SoundView Advisors Inc.

Q3 2025 13F-HR Holdings

Location
Olympia, WA
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
34
Total value ($000)
$291,817
Net value change ($000)
+20,406 (7.5%)
New positions
7
Sold out positions
18
Turnover %
70.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XNTK 28,172 NEW
XHYC 26,939 NEW
VOO 6,134 10.2%
VGSH 2,680 NEW
VEA 2,625 7.1%
VOOG 1,651 NEW
GOOGL 1,058 32.9%
QQQ 708 22.3%
AMZN 677 89.0%
LRCX 449 30.8%
Top Reduces (Value $000, Stocks/ETFs)
SPSB -29,613 -100.0%
BILS -27,278 -100.0%
XHLF -25,721 -100.0%
STIP -19,369 -100.0%
IJH -10,815 -100.0%
IJR -9,411 -100.0%
VONE -7,030 -100.0%
IEFA -5,489 -100.0%
VV -3,708 -100.0%
VTWO -2,622 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type