SoundView Advisors Inc.: 13F holdings

CIK 20540832026Q2

Positions32
Reported value$306.9m
Filed2026-08-03

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS115,498$79.3m25.8%
VEA VANGUARD TAX-MANAGED FDS717,468$51.1m16.7%
VANGUARD MALVERN FDS384,228$29.7m9.7%
SPSB SPDR SERIES TRUST926,495$27.8m9.1%
SPDR SERIES TRUST245,844$24.4m8.0%
STIP ISHARES TR209,701$21.4m7.0%
IJH ISHARES TR176,569$13.6m4.4%
IJR ISHARES TR89,671$13.3m4.3%
VONE VANGUARD SCOTTSDALE FDS22,491$7.6m2.5%
IEFA ISHARES TR62,679$6.1m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2054083")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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