SoundView Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$306,893
Net value change ($000)
+25,936 (9.2%)
New positions
3
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 11,775 17.4%
VEA 6,613 14.9%
IJR 2,225 20.1%
IJH 1,633 13.6%
QQQ 1,126 31.8%
VONE 994 15.0%
XCEM 744 32.0%
NVDA 715 19.5%
VV 591 15.2%
VTWO 569 21.4%
Top Reduces (Value $000, Stocks/ETFs)
STIP -1,170 -5.2%
BILS -1,152 -4.5%
SGOV -824 -100.0%
VTEB -542 -100.0%
SPSB -345 -1.2%
CVX -133 -24.4%
COST -96 -6.1%
FEZ -10 -4.7%
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