Managers / Q4 2024 · view latest →
SoundView Advisors Inc.
CIK 0002054083 · 1441 W BAY DRIVE NW, SUITE 201, OLYMPIA, WA, 98502 · 2066827713
Summary
Soundview Advisors Inc. reported $243M in U.S.-listed holdings across 33 positions for Q4 2024.
The portfolio is heavily concentrated: VOO alone accounts for 23.2% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 89.3% · $217M
- Common Stock · 10.6% · $26M
- Other · 0.1% · $240,000
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VOOVANGUARD INDEX FDS | NEW | +96.5K | 96.5K | +$52M | $52M |
| VEAVANGUARD TAX-MANAGED FDS | NEW | +585.9K | 585.9K | +$28M | $28M |
| SPSBSPDR SER TR | NEW | +885.9K | 885.9K | +$26M | $26M |
| BILSSPDR SER TR | NEW | +257.3K | 257.3K | +$26M | $26M |
| XHLFBONDBLOXX ETF TRUST | NEW | +457.6K | 457.6K | +$23M | $23M |
| STIPISHARES TR | NEW | +166.5K | 166.5K | +$17M | $17M |
| IJRISHARES TR | NEW | +86.8K | 86.8K | +$10M | $10M |
| IJHISHARES TR | NEW | +157.6K | 157.6K | +$10M | $10M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | S&P 500 ETF SHS · LARGE CAP ETF · MID CAP ETF | 23.19% | $56M | 112.4K |
| 2 | SPSBSPDR SER TR | PORTFOLIO SHORT · BLOOMBERG 3-12 M | 21.42% | $52M | 1.14M |
| 3 | STIPISHARES TR | 0-5 YR TIPS ETF · CORE S&P SCP ETF · CORE S&P MCP ETF · CORE MSCI EAFE · CORE S&P500 ETF · IBONDS 25 TRM TS | 17.21% | $42M | 487.0K |
| 4 | VEAVANGUARD TAX-MANAGED FDShistory → | VAN FTSE DEV MKT | 11.55% | $28M | 585.9K |
| 5 | XHLFBONDBLOXX ETF TRUSThistory → | BLOOMBERG SIX MN | 9.47% | $23M | 457.6K |
| 6 | VONEVANGUARD SCOTTSDALE FDS | VNG RUS1000IDX · VNG RUS2000IDX | 3.86% | $9M | 55.2K |
| 7 | MSFTMICROSOFT CORPhistory → | COM | 2.42% | $6M | 13.9K |
| 8 | COSTCOSTCO WHSL CORP NEWhistory → | COM | 2.24% | $5M | 5.9K |
| 9 | NVDANVIDIA CORPORATIONhistory → | COM | 1.79% | $4M | 32.4K |
| 10 | GOOGALPHABET INC | CAP STK CL C · CAP STK CL A | 1.58% | $4M | 20.1K |
| 11 | QQQINVESCO QQQ TRhistory → | UNIT SER 1 | 1.11% | $3M | 5.3K |
| 12 | IVOOVANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 0.87% | $2M | 20.0K |
| 13 | AAPLAPPLE INC | COM | 0.74% | $2M | 7.2K |
| 14 | XCEMCOLUMBIA ETF TR II | EM CORE EX ETF | 0.56% | $1M | 45.8K |
| 15 | PATHUIPATH INC | CL A | 0.47% | $1M | 89.4K |
| 16 | LRCXLAM RESEARCH CORP | COM NEW | 0.42% | $1M | 14.0K |
| 17 | DVADAVITA INC | COM | 0.25% | $595,000 | 4.0K |
| 18 | AMZNAMAZON COM INC | COM | 0.21% | $498,000 | 2.3K |
| 19 | TSLATESLA INC | COM | 0.16% | $387,000 | 959 |
| 20 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 0.15% | $370,000 | 7.3K |
| 21 | CVXCHEVRON CORP NEW | COM | 0.15% | $358,000 | 2.5K |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.09% | $230,000 | 508 |
| 23 | BMYBRISTOL-MYERS SQUIBB CO | COM | 0.09% | $214,000 | 3.8K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $281M | 31 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $287M | 30 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $292M | 34 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $271M | 35 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $242M | 33 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $243M | 33 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.