SoundView Advisors Inc.
Long book
$281.0M
Q1 2026
Positions
31
Top-10 weight
90%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsSoundView Advisors Inc. is a wealth-management firm allocating client money, specialised in technology (69% of the long book), running a $281.0M US long book across 31 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD FTSE DEVELOPED ETF, VANGUARD CORE BOND ETF, SS SPDR P ST C CORP ETF, SS SPDRB B 3-12M T-BILL ETF.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.5%
Q1 2025
+7.6%
Q2 2025
+5.5%
Q3 2025
+3.5%
Q4 2025
-0.4%
Q1 2026
+8.8%
Sector allocation
Technology 69%
Consumer discretionary 17%
Energy 6%
Industrials 3%
Healthcare 3%
Financials 3%
Long book by quarter
What does SoundView Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 21.1K | $3.7M | 1.3% | -4.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 0.6% | -16.2% |
| AAPL APPLE INC | Technology | 5.6K | $1.4M | 0.5% | Held |
| GOOG ALPHABET INC-CL C | Technology | 3.5K | $1.0M | 0.4% | Held |
| CVX CHEVRON CORP | Energy | 2.6K | $544K | 0.2% | Held |
| MSFT MICROSOFT CORP | Technology | 1.1K | $414K | 0.1% | -20.6% |
| LRCX LAM RESEARCH CORP | Industrials | 1.3K | $272K | 0.1% | -34.2% |
| DVA DAVITA INC | Healthcare | 1.8K | $271K | 0.1% | -39.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 508 | $243K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 31 | $281.0M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 30 | $286.6M | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 34 | $292K | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 35 | $271.4M | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 33 | $242.4M | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 33 | $242.6M | $K fixed canonical | SEC ↗ |