Fund Universe

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☆SoundView Advisors Inc.

CIK 0002054083 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.846
AUM ($M)
307
Positions
32
Turnover
0.05
Top-10 wt
89%
Herfindahl
0.129
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 34 positions · portfolio value $307M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 25.8% +1.8% 79.3 115,498 +2,453 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 16.7% +0.8% 51.1 717,468 +22,917 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 9.7% -0.8% 29.7 384,228 +3,766 2 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 9.1% -1.0% 27.8 926,495 -9,634 3 —
☆BILS funds › SPDR SERIES TRUST TRIM — 8.0% -1.1% 24.4 245,844 -11,439 3 —
☆STIP funds › ISHARES TR TRIM — 7.0% -1.1% 21.4 209,701 -8,738 3 —
☆IJH funds › ISHARES TR TRIM — 4.4% +0.2% 13.6 176,569 -876 3 —
☆IJR funds › ISHARES TR ADD — 4.3% +0.4% 13.3 89,671 +586 3 —
☆VONE funds › VANGUARD SCOTTSDALE FDS ADD — 2.5% +0.1% 7.6 22,491 +45 3 —
☆IEFA funds › ISHARES TR ADD — 2.0% -0.0% 6.1 62,679 +97 3 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.5% +0.3% 4.7 6,340 +201 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 1.5% +0.1% 4.5 12,994 +20 3 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.4% +0.1% 4.4 21,927 +869 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 1.0% +0.1% 3.2 26,536 +43 3 —
☆XCEM funds › COLUMBIA ETF TR II ADD — 1.0% +0.2% 3.1 58,049 +1,066 5 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.6% +0.0% 1.9 14,921 +27 3 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 1.9 23,152 +17,240 3 —
☆AAPL funds › APPLE INC ADD — 0.5% +0.0% 1.7 5,729 +150 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.5% -0.1% 1.5 1,576 +0 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.1% 1.3 3,730 +181 5 —
☆IVV funds › ISHARES TR ADD — 0.3% +0.1% 0.9 1,171 +556 3 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.1% 0.6 1,276 +1 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% +0.0% 0.5 1,220 +100 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 0.4 2,481 -150 5 —
☆DVA funds › DAVITA INC HOLD — 0.1% +0.0% 0.4 1,765 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 0.3 665 -66 5 —
☆IWR funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 2,642 +0 3 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 0.3 502 -6 3 —
☆GOOGL funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 677 +677 1 —
☆FTNT funds › FORTINET INC NEW — 0.1% +0.1% 0.2 1,543 +1,543 1 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.1% +0.1% 0.2 794 +794 1 —
☆FEZ funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.2 2,949 -479 3 —
☆VTEB funds › VANGUARD MUN BD FDS EXIT — 0.0% -0.2% 0.0 0 -10,881 0 —
☆SGOV funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -8,192 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 307 32 0.05 89% 0.129 0.845 — in
2026Q1 281 31 0.13 90% 0.124 0.739 — in
2025Q4 287 30 0.56 90% 0.129 0.056 — in
2025Q3 292 24 0.54 95% 0.162 0.080 — in
2025Q2 271 35 0.04 86% 0.110 0.828 — entered
2025Q1 242 33 0.00 86% 0.108 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status