Institutional Fund
Soundwatch Capital LLC
Rowayton, CTCIK 18032535 filings on record
Portfolio Value
$793.23M
Q1 2026
Holdings
47
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+23.0%
from $644.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr44.8%
- Spdr S&P 500 ETF Tr44.6%
- Apple Inc1.9%
- Vanguard Index Fds1.7%
- Vanguard Index Fds0.9%
- Ea Series Trust0.7%
- Other5.4%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 543.8K | $355.24M | 44.8% | +253.5K | Added |
| 2 | Spdr S&P 500 ETF Tr | 544.1K | $353.83M | 44.6% | +7.7K | Added |
| 3 | Apple Inc | 60.4K | $15.33M | 1.9% | 0 | Held |
| 4 | Vanguard Index Fds | 22.5K | $13.46M | 1.7% | −158 | Reduced |
| 5 | Vanguard Index Fds | 25.2K | $7.52M | 0.9% | +156 | Added |
| 6 | Ea Series Trust | 99.9K | $5.23M | 0.7% | −808 | Reduced |
| 7 | Invesco Qqq Tr | 7.8K | $4.48M | 0.6% | +87 | Added |
| 8 | Vanguard World Fd | 39.1K | $4.39M | 0.6% | +489 | Added |
| 9 | Advisor Managed Portfolios | 132.4K | $4.07M | 0.5% | +71.3K | Added |
| 10 | Nvidia Corporation | 23.1K | $4.04M | 0.5% | +20.0K | Added |
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