Soundwatch Capital LLC: 13F holdings
CIK 18032532026Q2
| Positions | 53 |
|---|---|
| Reported value | $901.0m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 524,081 | $392.5m | 43.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 521,090 | $389.1m | 43.2% |
| ESGV VANGUARD WORLD FD | 181,428 | $24.0m | 2.7% |
| AAPL APPLE INC | 59,868 | $17.3m | 1.9% |
| VOO VANGUARD INDEX FDS | 21,506 | $14.8m | 1.6% |
| QQQ INVESCO QQQ TR | 15,057 | $11.1m | 1.2% |
| VV VANGUARD INDEX FDS | 25,068 | $8.6m | 1.0% |
| EA SERIES TRUST | 95,682 | $5.7m | 0.6% |
| EA SERIES TRUST | 83,311 | $4.4m | 0.5% |
| ADVISOR MANAGED PORTFOLIOS | 132,428 | $4.3m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803253")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.