SoundView Advisors Inc.

CIK

2054083

Location

OLYMPIA, WA

Portfolio Value

Small $286,000,938

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,194 / 8,827 ▼ 165 · as of Jun 2026

Top Industry

Semiconductors 40.6%

Period ended 38 days ago

Filed Nov 4, 2026 · 3d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.8% of the book (60%+)

Turnover

Low turnover

29.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 4.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.3%; sector active share 83.3% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

31 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

31.6%

+3.7 pts

Top 5

88.6%

+7.2 pts

Top 10

97.4%

+0.6 pts

HHI

1,894

Moderately concentrated+252

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$273,667,633	19
Technology	3.2%	$9,050,803	6
Consumer Defensive	0.5%	$1,443,799	1
Communication Services	0.3%	$773,355	2
Energy	0.2%	$506,645	1
Healthcare	0.1%	$308,733	1
Financial Services	0.1%	$249,970	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+35,653	962,148	$28,469,959
VCRB	VANGUARD CORE BOND ETF	+27,965	412,193	$30,345,648
—		+16,140	261,984	$0
VEA	Vanguard FTSE Developed Markets ETF	+13,544	731,012	$51,616,757
STIP	iShares 0-5 Year TIPS Bond ETF	+5,207	214,908	$21,426,327
VOO	VANGUARD 500 INDEX FUND	+4,361	119,859	$84,004,378
IJH	iShares Core S&P Mid-Cap ETF	+1,244	177,813	$12,793,645
MSFT	Microsoft Corp	+941	2,161	$1,108,376
XCEM	Columbia EM Core ex-China ETF	+596	58,645	$3,014,939
AAPL	Apple Inc.	+201	5,930	$1,974,808
IVV	iShares Core S&P 500 ETF	+65	1,236	$946,590
VV	VANGUARD LARGE-CAP INDEX FUND	+16	13,010	$4,577,568
COST	Costco Wholesale Corp	+10	1,586	$1,443,799
NVDA	Nvidia Corp	+6	21,933	$5,009,058
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
IJR	iShares Core S&P Small-Cap ETF	−7,710	81,961	$11,149,974
GOOG	Alphabet Inc.	−2,144	1,586	$540,413
VO	VANGUARD MID-CAP INDEX FUND	−1,508	21,644	$1,697,322
IEFA	iShares Core MSCI EAFE ETF	−1,095	61,584	$5,966,257
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	−490	14,431	$1,757,118
QQQ	Invesco Qqq Trust, Series 1	−153	6,187	$4,576,956
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	−54	26,482	$2,972,339
FTNT	Fortinet, Inc.	−21	1,522	$272,072
VONE	VANGUARD RUSSELL 1000 INDEX FUND	−15	22,476	$7,731,744
LRCX	Lam Research Corp	−7	1,269	$416,879
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
FEZ	State Street(R) SPDR(R) EURO STOXX 50(R) ETF	2,949	$202,537
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $286,000,938 total · filing declares 31 positions · $312,026 · as of Sep 30, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	119,859	+4,361	$84,004,378	+5.9%	29.37%
VEA	Vanguard FTSE Developed Markets ETF	Added	731,012	+13,544	$51,616,757	+1.0%	18.05%
VCRB	VANGUARD CORE BOND ETF	Added	412,193	+27,965	$30,345,648	+2.3%	10.61%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	962,148	+35,653	$28,469,959	+2.4%	9.95%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	214,908	+5,207	$21,426,327	+0.0%	7.49%
IJH	iShares Core S&P Mid-Cap ETF	Added	177,813	+1,244	$12,793,645	−6.0%	4.47%
IJR	iShares Core S&P Small-Cap ETF	Reduced	81,961	-7,710	$11,149,974	−16.2%	3.90%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Reduced	22,476	-15	$7,731,744	+1.5%	2.70%
IEFA	iShares Core MSCI EAFE ETF	Reduced	61,584	-1,095	$5,966,257	−1.4%	2.09%
NVDA	Nvidia Corp Technology	Added	21,933	+6	$5,009,058	+14.2%	1.75%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	13,010	+16	$4,577,568	+2.4%	1.60%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,187	-153	$4,576,956	−2.0%	1.60%
XCEM	Columbia EM Core ex-China ETF	Added	58,645	+596	$3,014,939	−1.8%	1.05%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Reduced	26,482	-54	$2,972,339	−7.7%	1.04%
AAPL	Apple Inc. Technology	Added	5,930	+201	$1,974,808	+19.1%	0.69%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Reduced	14,431	-490	$1,757,118	−9.7%	0.61%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	21,644	-1,508	$1,697,322	−9.0%	0.59%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,586	+10	$1,443,799	−2.1%	0.50%
MSFT	Microsoft Corp Technology	Added	2,161	+941	$1,108,376	+143.6%	0.39%
IVV	iShares Core S&P 500 ETF	Added	1,236	+65	$946,590	+7.9%	0.33%
GOOG	Alphabet Inc. Communication Services	Reduced	1,586	-2,144	$540,413	−59.0%	0.19%
CVX	Chevron Corp Energy	Held	2,481	0	$506,645	+23.2%	0.18%
LRCX	Lam Research Corp Technology	Reduced	1,269	-7	$416,879	−24.6%	0.15%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	665	0	$338,185	−2.6%	0.12%
DVA	Davita Inc. Healthcare	Held	1,765	0	$308,733	−21.4%	0.11%
IWR	iShares Russell Mid-Cap ETF	Held	2,642	0	$281,927	−3.3%	0.10%
FTNT	Fortinet, Inc. Technology	Reduced	1,522	-21	$272,072	+14.8%	0.10%
SNOW	Snowflake Inc. Technology	Held	794	0	$269,610	+33.4%	0.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	502	0	$249,970	−0.5%	0.09%
GOOGL	Alphabet Inc. Communication Services	Held	677	0	$232,942	−3.7%	0.08%
		Added	261,984	+16,140	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.