SoundView Advisors Inc.
- SEC CIK
- 0002054083
- Latest filing
- Jul 31, 2026
The latest 13F from SoundView Advisors Inc. covers Q2 2026 (filed Jul 31, 2026): 32 long positions worth $306.9M. The top 10 holdings make up 89.4% of the portfolio, and the largest is Vanguard S&P 500 ETF at 25.8%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 3
- Est. +$680.0K
- Added
- 17
- Est. +$4.67M
- Reduced
- 9
- Est. −$2.52M
- Sold out
- 2
- Est. −$1.37M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard S&P 500 ETF92290836325.8%$79.3M
- Vanguard Ftse Developed Markets ETF92194385816.7%$51.1M
- Vanguard Malvern FDS9220207489.7%$29.7M
- State Street SPDR Portfolio Short Term Corporate Bond ETF78464A4749.1%$27.8M
- SPDR Series Trust78468R5238.0%$24.4M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard S&P 500 ETF922908363+$1.68MAdded
- Vanguard Ftse Developed Markets ETF921943858+$1.63MAdded
- iShares Core S&P 500 ETF464287200+$415.9KAdded
- Vanguard Malvern FDS922020748+$290.8KAdded
- GOOGLAlphabet Inc.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard S&P 500 ETF922908363+1.80 pp24.0% → 25.8%
- Vanguard Ftse Developed Markets ETF921943858+0.82 pp15.8% → 16.7%
- iShares Core S&P Small Cap ETF464287804+0.39 pp3.9% → 4.3%
- Invesco QQQ Trust Series I46090E103+0.26 pp1.3% → 1.5%
- Columbia ETF Tr II19762B202+0.17 pp0.8% → 1.0%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- SPDR Series Trust78468R523−$1.14MReduced
- iShares Tr46429B747−$892.7KReduced
- iShares Tr46436E718−$824.0KSold out
- Vanguard Mun BD FDS922907746−$542.0KSold out
- State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474−$289.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- SPDR Series Trust78468R523−1.14 pp9.1% → 8.0%
- iShares Tr46429B747−1.06 pp8.0% → 7.0%
- State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474−0.96 pp10.0% → 9.1%
- iShares Tr46436E718−0.29 pp0.3% → 0.0%
- Vanguard Mun BD FDS922907746−0.19 pp0.2% → 0.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $306.9M
- +$25.9M (+9.2%) vs. prior quarter
- Positions
- 32
- +1 vs. prior quarter
- Top 10 concentration
- 89.4%
- Top 10 as share of value
- Turnover
- 1.3%
- Q2 2026, one quarter
- Average holding period
- 4.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $306.9M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 31, 2026 | 32 | $306.9M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard Malvern FDS | vs. Q1 2026 | SEC |
| Q1 2026 | May 1, 2026 | 31 | $281.0M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFVanguard Malvern FDS | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 6, 2026 | 30 | $286.6M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 10, 2025 | 24 | $281.6M | Vanguard S&P 500 ETFState Street SPDR NYSE Technology ETFiShares S&P 100 ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 31, 2025 | 35 | $271.4M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | vs. Q1 2025 | SEC |
| Q1 2025 | May 9, 2025 | 33 | $242.4M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 33 | $242.6M | Vanguard S&P 500 ETFVanguard Ftse Developed Markets ETFState Street SPDR Portfolio Short Term Corporate Bond ETF | – | SEC |