Institutional Fund
Soundview Advisors Inc.
Olympia, WACIK 20540835 filings on record
Portfolio Value
$281.0K
Q1 2026
Holdings
31
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.0%
from $286.6K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds24.0%
- Vanguard Tax-Managed Fds15.8%
- Vanguard Malvern Fds10.5%
- Spdr Series Trust10.0%
- Spdr Series Trust9.1%
- Ishares Tr8.0%
- Other22.5%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 113.0K | $67.5K | 24.0% | −3.9K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 694.6K | $44.5K | 15.8% | −8.4K | Reduced |
| 3 | Vanguard Malvern Fds | 380.5K | $29.4K | 10.5% | +380.5K | New |
| 4 | Spdr Series Trust | 936.1K | $28.1K | 10.0% | −84.0K | Reduced |
| 5 | Spdr Series Trust | 257.3K | $25.6K | 9.1% | −18.9K | Reduced |
| 6 | Ishares Tr | 218.4K | $22.6K | 8.0% | +8.2K | Added |
| 7 | Ishares Tr | 177.4K | $12.0K | 4.3% | +467 | Added |
| 8 | Ishares Tr | 89.1K | $11.1K | 3.9% | −1.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 22.4K | $6.6K | 2.4% | −508 | Reduced |
| 10 | Ishares Tr | 62.6K | $5.7K | 2.0% | −1.5K | Reduced |
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