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SoundView Advisors Inc.

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13F filer, CIK 2054083, OLYMPIA, WA

SoundView Advisors Inc. reported $291,817,000 across 24 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-10. Its ten largest share positions make up 95.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002054083-25-000002

Period
2025-09-30
Reported value
$292M
Holdings
24
Top 10 weight
95.09%
New
7
Sold out
18

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XNTKnew+1,313,983$59.4M
OEFnew+547,227$50.1M
XHYCnew+534,300$26.9M
VOOadded+21,345$12.1M
VGSHnew+52,449$10.3M

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
SPSBexited-980,896-$29.6M
BILSexited-274,348-$27.3M
XHLFexited-510,955-$25.7M
STIPexited-188,220-$19.4M
IJHexited-174,391-$10.8M

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, Q3 2025

Share positions as resolved from 13F-HR 0002054083-25-000002, largest first. % of portfolio is the value over $291,562,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,455 shares; 2025Q1: 100,539 shares; 2025Q2: 106,117 shares; 2025Q3: 127,462 shares 127,462$72.2M24.76%+21,345Timeline
XNTKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313,983 shares 1,313,983$59.4M20.37%newTimeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547,227 shares 547,227$50.1M17.2%newTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 585,871 shares; 2025Q1: 603,960 shares; 2025Q2: 651,990 shares; 2025Q3: 664,135 shares 664,135$39.8M13.65%+12,145Timeline
XHYCBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534,300 shares 534,300$26.9M9.24%newTimeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,449 shares 52,449$10.3M3.52%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,933 shares; 2025Q1: 12,467 shares; 2025Q2: 11,730 shares; 2025Q3: 11,326 shares 11,326$5.87M2.01%-404Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,428 shares; 2025Q1: 25,002 shares; 2025Q2: 26,596 shares; 2025Q3: 24,136 shares 24,136$4.5M1.54%-2,460Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,008 shares; 2025Q1: 19,535 shares; 2025Q2: 18,128 shares; 2025Q3: 17,548 shares 17,548$4.27M1.47%-580Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,288 shares; 2025Q1: 5,301 shares; 2025Q2: 5,767 shares; 2025Q3: 6,479 shares 6,479$3.89M1.33%+712Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 3,495 shares; 2025Q2: 2,918 shares; 2025Q3: 2,852 shares 2,852$2.64M0.91%-66Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,781 shares; 2025Q1: 47,111 shares; 2025Q2: 47,542 shares; 2025Q3: 53,030 shares 53,030$1.93M0.66%+5,488Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,701 shares; 2025Q2: 14,968 shares; 2025Q3: 14,232 shares 14,232$1.91M0.65%-736Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,961 shares 14,961$1.65M0.57%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 6,547 shares; 2025Q3: 5,678 shares 5,678$1.45M0.5%-869Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,406 shares; 2025Q1: 89,406 shares; 2025Q2: 120,649 shares; 2025Q3: 107,640 shares 107,640$1.44M0.49%-13,009Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,274 shares; 2025Q1: 3,259 shares; 2025Q2: 3,473 shares; 2025Q3: 6,550 shares 6,550$1.44M0.49%+3,077Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares 3,984$529K0.18%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,478 shares; 2025Q1: 2,630 shares; 2025Q2: 2,723 shares; 2025Q3: 2,631 shares 2,631$408K0.14%-92Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 538 shares; 2025Q2: 689 shares; 2025Q3: 689 shares 689$319K0.11%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares 508$255KnewValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares 600$224K0.08%0Timeline
Shopify IncShopify IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares 1,380$205K0.07%new
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 894 shares 894$201K0.07%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SPSBSPDR SERIES TRUST980,896$29.6Mshares
BILSSPDR SERIES TRUST274,348$27.3Mshares
XHLFBONDBLOXX ETF TRUST510,955$25.7Mshares
STIPISHARES TR188,220$19.4Mshares
IJHISHARES TR174,391$10.8Mshares
IJRISHARES TR86,117$9.41Mshares
VONEVANGUARD SCOTTSDALE FDS25,031$7.03Mshares
IEFAISHARES TR65,755$5.49Mshares
VVVANGUARD INDEX FDS12,998$3.71Mshares
VTWOVANGUARD SCOTTSDALE FDS30,066$2.62Mshares
IVOOVANGUARD ADMIRAL FDS INC17,350$1.82Mshares
VOVANGUARD INDEX FDS5,832$1.63Mshares
IVVISHARES TR621$385Kshares
JMSTJ P MORGAN EXCHANGE TRADED F7,327$373Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL563$273Kshares
IWRISHARES TR2,642$242Kshares
ISHARES TRISHARES TR10,320$241Kshares
GOOGLALPHABET INC1,271$223Kshares

How Q3 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 0002054083-25-000002 base2025-10-10acceptance time not in the bulk data set