SoundView Advisors Inc.

Q4 2025 13F-HR Holdings

Location
Olympia, WA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$286,633
Net value change ($000)
-5,184 (-1.8%)
New positions
17
Sold out positions
11
Turnover %
75.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPSB 30,807 NEW
BILS 27,398 NEW
XHLF 26,090 NEW
STIP 21,528 NEW
IJH 11,680 NEW
IJR 10,902 NEW
VONE 7,093 NEW
VOO 6,930 10.4%
IEFA 5,732 NEW
VEA 4,117 10.3%
Top Reduces (Value $000, Stocks/ETFs)
XNTK -28,172 -100.0%
XHYC -26,939 -100.0%
MSFT -5,184 -88.4%
GOOGL -3,160 -74.0%
VGSH -2,680 -100.0%
VOOG -1,651 -100.0%
LRCX -1,574 -82.6%
PATH -1,440 -100.0%
AMZN -1,438 -100.0%
COST -1,018 -38.6%
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