. VEA VANGUARD TAX-MANAGED FDS — $51.1M (16.7%)
  3. VCRB VANGUARD MALVERN FDS — $29.7M (9.7%)
  4. SPSB SPDR SERIES TRUST — $27.8M (9.1%)
  5. BILS SPDR SERIES TRUST — $24.4M (8.0%)
  6. STIP ISHARES TR — $21.4M (7.0%)
  7. IJH ISHARES TR — $13.6M (4.4%)
  8. IJR ISHARES TR — $13.3M (4.3%)
  9. VONE VANGUARD SCOTTSDALE FDS — $7.62M (2.5%)
  10. IEFA ISHARES TR — $6.05M (2.0%)