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SoundView Advisors Inc.

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13F filer, CIK 2054083, OLYMPIA, WA

SoundView Advisors Inc. reported $306,893,000 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-03. Its ten largest share positions make up 89.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002054083-26-000003

Period
2026-06-30
Reported value
$307M
Holdings
32
Top 10 weight
89.4%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+2,453$1.68M
VEAadded+22,917$1.63M
VOadded+17,240$1.39M
IVVadded+556$416K
VCRBadded+3,766$291K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BILSreduced-11,439-$1.14M
STIPreduced-8,738-$893K
SGOVexited-8,192-$824K
VTEBexited-10,881-$542K
SPSBreduced-9,634-$289K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002054083-26-000003, largest first. % of portfolio is the value over $306,893,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,455 shares; 2025Q1: 100,539 shares; 2025Q2: 106,117 shares; 2025Q3: 127,462 shares; 2025Q4: 116,948 shares; 2026Q1: 113,045 shares; 2026Q2: 115,498 shares 115,498$79.3M25.85%+2,453Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 585,871 shares; 2025Q1: 603,960 shares; 2025Q2: 651,990 shares; 2025Q3: 664,135 shares; 2025Q4: 702,923 shares; 2026Q1: 694,551 shares; 2026Q2: 717,468 shares 717,468$51.1M16.66%+22,917Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380,462 shares; 2026Q2: 384,228 shares 384,228$29.7M9.67%+3,766Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 885,905 shares; 2025Q1: 934,237 shares; 2025Q2: 980,896 shares; 2025Q3: not reported; 2025Q4: 1,020,108 shares; 2026Q1: 936,129 shares; 2026Q2: 926,495 shares 926,495$27.8M9.06%-9,634Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 257,298 shares; 2025Q1: 268,025 shares; 2025Q2: 274,348 shares; 2025Q3: not reported; 2025Q4: 276,135 shares; 2026Q1: 257,283 shares; 2026Q2: 245,844 shares 245,844$24.4M7.96%-11,439Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 166,518 shares; 2025Q1: 170,225 shares; 2025Q2: 188,220 shares; 2025Q3: not reported; 2025Q4: 210,264 shares; 2026Q1: 218,439 shares; 2026Q2: 209,701 shares 209,701$21.4M6.98%-8,738Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 157,584 shares; 2025Q1: 163,253 shares; 2025Q2: 174,391 shares; 2025Q3: not reported; 2025Q4: 176,978 shares; 2026Q1: 177,445 shares; 2026Q2: 176,569 shares 176,569$13.6M4.44%-876Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,783 shares; 2025Q1: 83,547 shares; 2025Q2: 86,117 shares; 2025Q3: not reported; 2025Q4: 90,717 shares; 2026Q1: 89,085 shares; 2026Q2: 89,671 shares 89,671$13.3M4.33%+586Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,063 shares; 2025Q1: 25,026 shares; 2025Q2: 25,031 shares; 2025Q3: not reported; 2025Q4: 22,954 shares; 2026Q1: 22,446 shares; 2026Q2: 22,491 shares 22,491$7.62M2.48%+45Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,141 shares; 2025Q1: 64,809 shares; 2025Q2: 65,755 shares; 2025Q3: not reported; 2025Q4: 64,077 shares; 2026Q1: 62,582 shares; 2026Q2: 62,679 shares 62,679$6.05M1.97%+97Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,288 shares; 2025Q1: 5,301 shares; 2025Q2: 5,767 shares; 2025Q3: 6,479 shares; 2025Q4: 6,400 shares; 2026Q1: 6,139 shares; 2026Q2: 6,340 shares 6,340$4.67M1.52%+201Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,167 shares; 2025Q1: 10,201 shares; 2025Q2: 12,998 shares; 2025Q3: not reported; 2025Q4: 13,010 shares; 2026Q1: 12,974 shares; 2026Q2: 12,994 shares 12,994$4.47M1.46%+20Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,428 shares; 2025Q1: 25,002 shares; 2025Q2: 26,596 shares; 2025Q3: 24,136 shares; 2025Q4: 22,001 shares; 2026Q1: 21,058 shares; 2026Q2: 21,927 shares 21,927$4.39M1.43%+869Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,123 shares; 2025Q1: 29,993 shares; 2025Q2: 30,066 shares; 2025Q3: not reported; 2025Q4: 27,502 shares; 2026Q1: 26,493 shares; 2026Q2: 26,536 shares 26,536$3.22M1.05%+43Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,781 shares; 2025Q1: 47,111 shares; 2025Q2: 47,542 shares; 2025Q3: 53,030 shares; 2025Q4: 57,569 shares; 2026Q1: 56,983 shares; 2026Q2: 58,049 shares 58,049$3.07M1%+1,066Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,034 shares; 2025Q1: 19,985 shares; 2025Q2: 17,350 shares; 2025Q3: not reported; 2025Q4: 15,015 shares; 2026Q1: 14,894 shares; 2026Q2: 14,921 shares 14,921$1.95M0.63%+27Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,825 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares; 2025Q3: not reported; 2025Q4: 5,894 shares; 2026Q1: 5,912 shares; 2026Q2: 23,152 shares 23,152$1.86M0.61%+17,240Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 6,547 shares; 2025Q3: 5,678 shares; 2025Q4: 5,579 shares; 2026Q1: 5,579 shares; 2026Q2: 5,729 shares 5,729$1.66M0.54%+150Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 3,495 shares; 2025Q2: 2,918 shares; 2025Q3: 2,852 shares; 2025Q4: 1,880 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576$1.47M0.48%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,008 shares; 2025Q1: 19,535 shares; 2025Q2: 18,128 shares; 2025Q3: 17,548 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares; 2026Q2: 3,730 shares 3,730$1.32M0.43%+181Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 609 shares; 2025Q2: 621 shares; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 615 shares; 2026Q2: 1,171 shares 1,171$876K0.29%+556Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,701 shares; 2025Q2: 14,968 shares; 2025Q3: 14,232 shares; 2025Q4: 1,937 shares; 2026Q1: 1,275 shares; 2026Q2: 1,276 shares 1,276$552K0.18%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,933 shares; 2025Q1: 12,467 shares; 2025Q2: 11,730 shares; 2025Q3: 11,326 shares; 2025Q4: 1,411 shares; 2026Q1: 1,120 shares; 2026Q2: 1,220 shares 1,220$455K0.15%+100Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,478 shares; 2025Q1: 2,630 shares; 2025Q2: 2,723 shares; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares; 2026Q2: 2,481 shares 2,481$411K0.13%-150Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 2,913 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765$392K0.13%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 538 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 731 shares; 2026Q2: 665 shares 665$347K0.11%-66Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: not reported; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642$291K0.09%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 502 shares 502$251K0.08%-6Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: not reported; 2026Q2: 677 shares 677$241K0.08%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,543 shares 1,543$237K0.08%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794$202K0.07%newTimeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 3,428 shares; 2026Q2: 2,949 shares 2,949$202K0.07%-479Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SGOVISHARES TR8,192$824Kshares
VTEBVANGUARD MUN BD FDS10,881$542Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002054083-26-000003 base2026-08-03acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002054083-26-000003 Quarter ended 2026-06-302026-08-03acceptance time not in the bulk data set
13F-HR 0002054083-26-000002 Quarter ended 2026-03-312026-05-01acceptance time not in the bulk data set
13F-HR 0002054083-26-000001 Quarter ended 2025-12-312026-02-06acceptance time not in the bulk data set
13F-HR 0002054083-25-000002 Quarter ended 2025-09-302025-10-10acceptance time not in the bulk data set
13F-HR 0001908380-25-000007 Quarter ended 2025-06-302025-07-31acceptance time not in the bulk data set
13F-HR 0001842974-25-000008 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001800586-25-000002 Quarter ended 2024-12-312025-02-07acceptance time not in the bulk data set