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SoundView Advisors Inc.

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13F filer, CIK 2054083, OLYMPIA, WA

SoundView Advisors Inc. reported $286,633,000 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 90.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002054083-26-000001

Period
2025-12-31
Reported value
$287M
Holdings
30
Top 10 weight
90.18%
New
17
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPSBnew+1,020,108$30.8M
BILSnew+276,135$27.4M
XHLFnew+519,214$26.1M
STIPnew+210,264$21.5M
IJHnew+176,978$11.7M

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
XNTKexited-1,313,983-$59.4M
OEFexited-547,227-$50.1M
XHYCexited-534,300-$26.9M
VGSHexited-52,449-$10.3M
VOOreduced-10,514-$6.59M

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, Q4 2025

Share positions as resolved from 13F-HR 0002054083-26-000001, largest first. % of portfolio is the value over $286,633,000, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,455 shares; 2025Q1: 100,539 shares; 2025Q2: 106,117 shares; 2025Q3: 127,462 shares; 2025Q4: 116,948 shares 116,948$73.3M25.59%-10,514Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 585,871 shares; 2025Q1: 603,960 shares; 2025Q2: 651,990 shares; 2025Q3: 664,135 shares; 2025Q4: 702,923 shares 702,923$43.9M15.32%+38,788Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 885,905 shares; 2025Q1: 934,237 shares; 2025Q2: 980,896 shares; 2025Q3: not reported; 2025Q4: 1,020,108 shares 1,020,108$30.8M10.75%newTimeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 257,298 shares; 2025Q1: 268,025 shares; 2025Q2: 274,348 shares; 2025Q3: not reported; 2025Q4: 276,135 shares 276,135$27.4M9.56%newTimeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 457,561 shares; 2025Q1: 492,360 shares; 2025Q2: 510,955 shares; 2025Q3: not reported; 2025Q4: 519,214 shares 519,214$26.1M9.1%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 166,518 shares; 2025Q1: 170,225 shares; 2025Q2: 188,220 shares; 2025Q3: not reported; 2025Q4: 210,264 shares 210,264$21.5M7.51%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157,584 shares; 2025Q1: 163,253 shares; 2025Q2: 174,391 shares; 2025Q3: not reported; 2025Q4: 176,978 shares 176,978$11.7M4.07%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,783 shares; 2025Q1: 83,547 shares; 2025Q2: 86,117 shares; 2025Q3: not reported; 2025Q4: 90,717 shares 90,717$10.9M3.8%newTimeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,063 shares; 2025Q1: 25,026 shares; 2025Q2: 25,031 shares; 2025Q3: not reported; 2025Q4: 22,954 shares 22,954$7.09M2.47%newTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,141 shares; 2025Q1: 64,809 shares; 2025Q2: 65,755 shares; 2025Q3: not reported; 2025Q4: 64,077 shares 64,077$5.73M2%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,428 shares; 2025Q1: 25,002 shares; 2025Q2: 26,596 shares; 2025Q3: 24,136 shares; 2025Q4: 22,001 shares 22,001$4.1M1.43%-2,135Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,167 shares; 2025Q1: 10,201 shares; 2025Q2: 12,998 shares; 2025Q3: not reported; 2025Q4: 13,010 shares 13,010$4.09M1.43%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,288 shares; 2025Q1: 5,301 shares; 2025Q2: 5,767 shares; 2025Q3: 6,479 shares; 2025Q4: 6,400 shares 6,400$3.93M1.37%-79Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,123 shares; 2025Q1: 29,993 shares; 2025Q2: 30,066 shares; 2025Q3: not reported; 2025Q4: 27,502 shares 27,502$2.74M0.95%newTimeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,781 shares; 2025Q1: 47,111 shares; 2025Q2: 47,542 shares; 2025Q3: 53,030 shares; 2025Q4: 57,569 shares 57,569$2.21M0.77%+4,539Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,825 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares; 2025Q3: not reported; 2025Q4: 5,894 shares 5,894$1.71M0.6%newTimeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,034 shares; 2025Q1: 19,985 shares; 2025Q2: 17,350 shares; 2025Q3: not reported; 2025Q4: 15,015 shares 15,015$1.68M0.59%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 3,495 shares; 2025Q2: 2,918 shares; 2025Q3: 2,852 shares; 2025Q4: 1,880 shares 1,880$1.62M0.57%-972Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 6,547 shares; 2025Q3: 5,678 shares; 2025Q4: 5,579 shares 5,579$1.52M0.53%-99Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,008 shares; 2025Q1: 19,535 shares; 2025Q2: 18,128 shares; 2025Q3: 17,548 shares; 2025Q4: 3,549 shares 3,549$1.11M0.39%-13,999Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,933 shares; 2025Q1: 12,467 shares; 2025Q2: 11,730 shares; 2025Q3: 11,326 shares; 2025Q4: 1,411 shares 1,411$682K0.24%-9,915Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 609 shares; 2025Q2: 621 shares; 2025Q3: not reported; 2025Q4: 626 shares 626$428K0.15%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,478 shares; 2025Q1: 2,630 shares; 2025Q2: 2,723 shares; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares 2,631$400K0.14%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,958 shares; 2025Q1: 14,701 shares; 2025Q2: 14,968 shares; 2025Q3: 14,232 shares; 2025Q4: 1,937 shares 1,937$331K0.12%-12,295Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 538 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares 689$330K0.12%0Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,984 shares; 2025Q1: 3,984 shares; 2025Q2: 3,984 shares; 2025Q3: 3,984 shares; 2025Q4: 2,913 shares 2,913$330K0.12%-1,071Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: 508 shares 508$255K0.09%newTimeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: not reported; 2025Q4: 2,642 shares 2,642$254K0.09%newTimeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares 3,411$219K0.08%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 1,271 shares; 2025Q3: not reported; 2025Q4: 677 shares 677$211K0.07%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
XNTKSPDR SERIES TRUST1,313,983$59.4Mshares
OEFISHARES TR547,227$50.1Mshares
XHYCBONDBLOXX ETF TRUST534,300$26.9Mshares
VGSHVANGUARD SCOTTSDALE FDS52,449$10.3Mshares
VOOGVANGUARD ADMIRAL FDS INC14,961$1.65Mshares
PATHUIPATH INC107,640$1.44Mshares
AMZNAMAZON COM INC6,550$1.44Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL508$255Kshares
ETNEATON CORP PLC600$224Kshares
Shopify IncShopify Inc1,380$205Kshares
SNOWSNOWFLAKE INC894$201Kshares

How Q4 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 0002054083-26-000001 base2026-02-06acceptance time not in the bulk data set