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SoundView Advisors Inc.

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13F filer, CIK 2054083, OLYMPIA, WA

SoundView Advisors Inc. reported $271,411,000 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 85.67% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001908380-25-000007

Period
2025-06-30
Reported value
$271M
Holdings
35
Top 10 weight
85.67%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+5,578$3.17M
VEAadded+48,030$2.74M
STIPadded+17,995$1.85M
SPSBadded+46,659$1.41M
XHLFadded+18,595$936K

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
COSTreduced-577-$571K
MSFTreduced-737-$367K
IVOOreduced-2,635-$277K
INARI MED INCexited-3,137-$250K
GOOGreduced-1,407-$250K

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 2025

Share positions as resolved from 13F-HR 0001908380-25-000007, largest first. % of portfolio is the value over $271,411,000, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,455 shares; 2025Q1: 100,539 shares; 2025Q2: 106,117 shares 106,117$60.3M22.21%+5,578Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 585,871 shares; 2025Q1: 603,960 shares; 2025Q2: 651,990 shares 651,990$37.2M13.69%+48,030Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 885,905 shares; 2025Q1: 934,237 shares; 2025Q2: 980,896 shares 980,896$29.6M10.91%+46,659Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257,298 shares; 2025Q1: 268,025 shares; 2025Q2: 274,348 shares 274,348$27.3M10.05%+6,323Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 457,561 shares; 2025Q1: 492,360 shares; 2025Q2: 510,955 shares 510,955$25.7M9.48%+18,595Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166,518 shares; 2025Q1: 170,225 shares; 2025Q2: 188,220 shares 188,220$19.4M7.14%+17,995Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157,584 shares; 2025Q1: 163,253 shares; 2025Q2: 174,391 shares 174,391$10.8M3.98%+11,138Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,783 shares; 2025Q1: 83,547 shares; 2025Q2: 86,117 shares 86,117$9.41M3.47%+2,570Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,063 shares; 2025Q1: 25,026 shares; 2025Q2: 25,031 shares 25,031$7.03M2.59%+5Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,933 shares; 2025Q1: 12,467 shares; 2025Q2: 11,730 shares 11,730$5.83M2.15%-737Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,141 shares; 2025Q1: 64,809 shares; 2025Q2: 65,755 shares 65,755$5.49M2.02%+946Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,428 shares; 2025Q1: 25,002 shares; 2025Q2: 26,596 shares 26,596$4.2M1.55%+1,594Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,167 shares; 2025Q1: 10,201 shares; 2025Q2: 12,998 shares 12,998$3.71M1.37%+2,797Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,008 shares; 2025Q1: 19,535 shares; 2025Q2: 18,128 shares 18,128$3.21M1.18%-1,407Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,288 shares; 2025Q1: 5,301 shares; 2025Q2: 5,767 shares 5,767$3.18M1.17%+466Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 3,495 shares; 2025Q2: 2,918 shares 2,918$2.89M1.06%-577Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,123 shares; 2025Q1: 29,993 shares; 2025Q2: 30,066 shares 30,066$2.62M0.97%+73Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,034 shares; 2025Q1: 19,985 shares; 2025Q2: 17,350 shares 17,350$1.82M0.67%-2,635Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,825 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares 5,832$1.63M0.6%0Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,781 shares; 2025Q1: 47,111 shares; 2025Q2: 47,542 shares 47,542$1.62M0.6%+431Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,406 shares; 2025Q1: 89,406 shares; 2025Q2: 120,649 shares 120,649$1.54M0.57%+31,243Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,701 shares; 2025Q2: 14,968 shares 14,968$1.46M0.54%+267Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 6,547 shares 6,547$1.34M0.49%-625Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,274 shares; 2025Q1: 3,259 shares; 2025Q2: 3,473 shares 3,473$761K0.28%+214Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares 3,984$567K0.21%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,478 shares; 2025Q1: 2,630 shares; 2025Q2: 2,723 shares 2,723$389K0.14%+93Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 609 shares; 2025Q2: 621 shares 621$385K0.14%+12Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,300 shares; 2025Q1: 7,327 shares; 2025Q2: 7,327 shares 7,327$373K0.14%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 538 shares; 2025Q2: 689 shares 689$303K0.11%+151Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 563 shares 563$273K0.1%+55Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares 2,642$242K0.09%newTimeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,320 shares; 2025Q1: 10,320 shares; 2025Q2: 10,320 shares 10,320$241K0.09%0
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,271 shares 1,271$223K0.08%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares 600$214K0.08%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares 894$200K0.07%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
INARI MED INCINARI MED INC3,137$250Kshares
BMYBRISTOL-MYERS SQUIBB CO3,792$231Kshares

How Q2 2025 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 0001908380-25-000007 base2025-07-31acceptance time not in the bulk data set