SoundView Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$280,957
Net value change ($000)
-5,676 (-2.0%)
New positions
3
Sold out positions
2
Turnover %
20.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCRB 29,440 NEW
STIP 1,065 4.9%
SGOV 824 NEW
VEA 595 1.4%
VTEB 542 NEW
IJH 302 2.6%
IJR 172 1.6%
CVX 144 36.0%
XCEM 117 5.3%
IVOO 24 1.4%
Top Reduces (Value $000, Stocks/ETFs)
XHLF -26,090 -100.0%
VOO -5,791 -7.9%
SPSB -2,658 -8.6%
BILS -1,814 -6.6%
VONE -469 -6.6%
NVDA -431 -10.5%
QQQ -388 -9.9%
MSFT -268 -39.3%
VV -218 -5.3%
GOOGL -211 -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