Managers / Q4 2025 · view latest →
SoundView Advisors Inc.
CIK 0002054083 · 1441 W BAY DRIVE NW, SUITE 201, OLYMPIA, WA, 98502 · 2066827713
Summary
Soundview Advisors Inc. reported $287M in U.S.-listed holdings across 30 positions for Q4 2025.
The portfolio is heavily concentrated: VOO alone accounts for 27.6% of reported value.
Compared with Q3 2025, the fund opened 17 new positions and exited 11.
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 · 96.3% · $276M
- Common Stock · 3.7% · $11M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| SPSBSPDR SERIES TRUST | NEW | +1.02M | 1.02M | +$31M | $31M |
| BILSSPDR SERIES TRUST | NEW | +276.1K | 276.1K | +$27M | $27M |
| XHLFBONDBLOXX ETF TRUST | NEW | +519.2K | 519.2K | +$26M | $26M |
| STIPISHARES TR | NEW | +210.3K | 210.3K | +$22M | $22M |
| IJHISHARES TR | NEW | +177.0K | 177.0K | +$12M | $12M |
| IJRISHARES TR | NEW | +90.7K | 90.7K | +$11M | $11M |
| VONEVANGUARD SCOTTSDALE FDS | NEW | +23.0K | 23.0K | +$7M | $7M |
| IEFAISHARES TR | NEW | +64.1K | 64.1K | +$6M | $6M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | S&P 500 ETF SHS · LARGE CAP ETF · MID CAP ETF | 27.61% | $79M | 135.9K |
| 2 | SPSBSPDR SERIES TRUST | STATE STREET SPD | 20.31% | $58M | 1.30M |
| 3 | STIPISHARES TR | 0-5 YR TIPS ETF · CORE S&P MCP ETF · CORE S&P SCP ETF · CORE MSCI EAFE · CORE S&P500 ETF · RUS MID CAP ETF | 17.63% | $51M | 545.3K |
| 4 | VEAVANGUARD TAX-MANAGED FDShistory → | VAN FTSE DEV MKT | 15.32% | $44M | 702.9K |
| 5 | XHLFBONDBLOXX ETF TRUSThistory → | BLOOMBERG SIX MN | 9.10% | $26M | 519.2K |
| 6 | VONEVANGUARD SCOTTSDALE FDS | VNG RUS1000IDX · VNG RUS2000IDX | 3.43% | $10M | 50.5K |
| 7 | NVDANVIDIA CORPORATIONhistory → | COM | 1.43% | $4M | 22.0K |
| 8 | QQQINVESCO QQQ TRhistory → | UNIT SER 1 | 1.37% | $4M | 6.4K |
| 9 | XCEMCOLUMBIA ETF TR II | EM CORE EX ETF | 0.77% | $2M | 57.6K |
| 10 | IVOOVANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 0.59% | $2M | 15.0K |
| 11 | COSTCOSTCO WHSL CORP NEW | COM | 0.57% | $2M | 1.9K |
| 12 | AAPLAPPLE INC | COM | 0.53% | $2M | 5.6K |
| 13 | GOOGALPHABET INC | CAP STK CL C · CAP STK CL A | 0.46% | $1M | 4.2K |
| 14 | MSFTMICROSOFT CORP | COM | 0.24% | $682,000 | 1.4K |
| 15 | CVXCHEVRON CORP NEW | COM | 0.14% | $400,000 | 2.6K |
| 16 | LRCXLAM RESEARCH CORP | COM NEW | 0.12% | $331,000 | 1.9K |
| 17 | DVADAVITA INC | COM | 0.12% | $330,000 | 2.9K |
| 18 | DIASPDR DOW JONES INDL AVERAGE | UT SER 1 | 0.12% | $330,000 | 689 |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW | 0.09% | $255,000 | 508 |
| 20 | FEZSPDR INDEX SHS FDS | EURO STOXX 50 | 0.08% | $219,000 | 3.4K |
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 ↗.