SoundView Advisors

OLYMPIA, WAfiles as SoundView Advisors Inc.

$307m in 32 US stocks at the end of 30 June 2026. The top 10 are 89.4% of the money. It changed about 4.7% of the portfolio this quarter.

Value

$307m

Stocks

Top 10 share

89.4%

Turnover

4.7%

What changed this quarter

New

Bought for the first time this quarter.

AlphabetGOOGL
<0.1% of the fund
FortinetFTNT
<0.1% of the fund
SnowflakeSNOW
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
25.8% of the fund
+2%
Vanguard Tax-Managed FDSVEA
16.7% of the fund
+3%
Invesco QQQ TRQQQ
1.5% of the fund
+3%
NvidiaNVDA
1.4% of the fund
+4%
AppleAAPL
0.5% of the fund
+3%
AlphabetGOOG
0.4% of the fund
+5%
Ishares TRIVV
0.3% of the fund
+90%
MicrosoftMSFT
0.1% of the fund
+9%

Cut

Sold some of their stake.

Spdr Series TrustBILS
8.0% of the fund
-4%
Ishares TRSTIP
7.0% of the fund
-4%
Vanguard Index FDSVO
0.6% of the fund
-2%
ChevronCVX
0.1% of the fund
-6%
State STR Spdr DOW Jones INDDIA
0.1% of the fund
-9%
Spdr Index SHS FDSFEZ
<0.1% of the fund
-14%

Sold out

Sold their entire stake.

Ishares TRSGOV
-100%
Vanguard MUN BD FDSVTEB
-100%

Holdings

Vanguard Index FDSVOO
Share
25.8%
Value
$79m
Shares
115,498
+2%
Vanguard Tax-Managed FDSVEA
Share
16.7%
Value
$51m
Shares
717,468
+3%
Vanguard Malvern FDSVCRB
Share
9.7%
Value
$30m
Shares
384,228
Held
Spdr Series TrustSPSB
Share
9.1%
Value
$28m
Shares
926,495
Held
Spdr Series TrustBILS
Share
8.0%
Value
$24m
Shares
245,844
-4%
Ishares TRSTIP
Share
7.0%
Value
$21m
Shares
209,701
-4%
Ishares TRIJH
Share
4.4%
Value
$14m
Shares
176,569
Held
Ishares TRIJR
Share
4.3%
Value
$13m
Shares
89,671
Held
Vanguard Scottsdale FDSVONE
Share
2.5%
Value
$8m
Shares
22,491
Held
Ishares TRIEFA
Share
2.0%
Value
$6m
Shares
62,679
Held
Invesco QQQ TRQQQ
Share
1.5%
Value
$5m
Shares
6,340
+3%
Vanguard Index FDSVV
Share
1.5%
Value
$4m
Shares
12,994
Held
NvidiaNVDA
Share
1.4%
Value
$4m
Shares
21,927
+4%
Vanguard Scottsdale FDSVTWO
Share
1.0%
Value
$3m
Shares
26,536
Held
Columbia ETF TR IIXCEM
Share
1.0%
Value
$3m
Shares
58,049
Held
Vanguard Admiral FDSIVOO
Share
0.6%
Value
$2m
Shares
14,921
Held
Vanguard Index FDSVO
Share
0.6%
Value
$2m
Shares
23,152
-2%
AppleAAPL
Share
0.5%
Value
$2m
Shares
5,729
+3%
Costco WholesaleCOST
Share
0.5%
Value
$1m
Shares
1,576
Held
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
3,730
+5%
Ishares TRIVV
Share
0.3%
Value
$876,000
Shares
1,171
+90%
Lam ResearchLRCX
Share
0.2%
Value
$552,000
Shares
1,276
Held
MicrosoftMSFT
Share
0.1%
Value
$455,000
Shares
1,220
+9%
ChevronCVX
Share
0.1%
Value
$411,000
Shares
2,481
-6%
DavitaDVA
Share
0.1%
Value
$392,000
Shares
1,765
Held
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$347,000
Shares
665
-9%
Ishares TRIWR
Share
<0.1%
Value
$291,000
Shares
2,642
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$251,000
Shares
502
Held
AlphabetGOOGL
Share
<0.1%
Value
$241,000
Shares
677
New
FortinetFTNT
Share
<0.1%
Value
$237,000
Shares
1,543
New
Spdr Index SHS FDSFEZ
Share
<0.1%
Value
$202,000
Shares
2,949
-14%
SnowflakeSNOW
Share
<0.1%
Value
$202,000
Shares
794
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	25.8%	$79m	115,498	+2%
Vanguard Tax-Managed FDSVEA	16.7%	$51m	717,468	+3%
Vanguard Malvern FDSVCRB	9.7%	$30m	384,228	Held
Spdr Series TrustSPSB	9.1%	$28m	926,495	Held
Spdr Series TrustBILS	8.0%	$24m	245,844	-4%
Ishares TRSTIP	7.0%	$21m	209,701	-4%
Ishares TRIJH	4.4%	$14m	176,569	Held
Ishares TRIJR	4.3%	$13m	89,671	Held
Vanguard Scottsdale FDSVONE	2.5%	$8m	22,491	Held
Ishares TRIEFA	2.0%	$6m	62,679	Held
Invesco QQQ TRQQQ	1.5%	$5m	6,340	+3%
Vanguard Index FDSVV	1.5%	$4m	12,994	Held
NvidiaNVDA	1.4%	$4m	21,927	+4%
Vanguard Scottsdale FDSVTWO	1.0%	$3m	26,536	Held
Columbia ETF TR IIXCEM	1.0%	$3m	58,049	Held
Vanguard Admiral FDSIVOO	0.6%	$2m	14,921	Held
Vanguard Index FDSVO	0.6%	$2m	23,152	-2%
AppleAAPL	0.5%	$2m	5,729	+3%
Costco WholesaleCOST	0.5%	$1m	1,576	Held
AlphabetGOOG	0.4%	$1m	3,730	+5%
Ishares TRIVV	0.3%	$876,000	1,171	+90%
Lam ResearchLRCX	0.2%	$552,000	1,276	Held
MicrosoftMSFT	0.1%	$455,000	1,220	+9%
ChevronCVX	0.1%	$411,000	2,481	-6%
DavitaDVA	0.1%	$392,000	1,765	Held
State STR Spdr DOW Jones INDDIA	0.1%	$347,000	665	-9%
Ishares TRIWR	<0.1%	$291,000	2,642	Held
Berkshire HathawayBRK-B	<0.1%	$251,000	502	Held
AlphabetGOOGL	<0.1%	$241,000	677	New
FortinetFTNT	<0.1%	$237,000	1,543	New
Spdr Index SHS FDSFEZ	<0.1%	$202,000	2,949	-14%
SnowflakeSNOW	<0.1%	$202,000	794	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 13.1% since 30 June 2025.

Where the money is

Technology2.4%

Media & telecom0.5%

Everyday goods0.5%

Energy0.1%

Health care0.1%

Financial services0.1%

Other96.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.