SoundView Advisors Inc.
All 13F Filings
- Location
- Olympia, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 306,893
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 32 | 306,893 | 13F-HR | SoundView Advisors Inc. |
| Q1 2026 | 5/1/2026 | 31 | 280,957 | 13F-HR | SoundView Advisors Inc. |
| Q4 2025 | 2/6/2026 | 30 | 286,633 | 13F-HR | SoundView Advisors Inc. |
| Q3 2025 | 10/10/2025 | 34 | 291,817 | 13F-HR | SoundView Advisors Inc. |
| Q2 2025 | 7/31/2025 | 35 | 271,411 | 13F-HR | SoundView Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.58 K | 3.8% | 2.158 K | 0 | 2.158 K |
| ETFs | 295.3 K | 96.2% | 23.78 K | 0 | 23.78 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
306,893
Holdings
32
QoQ value change ($000)
25,936
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.