SoundView Advisors Inc.

Q3 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$312,010
Net value change ($000)
+5,117 (1.7%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,679 5.9%
BILS 1,593 6.5%
VCRB 671 2.3%
SPSB 665 2.4%
MSFT 653 143.5%
NVDA 622 14.2%
VEA 497 1.0%
AAPL 317 19.1%
VONE 113 1.5%
VV 109 2.4%
Top Reduces (Value $000, Stocks/ETFs)
IJR -2,149 -16.2%
IJH -822 -6.0%
GOOG -778 -59.0%
VTWO -250 -7.8%
FEZ -202 -100.0%
IVOO -188 -9.7%
VO -168 -9.0%
LRCX -136 -24.6%
QQQ -93 -2.0%
IEFA -87 -1.4%
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