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SoundView Advisors Inc.

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13F filer, CIK 2054083, OLYMPIA, WA

SoundView Advisors Inc. reported $280,957,000 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 90.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002054083-26-000002

Period
2026-03-31
Reported value
$281M
Holdings
31
Top 10 weight
90.11%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCRBnew+380,462$29.4M
STIPadded+8,175$846K
SGOVnew+8,192$824K
VTEBnew+10,881$542K
IJHadded+467$31.5K

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
XHLFexited-519,214-$26.1M
SPSBreduced-83,979-$2.53M
VOOreduced-3,903-$2.33M
BILSreduced-18,852-$1.87M
VEAreduced-8,372-$536K

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, Q1 2026

Share positions as resolved from 13F-HR 0002054083-26-000002, largest first. % of portfolio is the value over $280,957,000, 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; 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; 2026Q1: 113,045 shares 113,045$67.5M24.04%-3,903Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 694,551 shares 694,551$44.5M15.84%-8,372Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 380,462 shares 380,462$29.4M10.48%newTimeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 936,129 shares 936,129$28.1M10.02%-83,979Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 257,283$25.6M9.11%-18,852Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 218,439$22.6M8.04%+8,175Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 177,445$12M4.26%+467Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 89,085$11.1M3.94%-1,632Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,446$6.62M2.36%-508Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 62,582$5.67M2.02%-1,495Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,974$3.88M1.38%-36Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,058 shares 21,058$3.67M1.31%-943Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,139 shares 6,139$3.54M1.26%-261Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,493$2.65M0.94%-1,009Timeline
XCEMCOLUMBIA ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 56,983 shares 56,983$2.33M0.83%-586Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,894$1.7M0.61%-121Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,912$1.7M0.6%+18Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,576 shares 1,576$1.57M0.56%-304Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,579 shares 5,579$1.42M0.5%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,549 shares 3,549$1.02M0.36%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,192 shares 8,192$824K0.29%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,631 shares 2,631$544K0.19%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,881 shares 10,881$542K0.19%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,120 shares 1,120$414K0.15%-291Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 609 shares; 2025Q2: 621 shares; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 615 shares 615$402K0.14%-11Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 538 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 731 shares 731$338K0.12%+42Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,275 shares 1,275$272K0.1%-662Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,765 shares 1,765$271K0.1%-1,148Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: not reported; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares 2,642$256K0.09%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 508 shares 508$243K0.09%0Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 3,428 shares 3,428$212K0.08%+17Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
XHLFBONDBLOXX ETF TRUST519,214$26.1Mshares
GOOGLALPHABET INC677$211Kshares

How Q1 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 0002054083-26-000002 base2026-05-01acceptance time not in the bulk data set