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SoundView Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 17.96%
This Fund
S&P 500
This Quarter Est. Return
+8.75%
1 Year Est. Return
+17.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$292M
AUM Growth
+$20.4M
Cap. Flow
+$764M
Cap. Flow %
261.65%
Top 10 Hldgs %
95%
Holding
42
New
7
Increased
5
Reduced
8
Closed
18

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$369M
2
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$324M
3
OEF icon
iShares S&P 100 ETF
OEF
+$174M
4
XHYC
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
+$20M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.6M

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$29.6M
2
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$27.3M
3
XHLF icon
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
+$25.7M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$19.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.8M

Sector Composition

Rank Sector Weight
1 Technology 5.26%
2 Communication Services 1.46%
3 Consumer Staples 0.9%
4 Consumer Discretionary 0.49%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.91T
– –
-1,271
Closed -$223K
IBTF
27
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-10,320
Closed -$241K
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$186B
– –
-65,755
Closed -$5.49M
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$123B
– –
-174,391
Closed -$10.8M
IJR icon
30
iShares Core S&P Small-Cap ETF
IJR
$109B
– –
-86,117
Closed -$9.41M
IVOO icon
31
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
– –
-17,350
Closed -$1.82M
IVV icon
32
iShares Core S&P 500 ETF
IVV
$876B
– –
-621
Closed -$385K
IWR icon
33
iShares Russell Mid-Cap ETF
IWR
$56.8B
– –
-2,642
Closed -$242K
JMST icon
34
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
– –
-7,327
Closed -$373K
SPSB icon
35
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
– –
-980,896
Closed -$29.6M
STIP icon
36
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
– –
-188,220
Closed -$19.4M
VO icon
37
Vanguard Mid-Cap ETF
VO
$106B
– –
-23,328
Closed -$1.63M
VONE icon
38
Vanguard Russell 1000 ETF
VONE
$8.19B
– –
-25,031
Closed -$7.03M
VTWO icon
39
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-30,066
Closed -$2.62M
VV icon
40
Vanguard Large-Cap ETF
VV
$51.9B
– –
-12,998
Closed -$3.71M
XHLF icon
41
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.94B
– –
-510,955
Closed -$25.7M
1
2

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SoundView Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, SoundView Advisors held 42 positions worth $292M, up 7.5% from $271M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

SoundView Advisors deployed $764M of net new capital in Q3 2025, opening 7 new positions and adding to 5 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 508 shares worth $255K.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, down from 5.4% a quarter earlier, followed by Communication Services and Consumer Staples.

On the sell side, the largest reduction was NVIDIA, an estimated $429K trimmed.

  • SoundView Advisors's largest Q3 2025 buy was Berkshire Hathaway Class A: 508 shares worth $255K.
  • SoundView Advisors added most to Vanguard S&P 500 ETF in Q3 2025, an estimated $12.6M increase.
  • SoundView Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $429K.
  • SoundView Advisors fully exited State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2025, selling an estimated $29.6M.
  • SoundView Advisors's ten largest holdings make up 95% of its $292M portfolio in Q3 2025.
  • SoundView Advisors opened 7 new positions and closed 18 in Q3 2025.
  • SoundView Advisors's portfolio value rose 7.5% quarter-over-quarter to $292M.

Based on SoundView Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.